Senior Financial Analyst

About the role

The Senior Financial Analyst (with potential for Finance Manager titling depending on experience) will lead month-end financial operations for business units within our Baltimore district. Reporting directly to the Regional Finance Director, this position serves as a core analytical partner to operations while directly overseeing and serving as a backup for our local Senior Billing Analyst.

Core Responsibilities

• Financial Leadership & Business Unit Ownership

• Lead the complete month-end close process for assigned business units—booking journal entries, performing complex account reconciliations, and clearly presenting financial results to leadership.
• Drive the development of regional budgets, localized rolling forecasts, and active identification of financial risks and opportunities.
• Oversee capital expenditure (CAPEX) tracking for major infrastructure projects and implement working capital improvements.
• Serve as a trusted financial resource for local Operations teams, translating numbers into practical guidance around safety, system reliability, and financial performance.

• Operational Financial Support

• Oversee the monthly utility billing cycle and accounts receivable processes, stepping in as a hands-on backup to create monthly billing summaries, aging reports, and customer invoices when needed.
• Work closely with metering, account management, and operations teams to ensure complete billing accuracy and timely cash collection.
• Validate and escalate customer consumption estimates, validate monthly billing rates, and execute precise calculations for annual contractual rate escalations (rate and timing).
• Review daily cash application and lockbox reconciliations, directly contacting clients when necessary to resolve billing discrepancies or increase auto-match rates.

Qualifications & Requirements

• Education

• Bachelor’s degree in Accounting required.

• Billing Experience

• Minimum 3 years of energy-focused billing operations within corporate accounting or private industry.

• General Ledger Experience

• Minimum 2 years of hands-on GL, journal entry, and account reconciliation experience.

• Software Skills

• Advanced proficiency in Microsoft Excel and the MS Office Suite.
• Experience with specialized billing software (e.g., Oracle Customer Care & Billing / CC&B) is a strong plus.

• Communication

• Exceptional analytical, mathematical, and interpersonal communication skills.