• Quick description of the role or project story (What this role will be doing):
o Conduct comprehensive financial analysis and modeling to support business decisions. ¿Develops and reviews monthly operating statements comparing actual results to budget and forecast. ¿Analyzes monthly operating and maintenance reports and discuss results with Management. ¿Provides status reports and updates to management. In a timely manner provide information, reports, or analysis when departments request an expense or process review. Attends meetings with contractors and company personnel on cost control matters. ¿ Interfaces and coordinates with other corporate and operations groups. ¿Abides by cost and planning control policy and procedures.
- Consolidation of O&M spend forecasting and budgeting reports (Monthly, Quarterly, Yearly).
o Compile, review, and present monthly forecasting schedules
o Ensure compliance with financial regulations, standards, and internal policies (SOX compliance)
- Review of Economic Models to assist data analysis
- Individual plan forecasting and budgeting.
o Partner with business partners to review actuals, variance comments, and forecast updates.
o Proactively update month-to-date spend with business.
o Recurring reporting.
- Other Ad hoc activities as assigned.
• What are the top (at least 3 if possible) “must have” skill sets (technical/functional) which are required?
1. MUST have hands on experience with SAP & Excel and there use in creating/compiling/reviewing monthly forecasting schedules to present monthly.
2. MUST have managed operations and maintenance budgets and forecasting for multiple cost center and/or business units.
3. MUST have handled and have direct hands-on experience with leading monthly budget review calls (SOX compliance)
• What are the top “nice to have” skill sets?
1. Accounting or Finance background preferred.
2. 5+ years of directly related experience
3.
• What soft skill requirements do you have (team fit and personality requirements)?
1. Transparent and open communication skills
2. Will need to work as a part of a team on daily basis.
3. They must be able to lead & manage meetings.
• What education and certifications/licensures are required?
• Are there any specific companies/industries or ideal background you’d like to see in the candidate’s experience? Would be nice to see someone with experience in the power/utilities industry.
• Per diem eligible? No
