Financial Planning Advisor

Financial Planning Advisor

Become a Financial Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, you will conduct research and analyses to facilitate the effective management of the Company's financial assets. As part of the Corporate Finance – Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities.

As a Financial Planning Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?

Responsibilities

• Project manages efforts and coordinates and ensures the appropriate involvement from various subject matter experts and support organizations for the Operating Unit or enterprise.
• Conducts ad hoc analysis supporting either the financial planning or strategic analysis workstreams, as needed.
• Leads the development and validation of complex financial models. Validates others' models and ensures accuracy and integrity of results.
• Reviews spending projections and derives utility revenue requirements and related analyses.
• Assesses ongoing capital project business cases and assists in providing recommendations for funding approval to relevant stakeholders by assessing capital structures and performing cost of capital calculations. Provides leadership on cross-functional teams on planning activities that have significant financial impact or risk to the Operating Unit or enterprise.
• Delivers financial advisory support to the business including analysis of potential investments, mergers, acquisitions, or divestitures.
• Contributes to the implementation of risk management and internal controls processes that comply with accounting, organizational, and regulatory policies.
• Develops cross functional relationships and interacts with leaders across the company to provide guidance and lead the financial evaluation and development of business cases for capital projects and programs. Identifies and implements ways to improve working processes within the area of responsibility and communicate issues and areas for improvement to enterprise managers.
• A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.

Minimum Qualifications

• Seven or more years of experience in financial planning, modeling and/or forecasting.

Preferred Qualifications

• Bachelor's degree or higher in Finance, Economics, Business, Engineering, or related subject area.
• Experience with SAP or similar enterprise-wide system.
• Experience with data visualization tools, such as Power BI.
• Experience with forecasting and performing cost benefit/trend analysis.
• Experience with "utility" financial planning and accounting methodologies.
• Experience interpreting and applying General Accepted Accounting Principles (GAAP) and other regulatory requirements.

This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.

Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.

We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at View email address on click.appcast.io or View phone number on click.appcast.io and select option 2.