Financial Analyst Staff

AEP Service Corporation; New Albany (OH); On-site; USD 116,000 - 151,000; Full time

Job summary

AEP Service Corporation is seeking a senior financial professional to prepare forecasts, perform variance analyses, and support regulatory filings. The role includes strategic evaluation of opportunities and developing pro forma data for rate cases.

You will guide operating companies in understanding financial results, coordinate with corporate finance, budgeting, accounting, and regulatory teams, and mentor junior staff. MBA/CPA or equivalent certifications are preferred.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Engineering required.
• 8+ years of work experience in the mentioned disciplines.
• MBA, CPA, CMA, CIA, PE, CFP or other professional certification preferred.

Responsibilities

• Prepare and review financial forecasts and variance analyses.
• Develop/manage staff where applicable; mentor departmental analysts.
• Identify rate relief opportunities and develop pro forma rate case data and testimony.
• Assist witness in testimony preparation and, when needed, testify in proceedings.
• Prepare reports for executive management and the Board of Directors.

Skills

Leadership

Presentation skills

Strategic thinking

Relationship building

Teamwork

Education

Bachelor's degree in Business, Accounting, Finance or Engineering

MBA/CPA/CMA/CIA/PE/CFP or other certification preferred

Tools

Microsoft Office

UI Financial Model Programming

PeopleSoft

Business Objects

Job description

Job Summary

Prepare financial forecasts, variance analyses, regulatory filings, and ad hoc analysis of strategic opportunities. Analyze and make recommendations on regulatory and general business strategy. Develop/manage staff.

Job Description

What You Will Do:

• Initiate, formulate and develop assumptions for financial forecasts, in conjunction with operating company/business segment 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 on a consolidated or segment level for the primary purpose of improving future forecasts.
• Aid operating companies in understanding their financial results and assist Financial Reporting in SEC reporting.
• Identify needed rate relief and make recommendations for the timing and amount.
• Develop and prepare pro forma rate case data and testimony.
• Assist witness in testimony preparation.
• Serve as witness in certain fuel or tracker proceedings, as required.
• Develop/manage staff where applicable
• Serve as an example/advisor/mentor to departmental analysts.
• Prepare and make reports to executive management and Board of Directors as assigned or required.
• Develop special strategic evaluations of corporate business opportunities including but not limited to evaluating acquisition and divestiture opportunities and make recommendations based upon the results of the evaluations.
• Identify and implement opportunities for process improvement, cost savings and revenue enhancement.
• Familiarity with AEP accounting desired.

What You Will Need:

• Bachelor's Degree in Business, Accounting, Finance or Engineering required.
• 8 or more years of work experience in the disciplines mentioned in the education requirement.
• MBA, CPA, CMA, CIA, PE, CFP or other professional certification preferred .

Additional Required Skill:

• Effective Leadership Skills;
• Presentation Skills;
• Proficient in Microsoft Office, UI Financial Model Programming, PeopleSoft, and Business Objects;
• Strategic Thinking;
• Relationship building;
• Teamwork;

This position requires extensive coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory; requiring the incumbent to work across functional boundaries and operating companies.

What You Will Get :

In addition to 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: SP20-009

Compensation Range: $116,255.00 - $151,132.50

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.