Senior Analyst, Financial Planning & Reporting for Capital Projects

LUMA Energy; San Juan (PR); On-site; USD 90,000 - 120,000; Full time

Job summary

LUMA Energy in San Juan, Puerto Rico is seeking a senior financial data analyst to drive advanced financial analysis, portfolio insights, and executive reporting using Power BI, Power Apps, and Excel. You will support budgeting, forecasting, KPI monitoring, and strategic decision making in a regulated utility environment.

You will collaborate with cross-functional teams to ensure data integrity, governance, and regulatory compliance while delivering actionable insights to senior leadership.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration or related field.
• Master’s degree preferred.
• 5 years’ experience in data analysis, reporting, process improvement, and business strategic support (KPIs, metrics, forecasting).
• 6 years’ experience in financial analysis, accounting or related fields.
• Experience in Utility or regulated industry environment.
• Experience using business systems or analytic platforms required.
• Advanced experience in Power BI, Power Apps, Power Automate, and Excel.
• Associate’s degree may substitute with significant experience.
• High School diploma or GED with extensive analyst experience.

Responsibilities

• Analyze financial reporting and performance; prepare management reports and highlight risks and opportunities.
• Support budgeting and forecasting with modeling, scenarios, and monitoring actuals vs budget.
• Develop automated reporting tools and dashboards using Excel, Power Query/Power Pivot, and Power BI across portfolios.
• Ensure data integrity by extracting, transforming, validating, and reconciling large datasets; coordinate with IT/Finance.
• Collaborate with Engineering, Operations, Finance BPs, Technology and others to align definitions and governance.
• Provide strategic insights and executive-level presentations to guide decision making.
• Contribute to regulatory reviews, process improvements, and governance to strengthen transparency.
• Follow policies to ensure compliance with laws and regulations.
• Participate in storm restoration tasks and drills as needed.
• Perform additional tasks to support team goals.

Skills

Capital Project & Financial Expertise

Analytical & Data Interpretation

Advanced Reporting & Visualization

Communication & Cross-Functional

Deadline & Volume Management

Education

Bachelor's degree in Accounting, Finance, Business Administration or related field

Master’s degree

Tools

Power BI

Power Apps

Power Automate

Excel

Oracle EBS

Job description

Job Summary:

Prepares advanced financial analysis, portfolio insights, and performance reporting using Power BI, Power Apps, and advanced Excel to support budgeting, forecasting, KPI monitoring, and executive level decision making. Interprets complex financial and operational data to deliver actionable insights for senior leadership and cross functional partners while ensuring compliance with internal policies, data governance standards, and regulatory requirements.

Job Description:

• Analyzes financial reporting and performance by preparing accurate management reports, evaluating portfolio results, investigating variances, identifying trends, and highlighting risks and opportunities.

• Prepares budgeting and forecasting insights by supporting annual plans, reforecasts, financial modeling, scenario analysis, and monitoring actuals versus budget/forecast with timely stakeholder communication.

• Develops and compiles automated reporting tools, including advanced Excel models, Power Query, Power Pivot, and Power BI dashboards, to enhance visibility, decision‑making, and data accuracy across portfolios.

• Reviews and ensures data integrity by extracting, transforming, validating, reconciling, and documenting large datasets from Oracle, Asset Suite, and other internal systems while resolving data issues with IT/Finance.

• Corroborates cross‑functional metrics and reporting needs by partnering with Engineering, Operations, Finance Business Partners, Technology, and other teams to align definitions, governance standards, and regulatory or audit requirements.

• Provides strategic insights and communication through clear executive‑level presentations, interpreting financial and operational data into recommendations that support business strategy and continuous improvement.

• Documents and supports governance and operational excellence by contributing to regulatory reviews, process improvements, and business initiatives that strengthen reporting transparency and organizational alignment.

• Follows established company policies, procedures, and standards to ensure full compliance with applicable laws and industry regulations.

• Participates in storm restoration tasks and assigned drills to contribute to the safe and reliable recovery of services.

• Performs additional tasks aligned with role expectations and qualifications to support team goals and operational flexibility.

Additional Job Description:

Education

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Master’s degree preferred.

Experience

• 5 years’ experience in data analysis, reporting, process improvement, and business strategic support (interpreting key performance indicators (KPIs), metrics, forecasting, and statistical results) and other analytical functions, with demonstrated experience leading complex analytical projects or mentoring junior analysts.
• 6 years’ experience in financial analysis, accounting or related fields.
• Experience in Utility or regulated industry environment.
• Experience using business systems or analytic platforms required.
• Experience with Oracle EBS and capital project accounting.
• Advanced experience in Power BI, Power Apps, Power Automate, and Excel.

Additional experience may substitute for required education when it aligns with the competencies and knowledge necessary for the role:

• Associate’s degree in Accounting, Finance, Business Administration or related field may substitute when accompanied by a minimum of 7 years of experience performing similar functions and at least 5 years of experience performing a previous Analyst role.
• High School diploma or equivalent (GED) when accompanied by a minimum of 10 years of experience performing similar functions and at least 7 years of experience performing a previous Analyst role.

Competencies (Skills)

• Capital Project & Financial Expertise: Applies strong knowledge of capital project accounting, budgeting, forecasting, financial reporting, and Oracle EBS‑based project accounting.
• Analytical & Data Interpretation Skills: Performs complex calculations, reconciliations, and data assessments to interpret large data sets and convert them into actionable recommendations.
• Advanced Reporting & Visualization Tools: Builds data models and dashboards using advanced Excel and Power BI to support clear, accurate financial reporting.
• Communication & Cross ‑ Functional Influence: Communicates financial impacts clearly and collaborates effectively with non‑financial partners across diverse functions.
• Deadline & Volume Management: Manages high reporting volume and multiple deadlines within fast‑paced, recurring reporting cycles.

Licenses/Certifications

Preferred:

• Certificate in Analytics, Automation, Power App, Power BI, BI Tools, KPI Reporting, Excel Advanced or Data Management.

Travel Requirements

• Not Required

Physical Demands:

• Stationary Position: Constantly
• Pushing/ Pulling/ Reaching: Seldom
• Kneel: Seldom
• Grab: Seldom
• Bend: Seldom
• Lift/Carry over: 0 - 15 pounds

Working Conditions:

• Wet or humid: Seldom
• Working near or on moving mechanical parts: Never
• Working near or on heavy machinery: Never
• Working in high places: Never
• Exposed to fumes or airborne particles: Never
• Frequency of working in outdoor weather conditions: Never
• Work with electricity: Never
• Loud noise conditions: Seldom

LUMA Energy is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, military status, disability, or any other characteristic protected by federal or local laws.