Manager, Financial Planning & Analysis

Key Responsibilities

• Plans, organizes, and conducts complex financial studies and multi-company financial planning and analyses to support evaluation of strategic initiatives.
• Buils forecast models and metrics to evaluate the outcome of potential business transactions (e.g. mergers, acquisitions, strategic planning, capital projects, and divestitures).
• Ledesigns and develops the FP&A 5-year strategic plan and associated cash flow modeling.
• Oversees budgeting and forecasting for H2O America’s business units.
• Leads due diligence activities and coordinates cross-functional teams throughout transaction processes (e.g. data analysis, validating assumptions, coordinating cross-functional inputs).
• Ledesigns and develops complex financial forecasting studies, including regulated utility models and related regulatory analysis.
• Develops presentations and documentation for internal stakeholders and senior leadership review.
• Oversees tracking of deal timelines and key deliverables.
• Manages timelines and status to support efficient transaction execution.
• Leads completion of complex financial analysis of monthly and year-to-date results, identifying causes of deviations, and making recommendations on improvement strategies through trend analysis.
• Works with team and stakeholders to lead preparation of monthly and quarterly business performance reviews for the shared services business units.
• Builds and maintains relationships with internal teams (accounting, budgeting, regulatory affairs, legal, tax) to support analysis.
• Supports and complies with audit processes and prepares necessary documentation, as needed.
• Ensures adherence to SOX, regulatory compliance, as well as internal controls.
• Conducts analysis of complex operations and future capital programs or other assigned projects.
• Prepares reports and delivers findings as needed.
• Develops effective techniques and models for financial planning and analysis for implementation.
• Stays up to date on M&A trends and company developments to support opportunity assessments and strategic decision making.
• Provides future recommendations and implements effective techniques and models for financial planning and analysis.
• Mentors junior staff and acts as escalation point for complex inquiries.

Qualifications

• Bachelor’s degree required.
• 10+ years of relevant professional experience with progressive levels of responsibility preferred.
• 5+ years of professional level financial analyst experience.
• MBA strongly preferred.
• Prior Investment Banking Or M&A Analyst Experience Preferred.
• Holds relevant certifications required for the team’s need or directed by management.
• CPA or MSA certification strongly preferred.
• Demonstrated mastery of the financial planning & analysis function within a regulated utility environment.
• Expertise in principles and practices of financial plan preparation and administration, accounting, and financial reporting (incl. Economics, statistical analysis, forecasting techniques, computer modeling).
• Deep knowledge of general accounting principles.
• Ability to identify financial implication of complex agreements and legal documents.
• Expertise in financial accounting systems (e.g. JD Edwards Enterprise One, Insight, Power Plant).
• Knowledge And Experience With Regulated Utilities Preferred.
• Expert financial modeling and analytical skills.
• Strong stakeholder engagement and leadership skills.
• Excellent communication, organization, and critical thinking skills.