Manager, Financial Planning & Analysis

Job Description

Job Description

JOB SUMMARY/PURPOSE

The Financial Planning & Analysis Manager is responsible for budgeting and forecasting to ensure financial health and regulatory compliance. This role involves collaboration with cross-functional teams to support strategic financial planning and decision-making and requires a strong analytical mind and excellent communications skills. The FP&A Manager will also be familiar with financial statements prepared in accordance with generally accepted accounting principles and regulatory accounting principles in order to develop and build various modeling scenarios.

JOB DUTIES/RESPONSIBILITIES

• Oversee the budgeting process, including the preparation of budget templates, consolidation of departmental budgets, and variance analysis
• Develop, maintain, and refine complex financial models to support strategic decision-making within the regulated utilities sector
• Create detailed financial forecasts with various scenarios and models to aid in long-term financial planning
• Identify opportunities to improve financial processes and implement best practices to enhance efficiency and accuracy
• Present detailed financial reports for management, highlighting key performance indicators to executives
• Conduct in-depth financial analysis to identify trends, risks, and opportunities, providing actionable insights and recommendations to executive management to support strategic initiatives and decisions
• Work closely with cross-functional teams, including operations, legal, and regulatory affairs, to ensure alignment and accurate financial planning
• Continuously evaluate and improve budget and forecasting processes, tools, and methodologies to enhance efficiency and accuracy
• Ensure all financial activities comply with relevant regulations, accounting standards, and internal policies
• Manage, mentor, and develop a team FP&A professionals, fostering a culture of accountability, collaboration, and continuous learning.
• Establish performance expectations, provide coaching and feedback, and support career development for direct reports.

MINIMUM REQUIREMENTS

Minimum education required of the position

• A bachelor’s degree in finance, accounting, economics, or a related field is required; a combination of experience and education that clearly demonstrates comparable knowledge, skills, and abilities may be suitable

Minimum experience required of the position

• 5+ years of experience in financial modeling within the utilities sector.

Minimum knowledge, skills and abilities preferred of the position

• Familiarity with financial planning and modeling software, ERP systems, and data visualization tools (e.g., Power BI, Tableau)
• Proficiency in developing and maintaining advanced financial models, including scenario analysis and long-range forecasting techniques
• Working knowledge of regulatory environments and rate-making processes within the utilities industry
• Understanding of GAAP and regulatory accounting principles and their application to financial planning and reporting
• Strong analytical and problem-solving skills with a demonstrated ability to interpret complex financial data and provide actionable insights
• Effective written and verbal communication skills with the ability to present financial information clearly to cross-functional stakeholders and leadership
• Strong organizational and time management skills with the ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy
• Ability to work collaboratively in a team-oriented environment while also operating independently to support financial planning initiatives

Any certificates, licenses, etc. required for the position

• Preferred: Relevant certifications, such as Certified Public Accountant (CPA) or Certified Corporate Financial Planning & Analysis Professional (FPAC)

Physical Requirements

• Able to operate a personal computer, either desktop or laptop.

• Able to sit for extended periods of time.

• Able to operate a copy machine, fax machine, calculator, telephone and other miscellaneous office equipment.

• Able to exert up to 10 Lbs. of force occasionally, and /or a minimal amount of force frequently to lift, carry, push or otherwise move objects.

Working Conditions

The Physical Demands described here are representative of those that must be met by an employee to successfully perform the Accountabilities and Essential functions of the job. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions.

• Perform other job-related duties as assigned, within your scope of responsibilities.
• Job duties are performed in a normal and clean office environment with normal noise levels.
• Work is predominately done while standing or sitting.
• The ability to comprehend, document, calculate, visualize and analyze are required.
• Able to work regular hours, with occasional overtime.

About Delta Utilities

Delta Utilities is a natural gas utility headquartered in New Orleans that provides safe, reliable natural gas services across Louisiana and Mississippi. We understand the value of dependable energy and our important role in building stronger, more resilient communities. Delta Utilities is a $1.7 billion organization that represents 600,000 customers and is among the top 40 natural gas utilities in the United States.

Delta Utilities acquired CenterPoint Energy's natural gas utility operations in Louisiana and Mississippi in April 2025 and acquired Entergy's natural gas utilities in Baton Rouge and New Orleans in July 2025.

Delta Utilities is regulated by the Louisiana Public Service Commission, the Mississippi Public Service Commission, and the New Orleans City Council. We work closely with our regulatory agencies to deliver safe and reliable natural gas service and maintain fair rates for our customers.

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Delta Utilities and associated entities are equal opportunity employers. We do not discriminate against employees or applicants for employment on any legally recognized basis or any protected class under federal, state, or local law.