Senior Financial Analyst

Jobtailor; Colorado; On-site; USD 85,000 - 105,000; Full time

Job summary

Xcel Energy in Colorado is seeking a finance professional to lead analysis, budgeting and reporting initiatives across the company. You will translate data into actionable insight for Sr.

Leadership and other stakeholders. Responsibilities include developing financial models, tracking O&M and capital costs, supporting annual budgets and multi‑year forecasts, and strengthening internal controls and processes.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.

Responsibilities

• Perform and coordinate the development, tracking, reporting and analysis of financial information.
• Develop financial reporting, create budgets, and perform financial analysis.
• Provide proactive, clear and actionable recommendations and alternatives to management.
• Document key processes and internal control points for reporting to management.
• Direct activities of other analysts as appropriate.
• Track, analyze, and revise O&M and capital costs.
• Work with Business Area leaders to project the impact of deviations on the financial outlook.
• Prepare internal and external reports and resolve moderate to complex data issues.
• Analyze financial data, identify adverse trends, and recommend mitigation solutions.
• Communicate results through concise oral and written communications.
• Support annual budgeting, current-year forecasting, and five-year forecasting through modeling and financial analysis.
• Document supported-area processes to ensure consistency and compliance with legal and regulatory requirements.
• Recommend and assist with implementing process improvements.
• Prepare rate case information and analysis.
• Assist with regulatory support requests and associated schedules.
• Perform special projects as assigned.

Skills

Financial Analysis

Budgeting

Data Analysis

Internal Controls

Regulatory Support

Process Documentation

Presentation Skills

Effective Communication

Problem Solving

Customer Service

Relationship Building

Education

Bachelor's degree in Accounting, Finance or related field

Tools

Microsoft Office Suite

Job description

Responsibilities

• Perform and coordinate the development, tracking, reporting and analysis of financial information
• Develop financial reporting, create budgets, and perform financial analysis
• Provide proactive, clear and actionable recommendations and alternatives to management
• Document key processes and internal control points for reporting to management
• Direct activities of other analysts as appropriate
• Track, analyze, and revise O&M and capital costs
• Work with Business Area leaders to project the impact of deviations on the financial outlook
• Prepare internal and external reports and resolve moderate to complex data issues
• Analyze financial data, identify adverse trends, and recommend mitigation solutions
• Communicate results through concise oral and written communications
• Support annual budgeting, current-year forecasting, and five-year forecasting through modeling and financial analysis
• Document supported-area processes to ensure consistency and compliance with legal and regulatory requirements
• Recommend and assist with implementing process improvements
• Prepare rate case information and analysis
• Assist with regulatory support requests and associated schedules
• Perform special projects as assigned

Requirements

• Bachelor's degree in Accounting, Finance or related business degree or a combination of equivalent education and experience
• Minimum four year's experience in general financial accounting or analysis
• Intermediate to advanced skills with Microsoft Office applications required
• Ability to communicate effectively in writing and verbally
• Comfortable presenting to Sr Leadership and other stakeholders across Xcel Energy
• CPA, CMA or MBA preferred
• Demonstrated skills in analysis, problem solving, customer service and relationship building desired

Core Competencies

Demonstrates expertise in financial analysis, reporting, and budgeting, with a strong ability to communicate actionable insights to management. Proficient in documenting processes and ensuring compliance with regulatory requirements while leading financial projects and teams.

Highest-signal resume keywords

• Financial Analysis
• Budget Development
• Microsoft Office Applications
• CPA or CMA Certification
• Process Improvement

Hard Skills

• Financial Reporting
• Budgeting
• Data Analysis
• O&M Cost Tracking
• Capital Cost Analysis
• Forecasting
• Internal Controls
• Rate Case Preparation
• Regulatory Support
• Process Documentation

Soft Skills

• Effective Communication
• Problem Solving
• Customer Service
• Relationship Building
• Presentation Skills

Certifications & Qualifications

• CPA
• CMA
• MBA

Industry Keywords

• Financial Accounting
• Compliance
• Financial Outlook
• Management Reporting
• Stakeholder Engagement