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Job Title
Manager, Financial Planning & Analysis
Requisition ID
req1096
Type of Employment
Regular Full-Time Employee
Job Openings
1
Compensation Range
0.00 - 0.00
Compensation Type
Annual Salary
The Texas Water Company is actively seeking talented, driven and highly-productive applicants for the position of Manager, Financial Planning & Analysis to join our dynamic team. We offer a challenging and rewarding work environment along with a competitive salary and an excellent benefits package.
Position Overview:
This role is responsible for leading advanced Financial Planning and Analysis activities in support of H2O America's strategic planning, long-range forecasting, budgeting, and business development initiatives. This role applies strong expertise in financial modeling, valuation, forecasting, and analysis to evaluate complex strategic initiatives. They develop FP&A strategy and lead complex executive-level analyses, performance reviews, and transaction support. While ensuring SOX and regulatory compliance, they leverage relationships and collaborate with business partners to support business goals. In addition to acting as a mentor to junior staff, success in this role requires technical expertise, as well as strong analytical, organizational, and communication skills.
Occasional domestic travel may be required for this role depending on the business units supported.
Key Responsibilities:
Plans, organizes, and conducts complex financial studies and multi-company financial planning and analyses to support evaluation of strategic initiatives. Builds forecast models and metrics to evaluate the outcome of potential business transactions (e.g. mergers, acquisitions, strategic planning, capital projects, and divestitures).
Leads design and development of the FP&A 5-year strategic plan and associated cash flow modeling.
Oversees budgeting and forecasting for H2O America's business units.
Leads due diligence activities and coordinates cross-functional teams throughout transaction processes (e.g. data analysis, validating assumptions, coordinating cross-functional inputs).
Leads complex financial forecasting studies, including regulated utility models and related regulatory analysis.
Develops presentations and documentation for internal stakeholders and senior leadership review.
Oversees tracking of deal timelines and key deliverables. Manages timelines and status to support efficient transaction execution.
Leads completion of complex financial analysis of monthly and year-to-date results, identifying causes of deviations, and making recommendations on improvement strategies through trend analysis.
Works with team and stakeholders to lead preparation of monthly and quarterly business performance reviews for the shared services business units.
Builds and maintains relationships with internal teams (accounting, budgeting, regulatory affairs, legal, tax) to support analysis.
Supports and complies with audit processes and prepares necessary documentation, as needed.
Ensures adherence to SOX, regulatory compliance, as well as internal controls.
Conducts analysis of complex operations and future capital programs or other assigned projects. Prepares reports and delivers findings as needed.
Develops effective techniques and models for financial planning and analysis for implementation.
Stays up to date on M&A trends and company developments to support opportunity assessments and strategic decision making.
Provides future recommendations and implements effective techniques and models for financial planning and analysis.
Mentors junior staff and acts as escalation point for complex inquiries.
Required to complete occasional evening and weekend work to meet deadlines or address emergencies as needed.
Performs other duties or special projects as required or assigned.
Qualifications:
Bachelor's degree required. 10+ years of relevant professional experience with progressive levels of responsibility preferred.
5+ years of professional level financial analyst experience.
MBA strongly preferred.
Prior investment banking or M&A analyst experience preferred.
Holds relevant certifications required for the team's need or directed by management.
CPA or MSA certification strongly preferred.
Demonstrated mastery of the financial planning & analysis function within a regulated utility environment.
Expertise in principles and practices of financial plan preparation and administration, accounting, and financial reporting (incl. Economics, statistical analysis, forecasting techniques, computer modeling).
Deep knowledge of general accounting principles.
Ability to identify financial implication of complex agreements and legal documents.
Expertise in financial accounting systems (e.g. JD Edwards Enterprise One, Insight, Power Plant).
Knowledge and experience with regulated utilities preferred.
Expert financial modeling and analytical skills.
Strong stakeholder engagement and leadership skills.
Excellent communication, organization, and critical thinking skills.
EEO StatementOur company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.