Valuation Finance Specialist (Mid or Senior)
PacifiCorp · Portland, OR · 4 days ago
Finance$88k–$140k/yrFull-time
Location: Portland, OR (97232) – 100% onsite
About the role
PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability, inclusion, and belonging. This position conducts analysis and develops business financial reports and projections through research, gathering, and interpretation of data, development of alternatives, and recommendations. Assist in completion of annual treasury cash forecast and financing plan, support rating agency forecast and presentations, and research, interpret, and analyze current business practices, business structure, and cash flow ratios.
Responsibilities
- Prepare, document, and submit monthly forecasts by gathering data and analyzing related income statement, cash flow statement, and balance sheet movements.
- Develop and prepare ad hoc financial analyses and written reports.
- Direct activities related to development of the annual business plan, including business unit coordination, data verification, and summarization of analysis for effective presentation.
- Develop and prepare presentations including analysis from external sources such as rating agency methodology, financial business partners, and capital market sources.
- Model and analyze scenarios based on input from planning, treasury, and finance.
- Provide high-level support for company mortgage documentation for special project financing.
- Serve as a key player in responding to data requests from regulatory agencies and other ad hoc assignments.
- Develop metrics and report on quality and accuracy of internal control processes.
- Propose and analyze financing alternatives.
- Assist with company financing projects.
- Provide high-level support to the cash management team on cash positioning, investing, and borrowing activities.
Additional Responsibilities (Senior Valuation Finance Specialist)
- Act as the top subject matter expert and prepare, document, and submit monthly forecasts by gathering data and analyzing related income statement, cash flow statement, and balance sheet movements.
- Design and implement policies and practices for the Valuation Finance group.
- Collaborate with the information technology team to automate tasks.
- Develop new processes and procedures that impact the business.
- Identify areas of potential risk and propose process improvements and innovations.
- Lead company financing projects.
Requirements
- Bachelor's Degree in Accounting, Economics, Finance, or a related field; or the equivalent combination of education and experience.
- A minimum of five years of experience with financial analysis and modeling, including cash flow and balance sheet modeling.
- Advanced software skills in Microsoft Excel, Word, and PowerPoint, and ability to utilize advanced modeling techniques such as programming to automate model functionality.
- Support rating agency forecast and presentations, have a working knowledge of rating agency metrics, and research, interpret, and analyze current business practices, business structure, and cash flow ratios.
- Experience in financial statement preparation and analysis.
- Ability to analyze complex transactions, their accounting treatment, and financial statement implications.
- Ability to prioritize multiple tasks and meet deadlines.
- Strong communication and interpersonal skills, including the ability to establish trust, maintain confidence, and understand social behavior and interactions.
- Ability to work with all organizational levels and to influence actions and negotiate outcomes.
Additional Requirements (Senior Valuation Finance Specialist)
- A minimum of seven years of experience with financial analysis and modeling, including cash flow and balance sheet modeling.
Preferences
- Advanced degree and/or CPA or CFP designation.
- Experience in SAP Financial Systems modules.
- General understanding of utility economics and accounting, and knowledge of FERC Code of Regulations.
- Regulated utility industry experience.
Benefits
- Medical, dental, and vision insurance.
- 401k with match fixed contributions, including Roth and savings options. For union employees, matching contributions vary by union. For nonunion, PacifiCorp makes a fixed contribution equal to 4% of your eligible pay each year for new hires. In addition, PacifiCorp matches 100% of the first 6% you contribute.
- Life insurance.
- Additional voluntary benefits, including pet insurance.
- Tuition assistance.
- Mass transit pass for employees in Portland and Salt Lake City offices.
Work-Life Balance
- Generous Paid Time Off (PTO) – varies by employee type (Union or Non-Union).
- Paid short-term disability leave and long-term disability insurance.
- Paid parental leave.
- Paid bereavement leave.
- Employee Assistance Program supporting mental and emotional wellbeing.
Pay
$88,000 - $140,250 yearly salary
Schedule
Full time