Budget Analyst Associate - Budget Analyst Sr.

AEP; Indiana, Northern (PA, KY); Hybrid; USD 54,000 - 110,000; Full time

Benefits offered by this job

401(k)

Pension

Health insurance

Vacation

Educational assistance

Job summary

AEP in Fort Wayne, IN is seeking a Budget Analyst Associate to support O&M and Capital budgeting, forecasts and reporting. You will assist with planning, budgeting, and the improvement requisition process across multiple business units and operating companies.

The role emphasizes cross-functional coordination, data accuracy, and timely reporting while leveraging systems like UI Budgets, PeopleSoft and Excel for standard and ad-hoc analyses.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Engineering.
• Experience with budgeting, forecasting and reporting processes is preferred.

Responsibilities

• Support planning and budgeting for O&M and Capital budgets.
• Prepare monthly/quarterly variance reports and ad-hoc analyses.
• Assist in approval processes for Improvement Requisitions.
• Collaborate with finance and operations across units to ensure accurate data.

Skills

Power BI

Excel

Variance analysis

Data reporting

Budgeting

Education

Bachelor's degree in Business/Accounting/Finance/Engineering

Tools

UI Budgets

PeopleSoft

Microsoft Office

Business Objects

Job description

## Budget Analyst Associate - Budget Analyst Sr.Apply: Ft. Wayne, IN: Full time: Posted Today: End Date: October 19, 2026 (10 days left to apply): R19476**Job Posting End Date**10-19-2026Please note the job posting will close on the day before the posting end date.**Job Summary**Assist with the support of the O&M and/or Capital budgeting process, reprojections, variance/other standard/ad-hoc reporting and/or the improvement requisition process for a business unit(s), corporate group(s), operating company(ies) and/or for AEP Consolidated. Includes providing assistance with related planning, budgeting and reporting applications and the billing/allocation processes.**Job Description**Support the O&M and Capital budgeting process, reprojections, variance/other standard/ad-hoc reporting and the improvement requisition process for a business unit(s), corporate group(s), operating company(ies) and/or for AEP Consolidated. Includes providing support related to planning, budgeting and reporting applications and the billing/allocation processes.**What you'll do:*** Support the planning and budgeting activities for the O&M and Capital resource allocation process; including long-range forecasts, detail budgets, re-projections and contingency plans.* Prepare monthly and quarterly variance reports* Prepare ad-hoc reports as needed to support analysis.* Support decisions and analysis affecting operations and maintenance activities, capital investment, customer service, and profitability objections.* Assist in routing and approval process for Improvement Requisition; ensuring that Authorization Policy and IR Procedures are followed* Engage in developing and improving standardized processes surrounding budgeting, forecasting, reporting, and improvement requisitions.* Perform special studies, analysis, investigations, and assignments as may be required.* Provide assistance in responding to regulatory and other data requests.* Assist in Financial Forecasting process alongside OPCO / Business Units within I&M it relates to Capital and O&M expenditures to resolve any potential issues.**What we're looking for:***Note: This position is posted at multiple grade levels and offers a range of opportunities for advancement. The minimum qualifications outlined below apply to the Budget Analyst Associate level, with increased educational, skill, experience and certification requirements for higher levels of Budget Analyst.***Budget Analyst Associate - Grade 4**Minimum Requirements:* Bachelor's degree in Business, Accounting, Finance, or Engineering.* No experience necessary.Other Requirements:* Physical demand level is Sedentary* Key Competencies: Communication, Teamwork, Initiative, Adaptability/Flexibility, Client Focus, Creativity, Planning/Organizing and Understanding the Business and Competition* Prior experience in a functional Business Unit (Generation, Transmission, or Distribution), and/or Corporate Finance and/or Operating Company finance, and/or engineering related field is preferred. Knowledge/utilization of UI Budgets, PeopleSoft, Microsoft Office, and Business Objects relational database reporting desired.* This position requires coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory, requiring the incumbent to work across functional boundaries.* Familiarity with AEP accounting and use of Chartfields desired.**Budget Analyst - Grade 6**Minimum Requirements:* Bachelor's degree in Business, Accounting, Finance or Engineering along with 1 year of relevant experience. Or;* Associates degree in Business, Accounting, Finance or Engineering along with a minimum of 3 years or relevant experience.Other Requirements:* Physical demand level is Sedentary* Key Competencies: Communication, Teamwork, Initiative, Adaptability/Flexibility, Client Focus, Creativity, Planning/Organizing and Understanding the Business and Competition.* Prior experience in a functional Business Unit (Generation, Transmission, or Distribution), and/or Corporate Finance and/or Operating Company finance, and/or engineering related field is preferred. Knowledge/utilization of UI Budgets, PeopleSoft, Microsoft Office, and Business Objects relational database reporting desired.* This position requires coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory, requiring the incumbent to work across functional boundaries. Familiarity with AEP accounting and use of Chartfields desired.**Budget Analyst Sr. - Grade 7**Minimum Requirements:* Bachelor's degree in Business, Accounting, Finance or Engineering along with a minimum of 4 years of relevant experience. Or;* Associates degree in Business, Accounting, Finance or Engineering along with a minimum of 6 years or relevant experience.Other Requirements:* Key Competencies: Communication, Teamwork, Initiative, Adaptability/Flexibility, Client Focus, Creativity, Planning/Organizing and Understanding the Business and Competition These are additional expectations for the job and could include specific work experience, license / certifications, preemployment testing, expectations about travel, shift work, etc.* Prior experience in a functional Business Unit (Generation, Transmission, or Distribution), and/or Corporate Finance and/or Operating Company finance, and/or engineering related field is preferred. Knowledge/utilization of UI Budgets, PeopleSoft, Microsoft Office, and Business Objects relational database reporting desired.* This position requires coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory, requiring the incumbent to work across functional boundaries.* Familiarity with AEP accounting and use of Chartfields desired.**Preferred Skills:** Prior experience or strong demonstrated knowledge of PowerBi, Excel, Data Reporting via Systems, and Variance Analysis with prior utility company experience. **What you'll get:**In addition to base salary, AEP offers competitive total rewards including: discretionary annual/long-term incentives, 401(k), pension, health insurance, vacation, educational assistance, etc.**Where Putting the Customer First Powers Everything We Do**At AEP, we’re more than just an energy company — we’re a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you!**Compensation Data****Compensation Grade:**SP20-004**Compensation Range:**$54,063.00 - $109,543.00The Physical Demand Level for this job is: S – Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.