Senior Financial Planning Analyst

Corix; Cleveland (OH); Hybrid; USD 111,000 - 124,000; Full time

Job summary

Corix in Cleveland, OH is seeking a Senior Financial Planning Analyst to build and maintain long-range financial and capital planning models for operations and projects. You will assist with journal entries, accruals, and month-end tasks while supporting regulatory filings and budget reporting packages.

You will develop budgeting and forecasting models, analyze variances, and support rate case research. This role reports to the Financial Planning & Analysis Manager in a collaborative, fast-paced

Qualifications

• 5+ years of accounting/finance experience.
• Degree in Accounting or Finance required.
• CPA/CFA/CA/CMA/MBA or equivalent professional designation preferred.

Responsibilities

• Develop and maintain financial planning, forecasting, and valuation models for budgeting and regulatory filings.
• Prepare annual multi-year budgets and monthly rolling forecasts.
• Analyze monthly variances and consolidate financial results across business units.
• Provide regulatory data requests support and rate case research.
• Participate in month-end close: journal entries and related tasks.
• Identify opportunities to standardize data and improve reporting efficiencies.

Skills

Analytical skills

Regulatory reporting

Cross-functional influence

Education

Degree in Accounting or Finance

Professional credential (CPA/CFA/CA/CMA/MBA)

Job description

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

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.

What You BringEducation & Experience

• 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.