Financial Planning Analyst Senior

San Juan Regional Medical Center • Union, NJ

1d

About The Position

South Jersey Industries (SJI) is an energy holding company that delivers clean energy services to 700,000+ customers and businesses throughout 14 counties in New Jersey. As part of our core values, SJI is dedicated to being a community partner and developing innovative clean energy solutions to meet the needs of the future. To do this, we depend on our workforce of over 1,100+ talented, diverse employees who help us deliver safe, reliable, affordable clean energy for a better today and tomorrow. At SJI, we believe that our employees are our most valuable asset. Whether you’re a seasoned operations technician or an early-career legal professional, our culture, inclusive workforce, and leadership development and training programs will provide you with the tools you need to either kickstart your career or bring it to new heights. Position Summary The Senior Analyst is primary responsible for providing financial and analytical expertise to support the achievement of business goals and strategic objectives of the ETG Sales Team. In this role, the Senior Analyst develops, maintains, and leads the day-to- day management of the department’s financial plan, budgets, forecasts, O&M accounts, commissions and After- Tax Margin calculations and monitors operational performance against these measures. In addition to performing financial and operational modelling, the Financial Analyst is expected to leverage Business Intelligence tools and optimize Sales performance through predictive analytics.

Requirements

• Bachelor’s degree with a minimum of 5 years of relevant experience. Master’s degree with 3 years of relevant experience. Equivalent work may be considered in lieu of degree.
• Five years’ experience in performing financial or operational analysis and reporting, in a sales environment, preferred.
• Ability to analyze and prepare financial statements and projections is required.
• Proven ability developing Business Intelligence dashboards to analyze and optimize Sales business performance.
• Strong research, analytical, and problem-solving skills are required.
• Superior attention to detail is required.
• Demonstrated time-management and multi-tasking skills coupled with a keen ability to prioritize assignments.
• Demonstrated ability to collect, synthesize, and present data from multiple enterprise systems.
• Excellent communication, interpersonal, and presentation skills.
• Experience working with senior decision makers.
• Advanced to expert level of use of Microsoft Office Suite of applications, specifically Excel, (including pivot tables and charts), Outlook, Word and PowerPoint.
• Proficiency in use of CRM software including Salesforce, Maximo, and Oracle Utilities Customer Care and Billing desirable.
• Proficiency in use of Hyperion or similar Financial Planning system desirable.
• Exposure to Power BI or similar Business Intelligence application preferred.

Responsibilities

• Develop and manage customer growth budgets, annual financial plan and monthly forecasts in coordination with Sales Management and Financial Planning.
• Lead the day-to-day management and forecasting of the department’s O&M accounts, including processing invoices, tracking expenditures, reconciling accounts, and explaining variances to Sales Management, accounting and financial planning.
• Prepare and oversee monthly Sales commissions and monthly Sales Results Report on customer growth and margin performance.
• Perform Sales’ accounting functions including: accruals, accounts payable, and expense reports.
• Create informative, actionable, and repeatable reporting that highlights relevant trends and opportunities for improvement in a Business Intelligence environment.
• Collect, interpret, and analyze business data in relation to Sales KPIs and make recommendations in support of strategic decision making for sales growth.
• Compile and prepare information in response to data requests and/or regulatory reporting needs.
• Assist Major Account Managers in rate/revenue calculations, large account billing analyses and service agreement preparation and communication.
• Engage in predictive analytics to identify opportunities and positively impact growth while assisting in the continuous improvement of existing processes.
• Performs other duties as assigned.

Benefits

• Flexible vacation, Paid Time Off, and Sick Leave package
• Comprehensive Health, Dental, and Vision Insurance
• Short-term and Long-term Disability Insurance
• 401(k), with generous company match
• Employee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level