Director Financial Advisor Jobs (NOW HIRING)

JOB PURPOSE/SUMMARY:
Reporting directly to the Chief Financial Officer, the Director, Financial Planning & Analysis serves as a financial leader responsible for enterprise financial strategy, long-range planning, financial planning and analysis, capital planning, asset strategy, pricing, rate design, regulatory financial modeling, and business performance management for Young Brothers, LLC.
This role will help lead the evolution of Young Brothers into a more modern, data-driven, and strategically managed enterprise. The Director, Financial Planning & Analysis will lead the company's forward-looking financial and operational planning capabilities and support enterprise decision-making through strategic analysis, operational modeling, and financial transparency. The Director, Financial Planning & Analysis is responsible for leading enterprise FP&A, budgeting, forecasting, utility and regulatory financial analysis, Public Utilities Commission rate and pricing strategy, capital allocation planning, KPI development, and operational performance analytics. This role partners closely with leadership and operational teams to align financial performance, operational execution, customer strategy, and long-term business objectives. The role will also play a leadership role in Public Utilities Commission rate cases and regulatory proceedings including pricing analysis, forecasting, cost allocation modeling, rate design,
financial exhibits, testimony support, and long-range financial planning associated with regulated operations. This position will support enterprise strategic planning efforts business segment profitability, and investment opportunities that improve long-term financial sustainability and returns.
In addition, the Director, Financial Planning & Analysis will support collective bargaining agreement negotiations through economic modeling, labor cost forecasting, wage and benefit analysis, pension and healthcare financial analysis, and evaluation of operational and job work rule impacts. The role will work closely with leadership to evaluate the financial impact of labor agreements and support long-term workforce and operational planning. This leader will drive improved business acumen across the organization by providing actionable insights, operational transparency, KPI development, and financial frameworks that support faster, more informed, and financially disciplined decision-making across the enterprise.
ESSENTIAL FUNCTIONS:
• Lead and develop the Company's Financial Planning & Analysis, Asset Strategy, Capital Planning, Strategic Finance, and Regulatory Finance functions, including hiring, performance management, mentoring, and organizational development.
• Serve as a strategic financial advisor to leadership by providing decision support analytics, financial modeling, operational insights, and enterprise performance analysis.
• Partner closely with Company leadership to evaluate strategic initiatives, capital investments, operational improvements, pricing decisions, and new business opportunities.
• Lead enterprise-wide long-range financial planning, annual budgeting, forecasting, scenario modeling, and multi-year strategic financial planning processes.
• Develop and oversee financial and operational KPI frameworks that improve transparency, accountability, business acumen, and decision-making across the organization.
• Lead utility and regulatory financial modeling activities, including support for Public Utilities Commission rate cases, WICI mechanisms, pricing strategy, cost allocation modeling, regulatory filings, and other regulatory matters.
• Support and participate in collective bargaining agreement negotiations including labor cost forecasting, wage analysis, pension and healthcare financial modeling, operational work rule analysis, and long-range labor economic forecasting.
• Support pension-related financial analysis, forecasting, funding strategy evaluation, and related long-term workforce planning initiatives.
• Oversee pricing strategy, customer profitability analysis, rate design, and financial support for commercial and strategic initiatives.
• Support enterprise capital allocation decisions by evaluating return on investment, risk adjusted financial performance, and long-term asset utilization strategies.
• Develop executive-level presentations, Board reporting materials, lender reporting, and strategic financial communications.
• Identify and lead continuous improvement initiatives focused on process efficiency, organizational scalability, financial modernization, and enterprise performance optimization.
FINANCIAL ANALYSIS AND COMPANY-WIDE REPORTING:
• Lead the annual budgeting process, long-range financial planning, capital forecasting, and enterprise investment planning activities.
• Partner with operational and commercial leadership teams to develop, validate, and monitor assumptions used in budgeting, forecasting, pricing, and strategic planning.
• Oversee the preparation of short- and long-term financial forecasts and enterprise performance reporting for leadership, the Board of Directors, lenders, and stakeholders.
• Develop and drive the use of business intelligence, analytics, and enterprise reporting platforms across the Company.
• Identify, develop, monitor, and report on key operational and financial metrics used to evaluate company performance and strategic execution.
• Work cross-functionally with all departments to improve financial performance, operational efficiency, and business decision-making.
• Lead the development and management of Company-wide Key Performance Indicators (KPIs) across operations, commercial, safety, environmental, asset utilization, maintenance, customer service, labor, and finance functions.
• Oversee freight volume forecasting and business trend analysis utilizing internal operating data, customer trends, economic forecasts, and market intelligence.
• Own enterprise financial and operational reporting data structures, analytical tools, and management reporting frameworks.
• Lead development and maintenance of financial, regulatory, and operational models supporting Public Utilities Commission filings, rate case applications, WICI mechanisms, and strategic pricing initiatives.
• Support enterprise pricing strategy, customer profitability analysis, route profitability analysis, and regulated and unregulated business modeling.
• Lead development of long-range strategic business plans, capital allocation models, and enterprise financial transformation initiatives.
• Conduct labor cost modeling, workforce analytics, and financial impact analysis supporting collective bargaining negotiations and workforce planning activities.
• Lead development, design, and publication of enterprise reporting and executive performance dashboards across the organization.
• Provide leadership and direction consistent with Company Core Values, Mission, Safety Vision, and long-term modernization strategy.
KNOWLEDGE SKILLS AND ABILITIES:
• Executive level written, verbal, presentation, and interpersonal communication skills, including the ability to communicate complex financial, operational, and strategic concepts to non-financial audiences, executive leadership, Board members,
regulators, lenders, and external stakeholders.
• Demonstrated leadership ability to build, mentor, and develop high-performing teams while driving accountability, operational partnership, and continuous improvement.
• Strong strategic thinking and business acumen with the ability to evaluate enterprise wide operational, financial, regulatory, and capital allocation decisions.
• Advanced financial modeling, forecasting, quantitative analysis, and scenario planning capabilities, including sensitivity analysis and strategic business modeling.
• Strong understanding of regulated business environments, Public Utilities Commission processes, utility financial modeling, rate design, pricing strategy, and regulatory reporting requirements.
• Demonstrated ability to lead cross-functional initiatives, prioritize competing demands, and successfully execute complex projects in time-sensitive environments.
• Ability to identify operational and financial trends, proactively solve problems, and develop actionable recommendations that improve enterprise performance and long-term sustainability.
• Strong knowledge of financial planning systems, enterprise reporting tools, business intelligence platforms, and data analytics methodologies.
• Ability to develop KPI frameworks, operational dashboards, and management reporting tools that improve transparency and, informed decision-making.
• Ability to gather, synthesize, and interpret data from multiple operational and financial sources to support strategic recommendations and executive decision-making.
• Strong understanding of capital-intensive business including asset management, infrastructure planning, lifecycle forecasting, and return-on-investment analysis.
• Ability to establish and maintain collaborative working relationships across operational, commercial, regulatory, and corporate functions.
• Ability to manage highly sensitive and confidential financial, operational, labor, and strategic information with discretion and sound judgment.
• Strong organizational skills with the ability to manage multiple priorities while maintaining high levels of accuracy, analytical rigor, and attention to detail.
• Ability to quickly learn new business concepts, regulatory frameworks, operational processes, and analytical tools, and effectively apply that knowledge to evolving business challenges.
MINIMUM QUALIFICATIONS:
This position requires a bachelor's degree in business, finance, accounting or related quantitative discipline along with at least ten years of experience and a thorough understanding of US GAAP, financial and business analysis to improve business performance. At least five years of team leadership experience, and master's degree, or MBA, is preferred. Must have a working knowledge of management accounting, integrated systems and experience in PUC regulated requirements is preferred.
WORKING CONDITIONS:
Work is mostly performed in a normal office environment. May be required to work more than a normal workweek, including weekends. Travel may also be required. Regular and predictable attendance is a requirement.
PHYSICAL/MENTAL DEMANDS:
While performing the duties of this job, the employee is frequently required to sit; use hands or fingers; handle or feel; talk and hear. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. The workday usually has a high number of interruptions and priority changes necessitating the need to remain flexible and focused in order to accomplish
tasks. May be required to work more than a normal workweek, including weekends.
POSITION CONTENT: This job description is not intended to be and should not be construed as an all-inclusive list
of all the responsibilities, skills, working conditions associated with the positions. While it is
intended to accurately reflect the position activities and requirements, these requirements
may change over time. Management reserves the right to modify, add or remove duties and
assign other duties as necessary.