Senior Financial Planning Analyst

CORIX INFRASTRUCTURE SERVICES US INC; Cleveland (OH); On-site; USD 111,200 - 124,300; Full time

Job summary

CORIX Infrastructure Services US Inc. is seeking a Senior Financial Planning Analyst in Cleveland, OH, for long-range financial and capital planning, journal entries, accrual tracking, and monthly variance analysis.

You will work with management on budgeting, regulatory filings, and rate case research. Responsibilities include developing planning models, preparing multi-year budgets, coordinating variance reporting, and supporting month-end close and audit work.

Qualifications

• 5+ years of related experience in Accounting and/or Finance.
• Degree in Accounting or Finance.
• Completion of a recognized professional program such as CPA, CFA, CA, CGA, CMA, MBA or equivalent.

Responsibilities

• Develop and maintain financial planning, forecasting, and valuation models to support budgeting, regulatory filings, and management decision-making.
• Prepare annual multi-year budgets, monthly rolling forecasts, and valuation reports across business units.
• Coordinate monthly variance reporting and financial consolidation, explaining variances for internal and regulatory reporting.
• Provide regulatory support by organizing data requests, preparing regulatory/statistical reports, and supporting rate case research.
• Participate in month-end close: prepare journal entries, run month-end billing, and maintain audit/tax schedules.
• Identify opportunities to standardize data, reports, and internal controls across business units.
• Direct and review special/ad hoc reports and surveys as assigned.
• Perform other related duties as required.

Skills

Financial analysis

Variance reporting

Budgeting

Education

Degree in Accounting or Finance

Job description

Job Details

Job Location: Cleveland - CLEVELAND, OH 44114Position Type: Full TimeLocation: On-site (Cleveland, OH) | Reports to: Financial Planning & Analysis Manager

Role Overview

This Senior Financial Planning Analyst provides analysis and variance reporting by creating and maintaining long-range financial and capital planning models to support operational and project management teams. This position also assists in various accounting functions such as providing journal entries, accrual tracking, and various accounting tasks. Works with the Manager of Financial Planning & Analysis on monthly variance, ad-hoc modeling and annual budget reporting packages.

Core Responsibilities

• Develop and maintain financial planning, forecasting, and valuation models — including utility operating and rate models — to support budgeting, regulatory filings, and management decision-making; identify gaps between allowed and achieved returns.
• Prepare, coordinate, and present annual multi-year budgets, monthly rolling forecasts, and valuation reports for revenues, operating/overhead expenses, and capital projects across business units.
• Coordinate and review monthly variance reporting and financial consolidation for assigned business units, analyzing actual results against budget/forecast and explaining variances for internal and regulatory reporting.
• Provide regulatory support by organizing and responding to data and discovery requests, preparing regulatory and statistical reports/filings, and supporting rate case research and analysis.
• Participate in month-end accounting close: prepare journal entries, run the month-end billing process, and maintain schedules for year-end audit and tax working papers.
• Identify opportunities to standardize data, reports, and internal controls; develop processes that improve integration, workflows, and reporting efficiency across business units.
• Direct and review special/ad hoc reports and surveys as assigned
• Perform other related duties as required.

Qualifications

• 5+ years’ related experience in Accounting and/or Finance
• Degree in Accounting or Finance
• Completion of a recognized professional program, such as CPA, CFA, CA, CGA, CMA, MBA or equivalent

Essential Skills

• Highly motived individual that can work well in a fast-paced environment
• Ability to influence and drive results across the business without formal authority

The starting salary range for this position is USD $111,200 - $124,300 per year, with the final salary determined by the successful candidate's skills, experience, and anticipated impact within the role.