Primary Role

Key Accountabilities

• Partner and liaise with internal and external colleagues and functions to collect the individual pieces of financial and capital project/program delivery data and information required to complete analysis.
• Analyze capital spending trends and unitized costs; utilize findings to help develop tools and methods to support capital project and program budgeting and forecasting.
• Complete analysis and prepare recommendations for improving performance and monitoring of key capital spending categories; support initiatives to drive capital efficiency and optimizing capital forecasting based on non-financial business activity indicators (i.e. production rates of work crews, etc.).
• Analyze data for department work processes, business systems and reports. Prepare variance reports as required.
• Assists in preparation of documents related to the capital investment budget. Assists in monitoring expenditures to budget according to the Capital Program Management policies and procedures.
• Prepare and analyze or contribute to department or functional key performance indicator reports and dashboards.
• Assist in the formulation of corporate policies and procedures and compliance with such policies and procedures.
• Support the execution of key financial targets and metrics through the development and implementation of proactive dashboards, measurements and variance analyses.
• Assist and/or Lead in the creation of complex spreadsheets, supporting analysis of capital spending.
• Work with state capital program management teams and project deliver teams to deliver effective analysis of results (plan, forecast and actuals).
  

Knowledge/Skills

• Strong quantitative skills (e.g., analytical, technical, problem solving).
• Excellent written and verbal communication skills (e.g., fluency in report writing and presentations).
• Accounting concepts and understanding of analytical concepts for financial analysis as well as US GAAP accounting practices.
• Methodologies and practices of data collection, research methodologies and of statistical and cost analysis.
• Review and analysis of business and financial data.
• Execution and analysis using company business technologies and computer simulation programs.
• Must have the ability to review data and make appropriate decisions regarding public utility operations and to project future costs.
• Microsoft Office Suite (Word, Power Point, Excel) with particular advanced expertise in Microsoft Excel.
  

Experience/Education

• 5 years of pertinent financial experience; specific experience in the regulated water/wastewater industry preferred.
• Bachelor's degree in economics, finance, accounting, business or a closely related field. Advanced degree preferred. Equivalent role related work experience in lieu of a degree will be considered.
  

Travel Requirements

• As needed, up to 10%.

Certifications & Licenses

• CPA, CFA preferred.
  

Work Environment

• Primarily indoor office environment.

Competencies