Analyst, Financial Planning

2 weeks ago

New Orleans, Louisiana, United States Delta Utilities Full time
Job Description Job Description

JOB SUMMARY/PURPOSE

Delta Utilities is seeking a highly skilled, detail oriented, and experienced Financial Planning & Analysis Analyst to be responsible for forecasting, to ensure financial health and regulatory compliance. This is a full-time position based in New Orleans, Louisiana.

The ideal candidate will have previous experience in financial modeling within a regulated utilities environment and a comprehensive understanding of the regulatory and rate-making process. This role involves collaboration with cross-functional teams to support strategic financial planning and decision-making and requires a strong analytical mind and excellent communications skills. The ideal candidate will also be familiar with financial statements prepared in accordance with generally accepted accounting principles and regulatory accounting principles to develop and build various modeling scenarios.

***This position can be hired as an Analyst or a Senior level Analyst.

JOB DUTIES/RESPONSIBILITIES

· Prepare financial reports, including income statements, balance sheets, and cash flow statements.

· Develop, maintain, and refine complex financial models to support strategic decision-making within the regulated utilities sector, while working closely with cross functional teams, including operations and regulatory affairs.

· Create detailed financial forecasts with various scenarios and models to aid in long-term financial planning.

· Identify opportunities to improve financial processes and implement best practices to enhance efficiency and accuracy.

· Conduct in-depth financial analysis to identify trends, risks, and opportunities, to support strategic initiatives and decisions.

· Continuously evaluate and improve forecasting processes, tools, and methodologies to enhance efficiency and accuracy.

· Ensure financial activities comply with relevant regulations, accounting standards, and internal policies.

MINIMUM REQUIREMENTS

Minimum education required of the position

· A bachelor's degree in finance, accounting, economics, or a related field is required; a combination of experience and education that clearly demonstrates comparable knowledge, skills, and abilities may be suitable.

Minimum experience required of the position

· Analyst Level: At least three years of experience in budgeting & forecasting within the utilities sector preferred.

· Analyst Senior Level: At least five years of experience in budgeting & forecasting within the utilities sector preferred.

Minimum knowledge, skills and abilities preferred of the position

· Strong understanding of relevant requirements and reporting, the regulatory/rate-making process, and its impact on financial planning and reporting preferred.

· Exceptional analytical and problem-solving skills, with keen attention to detail and accuracy.

· Excellent verbal and written communication skills, with the ability to convey complex financial information clearly and concisely.

· Proficiency in Excel, including advanced functions, pivot tables, and complex formulas.

· Demonstrated ability to work effectively in a collaborative team environment, as well as independently.

· Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.

· Familiarity with financial planning and modeling software, ERP system, Oracle, and data visualization tools (e.g., Power BI, Tableau), and Extract Transform Load (ETL) processes is preferred.

Any certificates, licenses, etc. preferred for the position

· Relevant certifications, such as Certified Public Accountant (CPA) or Certified Corporate Financial Planning & Analysis Professional (FPAC).

About Delta Utilities

Delta Utilities is a leading natural gas utility with a focus on safe, dependable service to customers. Headquartered in New Orleans, Louisiana, the utility will serve nearly

600,000 customers and become one of the leading natural gas providers in Louisiana and Mississippi and among the top 40 providers in the United States.

In 2023, Entergy announced that it had entered into an agreement with Delta Utilities to sell its Louisiana gas distribution business. The natural gas utility currently serves more than 200,000 customers across East Baton Rouge and Orleans parishes. In February 2024, Delta Utilities entered into an agreement with CenterPoint Energy to acquire its Louisiana and Mississippi natural gas businesses, which currently serve approximately 381,000 customers. Once the transactions are complete, Entergy's Louisiana natural gas operations and CenterPoint Energy's Louisiana and Mississippi natural gas systems will be operated by Delta Utilities. Learn more:

Delta Utilities and associated entities are equal-opportunity employers. We do not discriminate against employees or applicants for employment on any legally recognized basis or any protected class under federal, state, or local law.

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