Financial Analyst Sr

Financeroles; North Carolina; On-site; USD 87,000 - 110,000; Full time

Benefits offered by this job

Benefits package

Job summary

American Electric Power (AEP) is seeking a Financial Analyst Senior to prepare financial forecasts, conduct variance analyses, and perform ad hoc analyses of strategic opportunities. You’ll also assess regulatory and general business strategy.

In this role you’ll work with operating company personnel to build models, analyze budget vs actuals, identify earnings drivers for executives and the board, and develop evaluations of corporate opportunities.

Qualifications

• Bachelor's Degree in accounting, finance, economics, business administration or engineering.
• 4+ years of work experience in the mentioned disciplines.

Responsibilities

• Prepare financial forecasts and variance analyses.
• Perform monthly/quarterly variance reporting and analysis of budget vs. actual and vs. prior year.
• Identify customer rate changes and recommended timing/amount.
• Track and evaluate forecasts for operating company, segment, and consolidated levels; craft earnings narratives for senior management and board.
• Develop strategic evaluations of corporate opportunities and recommend actions.
• Identify opportunities for process improvement, cost savings, and revenue enhancement.

Skills

Presentation Skills

Communication

Strategic Thinking

Relationship Building

Teamwork

Education

Bachelor's Degree in accounting/finance/economics/business administration or engineering

Tools

Microsoft Office

UI Financial Model

PeopleSoft

Business Objects

Job description

Job Posting End Date

11-07-2026

Please note the job posting will close on the day before the posting end date.

Job Summary

The Financial Analyst Senior will prepare financial forecasts, variance analyses, and ad hoc analysis of strategic opportunities. Additional duties include analyzing and making recommendations on regulatory and general business strategy.

Job Description

What You’ll Do:

• Initiate and formulate 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.
• Perform 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.
• Identify needed customer rate changes and make recommendations for the timing and amount.
• Track and evaluate operating company, segment, and consolidated forecasts including the compilation of intra-year estimates. Develop and articulate compelling stories supporting key earnings drivers for senior management and the board of directors.
• Develop special strategic evaluations of corporate business opportunities and assist in making recommendations based upon the results of the evaluations.
• Identify opportunities for process improvement, cost savings and revenue enhancement.
  

What We’re Looking For:

Education requirements are listed below:

• Bachelor's Degree, preferred majors include accounting, finance, economics, business administration or engineering.

Work Experience requirement listed below:

• 4 or more years of work experience in the disciplines mentioned in the education requirement.

Other:

A successful candidate will exhibit the following qualities/skills:

• Presentation Skills.
• Proficient in Microsoft Office, UI Financial Model, PeopleSoft, and Business Objects.
• Ability to communicate clearly, concisely and comfortably with all levels of the organization.
• Strategic Thinking.
• Relationship building.
• Teamwork.

What You’ll Get:

• In addition to a competitive compensation, AEP offers a unique comprehensive benefits package that aims to support and enhance the overall well-being of our employees.

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:

SP20-007

Compensation Range:

$87,633.00 - $109,543.00

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.

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.