Analyst, Financial II

Job Title:

Analyst, Financial II

Location:

Charlotte, NC, North Carolina Home Office, South Carolina Home Office, Tennessee Home Office, Texas Home Office

Job Summary and Description:

Contributes to the success, growth and financial soundness of EPRI by advising on financial matters in assigned responsibility area.

Key Responsibilities:

• Primary focus under one of two tracks:

Sector Finance - Compiles financial information and performs analysis for assigned responsibility area. Analyzes variance to budget/forecast at program/project/account level, identifies trends, and monitors overhead recovery. Interprets findings and communicates operating information from analysis to program/project leaders. Assists in preparation of annual budgets and periodic forecasts. Interfaces with Finance and Sector leaders to assist in developing and communicating planning assumptions. Works closely with sector/department personnel to ensure budget/forecasts are complete and accurate.

Corporate Finance – Compiles financial information and performs analysis for assigned areas of responsibility. Analyzes variances to plan/forecast at cost center/account level and identifies trends. Interprets findings and communicates operating information from analysis to Senior and Executive Management. Assists in preparation and consolidation of annual plans and periodic forecasts, working closely with department personnel to ensure plan/forecasts are complete and accurate. Identifies and makes updates to planning models and tools approved by manager. Interface with Finance and F&D Sector leaders to assist in developing and communicating planning assumptions.

• Prepares monthly, quarterly, and annual reports and presentations of financial information for assigned responsibility area.

• Assists management in constructing the annual operating plan of revenues, funding, expense, and capital projects.

• Establishes procedures for collecting and troubleshooting data to ensure the reliability of financial reports.

• Uses available technology and strives for continuous process improvement.

• Identifies areas of risk or noncompliance and shows initiative in driving for resolution.

• Serves as liaison between Accounting, contractors, project managers, management and administrative staff to ensure common, accurate understanding of contract requirements and responsibilities.

• Through an understanding of generally accepted accounting principles, advises internal customers on the proper accounting treatment of costs, and the application of EPRI accounting policies.

• Participates in the monthly, quarterly and annual close process by providing accruals, billings and responding to information requests. Supports the annual audit process.

• Provides data, financial information or analysis in response to ad hoc requests.

• Represents FP&A group on team project efforts.

• Performs other duties as assigned.

Education and Experience:

• Bachelor’s Degree in accounting, finance or business is required.

• Minimum of 5 years' experience in accounting, financial analysis, and/or budgeting is required.

• Firm understanding of common financial concepts, practices, and procedures.

• Knowledge of generally accepted accounting principles (U.S. GAAP) is strongly preferred.

• Strong understanding of project accounting concepts.

• Broad understanding of data mining.

Skills and Attributes:

• Relies on experience and judgment to perform job duties. Works with limited direction.

• Advanced computer skills (enterprise resource planning systems, Microsoft applications, data warehouse) are required.

• Finance technical proficiency

• Excellent verbal and written communication skills.

• Self-starter; independent problem-solver

• Sound business judgment

• Ability to maintain high degree of confidentiality

• Effective team member

• Inquisitive, independent thinker

Works well under pressure and manages multiple priorities at the same time

Familiarity with AI-powered platforms for automating repetitive tasks and improving efficiency.

The salary range for this position is $80,000 USD to $90,000 USD annually.

This salary range is an estimate, and the actual salary may vary based on various factors, including without limitation applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

This role is eligible to participate in EPRI’s annual incentive program. The amount of incentive varies and is subject to the terms and conditions of the plan.

This role is eligible to participate in EPRI’s standard employee benefit programs, which currently include the following: medical, dental, vision, 401k, STD/LTD and paid family leave, life and accident insurance, paid time off (flexible vacation, sick leave, and holiday pay).

EPRI participates in E-Verify, an online system operated jointly by the Department of Homeland Security and the Social Security Administration (SSA). EPRI uses the system to check the work status of new hires by comparing information from the employee's I-9 form against SSA and Department of Homeland Security databases.

EPRI is an equal opportunity employer. EEO/AA/M/F/VETS/Disabled

Together . . . Shaping the Future of Energy.

Together Shaping the Future of Energy

EPRI provides thought leadership, industry expertise, and collaborative value to help the electricity sector identify issues, technology gaps, and broader needs that can be addressed through effective research and development programs for the benefit of society.

If you need help during the application process, please contact us at View email address on click.appcast.io .