Financial Planning Specialist

6 days ago

Baltimore, Maryland, United States Vicinity Energy, Inc. Full time
About Vicinity Energy, Inc.

Vicinity Energy, Inc. is a leading provider of district energy solutions, offering low-carbon energy to iconic buildings across North America. As a member of the communities we serve, we understand the critical role we play in reducing the impacts of climate change and being a leader in decarbonization.

Job Summary

The Senior Financial Analyst will participate in and manage complex financial analysis reports and projects for Vicinity Energy's district energy business in the South Region. This role will play a key part in supporting the growth and successful management of our district energy business.

Key Responsibilities
  • Support the finance team in monthly financial close and reporting process
  • Lead annual budget development and related modeling and analysis
  • Support the Customer Account Management team with analysis, modeling, and ad-hoc reporting
  • Provide analytical support to the Business Development Team during the review of investment opportunities and acquisitions
  • Perform complex business analyses using advanced financial modeling techniques
  • Assess and identify risk areas
  • Ensure compliance with Company financial metrics
  • Support the project approval process
  • Develop and evaluate business requirements, and model data and/or operations requirements
  • Customer proposals and renegotiations
  • Support Operations by:
    • Supporting financial planning process (forecasts, budget, and strategic planning)
    • Supporting modeling of business cases for efficiency, and ad-hoc projects
    • Utilizing database tools such as Operations Pi Historian, customer metering portals, and Microsoft D365 customer relationship management tools to support analysis and reporting
Qualifications and Experience
  • Bachelor's degree in Accounting, Finance, Business Administration, or Economics or related field from an accredited college or university
  • 3-5 years' financial analysis or accounting experience, preferably in technical services or engineering industry, including budgeting, forecasting, and management reporting
  • Proficient with Microsoft Office suite (Word, Excel, Access, PowerPoint)
  • Proficient with SQL or similar database tool (Forecast Model is in SQL)
  • Strong written and verbal communication skills
  • Prior experience in the energy industry or transactional experience a plus
  • Knowledge of Corporate Finance principles and Generally Accepted Accounting Principles (GAAP)
  • Knowledge of Osisoft Pi and/or Microsoft D365

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