Lead, Financial Analyst

About the role

This job is a lead analyst who develops recommendations through strategic analysis, ensures accurate financial reporting, and provides valuable insights that influence key business decisions for American Water’s Regulated revenues. The individual will work closely with cross-functional teams including State Finance Leadership, Operations, and Regulatory Services to optimize revenue planning and support business growth and achievement of business objectives.

Responsibilities

• Lead revenue analysis, forecasting, trend analysis, and variance reporting.
• Develop and maintain complex revenue and financial models using regression analysis and/or other statistical methods to assess business performance and inform strategic decisions.
• Analyze customer and usage data to identify revenue opportunities, new trends, track KPIs, and provide actionable insights to management and senior leadership.
• Manage the preparation and presentation of monthly, quarterly, and annual revenue reports for internal stakeholders.
• Support business planning and budgeting efforts by providing revenue projections and analysis of key performance drivers and collaborating with business partners to develop budget assumptions.
• Identify and recommend process improvements to enhance the accuracy and efficiency of revenue reporting and forecasting.
• Serve as a key subject matter expert in all revenue-related matters.
• Provide analytical support to all levels of management, including ad-hoc reporting.
• Support other stakeholder special projects and ad hoc assignments.
• Drive "Best Practices" by assessing ongoing effectiveness of existing business applications and technologies.
• Collaborate with affiliated Operational Finance teams, operations representatives and other key stakeholders to deliver effective analysis of results (plan, forecast and actuals).

Requirements

• Proven analytical and problem-solving skills.
• Proven financial analysis, financial modeling, data analysis, and forecasting techniques.
• Ability to apply complex trend evaluation and scenario modeling techniques.
• Ability to recommend and implement process improvements, work independently and handle multiple tasks simultaneously.
• Ability to establish and maintain good working relationships within finance and all levels of management.
• Utilize highly effective listening and feedback skills to promote open and constructive dialogue with stakeholders.
• Proven ability to learn concurrently, multitask, productively manage time.
• Demonstrated ability to work with large data sets and extract meaningful insights.
• Exceptional attention to detail with strong problem-solving and critical thinking skills.
• Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders.
• Experience working in cross-functional teams and managing multiple projects simultaneously.
• Advanced Excel and PowerPoint skills.
• Accounting concepts and understanding of analytical concepts for financial analysis as well as US Generally Accepted Accounting Principles (US GAAP).
• PREFERRED: Broad knowledge SAP ERP and Hyperion/Oracle Financial Planning systems.
• PREFERRED: Detailed understanding of the regulatory environment and detailed knowledge of the utility regulations and tariffs in effect in the divisions.

Qualifications

• Bachelor's degree in finance, accounting, business or a closely related field or an equivalent combination of education and experience.
• Preferred: MBA, MS-Econ, CPA, CFA or advanced degree(s)/certification(s).
• Minimum of approximately 6-8 years of pertinent FP&A experience required (or relevant experience)
• Proficiency in financial modeling, data analysis, and forecasting techniques
• Advanced skills in Excel, financial software (e.g., Oracle, SAP).

Skills

• Proven analytical and problem-solving skills.
• Proven financial analysis, financial modeling, data analysis, and forecasting techniques.
• Ability to apply complex trend evaluation and scenario modeling techniques.
• Ability to recommend and implement process improvements, work independently and handle multiple tasks simultaneously.
• Ability to establish and maintain good working relationships within finance and all levels of management.
• Utilize highly effective listening and feedback skills to promote open and constructive dialogue with stakeholders.
• Proven ability to learn concurrently, multitask, productively manage time.
• Demonstrated ability to work with large data sets and extract meaningful insights.
• Exceptional attention to detail with strong problem-solving and critical thinking skills.
• Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders.
• Experience working in cross-functional teams and managing multiple projects simultaneously.
• Advanced Excel and PowerPoint skills.
• Accounting concepts and understanding of analytical concepts for financial analysis as well as US Generally Accepted Accounting Principles (US GAAP).
• PREFERRED: Broad knowledge SAP ERP and Hyperion/Oracle Financial Planning systems.
• PREFERRED: Detailed understanding of the regulatory environment and detailed knowledge of the utility regulations and tariffs in effect in the divisions.

Benefits

In addition to compensation, you will be offered a comprehensive benefits package including 401(k), Defined Contribution Plan, Employee Stock Purchase Plan, medical, prescription, dental and vision coverage, plus disability, paid time off, life insurance, voluntary benefits, health and wellness programs and much more! American Water is also proud to offer employees learning opportunities and work experiences to grow professionally!

Pay

The base salary range represents a good faith salary range for this position. This position is eligible for annual incentive pay and has the opportunity for continued salary growth. If you are hired at American Water your base salary compensation will be determined based on factors such as market, geography, skills, education and/or experience. At American Water, we are committed to pay equity.

Schedule

Primarily Office Environment
Hybrid work schedule 3 days in the office 2 days offsite.
This position offers the flexibility of being based in Camden NJ or within our footprint.