Financial Planning Analyst Intermediate

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

Benefits offered by this job

Flexible vacation

Health, dental, vision insurance

Short-term and long-term disability

401(k) with company match

Employee Resource Groups

Job summary

South Jersey Industries is seeking a Financial Planning in Energy Efficiency professional to join our New Jersey team. The role involves participating in the budgeting process, building and iterating complex financial models, and tracking performance against the Energy Efficiency plan to enable informed decision-making.

The position requires translating business trends into actionable insights, partnering with the business, and informing leadership of actual and projected performance.

Qualifications

• Bachelor’s degree with 2+ years of relevant experience.
• Master’s degree with 0 years of relevant experience.
• Equivalent work may be considered in lieu of degree.
• Experience in energy efficiency or utilities is a plus.

Responsibilities

• Provide financial analysis by accumulating data, analyzing trends, and preparing reports for business review.
• Coordinates and compiles monthly and annual budgets; provides deviation analysis of performance metrics.
• Gather data from external sources and internal systems to determine factors affecting revenue/expenses.
• Utilizes data to generate reports summarizing energy efficiency program performance.
• Analyzes reports, identifies exceptions, and suggests operational improvements and action plans.
• Compiles information in response to data requests and supports leadership with insights.
• Manage key vendor contracts and relationships; coordinate regulatory reporting.
• Oversee loan program application processes and approvals.
• Partner with vendors and other state utilities to manage dual fuel energy efficiency projects.
• Receive and log vendor invoices; update billing information as needed.
• Lead special projects to improve process efficiency and performance.

Skills

Strong communication

Detail-oriented

Forecasting

Data analysis

Multi-tasking

Presentation skills

Education

Bachelor’s degree (or higher)

Master’s degree

Equivalent work experience

Tools

Microsoft Office

Excel

PowerPoint

SharePoint

Job description

About Us

South 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 Summary

A career in Financial Planning in Energy Efficiency will provide the opportunity to participate in the budget process, track, and report on performance relative to the Energy Efficiency plan and manage ongoing rolling forecast updates. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision-making regarding the Energy Efficiency program portfolio and budget. Additionally, it includes establishing, tracking, and monitoring key operating metrics used to drive the Energy Efficiency program targets as well as creating ad-hoc analyses to drive business strategy, improve efficiency and maximize customer participation and energy savings.

Roles within Financial Planning in Energy Efficiency are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as interpreting business trends, changes, and new initiatives.

Essential Functions

• Provide financial assistance by accumulating data, analyzing trends, and preparing analysis for business review.
• Coordinates and compiles the monthly and annual budgets. Provides deviation analysis of performance metrics.
• Gather data from various external sources as well as internal applications, programs, and processes to determine the factors affecting or expected to affect revenue, expense, and/or customer experience.
• Utilizes data to generate standard or custom reports summarizing energy efficiency program performance.
• Analyzes reports, identify exceptions requiring action, identifies opportunities for operational improvements, and offers solutions. Synthesizes current business intelligence or trend data to support recommendations for action.
• Compiles and prepares information in response to data requests.
• Manage key vendor contracts and relationships.
• Responsible for regulatory report coordination and fulfillment.
• Manage internal process for loan program application approval.
• Partner with vendors and other state utilities regularly to manage dual fuel energy efficiency projects.
• Receive and log vendor invoices, and update vendor billing information as needed.
• Responsible for performing special projects to improve process efficiency and performance.

Qualifications

Required Background

• Bachelor’s degree with a minimum of 2+ years of relevant experience.
• Master’s degree with 0 years of relevant experience.
• Equivalent work may be considered in lieu of degree.

Required Skills

• Strong communication (written and verbal) and presentation skills
• Detail-oriented with strong time-management skills
• Proficient with Microsoft Office (Excel, Word, PowerPoint, SharePoint,)
• Demonstrated work experience using Excel functions such as VLOOKUP, SUMIFS, SUBTOTAL, Pivot Tables, and other data summarization features.
• Demonstrated work experience regularly forecasting or reporting numerical data.
• Ability to prioritize and organize work in a multi-tasked environment

Preferred Skills

• Energy efficiency experience
• Utility experience
• PowerBI experience

Explore the Possibilities

South 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 Overview

SJI 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 package
• Comprehensive Health, Dental, and Vision Insurance
• Short-term and Long-term Disability Insurance
• 401(k), with generous company match
• Employee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.

Equal Opportunity/Affirmative Action Employer

At 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 - 94,800

We 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.