Financial Analyst Staff

American Electric Power Co.; Tulsa, Northern (OK, KY); On-site; USD 63,000 - 151,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

American Electric Power Co. in Tulsa, OK, is seeking a Financial Analyst Staff to assist in preparing financial forecasts, variance analyses, and regulatory filings.

This role requires collaboration with operating company and business segment personnel to build assumptions using corporate models. You will prepare monthly/quarterly reports, support SEC reporting, develop pro forma rate case data and testimony, and mentor junior staff while seeking process improvements and cost-saving

Qualifications

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

Responsibilities

• Develop assumptions for financial forecasts with operating company input.
• Perform monthly/quarterly variance reporting for budget vs. actual and prior year.
• Prepare pro forma rate case data and testimony; assist/serve as witness.
• Develop and manage staff; mentor analysts where applicable.
• Identify opportunities for process improvement, cost savings, and revenue enhancement.

Skills

Leadership

Presentation skills

Communication

Strategic thinking

Relationship building

Teamwork

Adaptability

Customer focus

Planning & organizing

Education

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

MBA, CPA, CMA, CIA, PE, CFP or other professional certification preferred

Tools

Microsoft Office

UI Financial Model Programming

PeopleSoft

Business Objects

Job description

Job Summary Assist in preparation of financial forecasts, variance analyses and regulatory filings.

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.

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 Sedentary 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. 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.

At least 1-5 experience in FP&A or Accounting

Where You’ll Work:

Tulsa, OK

What You’ll Get For a Financial Analyst Staff:

$116,255 – $186,010

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: SP20-005 Compensation Range: $63,496.00 - $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.

At American Electric Power, we provide more than electricity to our millions of customers - we energize possibilities. We're redefining the future of energy by reducing our carbon footprint, empowering the communities we serve and building an engaged, talented workforce. All while delivering the reliable service our customers expect.

It’s an exciting time in the energy industry. Are you ready to be part of it? We’re looking for team members to help create the grid of the future.

Learn more about our commitment to creating a supportive, inclusive work culture that values different experiences.