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Financial Planning Analyst

$59.25k - $94.8k

South Jersey Industries

Financial Planning In Energy EfficiencyA 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. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as interpreting business trends, changes, and new initiatives.Essential Functions:Provide financial assistance by accumulating data, analyzing trends, and preparing analysis for business review.Coordinates and compiles the monthly and annual budgets. Provides 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.Utilizes data to generate standard or custom reports summarizing energy efficiency program performance.Analyzes reports, identify exceptions requiring action, identifies opportunities for operational improvements, and offers solutions. Synthesizes current business intelligence or trend data to support recommendations for action.Compiles and prepares 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.Responsible for performing special projects to improve process efficiency and performance.QualificationsRequired 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 skillsDetail-oriented with strong time-management skillsProficient with Microsoft Office (Excel, Word, PowerPoint, SharePoint,)Demonstrated work experience using Excel functions such as VLOOKUP, SUMIFS, SUBTOTAL, Pivot Tables, and other data summarization features.Demonstrated work experience regularly forecasting or reporting numerical data.Ability to prioritize and organize work in a multi-tasked environmentPreferred Skills:Energy efficiency experienceUtility experiencePowerBI experienceExplore the PossibilitiesSouth Jersey Industries employs a diverse range of talent – from construction contractors to environmental specialists. Regardless of the position, mentoring and networking, hands-on experience, gaining industry knowledge and the opportunity to make a meaningful impact on our business and in our communities are all exciting ways that we welcome our employees at SJI. And as a company committed to creating an engaging culture built on inclusion and diversity, you're sure to find an opportunity that makes you feel included, empowered, and ready to "bring your whole self to work" every day.Benefits Package OverviewSJI offers a competitive and comprehensive benefits package to eligible employees.The SJI "Total Rewards" Benefits Package include:Flexible vacation, Paid Time Off, and Sick Leave packageComprehensive Health, Dental, and Vision InsuranceShort-term and Long-term Disability Insurance401(k), with generous company matchEmployee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.Equal Opportunity/Affirmative Action EmployerAt 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 - 94,800We are committed to pay transparency and ensuring equitability compensation for all employees. The pay range for this position reflects the base salary only and does not include benefits, bonuses, or other forms of compensation that might be part of the total compensation package. The specific salary offered will be based on a candidate's qualifications, education, and experience.

Vacancy posted 2 days ago
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