Financial Analyst Lead

5 days ago

Indianapolis, Indiana, United States Alliance Group Technologies Full time
Job Summary

Financial Analyst Lead

Job Description:

The Financial Analyst Lead provides value-added financial services to both internal and external customers related to the preparation and filing of the SEC 10-Q and 10-K. The incumbent may assume responsibility for financial activities, including but not limited to reviewing and interpreting the impact of financial reporting proposals promulgated by governing bodies; preparing analytical studies on historical, forecast, and pro-forma financial data; developing comprehensive financial data reports for both internal and external customers; and providing other needed expertise and reporting to accurately reflect and manage financial matters.

Key Responsibilities:

  • Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing course of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences.
  • Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, assists with the adoption of new reporting requirements.
  • Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business.
  • Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks.
  • Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities.
  • Demonstrates a working knowledge of the operating plan and role in the F&A organization; Has a general knowledge of other departments' role in the F&A organization; Collaboratively develops solutions between corporate and business units.
  • Demonstrates our commitment to quality by documenting work fully and accurately.
  • Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives.

Required Qualifications:

  • Requires four year degree in business discipline
  • Requires knowledge of PC applications
  • Prefer CPA
  • Four years or more experience in finance, accounting, regulatory or a related field
  • Requires multiple functional experience
  • Regulatory Finance Acumen - Understand how we make money and how changes to the financial statements flow through and impact customer bills and NI EPS.
  • Building Partnerships - Developing and leveraging relationships within and across work groups to achieve results.
  • Decision Support - Recommends the most effective course of action after evaluating options against decision criteria.
  • Influencing - Gain others' commitment to take action that will enhance value for business partners and/or customers.
  • Continuous Improvement - Originating action to improve existing conditions and processes; identifying improvement opportunities, generating ideas, and implementing solutions.

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