Intermediate Financial Planning Analyst

Jobtailor; Atlantic City (NJ); On-site; USD 55,000 - 90,000; Full time

Job summary

Jobtailor is seeking a data-focused financial analyst to support budgeting, reporting, and performance analysis in New Jersey. You will synthesize trends, coordinate budgets, and produce actionable insights for leadership.

The role emphasizes data-driven decision making, cross-functional collaboration, and compliance with regulatory reporting. Experience with PowerBI and MS Office is valued, with energy/utilities exposure a plus.

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.
• Strong written and verbal communication, and presentation skills.
• Detail-oriented with strong time-management skills.
• Proficient with Excel, Word, PowerPoint, and SharePoint.
• Ability to prioritize and multi-task in a fast-paced environment.
• Energy efficiency or utility experience is preferred.
• PowerBI experience preferred.

Responsibilities

• Provide financial analysis by collecting data, analyzing trends, and preparing reviews.
• Coordinate and compile monthly and annual budgets.
• Provide deviation analysis of performance metrics.
• Gather data from external and internal sources to drive revenue, expenses, and customer experience insights.
• Generate standard or custom reports summarizing program performance.
• Identify exceptions, opportunities for improvement, and propose solutions.

Skills

Data analysis

Budgeting

Performance metrics analysis

Report generation

Operational improvement

Business intelligence

Vendor management

Regulatory reporting

Process efficiency

Energy efficiency

Communication

Presentation

Detail-oriented

Time management

Organizational skills

Multi-tasking

Education

Bachelor’s degree

Master’s degree

Equivalent work experience

Tools

PowerBI

Microsoft Office

Job description

• 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.

Requirements

• 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.
• Strong communication (written and verbal) and presentation skills
• Detail-oriented with strong time-management skills
• Proficient with Microsoft Office (Excel, Word, PowerPoint, SharePoint)
• Ability to prioritize and organize work in a multi-tasked environment
• Energy efficiency experience (Preferred)
• Utility experience (Preferred)
• PowerBI experience (Preferred)

Hard Skills

• data analysis
• budgeting
• performance metrics analysis
• report generation
• operational improvement
• business intelligence
• vendor management
• regulatory reporting
• process efficiency
• energy efficiency

Soft Skills

• communication skills
• presentation skills
• detail-oriented
• time-management
• organizational skills
• multi-tasking