Financial Analyst – Planning and Analysis

Socket.dev; Birmingham (AL); On-site; USD 65,000 - 85,000; Full time

Job summary

Southern Company is seeking a Financial Analyst to provide financial results and analysis to support reporting, budgeting, planning, and forecast that meet Company goals and objectives.

The role involves working with executives and across the company to analyze, research, prepare, and communicate financial information, including variance analysis for monthly and annual reporting. Bachelor's degree and strong Excel/PowerPoint skills are required, PowerBI is a plus.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, or related field requiring application of analytical techniques required
• Knowledge of financial and accounting principles and procedures
• Firm grasp of key financial concepts including net income and cash flow analysis

Responsibilities

• Minimum 1 year of budgeting, finance, accounting, or similar experience required
• Prepare accurate and timely budget and projections: Financial analysis, guidance, and reporting (O&M, capital, revenue, affiliate billings)
• Accurate projection of earnings, affiliate billings, capital, and cash requirements
• Develop annual 5-year budget with the assistance of key stakeholders
• Support business partners ensuring all targets are met
• Prepare analysis and reports for internal management and business units, as well as affiliate customers
• Will be responsible for variance analysis for monthly, year to date, and annual reporting
• Build strong working relationships with internal and external partners to respond to their needs
• Analyze business challenges and opportunities, oftentimes through special projects, and provide solutions to achieve financial targets and improve financial or operational performance
• Maintain lease information, including payments and revenues

Job description

JOB SUMMARY:

The Financial Analyst position is responsible for providing financial results and analysis to support reporting, budgeting, planning, and forecast that meet Company goals and objectives. Works with all levels of employees, including Executive leadership in the Company and throughout Southern Company to analyze, research, prepare, and communicate financial and operating information. The position requires detailed financial analysis, accuracy, initiative, and effective communication skills.

JOB REQUIREMENTS:

Education

• Bachelor’s degree in Business, Accounting, Finance, or related field requiring application of analytical techniques required

Knowledge

• Knowledge of financial and accounting principles and procedures
• Firm grasp of key financial concepts including net income and cash flow analysis

Job Responsibilities

• Minimum 1 year of budgeting, finance, accounting, or similar experience required
• Prepare accurate and timely budget and projections:
  • Financial analysis, guidance, and reporting (O&M, capital, revenue, affiliate billings)
  • Accurate projection of earnings, affiliate billings, capital, and cash requirements
  • Develop annual 5-year budget with the assistance of key stakeholders
  • Support business partners ensuring all targets are met
• Prepare analysis and reports for internal management and business units, as well as affiliate customers
• Will be responsible for variance analysis for monthly, year to date, and annual reporting
• Build strong working relationships with internal and external partners to respond to their needs
• Analyze business challenges and opportunities, oftentimes through special projects, and provide solutions to achieve financial targets and improve financial or operational performance
• Maintain lease information, including payments and revenues

Skills

• Ability to manage stress and balance multiple priorities while producing high quality work
• Detailed but can keep the big picture in view to solve a problem or recommend a solution
• Confident enough to question, while being open-minded to the ideas of others
• Determination to push through frustration to understand an issue and figure out a strategy
• Trustworthy to keep sensitive information confidential
• Take personal responsibility for Company and personal success
• Self-starter with the desire for continuous improvement

Possesses:

• Strategic thinking and planning skills
• Effective interpersonal and communications skills
• Creative analytical and problem-solving skills
• Demonstrated finance and accounting skills
• Excellent computer skills- especially Excel, Power Point, and Word
• PowerBI skills is a plus
• Must be comfortable presenting in front of executive leadership (Director level and above)

About Southern Company

Southern Company (NYSE:SO) is a leading energy provider serving 9 million customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy solutions provider with national capabilities, a fiber optics network and telecommunications services. Through an industry-leading commitment to innovation, resilience and sustainability, we are taking action to meet customers' and communities' needs while advancing our goal of net-zero greenhouse gas emissions by 2050. Our uncompromising values ensure we put the needs of those we serve at the center of everything we do and are the key to our sustained success. We are transforming energy into economic, environmental and social progress for tomorrow. Our corporate culture has been recognized by a variety of organizations, earning the company awards and recognitions that reflect Our Values and dedication to service. To learn more, visit www.southerncompany.com.

Southern Company invests in the well-being of its employees and their families through a comprehensive total rewards strategy that includes competitive base salary, annual incentive awards for eligible employees and health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being. This position may also be eligible for additional compensation, such as an incentive program, with the amount of any bonus/awards subject to the terms and conditions of the applicable incentive plan(s). A summary of the benefits offered for this position can be found here https://seo.nlx.org/southernco/pdf/SOCO-Benefits.pdf. Additional and specific details about total compensation and benefits will also be provided during the hiring process.

Southern Company is an equal opportunity employer where an applicant's qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law.

Southern Company Services