Financial Analyst Associate - Financial Analyst Sr.

AEP; Northern (KY); Hybrid; USD 63,000 - 110,000; Full time

Job summary

American Electric Power (AEP) in Ft. Wayne, IN is seeking a Financial Analyst Associate to assist in preparing forecasts, variances, and regulatory filings, collaborating with operating company personnel and corporate financial models.

This entry-level position emphasizes proficiency in Microsoft Office, clear communication, relationship building, teamwork and planning, with a sedentary office setting and opportunities for advancement to higher analyst levels.

Qualifications

• Bachelor's degree in accounting, finance, economics, business administration or engineering.
• No experience required for Associate; one year+ for Analyst; 4+ years for Sr.

Responsibilities

• Assist in initiating and formulating financial forecasts with corporate models.
• Perform variance reporting and analysis of budget vs. actual and prior year.
• Support in identifying rate relief and pro forma rate case data and testimony.
• Identify opportunities for process improvement, cost savings and revenue enhancement.

Skills

Communication

Teamwork

Planning & organizing

Adaptability

Customer focus

Relationship building

Education

Bachelor's Degree

Tools

Microsoft Office

PeopleSoft

Business Objects

Job description

Location: Ft. Wayne, IN

Category : Accounting & Finance

Job Summary

Assist in preparation of financial forecasts, variance analyses and regulatory filings.

Job Description

What you’ll do:

• Assist in initiating and formulating financial forecasts, in conjunction with operating company personnel, using corporate financial models including the identification of significant strategic issues and alternative and/or contingency plans.
• Aid in monthly/quarterly variance reporting and analysis of budget vs. actual results and actual vs. prior-year results for the primary purpose of improving future forecasts. This analysis will also aid operating companies in understanding their financial results and assist Financial Reporting in SEC reporting.
• Provide support in identifying needed rate relief and make recommendations for the timing and amount. Assist in developing and preparing pro forma rate case data and testimony. Assist witness in testimony preparation.
• Take part in identifying opportunities for process improvement, cost savings and revenue enhancement.

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 Financial Analyst Associate, with increased educational, skill, experience and certification requirements for higher levels including Financial Analyst Sr.

Financial Analyst Associate

Minimum Requirements:

• Bachelor's Degree, preferred majors include accounting, finance, economics, business administration or engineering.
• No experience required.

Other Requirements

• Physical demand level is Sedentary
• A successful candidate will exhibit the following qualities/skills: Proficient in Microsoft Office, Ability to communicate clearly and concisely, Relationship building, Teamwork, Adaptability/Flexibility, Customer Focus, Planning/Organizing Skills.

Financial Analyst

• Minimum Requirements: Bachelor's Degree, preferred majors include accounting, finance, economics, business administration or engineering.
• One or more years of work experience in the disciplines mentioned in the education requirement.

Other Requirements

• Physical demand level is SedentaryThese are additional expectations for the job and could include specific work experience, license / certifications, preemployment testing, expectations about travel, shift work, etc.
• A successful candidate will exhibit the following qualities/skills: Proficient in Microsoft Office; Ability to communicate clearly, concisely and comfortably with all levels of the organization; Strategic Thinking; Relationship building; Teamwork; Adaptability/Flexibility; Customer Focus; Planning/Organizing Skills.

Financial Analyst Sr

Minimum Requirements:

• Bachelor's Degree, preferred majors include accounting, finance, economics, business administration or engineering.
• 4 or more years of work experience in the disciplines mentioned in the education requirement.

Other Requirements

• Physical demand level is Sedentary
• A successful candidate will exhibit the following qualities/skills: Proficient in Microsoft Office, PeopleSoft and Business Objects; Ability to communicate clearly, concisely and comfortably with all levels of the organization; Strategic Thinking; Relationship building; Teamwork; Adaptability/Flexibility; Customer Focus; Planning/Organizing Skills.

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

$63,496.00 - $109,544.00

Physical Demands

The 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.

Equal Employment Opportunity

It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.

“AEP offers an outstanding group of people to be a part of. The AEP culture values your integrity and awards your hard work.”

Responsible for performing settlement activities under the guidance of others. Settlement activities could include preparing invoices, communicating with counterparties, reconciling transactional data and settlement results, monitoring and executing contractual and regulatory commitments, properly documenting settlement activities and procedures, and supporting the information needs of other groups within AEP. Responsible for understanding settlement requirements and procedures for execution. Complies with all guidelines and standards, including Sarbanes-Oxley and regulatory accounting policies.

Supports the O&M and Capital budgeting process, reprojections, variance/other standard/ad-hoc reporting and analysis, and the improvement requisition process for a business unit(s), corporate group(s), operating company(ies) and/or for AEP Consolidated. Includes providing support of the related planning, budgeting and reporting applications and the billing/allocation processes. Note: A Sr. budget analyst will be required to support all activities and will typically support multiple groups.

Supports the O&M and Capital budgeting process, reprojections, variance/other standard/ad-hoc reporting and analysis, and the improvement requisition process for a business unit(s), corporate group(s), operating company(ies) and/or for AEP Consolidated. Includes providing support of the related planning, budgeting and reporting applications and the billing/allocation processes. Note: A Sr. budget analyst will be required to support all activities and will typically support multiple groups.

AEP offers generous time off, competitive pay, and educational opportunities to help employees advance their careers.

Our culture is purpose-driven and team-oriented: we combine innovation with a customer-first focus to deliver reliable energy and brighter futures.