Financial Planning Analyst Intermediate

Position Summary A career in Financial Planning in Energy Efficiency will provide the opportunity to participate in the budget process, track, and report on performance relative to the Energy Efficiency plan and manage ongoing rolling forecast updates. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision-making regarding the Energy Efficiency program portfolio and budget. Additionally, it includes establishing, tracking, and monitoring key operating metrics used to drive the Energy Efficiency program targets as well as creating ad‑hoc analyses to drive business strategy, improve efficiency and maximize customer participation and energy savings. Roles within Financial Planning in Energy Efficiency are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. Essential Functions Provide financial assistance by accumulating data, analyzing trends, and preparing analysis for business review. Coordinate and compile the monthly and annual budgets, providing deviation analysis of performance metrics. Gather data from various external sources as well as internal applications, programs, and processes to determine the factors affecting or expected to affect revenue, expense, and/or customer experience. Utilize data to generate standard or custom reports summarizing energy efficiency program performance. Analyze reports, identify exceptions requiring action, identify opportunities for operational improvements, and offer solutions. Synthesize current business intelligence or trend data to support recommendations for action. Compile and prepare information in response to data requests. Manage key vendor contracts and relationships. Responsible for regulatory report coordination and fulfillment. Manage internal process for loan program application approval. Partner with vendors and other state utilities regularly to manage dual fuel energy efficiency projects. Receive and log vendor invoices, and update vendor billing information as needed. Perform special projects to improve process efficiency and performance. Qualifications Required Background Bachelor’s degree with a minimum of 2+ years of relevant experience. Master’s degree with 0 years of relevant experience. Equivalent work may be considered in lieu of degree. Required Skills Strong communication (written and verbal) and presentation skills. Detail‑oriented with strong time‑management skills. Proficient with Microsoft Office (Excel, Word, PowerPoint, SharePoint). Ability to prioritize and organize work in a multi‑tasked environment. Preferred Skills Energy efficiency experience. Utility experience. PowerBI experience. Benefits Package Overview Flexible vacation, paid time off, and sick leave package. Comprehensive health, dental, and vision insurance. Short‑term and long‑term disability insurance. 401(k) with generous company match. Employee resource groups to encourage engagement, nurture professional development, and foster an inclusive environment. Equal Opportunity / Affir­mat­ive Action Employer At this time, SJI is only considering applicants authorized to work in the United States currently and in the future without the need for visa sponsorship. Compensation Range $59,250 - 94,800 #J-18808-Ljbffr South Jersey Industries