Manager Financial Planning

2 weeks ago

Bellevue, United States Puget Sound Energy Full time
Job ID:  4799

Location:  Bellevue, WA, US, 98004

Remote and Hybrid Work Opportunities:  Hybrid (WA Based)

Puget Sound Energy is looking to grow our community with top talented individuals like you  With our rapidly growing, award winning energy efficiency programs, our pathway to an exciting and innovative future is now. 

PSE's Financial Planning & Analysis team is looking for qualified candidates to fill an open Manager Financial Planning & Analysis position

Specific details regarding the work arrangements for this position will be discussed in further detail during the interview process.

Job Description

The Manager of Financial Planning and analysis, (FP&A) owns a high performing team of FP&A professionals. They are responsible for quantitative and qualitative analyses related to the production of short and mid-term financial plans for PSE and its parent companies, which inform major decisions made by the executive team and board of directors. Additionally, they are responsible for analytics associated with resource additions, corporate performance drivers, and various strategic initiatives. The ideal candidate will be self-motivated, passionate about this industry, and possess strong and proven leadership skills.

Upholds the safety compliance standards inherent in PSE's operating and/or field procedures related to work responsibilities. Promotes and supports a culture of safety.

Demonstrates commitment to conduct business honestly, ethically and consistent with our core values and Code of Conduct.  Ensures duties are performed in accordance with all regulatory compliance obligations.

Job Responsibilities

  • Employee Safety, Development & Team Building - Building effective teams. Provides employees with coaching, feedback, and developmental opportunities:
    • Demonstrates a passion for safety. Promotes and supports a culture of total safety including eliminating at-risk behaviors by conducting safety audits and inspections, eliminating hazards and near misses, and attending safety meetings.
    • Sets clear expectations and holds employees accountable for performance as well as safety goals/targets where applicable.
    • Oversees training and development of employees directly and indirectly managed and makes effective staffing decisions. Ensures required training is successfully completed.
    • Challenges and inspires employees to achieve business results.
    • Accountable to ensure employees adhere to legal and operational compliance requirements, as well as safety standards.
    • Conducts and ensures the completion of performance reviews.
    • Provides coaching, direction and leadership support to team members in order to achieve employee, business, customer and safety results.
  • Manages and leads the annual creation and evaluation of the corporate short and mid-term financial plans.
    • Interfaces with key internal business partners to ensure accurate financial forecasting.
    • Documents the short and mid-term corporate financial plan performance for PSE executive management, PSE board of directors and rating agencies.
    • Answers questions related to utility financial modeling assumptions incorporated into the corporate financial plan model.
    • Collaborates with all levels of management to model and analyze alternatives rate case strategies, O&M and capex targets and financing strategies to optimize corporate financial performance.
    • Collaborates and coordinates with key internal stakeholders to ensure accurate forecasting of complex accounting and rate mechanisms.
  • Oversees the monthly outlook, asset management report and other variance analyses and business performance reports.
  • Supports the development of complex financial models to evaluate strategic initiatives. 
    • Works closely with other departments and executives to understand business issues and translate them into financial models. 
    • Advises executives on analytical results and alternative treatment of key financial parameters inherent in models and related assumptions.
  • Presents financial performance to PSE executive management.
  • Drives planning process efficiency and effectiveness improvements.
  • Responsible for development and management of department's budget.
  • Performs other duties as assigned.

Minimum Qualifications

  • Bachelor's degree in finance, business administration, accounting, economics or equivalent with advanced knowledge of financial theory and analysis.
  • 7 years of progressively responsible finance positions, including direct experience in financial analysis.
  • Prior people management experience.
  • Demonstrated strong analytical skills to effectively and efficiently analyze a wide array of financial opportunities.
  • Demonstrated experience and ability to lead and influence cross-functional teams and stakeholders.
  • Strong written and oral communication skills, along with the interpersonal skills to develop and cultivate working relationships with other PSE department heads, executive management and shareholders.
  • High level of proficiency in Excel and PowerPoint and extensive experience with financial modeling software.

Desired Qualifications

  • MBA in finance.
  • Experience in utility financial planning and pro-forma analysis.

Read the full posting.

  • Financial Planning Associate

    3 days ago

    Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    About the RoleAmeriprise Financial - Washington is seeking a highly skilled and detail-oriented Paraplanner to join their team. As a key member of the financial planning process, the successful candidate will work closely with financial advisors to provide exceptional client service and support.Key ResponsibilitiesFinancial Planning and AdvicePrepare...

  • Certified Financial Planning Associate

    7 days ago

    Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a vital part of a premier Wealth Management FirmAmeriprise Financial is seeking a committed Financial Planning Associate to enhance their team. The selected individual will be instrumental in supporting financial advisors and facilitating the financial planning journey for clients.Key Responsibilities:60% Financial Strategy & Advisory/Product...

  • Certified Financial Planning Associate

    7 days ago

    Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a Key Member of a Prestigious Wealth Management TeamAmeriprise Financial is seeking a committed Financial Planning Associate to enhance our Private Wealth Advisory Practice. This full-time position is essential for supporting financial advisors and facilitating the financial planning journey for our clients.Core Responsibilities:60% Financial Strategy...

  • Certified Financial Planning Associate

    2 weeks ago

    Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a key member of a distinguished Wealth Management TeamAmeriprise Financial is seeking a committed Financial Planning Associate to enhance our Private Wealth Advisory Practice. The successful candidate will be instrumental in supporting financial advisors and facilitating the financial planning journey for our clients.Core Responsibilities:60%...

  • Certified Financial Planning Associate

    2 weeks ago

    Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a key member of a distinguished Wealth Management TeamAmeriprise Financial is seeking a committed Financial Planning Associate to enhance their Private Wealth Advisory Practice. This role is essential in providing comprehensive support to financial advisors and facilitating the financial planning journey for clients.Core Responsibilities:60% Financial...

  • Certified Financial Planning Associate

    2 weeks ago

    Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a key member of a distinguished Wealth Management TeamAmeriprise Financial is seeking a committed Financial Planning Associate to enhance our Private Wealth Advisory Practice. This role is essential in supporting financial advisors and facilitating the financial planning journey for our clients.Core Responsibilities:60% Financial Strategy &...

  • Financial Planning Analyst

    7 days ago

    Bellevue, Washington, United States Evergreen Home Loans Full time

    Become a Valued Member of Evergreen Home LoansWe are seeking dedicated professionals who are enthusiastic about delivering exceptional service, fostering teamwork, and striving for excellence. By joining our team, you will be part of a dynamic organization that prioritizes innovation and is committed to your career development. We offer competitive...

  • Financial Planning and Analysis Manager, Logistics and Transportation

    3 days ago

    Bellevue, Washington, United States Amazon Services LLC - A57 Full time

    About the RoleAmazon Services LLC - A57 is seeking a highly skilled Financial Manager to join our team as a Finance Business Partnering Manager. As a key member of our finance team, you will play a critical role in supporting our Volume and Capacity Planning team.Key ResponsibilitiesPartner with internal stakeholders to drive continuous process improvements...

  • Financial Analysis and Planning Supervisor

    2 weeks ago

    Bellevue, Washington, United States Identity Digital Inc. Full time

    OverviewAs the Manager of Financial Planning & Analysis at Identity Digital Inc., you will be instrumental in evaluating the financial health of our Registry division, with a specific emphasis on Go-To-Market (GTM) strategies. This position encompasses budgeting, forecasting, analytical support, and reporting responsibilities for the unit. You will develop...

  • Licensed Financial Planner

    1 day ago

    Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Job DescriptionAmeriprise Financial - Washington is seeking a highly skilled Paraplanner to join their team. As a key member of the financial planning process, this role will work closely with financial advisors to provide exceptional client service and support.Key ResponsibilitiesFinancial Planning and AdvicePrepare preliminary financial planning...

  • Financial Planning and Analysis Expert

    3 days ago

    Bellevue, Washington, United States Akraya Inc Full time

    Job Summary:This is a Financial Planning and Analysis role that requires a skilled professional to provide financial oversight, insightful analysis, and support business partners across multiple geographies.About the Role:Lead financial reporting and analysis for client Logistics.Drive financial planning efforts and variance analysis for monthly and...

  • Business Intelligence and Financial Planning Expert

    4 days ago

    Bellevue, Washington, United States Flexport Full time

    About FlexportAt Flexport, we believe that global trade has the power to drive economic growth and improve people's lives. Our mission is to make global commerce easier, faster, and more accessible for businesses of all sizes.We're a technology-driven company that's revolutionizing the way goods move around the world. Our platform uses advanced data...

  • Financial Analyst

    4 days ago

    Bellevue, Washington, United States Creative Financial Staffing Full time

    About Creative Financial StaffingWe are a dynamic organization dedicated to providing a supportive environment, opportunities for growth, and a sense of community. Our team is passionate about delivering exceptional results and building strong relationships with our clients.Job SummaryWe are seeking a highly skilled Staff Accountant to join our expanding...

  • Corporate Financial Planning and Analysis Specialist

    4 days ago

    Bellevue, Washington, United States Flexport Full time

    About FlexportAt Flexport, we believe that global trade has the power to drive economic growth and improve people's lives. Our mission is to make global commerce easier, faster, and more accessible for businesses of all sizes.We're a technology-driven company that's revolutionizing the way goods move around the world. Our platform uses advanced data...

  • Senior Financial Professional

    7 days ago

    Bellevue, Washington, United States Creative Financial Staffing Full time

    About Creative Financial StaffingWe are a leading provider of financial staffing solutions, dedicated to connecting top talent with innovative companies.Job SummaryWe are seeking an experienced Senior Accountant to join our team at a high-growth manufacturing and engineering company in Seattle. As a Senior Accountant, you will play a critical role in...

  • Senior Financial Professional

    7 days ago

    Bellevue, Washington, United States Creative Financial Staffing Full time

    About Creative Financial StaffingWe are a leading provider of financial staffing solutions, dedicated to connecting talented professionals with top companies in the industry.Job SummaryWe are seeking an experienced Senior Accountant to join our team at a high growth manufacturing and engineering company in Seattle. As a Senior Accountant, you will play a key...

  • Wealth Management Planning Analyst

    2 weeks ago

    Bellevue, Washington, United States Coldstream Capital Management Full time

    Financial Planning Analyst at Coldstream Capital ManagementColdstream Capital Management is seeking a Financial Planning Analyst to enhance their team. This role will report directly to the Chief Wealth Strategist and play a crucial part in the advancement and expansion of the Wealth Strategy Group within the organization.The Financial Planning Analyst will...

  • Licensed Financial Specialist

    2 months ago

    Bellevue, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Specialist to join their branches throughout the Seattle...

  • Financial Operations Manager

    2 weeks ago

    Bellevue, Washington, United States Jobot Full time

    Join Our Team as a Financial Operations ManagerAbout Us:At Jobot, we are committed to making a significant impact in the industry. We pride ourselves on our comprehensive benefits and collaborative work environment.Compensation:Salary range: $130,000 - $150,000 per yearPosition Overview:We are in search of a dynamic and experienced Financial Operations...

  • Manager of Financial Strategy

    2 weeks ago

    Bellevue, Washington, United States Identity Digital Inc. Full time

    OverviewAs the Financial Planning & Analysis Manager at Identity Digital Inc., you will be instrumental in evaluating the financial aspects of our Registry division, with a primary focus on go-to-market strategies. This position encompasses budgeting, forecasting, decision-making support, and comprehensive reporting for the business unit. You will be...