Senior Financial Analyst

Title: Senior Financial Analyst
Industry: Utilities & Waste
Location: San Gabriel Valley - Hybrid
Overview: Pacific Executive Search has been engaged on a search for a Senior Financial Analyst. In this role, you will take on new responsibilities such as developing budget matrices and conducting insightful analyses on financial performance, all while working in a vibrant location that supports a strong work-life balance. You can expect ample opportunities for career growth as you collaborate with various departments and contribute to strategic financial planning initiatives.
Description:

Responsibilities

• Collaborate with various business leaders to finalize the annual capital and operational budget.
• Develop and maintain the company’s budget matrix.
• Prepare monthly variance analyses comparing actual results to budget and prior year figures.
• Deliver insightful analyses on trends in Return on Equity and Rate of Return for both actual and budgeted figures.
• Assist in the creation of the quarterly board presentation materials.
• Work closely with the Financial Planning & Analysis Manager and Regulatory Affairs Department to evaluate the effects of general rate cases, CPUC decisions, and other regulatory actions, including their impact on the 5-year forecast for regulated utilities and affiliated companies.
• Support the Manager in evaluating potential acquisitions and new business ventures.
• Update and refine the company’s financial forecasting model, providing insightful scenario analyses.
• Conduct gap analyses between external analysts' EPS expectations and the company’s internal budget.
• Calculate and monitor the company's stock performance alongside peer group metrics.
• Assist the Manager with data collection for rate case filings and manage data requests for quarterly audits.
• Provide support to operations and general office departments as required.
• Draft and maintain policies and procedures to ensure robust internal controls.
• Perform additional duties as assigned.

Qualifications

• Bachelor’s Degree in Economics, Finance, Accounting, or a related field.
• A minimum of six years of progressively responsible experience in financial analysis, budgeting, forecasting, and financial modeling.
• Ability to interpret and analyze financial reports and effectively communicate findings.
• Advanced proficiency in Excel.
• Strong interpersonal skills with the ability to build effective working relationships across departments.
• Demonstrated flexibility, logical thinking, accountability, and enthusiasm for the work.
• High level of initiative and self-motivation.
• Exceptional communication skills, both written and verbal, with a focus on accuracy and clarity.
• Ability to maintain confidentiality and demonstrate personal integrity.
• Strong organizational skills with the capability to manage multiple tasks and projects effectively.