Lead, Financial Analyst

Role Overview

This job is a Lead-level Financial Analyst who develops recommendations through strategic analysis, ensures accurate financial planning, and provides valuable insights that influence key business decisions for American Water’s Regulated Business.

What You Will Do

Critical financial functions for this role include budgeting, forecasting, analysis, financial modeling, benchmarking, and planning governance. As a Lead Financial Analyst, you will play a pivotal role in preparing complex financial estimates, using analytic tools to interpret financial results, and developing financial models that support the company’s long-term objectives.

Why It Might Be a Fit

This individual must have an advanced ability to communicate financial analysis, results, forecasts and projections to all levels within the organization from Operations to Executive Leadership. The position offers a comprehensive benefits package, annual incentive pay, and opportunities for continued salary growth.

Requirements

• Proven analytical and problem-solving skills
• Proven financial analysis, financial modeling, data analysis, and forecasting techniques
• Ability to make assumptions, draw conclusions and explain variances between expected and actual results
• Ability to apply complex trend evaluation and scenario modeling techniques
• Ability to recommend and implement process improvements, work independently and handle multiple tasks simultaneously
• Ability to establish and maintain good working relationships within finance and all levels of management
• Utilize highly effective listening and feedback skills to promote open and constructive dialogue with stakeholders
• Proven ability to learn concurrently, multitask, productively manage time
• Demonstrated ability to work with large data sets and extract meaningful insights
• Exceptional attention to detail with strong problem-solving and critical thinking skills
• Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders
• Experience working in cross-functional teams and managing multiple projects simultaneously
• Advanced Excel and PowerPoint skills
• Accounting concepts and understanding of analytical concepts for financial analysis as well as US Generally Accepted Accounting Principles (US GAAP)
• Preferred: Broad knowledge SAP ERP and Hyperion/Oracle Financial Planning systems
• Preferred: Detailed understanding of the regulatory environment and detailed knowledge of the utility regulations and tariffs in effect in the divisions
• Experience/Education: Bachelor’s degree in finance, accounting, business or a closely related field or an equivalent combination of education and experience
• Preferred: MBA, MS-Econ, CPA, CFA or advanced degree(s)/certification(s)
• Minimum of approximately 6-8 years of pertinent FP&A experience required (or relevant experience)
• Proficiency in financial modeling, data analysis, and forecasting techniques
• Advanced skills in Excel, financial software (e.g., Oracle, SAP)
• Preferred: prior experience in the regulated utility industry

Benefits

• 401(k)
• Defined Contribution Plan
• Employee Stock Purchase Plan
• medical
• prescription
• dental
• vision coverage
• disability
• paid time off
• life insurance
• voluntary benefits
• health and wellness programs

Tagged as: Data Analysis, Excel, Financial Modeling, Forecasting