Senior Financial Analyst

Summary

The Senior Financial Analyst will support the financial planning, budgeting, forecasting, and reporting functions for this PE owned, multidivisional district energy company. This team-oriented person will work across the organization, interacting with each business unit and be responsible for analyzing financial and operational data, maintaining forecasts, supporting budgeting and reporting cycles, and preparing clear, executive-read materials for internal leadership and private equity ownership. Success in this role requires strong technical skills in Excel and PowerPoint, a solid understanding of accounting principles and financial statements, and the ability to translate complex data into clear insights.

Principle Responsibilities

Financial Planning, Forecasting & Reporting

• Support the development and maintenance of a comprehensive corporate forecast for the company, with the capabilities to do commodity level analysis for each business unit and to analyze new scenarios of growth and expansion. Financial analysis will include forecasting financial statements as well as running liquidity and capital structure forecasts.
• Participate in all annual budgeting, reforecasting, and long-range planning processes.
• Prepare recurring and ad hoc financial reports for senior management and private equity ownership.
• Analyze variance versus budget, forecast, and prior periods, identifying key drivers and risks.

Data Analysis & Business Partnership

• Analyze financial and operational data across multiple business units to support decision-making.
• Partner with accounting to ensure consistency between forecasts, budgets, and actual results.
• Collaborate with operational teams to understand assumptions, trends, and performance drivers.
• Provide analytical support for corporate initiatives, financing activities, and strategic projects as assigned.

Systems, Models & Process Improvement

• Maintain and enhance financial models used for forecasting, budgeting, and scenario analysis.
• Work within ERP and planning systems (NetSuite, NSPB, NSAW) to extract, validate, and upload data.
• Support ongoing improvements to FP&A processes, reporting accuracy, and efficiency.
• Assist in the preparation of board-level and executive-level presentations.

Additional Responsibilities

• Must comply with all applicable safety and environmental policies and procedures.
• Perform other work-related duties as assigned.

Requirements

EDUCATION/LICENSE

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  • Preference given to a bachelor's or master's degree in business administration, finance, or accounting.
  
  
  
  

• Degree or experience in engineering or energy related helpful.
• CFA, CPA (active or inactive license) helpful.

EXPERIENCE:

• Minimum of four years' professional experience in financial analysis, preference given to those with:

• Experience in corporate development, investment banking, private equity, or management consulting.
• Experience and knowledge of financial modeling, including company valuation and operating models, LBO models, and project finance models.
• Experience or interest in power & utilities, energy, or district energy.

TECHNICAL SKILLS:

• Advanced Excel skills (financial modeling, forecasting, scenario analysis, large datasets).
• Strong PowerPoint skills with the ability to create clear, executive-ready presentations.
• Solid understanding of accounting principles, financial statements, and cash flow dynamics.
• Experience working with ERP and financial planning systems.
• High attention to detail with strong quantitative and analytical capabilities.

PROFESSIONAL SKILLS:

• Strong verbal, written, analytical, and interpersonal skills.
• Ability to work effectively with finance, accounting, and non-finance stakeholders.
• Trustworthy and dependable with the ability to multi-task and manage multiple projects concurrently.
• Highly motivated with a willingness to learn and solve problems.
• Strong judgement, discretion, and professionalism when handling sensitive information.

PHYSICAL REQUIREMENTS:

• Eyesight sufficient for computer use and paperwork.
• Ability to sit for extended periods.
• Ability to travel by ground transportation and by air throughout the United States.
• Hearing sufficient for extensive telephone use.
• Speaking in a group setting.
• Minimal lifting required.
• Ability to travel throughout the world by ground and air transportation.

WORKING CONDITIONS:

• Role is expected to be primarily remote due to geographic disbursement across the U.S.; if a candidate is located near a corporate location there is opportunity to be in an office.
• Preference for those located in the Eastern Time or Central Time zone, but strong candidates in other US locations will also be considered.
• Depending on the time zone of the employee and given geographic disbursement of the company, irregular hours and higher accountability / responsiveness may be required around monthly reporting and budget completion.
• Travel estimated at 25% average.
• Will be required to use safety equipment in shop and field environment.