Manager Financial Planning Analyst

Quadvest, LP.; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Quadvest, LP. is seeking an experienced FP&A professional to support strategic planning, long-range forecasting, and budgeting across Quadvest and H2O America. You will build financial models, analyze performance, and prepare executive-level analyses and presentation materials.

Role requires strong analytical, organizational, and communication skills, with SOX compliance experience. Some evenings/weekend work may be required to meet deadlines.

Qualifications

• Bachelor's degree in Finance or Accounting required; 7+ years of relevant experience preferred.
• 5+ years of professional level financial analyst experience.
• CPA or CFA certification (or progress toward one) is a plus.
• Solid experience with financial planning & analysis in a regulated utility environment.
• Advanced financial modeling and Excel skills; strong communication skills.

Responsibilities

• Support development of the FP&A 5-year strategic plan and cash flow modeling.
• Prepare budgets and forecasts for the North Houston-based business unit.
• Assist in due diligence activities including data analysis and cross-functional inputs.
• Conduct financial forecasting studies including regulatory analysis.
• Prepare presentations and documentation for senior leadership review.
• Track deal timelines and provide status updates for transaction execution.
• Analyze monthly/year-to-date results and identify variance drivers.
• Support monthly/quarterly performance reporting for shared services units.
• Collaborate with accounting, regulatory, legal, tax teams to gather information.

Skills

Advanced Excel

Financial modeling

Forecasting

Analytical skills

Stakeholder engagement

Education

Bachelor's degree in Finance or Accounting

CPA or CFA certification (or progress toward one)

Tools

JD Edwards Enterprise One

Insight

Power Plant

GP Dynamics

Jet Reporting

Job description

This role supports Financial Planning and Analysis activities for Quadvest and H2O America's strategic planning, long-range forecasting, budgeting, and business development initiatives. This role requires strong skills in financial modeling, forecasting, and analysis to help evaluate strategic initiatives, and contributes to executive-level analyses, performance analysis, and transaction support under the direction of FP&A leadership. While ensuring SOX and regulatory compliance, they collaborate with business partners to support business goals. Success requires technical skill as well as strong analytical, organizational, and communication abilities.

Occasional domestic travel may be required for this role depending on the business units supported.

• Supports development of the FP&A 5-year strategic plan and associated cash flow modeling.
• Prepares budgets and forecasts for assigned H2O America business unit located in North Houston.
• Supports due diligence activities, including data analysis, assumption validation, and gathering inputs from cross-functional teams.
• Performs financial forecasting studies, including regulated utility models and related regulatory analysis.
• Prepares presentations and documentation for internal stakeholders and senior leadership review.
• Tracks deal timelines and key deliverables and provides status updates to support transaction execution.
• Analyzes monthly and year-to-date results, identifies causes of variances, and recommends improvement opportunities based on trend analysis.
• Assists in preparing monthly and quarterly business performance reporting for the shared services business units.
• Partners with internal teams (accounting, budgeting, regulatory affairs, legal, tax) to gather information and support analysis.
• Supports both audit and rate case processes and prepares necessary documentation, as needed.
• Adheres to SOX, regulatory compliance, and internal controls.
• Analyzes operations and future capital programs or other assigned projects. Prepares reports and presents findings as needed.
• Identifies opportunities to improve financial planning and analysis models, tools, and processes.
• Required to complete occasional evening and weekend work to meet deadlines or address emergencies as needed.
• Performs other duties or special projects as required or assigned.

Qualifications

Education & Experience

• Bachelor's degree in Finance or Accounting or a related field required. 7+ years of relevant professional experience preferred.
• 5+ years of professional level financial analyst experience.
• CPA or CFA certification (or progress toward one) a plus.
• Solid experience with financial planning & analysis, ideally within a regulated utility environment.
• Strong knowledge of financial plan preparation, accounting, and financial reporting (incl. economics, statistical analysis, forecasting techniques, computer modeling).
• Working knowledge of general accounting principles.
• Ability to interpret the financial implications of agreements and legal documents.
• Experience with financial accounting systems (e.g. JD Edwards Enterprise One, Insight, Power Plant, GP Dynamics, Jet Reporting) preferred.
• Knowledge of regulated utilities preferred.
• Advanced financial modeling and Excel skills.
• Strong collaboration and stakeholder engagement skills.
• Excellent communication, organization, and critical thinking skills.

Language/Math/Reasoning Ability

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills

• Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.

Physical Requirements

• Ability to see 20-20 when corrected.
• Light physical activity performing non-strenuous daily activities of a clerical nature.
• Manual dexterity sufficient to reach/handle items and work with the fingers.
• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (examples: business office with computers and printers, light traffic).