Senior Financial Analyst & Team Lead – Energy

AEP Service Corporation; New Albany (OH); On-site; USD 116,000 - 178,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Job summary

AEP Service Corporation is seeking a senior financial planning professional to prepare forecasts, perform variance analysis, and oversee regulatory filings. The role involves developing models, evaluating strategic opportunities, and mentoring junior staff.

You will present to executive leadership and the Board, drive process improvements, and apply deep utility finance knowledge including FERC mechanics. A strong background in finance and energy is required.

Qualifications

• Bachelor's degree in finance, accounting, mathematics, or related quantitative field is required.
• MBA, CPA, CMA, CIA, PE, CFP or other professional certification preferred.
• 8+ years of work experience in the energy and/or utility sector; familiarity with AEP accounting desired.

Responsibilities

• Initiate, formulate and develop assumptions for financial forecasts using corporate financial models.
• Perform monthly/quarterly variance reporting and analysis of budget vs. actual results.
• Develop, manage staff where applicable and mentor departmental analysts.
• Prepare and deliver reports to executive management and the Board of Directors.
• Identify opportunities for process improvement, cost savings and revenue enhancement.
• Develop sophisticated financial models including pro forma statements and scenario analyses.
• Improve analysis processes through automation and translating data into actionable insights.
• Apply utility finance and regulatory expertise, including FERC formula rates and ratemaking.

Skills

Leadership

Presentation

Communication

Strategic Thinking

Relationship Building

Adaptability/Flexibility

Customer Focus

Planning/Organizing

Education

Bachelor's degree in finance or related

MBA/CPA/CMA/CIA/PE/CFP or cert preferred

Tools

Microsoft Office

UI Financial Model Programming

PeopleSoft

Business Objects

Job description

AEP Service Corporation is seeking a senior financial planning professional to prepare forecasts, perform variance analysis, and oversee regulatory filings. The role involves developing models, evaluating strategic opportunities, and mentoring junior staff.

You will present to executive leadership and the Board, drive process improvements, and apply deep utility finance knowledge including FERC mechanics. A strong background in finance and energy is required.