Enterprise Valuation & Strategy Lead (Hybrid)

Puget Sound Energy; Seattle (WA); Hybrid; USD 94,000 - 157,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with cash balance plan

PTO and Paid Holidays

Job summary

Puget Sound Energy is seeking a Principal Financial Analyst - Enterprise Strategy Valuation to lead complex financial models, valuation analyses, and strategic scenarios supporting long-term planning and investor communications.

The role spans valuing major infrastructure investments, building holistic forecasting, and guiding executive decisions with data-driven insights. Hybrid work in the Seattle area is expected.

Qualifications

• Bachelor's Degree in Business, Finance, Accounting or related field.
• 5+ years in finance roles with progressively increasing levels of responsibility.
• Excellent communication, writing and presentation skills with the ability to interface effectively with all levels of management.
• Ability to work effectively without direct supervision in a fast paced, stressful, and multitasking environment.

Responsibilities

• Develops comprehensive, complex models to create the five-year plan and evaluate financial and valuation impacts of operating and corporate initiatives, and conducts various ad-hoc strategic analyses throughout the planning cycle.
• Contributes to or may lead the delivery of recommendations resulting from quantitative and qualitative analyses.
• Anticipates and identifies areas of opportunity or inherent business risks evident in the data and communicates action plans to stakeholders.
• Work with the various business units to help create a long-term forecast of the business from years 6 through 20 in support of the PSE's strategic planning and year-end valuation.
• Conduct market-based guideline public company valuations and benchmarking analyses to corroborate income approach (discounted cash flow) results.
• Work with external consultants to make improvements to the enterprise valuation model as needed.
• Produces presentations for management, Board of Directors and external rating agencies.
• Continually improves forecast integrity by utilizing internal and external information resources, researching new financial metrics and modeling techniques, benchmarking, and data analytics.
• Leads the quarterly and annual enterprise valuation updates to PSE management and investors.
• Develops creative and complex spreadsheet modeling to integrate proposed and completed business transactions into a valuation model.
• Promotes best practices of modeling techniques, methodologies, controls and documentation.
• Instructs investor analysts on modeling PSE business activity.
• Provides guidance and expertise regarding the application of corporate valuation fundamentals to determine enterprise valuation.
• Provides analytic direction to the business case team by structuring analytical problems, identifying areas for further analysis and summarizing results for decision making.
• Promotes accountability of financial assumptions and results across the organization by communicating to and educating business groups about financial implications of business operations.
• Leads, trains, and mentors staff in the development, administration, and analysis of the short-, mid-, and long-term corporate financial plans.
• Supports various rate proceedings by answering data requests.

Skills

Financial modeling

Valuation

Excel advanced

VBA

Education

Bachelor's Degree in Business, Finance, Accounting or related field

Tools

Anaplan

SAP S/4HANA

Job description

Puget Sound Energy is seeking a Principal Financial Analyst - Enterprise Strategy Valuation to lead complex financial models, valuation analyses, and strategic scenarios supporting long-term planning and investor communications.

The role spans valuing major infrastructure investments, building holistic forecasting, and guiding executive decisions with data-driven insights. Hybrid work in the Seattle area is expected.