Financial Planning Analyst Intermediate

South Jersey Industries; Atlantic City (NJ); On-site; USD 59,000 - 95,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with company match

Paid time off

Job summary

South Jersey Industries is seeking a Financial Analyst to provide financial and analytical support for sales goals and strategic objectives. You will manage the department’s budgets, forecasts, and commissions, while leveraging BI tools to optimize sales performance.

The role requires collaboration with Sales Management, accounting, and major account teams, with emphasis on accuracy, timely reporting, and data-driven insights to inform business decisions.

Qualifications

• Bachelor’s degree with 2 years of relevant experience, or Master’s degree with 0 years.
• Two or more years’ experience in performing financial or operational analysis and reporting, in a sales environment is preferred.
• Advanced to expert level Excel (including pivot tables and charts).
• Exposure to using Business Intelligence dashboards to analyze and optimize performance.
• Excellent communication, interpersonal and presentation skills.
• Superior attention to detail and strong time-management.

Responsibilities

• Coordinate and manage annual financial plan and customer growth budgets and monthly forecasts with Sales Management.
• Lead day-to-day management and forecasting of the department’s O&M accounts, including processing invoices, tracking expenditures, reconciling accounts, and explaining variances to Sales Management, accounting and financial planning.
• Prepare and oversee monthly Sales commissions and monthly Sales Results Report on customer growth and margin performance.
• Perform Sales’ accounting functions including: accruals, accounts payable and expense reports.
• Compile and prepare information in response to data requests and/or regulatory reporting needs.
• Assist Major Account Managers in rate/revenue calculations, large account billing analyses and service agreement preparation and communication.
• Provide business analysis support to identify opportunities and positively impact growth while assisting in the continuous improvement of existing reporting processes.
• Performs other duties as assigned.

Skills

Excel pivots

BI dashboards

Analytical skills

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Maximo

Oracle Utilities

Job description

About UsSouth Jersey Industries (SJI) is an energy holding company that delivers clean energy services to 700,000+ customers and businesses throughout 14 counties in New Jersey. As part of our core values, SJI is dedicated to being a community partner and developing innovative clean energy solutions to meet the needs of the future. To do this, we depend on our workforce of over 1,100+ talented, diverse employees who help us deliver safe, reliable, affordable clean energy for a better today and tomorrow.At SJI, we believe that our employees are our most valuable asset. Whether you’re a seasoned operations technician or an early-career legal professional, our culture, inclusive workforce, and leadership development and training programs will provide you with the tools you need to either kickstart your career or bring it to new heights.Position SummaryThe Financial Analyst is responsible for providing financial and analytical expertise to support the achievement of business goals and strategic objectives of SJG Sales. In this role, the Financial Analyst supports the day-to day management of the department’s financial plan, budgets, forecasts, O&M accounts, commissions and After Tax Margin calculations and monitors operational performance against these measures. In addition to performing financial and operational modelling, the Financial Analyst is expected to leverage Business Intelligence tools to analyze and optimize Sales performance.Essential Functions:Coordinate and manage annual financial plan and customer growth budgets and monthly forecasts with Sales Management.Lead the day-to-day management and forecasting of the department’s O&M accounts, including processing invoices, tracking expenditures, reconciling accounts, and explaining variances to Sales Management, accounting and financial planning.Prepare and oversee monthly Sales commissions and monthly Sales Results Report on customer growth and margin performance.Perform Sales’ accounting functions including: accruals, accounts payable and expense reports.Compile and prepare information in response to data requests and/or regulatory reporting needs.Assist Major Account Managers in rate/revenue calculations, large account billing analyses and service agreement preparation and communication.Provide business analysis support to identify opportunities and positively impact growth while assisting in the continuous improvement of existing reporting processes.Performs other duties as assigned.QualificationsRequired Background:Bachelor’s degree with 2 years of relevant experience, orMaster’s degree with 0 years of relevant experience.Equivalent work experience may be considered in lieu of degree.Two or more years’ experience in performing financial or operational analysis and reporting, in a sales environment is preferred.Required Skills:Advanced to expert level of use of Microsoft Office Suite of applications, specifically Excel, (including pivot tables and charts), Outlook, Word and PowerPoint.Basic Understanding of financial statements.Exposure to using Business Intelligence dashboards to analyze and optimize performance.Strong research, analytical, and problem-solving skills.Superior attention to detail.Demonstrated time-management and multi-tasking skills coupled with a keen ability to prioritize assignments.Demonstrated ability to collect, synthesize and present data from multiple enterprise systems.Excellent communication, interpersonal and presentation skills.Experience working with senior decision makers.Preferred Skills:Proficiency in use of CRM software including Salesforce, Maximo, and Oracle Utilities Customer Care and Billing.Experience working with senior decision makers.Explore the PossibilitiesSouth Jersey Industries employs a diverse range of talent – from construction contractors to environmental specialists. Regardless of the position, mentoring and networking, hands-on experience, gaining industry knowledge and the opportunity to make a meaningful impact on our business and in our communities are all exciting ways that we welcome our employees at SJI. And as a company committed to creating an engaging culture built on inclusion and diversity, you’re sure to find an opportunity that makes you feel included, empowered, and ready to “bring your whole self to work” every day.Benefits Package OverviewSJI offers a competitive and comprehensive benefits package to eligible employees.The SJI “Total Rewards” Benefits Package include:Flexible vacation, Paid Time Off, and Sick Leave packageComprehensive Health, Dental, and Vision InsuranceShort-term and Long-term Disability Insurance401(k), with generous company matchEmployee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.Equal Opportunity/Affirmative Action EmployerAt this time, SJI is only considering applicants authorized to work in the United States currently and in the future without the need for visa sponsorship.Compensation Range:$59,250 - 94,800We are committed to pay transparency and ensuring equitability compensation for all employees. The pay range for this position reflects the base salary only and does not include benefits, bonuses, or other forms of compensation that might be part of the total compensation package. The specific salary offered will be based on a candidate’s qualifications, education, and experience.