Financial Analyst III

Chesapeake Utilities Corporation; West Palm Beach (FL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work arrangement

Annual bonus

Recognition events

Wellness programs

Robust benefits package

Paid time off

Job summary

Chesapeake Utilities Corporation is seeking a Financial Analyst III to join our hybrid team with occasional travel across Yulee, FL, West Palm Beach, FL, Newark, DE, and Dover, DE. You will support strategic planning, budgeting, and variance analyses while partnering with operations and corporate functions to drive financial insight.

Ideal candidates have a 4-year degree in accounting/finance with at least 5 years of FP&A experience, strong ERP/BI tool skills, and excellent communication and

Qualifications

• Four-year degree in Accounting/Finance or related field.
• Minimum of 5 years of FP&A or business planning experience.
• Experience with ERP systems (SAP or similar) and analytics tools (Power BI, Qlik, Tableau).
• Regular driver's license and basic GAAP knowledge.
• Strong communication and project management skills.
• Proven ability to streamline processes.

Responsibilities

• Prepare consolidated summary presentations for senior management's review.
• Support strategic plan, budgets, performance indicators, and target benchmarks.
• Produce monthly reporting package with variance analysis vs prior year, budget, and forecast.
• Perform complex financial forecasting, modeling and trend analysis.
• Capture and report KPIs, highlight trends and variances.
• Prepare feasibility studies for capital investments.

Skills

Financial analysis

Forecasting

Reporting

Project management

Communication

MS Office

Education

Bachelor's degree in Accounting/Finance

Tools

SAP

Power BI

Qlik

Tableau

Excel

Job description

Career Opportunity

Financial Analyst III

Location: Hybrid with occasional travel, located in Yulee, FL West Palm Beach, FL, Newark, DE, or Dover, DE

What makes us great...

At the heart of our Company is a dedication to delivering energy that drives progress. We put people first, work to keep them safe and build trusting relationships.

What you'll be working on...

• Prepares consolidated summary presentations for senior management's review
• Supports the development of strategic plan, budgets, performance indicators, and target benchmarks.
• Supports the production of a monthly reporting package with variance analysis against prior year, budget, and forecast, including operating expense and/or gross margin analyses, projections, and reports
• Performs complex financial forecasting, financial modeling and trend analysis.
• Captures and reports key performance indicators, highlight notable trends and analyze causes of unexpected variances.
• Prepares feasibility studies for capital investments.
• Performs detailed analysis of cost allocations and report on changes and trends from budget and period over-period results.
• Completes special financial studies, e.g. cost of service studies, return on equity, capital structure, and depreciation.
• Conducts thorough research of historical financial data to analyze trends to support executive leadership decisions.
• Assists in reviewing accounting transactions for financial accuracy
• Assists management with merger and acquisition proforma and analysis.
• Partners and liaises with operations and corporate functions to collect the individual pieces of data and information required by required filings and/or reports.
• Continuously identifies and implements improvements to financial processes and reporting, enhancing efficiency, accuracy, and decision support.
• Drives best practices within financial planning and analysis areas.
• Performs all other duties as assigned by Manager

Who you are...

• Four-year degree in Accounting/Finance or a related business field.
• Minimum of 5 years of business planning, financial analysis, or other related finance experience.
• Experience with modern ERP's and analytical tools (SAP or similar, Power BI, Qlik, Tableau, etc.) is required
• Regular driver's license
• Basic accounting knowledge (accruals, GAAP, etc.)
• Experience in the utility industry or relevant experience in a Financial Planning and Analysis role is preferred
• Strong project management skills to plan, lead, and coordinate initiatives across the business unit and finance
• Must be able to communicate in a clear, concise manner with Managers, Directors, and Senior Staff members.
• Proficient knowledge in the Microsoft Office suite of software, namely: PowerPoint, Excel, and Word.
• Must have a high level of initiative and be able to be self-directed.
• Must be able to prioritize multiple requests simultaneously.
• Must be able to respond creatively to unique situations.
• Demonstrated ability to seek efficiencies in all areas to streamline and improve overall processes

What's in it for you...

• Flexible work arrangement
• Competitive base salary
• Fantastic opportunities for career growth
• Cooperative, supportive and empowered team atmosphere
• Annual bonus and salary increase opportunities
• Monthly recognition events
• Endless wellness initiatives and community events
• Robust and customizable benefit packages-choose what works best with your life. Options include generous 401k, medical, dental and life insurance, tuition reimbursement, compensated volunteer hours and MORE!
• Paid time off, holidays and a separate bank of sick time!

Chesapeake Utilities Corporation is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability that need assistance applying for a position may email [e-mail]

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.