Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Lead Analyst - FP&A Investment Planning

$106k - $132.5k

Iberdrola

Investment Planning Team Lead Analyst

The base salary range for this position is dependent upon experience and location, ranging from:

Orange, CT - $106,000 to $132,500

Augusta/Portland, ME - $96,400 to $120,500

Binghamton/Rochester, NY - $96,400 to $120,500

What We Offer:

  • Competitive benefits and growth opportunities
  • Generous performance-based bonuses
  • 12% 401(k) match
  • Comprehensive health, dental, and vision insurance
  • Tuition reimbursement
  • Professional development and clear career advancement pathways

Job Summary

Responsibilities of the Investment Planning Team encompass a full range of forecasting, budget management, and investment analysis activities. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company's investment portfolio to financial targets.

This role takes a cross-section of all the functional business lines and reviews the larger portfolio in relation to planned spend and regulatory commitments. This role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making.

A successful candidate will embrace opportunities to take on new challenges and be comfortable leading and motivating their peers. Additionally, the successful candidate has excellent analytical skills, a strong work ethic, and an ability to self-task based on a desired outcome rather than step by step instruction.

Key Responsibilities

  • Monitors and controls the portfolio of capital projects for Avangrid Networks companies. This includes creating an initial plan, assessing trends, validating forecasts, tracking regulatory approvals, identifying gaps, and recommending course corrections.
  • Oversees and manages structured data and tabular information within a Project Portfolio Management System, supporting the tracking of actuals, approvals, forecasts, and budgets. Demonstrates expertise in data architecture and relational principles, ensuring efficient handling of large datasets while upholding data accuracy, consistency, and integrity.
  • Develops, maintains, and automates recurring reporting tasks to enhance operational efficiency and minimize manual efforts. Proficient in writing and refining VBA code across Excel and other Microsoft Office applications. Skilled in debugging and troubleshooting issues, delivering creative solutions, and continuously optimizing functionality for improved performance.
  • Recognizes and recommends innovative process improvements and best practices to resolve business area and planning issues. Incorporates the use of new or enhancement of current tools to accomplish process improvements to increase efficiency, accuracy, and timeliness.
  • Creates and maintains detailed spreadsheets to manage and analyze current and past trends to targets, validating forecast accuracy, and highlighting variances. Develops interactive dashboards, graphics, charts, and data visualizations for presentations, reports, and digital platforms. This requires an in-depth experience and knowledge of projects within a particular area of expertise, phases of those projects, and projected in-service dates across multiple years of data.
  • Monitors compliance to performance indicators, approvals, and functional business area targets. Analyzes, transforms, and processes datasets compiled from multiple sources to identify trends, changes, and actionable insights. Develops reports and summarizes findings using thoughtful, user-friendly techniques that support strategic decision-making.
  • Plans and organizes own workday and tasks working without direct supervision to initiate change to work practices or policies or their own personal working style, understand the operational environment and adapt accordingly, and act proactively and with integrity.
  • Understands, applies and ensures compliance with project management practices and standards. Possess the ability to assess current project status, implement tracking metrics, and assess the effects on portfolio.
  • Communicates with business area leaders, executives, project teams, and peers to understand issues and propose resolution. Builds rapport, actively listens, and creates an atmosphere of approachability to facilitate information sharing. May be required to present monthly results and projections, discuss issues and agree to course corrections.

Required Qualifications

  • Required Bachelor's degree in a related discipline such as finance, engineering, business, data science, or related field
  • Seven years of experience in finance, project management, engineering, or related field.
  • Proven experience in data analysis, reporting, and process improvement
  • Candidates should have broad experience leveraging their analytical expertise in a wide variety business situation and feel comfortable using this expertise to help other team members.
  • Strong analytical thinking and problem-solving skills
  • Process modeling, automation, and data optimization.
  • Advanced Excel skills, with experience reading and writing VBA code
  • Experience with Microsoft Power Platform, Power Query, SharePoint and all Microsoft Office Application

Preferred Qualifications

  • Admin experience with Clarity PPM or similar
  • Thorough knowledge of CapEx and Plant Addition forecasting, budgeting and analysis.

Competencies

  • Growth & Continuous Improvement
  • Initiative & Change
  • Focused on Results
  • Customer Centric (internal and/or external)
  • Communication
  • Collaboration
  • Leadership (people managers/leaders)

Company:

AVANGRID SERVICE COMPANY

Mobility Information

Please note that any applicant who is not a citizen of the country of the vacancy will be subject to compliance with the applicable immigration requirements to legally work in that country.

At Avangrid we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law. If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our People and Organization department at View email address on click.appcast.io.

Avangrid employees may be assigned a system emergency role and in the event of a system emergency, may be required to work outside of their regular schedule/job duties. This is applicable to employees that will work in Connecticut, Maine, Massachusetts, and New York within Avangrid Network and Corporate functions. This does not include those that will work for Avangrid Power.

Avangrid employees may also be assigned a NERC Reliability Standards compliance role supporting Critical Infrastructure Protection (CIP) and/or Operations and Planning (O&P) responsibilities. This is applicable to employees that will work in electric transmission, operations, and cyber security business areas in Connecticut, Maine, Massachusetts, and New York within Avangrid Network and Corporate business areas. NERC Reliability Standards compliance roles and responsibilities may include additional access protections, training, audit engagement, and required evidence retention, and will be communicated by the employee's management.

Job Posting End Date:

August-29-2026

Iberdrola
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Lead Analyst - FP&A Investment Planning in Orange, CT vacancy
  •  ...specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective...  ...knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability... 
    Suggested
    Work at office
    Local area

    LPL Financial Holdings, Inc.

    Milford, CT
    4 days ago
  • $150k - $175k

     ...to the team who will support the firm’s lead advisor. The Wealth Advisor is responsible...  ...risk tolerance, risk management, estate planning, and taxes. Establish and define the...  ...their goals; identify appropriate investment and insurance solutions; estate issues;... 
    Suggested
    Full time
    Work from home
    Flexible hours
    1 day per week

    Transcend Practice Management

    Shelton, CT
    1 day ago
  • $50 per hour

     ...seeking a Senior Program Finance Analyst to support a portfolio of...  ...Sheet forecast, review of Net Investment and various ad-hoc requests. Candidate will act as lead for team’s FP&A deliverables and reporting.•...  ...outlook forecasts, and Long-Range Plan (LRP) for Orders, Sales, EBIT... 
    Suggested
    Full time
    Contract work
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Flexible hours

    Lockheed Martin

    Stratford, CT
    1 day ago
  •  ...specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective...  ...knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to... 
    Suggested
    Work at office
    Local area

    LPL Financial

    West Haven, CT
    5 days ago
  •  ...you're also the marketer, administrator, IT support, and sales lead. This requires juggling many different hats and skills. High...  ...in shaping clients' financial futures through comprehensive planning, investment management, and financial guidance. In this client-focused role... 
    Suggested
    Work experience placement
    Flexible hours

    Ivy Way Placements

    Shelton, CT
    1 day ago
  •  ...independent RIA located in Shelton, Connecticut. The firm has built a strong reputation by delivering personalized financial planning, investment management, tax planning, and high-touch service to individuals, families, and high-net-worth clients. This is an exciting... 

    Advisor Talent Solutions

    Shelton, CT
    2 days ago
  • $25 - $38.46 per hour

     ...on the entire client relationship with a plan-based approach to financial advice. As a...  ...KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients...  ...appointments and quality conversations leading to recommendations that support clients'... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    West Haven, CT
    2 days ago
  •  ...Financial Analyst Opportunity Are you a Finance or Accounting...  ...New Haven, CT reporting to the FP&A Manager. Responsibilities...  ...forecasting, and long-range planning processes. Analyze monthly...  ...initiatives, pricing decisions, investments, and cost optimization... 
    Temporary work
    Flexible hours

    Ameristar Perimeter Security USA Inc., An Assa Abloy Group B...

    New Haven, CT
    2 days ago
  • $115k - $125k

     ...data-turn="assistant" Senior FP&A Analyst Shelton, CT | Onsite $115,000-$12...  ...to play a meaningful role in strategic planning, financial analysis, and the company's continued...  ...required. Key Responsibilities Lead the annual budgeting and forecasting... 

    Creative Financial Staffing

    Shelton, CT
    4 days ago
  •  ...Portfolio & Grant Analyst The Portfolio & Grant Analyst is responsible for the financial...  ...statements, and provide long-term planning for research funding. This role includes...  ...procedures. Collaborative Finance Partner & Lead: Provides a high-level of service that maintains... 
    Contract work
    Work at office

    Yale University | Staff

    New Haven, CT
    4 days ago
  •  ...AnalystConducts financial analysis and reporting to support insurance operations, nonprofit organizations, and investment management entities. Responsibilities include expense planning, forecasting, and monitoring through analysis of financial results, identification of key variance... 
    Work at office

    NR Consulting

    New Haven, CT
    1 day ago
  •  ...Role Overview   We are seeking a Senior FP&A Analyst to join a rapidly growing healthcare...  ...play a key role in supporting financial planning, strategic decision-making, and executive...  ...Financial Planning & Analysis   ~ Lead annual budgeting and quarterly forecasting... 
    Full time

    Saisystems

    Shelton, CT
    a month ago
  •  ...alignment with BIC’s global IT strategy and business priorities. Lead the implementation of the TPM/TPO tool and oversee future...  ...needs into actionable requirements, user stories, and delivery plans that support business outcomes. TPM Process Expertise: Bring a strong... 
    Temporary work
    Flexible hours

    Bic

    Shelton, CT
    5 hours ago
  • $61k - $119k

     ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...  ...Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions ·... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    New Haven, CT
    5 days ago
  • $61k - $119k

     ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...  ...Experience • Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions •... 
    Work at office

    Unavailable

    New Haven, CT
    1 day ago
  • $1,000 per month

     ...framework for building an integrated financial planning practice from the ground up. Our college...  ...digital experience and industry-leading products to give our clients the ability...  ...multiple financial strategies-insurance, investments, and annuities-built to reinforce each other... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    New Haven, CT
    3 days ago
  • $76k - $110k

     ...through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights...  ...Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend... 
    Full time
    Work at office
    Visa sponsorship
    Flexible hours

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    2 days ago
  • $64k - $85k

     ...actively seeking to add a Financial Advisor to lead our network of offices into an exciting...  ...insurance solutions and financial planning. Your role involves building long-term relationships...  ...financial plans that include investments, insurance, and retirement.... 
    Full time
    Internship
    Seasonal work
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Fairfield County

    Bridgeport, CT
    2 days ago
  • $68k - $107.5k

     ...goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients...  ...Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions:... 
    Full time
    Work at office
    Visa sponsorship
    Flexible hours

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    2 days ago
  •  ...Risk Management and Talent Development. This role will lead federal and state tax planning initiatives, including support for Corporate Development...  ...or business dispositions. New Renewables investments # both wind and solar. New Networks projects # major... 
    Local area

    Iberdrola

    Orange, CT
    2 days ago
  • $80k - $90k

     ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies...  ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    New Haven, CT
    2 days ago
  •  ...regional structures and offers financial planning advice via in person, phone and video...  ...deferred annuities and other available investment options in order to help clients retain...  ...retire with dignity, today we're a market-leading retirement company fueled by world-class... 
    Hourly pay
    Work experience placement
    Work at office
    Immediate start
    Remote work
    Flexible hours
    3 days per week

    TIAA

    Hamden, CT
    2 days ago
  •  ...goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients...  ...Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend... 
    Work at office
    Visa sponsorship
    Flexible hours

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    8 days ago
  • $23 per hour

     ...JIT Lead The JIT Lead at FCP Euro is a diligent, organized, and skilled team leader with extensive experience leading all JIT inventory...  ...Duties Daily processing of JIT, while being involved in the planning, organization, control, and improvement of all inbound JIT... 

    FCP Euro

    Milford, CT
    5 days ago
  • $75k - $100k

     ...Description JOB SUMMARY The Commercial FP&A will play a critical role in driving profitability...  ...value • Analyze month-over-month and vs. plan performance, identifying key drivers of...  ...2. Commercial Deal & Pricing Support • Lead comprehensive “proforma” analyses of RVM... 
    Permanent employment
    Contract work

    TEKsystems

    Shelton, CT
    2 days ago
  •  ...Senior Financial Analyst Navis Food Partners, a leading foodservice company with annual revenues of $600 million...  ...the financial health and strategic planning efforts of the organization through...  ...for process improvement within FP&A and implement tools or enhancements... 
    Work at office

    Prime Source Foods

    West Haven, CT
    2 days ago
  •  ...Hubbell is hiring a Director, Corporate Financial Planning & Analysis in Shelton, CT (Hybrid)!The Corporate Director of Financial Planning & Analysis (FP&A) will serve as a key member of the Hubbell Finance team, leading forecasting and planning processes for Corporate.... 

    Hubbell

    Shelton, CT
    1 day ago
  •  ...graduate courses in finance, including Investments, Portfolio Management, Corporate Finance...  ...active research agendas and publish in leading journals in finance, economics, and related...  ...initiatives Supporting strategic planning efforts within the department and School... 
    Full time

    Quinnipiac University

    Hamden, CT
    9 days ago
  • $80k - $100k

     ...of experience delivering high-quality real estate development, investment, and property management services. They have built a strong...  ...Collaborate with the finance team to develop strategies for tax planning and compliance. Qualifications 1. Bachelor’s degree in Accounting... 
    Work at office
    Local area

    Jobot

    Milford, CT
    4 days ago
  • Job OverviewThe Director, Corporate FP&A will lead Enterprise level forecasting and planning. This highly visible role to the Executive Leadership team will also assist with the Global FP&A efforts to transform Hubbell’s Financial Planning and Reporting processes and tools... 

    Hubbell

    Shelton, CT
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Lead Analyst - FP&A Investment Planning. Be the first to apply!