Manager, Financial Planning & Analysis

Position Overview This role is responsible for leading advanced Financial Planning and Analysis activities in support of H2O America’s strategic planning, long‑range forecasting, budgeting, and business development initiatives. The position applies strong expertise in financial modeling, valuation, forecasting, and analysis to evaluate complex strategic initiatives. They develop FP&A strategy and lead complex executive‑level analyses, performance reviews, and transaction support. While ensuring SOX and regulatory compliance, they leverage relationships and collaborate with business partners to support business goals. Additionally, they act as a mentor to junior staff, requiring technical expertise, strong analytical, organizational, and communication skills. Occasional domestic travel may be required depending on the business units supported. Key Responsibilities Plan, organize, and conduct complex financial studies and multi‑company financial planning and analyses to support evaluation of strategic initiatives. Build forecast models and metrics to evaluate the outcome of potential business transactions (e.g., mergers, acquisitions, strategic planning, capital projects, and divestitures). Lead the design and development of the FP&A 5‑year strategic plan and associated cash‑flow modeling. Oversee budgeting and forecasting for H2O America’s business units. Lead due diligence activities and coordinate cross‑functional teams throughout transaction processes (e.g., data analysis, validating assumptions, coordinating cross‑functional inputs). Lead complex financial forecasting studies, including regulated utility models and related regulatory analysis. Develop presentations and documentation for internal stakeholders and senior leadership review. Oversee tracking of deal timelines and key deliverables; manage timelines and status to support efficient transaction execution. Lead completion of complex financial analysis of monthly and year‑to‑date results, identify causes of deviations, and make recommendations on improvement strategies through trend analysis. Work with team and stakeholders to lead preparation of monthly and quarterly business performance reviews for the shared‑services business units. Build and maintain relationships with internal teams (accounting, budgeting, regulatory affairs, legal, tax) to support analysis. Support and comply with audit processes and prepare necessary documentation, as needed. Ensure adherence to SOX, regulatory compliance, and internal controls. Conduct analysis of complex operations and future capital programs or other assigned projects; prepare reports and deliver findings as needed. Develop effective techniques and models for financial planning and analysis implementation. Stay up to date on M&A trends and company developments to support opportunity assessments and strategic decision making. Provide future recommendations and implement effective techniques and models for financial planning and analysis. Mentor junior staff and act as escalation point for complex inquiries. Required to complete occasional evening and weekend work to meet deadlines or address emergencies as needed. Perform other duties or special projects as required or assigned. 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, 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. EEO Statement Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. #J-18808-Ljbffr CTwater