Financial Forecast Coordination Lead

American Electric Power; Columbus (OH); On-site; USD 137,000 - 178,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

American Electric Power (AEP) is seeking a Financial Forecast Coordination Lead to oversee enterprise-wide forecasting and coordination across operating companies. This senior role will manage assumptions, risks and opportunities, and drive consistency in the consolidated forecast for senior management.

You will collaborate with corporate finance, FP&A, accounting, regulatory bodies, and business units to ensure accurate outlooks and effective decision support, while leading process improvements

Qualifications

• Bachelor's Degree in Business, Accounting, Finance or Engineering required.
• 10+ years of work experience including managerial experience.

Responsibilities

• Lead the coordination and management of AEP's consolidated financial forecast across operating companies and business segments.
• Provide governance over the enterprise forecasting process with consistent assumptions and timelines.
• Prepare and present financial forecasts to executive management and the Board of Directors.
• Partner with corporate finance, FP&A, accounting, tax, and other functions to reflect financial developments in the outlook.
• Identify opportunities to enhance forecasting capabilities, including models, processes, and tools.
• Communicate forecast drivers and risks clearly to senior management.

Skills

Leadership

Strategic thinking

Executive-level presentation

Cross-functional collaboration

Financial forecasting

Education

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

Tools

Microsoft Office

UI Financial Model Programming

PeopleSoft

BusinessObjects

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 Forecast Coordination Lead will lead the coordination and management of enterprise-wide financial forecasts across the AEP system. This Senior role will provide leadership and oversight of the consolidated forecasting process, including development and tracking of key assumptions, evaluation of financial risks and opportunities, and coordination with operating companies and business units. Additional duties: analyze financial performance and strategic alternatives, provide recommendations to senior management, and develop/manage staff.

Job Description

What You’ll Do:

• Lead the coordination and management of AEP's consolidated financial forecast, including coordination of forecast assumptions, methodologies, timelines and deliverables across operating companies and business segments. Formulate and track key financial assumptions in conjunction with business partners using corporate financial models, including identification of significant financial and strategic issues, risks and opportunities, and alternative and/or contingency plans.
• Provide leadership and governance over the enterprise forecasting process, ensuring consistency, alignment, and reasonableness of financial assumptions across business units and operating companies. Coordinate with key stakeholders to assess forecast changes and understand the consolidated impact on earnings, cash flow, balance sheet, credit metrics and other key financial measures.
• Prepare and present financial forecasts, outlooks, and related analyses to executive management and the Board of Directors, as assigned or required. Clearly communicate key forecast drivers, changes in outlook, significant assumptions, risks and opportunities, and potential management actions.
• Serve as a primary financial partner across the organization on matters affecting the consolidated forecast. Work extensively with corporate finance, financial planning and analysis, accounting and tax, commercial operations, generation and transmission, regulatory organizations, and operating companies to ensure significant financial developments are appropriately reflected in AEP's financial outlook.
• Identify and implement opportunities to enhance AEP's forecasting and financial planning capabilities, including improvements to financial models, processes, controls, reporting, automation and analytical tools. Drive greater efficiency, consistency and transparency in the development and communication of financial forecasts.
• Communicate clearly and confidently with senior management regarding AEP's financial outlook and matters that could materially affect forecast results. Exercise sound judgment in identifying issues requiring management attention and translating complex financial information into actionable insights.

What We're Looking For:

Education requirements are listed below:

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

Work Experience requirement listed below:

• 10 or more years of work experience in the disciplines mentioned in the education requirement including managerial experience.

Other:

• Must be able to work effectively across functional and organizational boundaries to coordinate and manage AEP's consolidated financial forecasting process and maintain alignment of key financial assumptions across the organization.
• Solid understanding of financial forecasting, financial statements and key financial drivers required. Familiarity with AEP accounting, financial processes and organizational structure desired.
• A successful candidate will exhibit the following qualities/skills: Effective Leadership Skills; Strategic Thinking; Executive-Level Presentation and Communication Skills; Relationship Building and Cross-Functional Collaboration; Sound Business Judgment; Planning and Organizational Skills; and the ability to synthesize complex financial information and communicate key drivers, risks and opportunities clearly and concisely to all levels of the organization.
• Proficiency in Microsoft Office and experience with UI Financial Model Programming, PeopleSoft, BusinessObjects, and other financial planning, modeling and reporting tools desired. Demonstrated ability to identify and implement process improvements, automation and enhancements to financial forecasting and reporting processes is preferred.
• MBA, CPA, PMP, CMA, CIA, or other professional certification preferred.

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:

SP20-010

Compensation Range:

$136,539.00 - $177,503.00

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.

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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.