Principal Financial Analyst - Anaplan

About the role

Puget Sound Energy (PSE), Washington’s largest energy company, is seeking a Principal Financial Analyst - Anaplan to join its Financial Planning & Analysis team. This role is part of a significant finance and budget transformation aimed at modernizing systems and processes that support over $5 billion in annual revenue.

Responsibilities

• System Implementation & Transformation (40%): Serve as key FP&A representative during the Anaplan implementation, ensuring business requirements are accurately captured and translated into system functionality. Collaborate with IT, system integrators, and cross-functional teams to design, test, and deploy budgeting solutions for both O&M and capital expenditures. Lead user acceptance testing and coordinate training programs for Finance and Business users. Support S/4 HANA integration efforts to ensure seamless data flow between systems. Document new processes, procedures, and system configurations to support go-live activities.
• Anaplan Center of Excellence Leadership (25%): Develop governance frameworks, best practices, and standardized methodologies for platform usage. Create and maintain system documentation, user guides, and training materials. Provide ongoing support and troubleshooting for Anaplan users across the organization. Evaluate and implement system enhancements, new modules, and optimization opportunities. Monitor system performance and user adoption metrics.
• Financial Analysis & Planning (25%): Develop and maintain complex financial models supporting budget development and forecasting processes. Perform variance analysis and provide insights on budget-to-actual performance for assigned business units. Support annual budget and quarterly forecast cycles with detailed analysis and recommendations. Create executive-level presentations and dashboards to communicate financial performance and trends. Conduct ad-hoc financial analysis to support strategic initiatives and capital investment decisions. Partner with business units to understand operational drivers and translate into financial impacts.
• Strategic Support & Process Improvement (10%): Support corporate initiatives through financial modeling, business case development, and ROI analysis. Identify and implement process improvements to enhance efficiency and accuracy of financial reporting. Collaborate with cross-functional teams on special projects and regulatory initiatives. Stay current on industry trends, regulatory changes, and best practices in utility finance.

Qualifications

• Minimum Qualifications: Bachelor’s Degree in Business, Finance, Accounting or related field and/or equivalent experience with progressively increasing level of responsibility. 5+ years in finance roles with progressively increasing levels of responsibility. Excellent communication, writing and presentation skills with the ability to interface effectively with all levels of management. Ability to work effectively without direct supervision in a fast-paced, stressful, and multitasking environment.
• Desired Qualifications: Master's Degree in a quantitative field or MBA. Previous experience with SAP S/4 HANA or similar ERP systems. Demonstrated ability to manage multiple projects and create capacity. Ability to adapt and react to unforeseen business decisions and situations. Experience leading and delivering projects under tight deadlines. 2-5 years of Anaplan Model Building.

Benefits

Puget Sound Energy offers a competitive and comprehensive total rewards package including a range of benefits such as medical, dental, vision, life insurance, short- and long-term disability insurance, and various voluntary options. The company also provides paid time off, holidays, and a 401(k) investment option and a cash balance retirement plan.