Financial Analyst Staff

Public Service Co. of OK

Tulsa (OK)

On-site

USD 116,000 - 186,000

Full time

10 days ago

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Job summary

American Electric Power (AEP) in Tulsa, OK is seeking a Financial Analyst Staff to assist in financial forecasts, variance analyses and regulatory filings. You will collaborate with corporate finance, planning & budgeting, accounting and regulatory teams to develop assumptions, run models and support rate case testimony and SEC reporting.

Qualifications include a Bachelor's degree in Business, Accounting, Finance or Engineering and 8+ years of FP&A or accounting experience; MBA/CPA/CMA or

Qualifications

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

Responsibilities

  • Assist in preparation of financial forecasts, variance analyses and regulatory filings.
  • Perform monthly/quarterly variance reporting and analysis for consolidation or segment level.
  • Develop and prepare pro forma rate case data and testimony; assist witness in testimony preparation.
  • Identify opportunities for process improvement, cost savings and revenue enhancement.

Skills

FP&A experience
Accounting
Microsoft Office
Financial Modeling
Regulatory filings

Education

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

Tools

PeopleSoft
Business Objects
UI Financial Model Programming

Job description

Job Posting End Date08-29-2026Please note the job posting will close on the day before the posting end date.Job SummaryAssist in preparation of financial forecasts, variance analyses and regulatory filings.Job DescriptionJob Posting End Date08-29-2026Please note the job posting will close on the day before the posting end date.***Relocation assistance may be available for qualified candidates*****This position is not eligible for employment visa sponsorship. Candidates must be legally authorized to work in the United States without current or future sponsorship from AEP.***What You'll 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. This analysis will also 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 and 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.***At least 1-5 experience in FP&A or Accounting***What We're Looking For:MINIMUM REQUIREMENTS:Education requirements are listed below: Bachelor's Degree in Business, Accounting, Finance or Engineering required.Work Experience requirement listed below: 8 or more years of work experience in the disciplines mentioned in the education requirement.OTHER REQUIREMENTS: Physical demand level is SedentaryThis 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.Familiarity with AEP accounting desired.A successful candidate will exhibit the following qualities/skills: Effective Leadership Skills; Presentation Skills; Proficient in Microsoft Office, UI Financial Model Programming, 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 MBA, CPA, CMA, CIA, PE, CFP or other professional certification preferred.Where You'll Work:Tulsa, OKWhat You'll Get For a Financial Analyst Staff:$116,255 – $186,010In 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 DoAt 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 DataCompensation Grade:SP20-005Compensation Range:$63,496.00 - $151,132.50The 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.Hear about it first! Get job alerts by email. Log in to your Candidate Home Account today! If you don't have an account, you can create one.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.
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