Senior Financial & Project Controls Analyst

Coalesce Management Consulting; Kentucky; On-site; USD 85,000 - 120,000; Full time

Job summary

Coalesce Management Consulting is seeking a Senior Financial & Project Controls Analyst to lead planning, forecasting, budgeting, and cost management for large capital programs in the utilities sector in Kentucky. You will collaborate with Project Management, Engineering, Construction, and Finance to deliver accurate forecasts and actionable insights.

The role emphasizes GAAP and regulatory compliance, advanced Excel and ERP tooling, and presenting KPI dashboards to senior leadership to guide

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Engineering, Construction Management, Business, or a related field.
• 5+ years of FP&A, project controls, cost management, utility finance, or capital project finance.
• Experience with large capital programs in electric utilities, transmission, substations, or related sectors.
• Strong budgeting, forecasting, variance analysis, modeling, capital accounting, and cost management.
• Knowledge of GAAP, FERC accounting, utility finance, and regulatory accounting practices.
• Advanced Excel skills and proficiency with ERP systems, financial planning platforms, project controls software, and BI tools.
• Ability to influence stakeholders and provide strategic financial guidance.
• Strong analytical, communication, presentation, and problem-solving skills.

Responsibilities

• Lead financial planning, budgeting, forecasting, and cost management for capital projects.
• Develop multi-year financial plans, budgets, forecasts, cash flow projections, and scenario analyses.
• Analyze financial performance against budgets and forecasts, identifying variances, risks, and opportunities.
• Partner with Project Managers to establish baseline budgets and assess financial impacts of scope changes.
• Oversee expenditures, accruals, capitalization, work orders, transfers, and financial reporting.
• Prepare executive dashboards, KPI reports, and presentations on financial performance and forecasts.
• Evaluate cost and schedule trends, identify overruns, and recommend improvements.
• Support regulatory filings, rate cases, data requests through analyses and assumptions.
• Coordinate with Finance to ensure GAAP and regulatory compliance.
• Enhance forecasting models, reporting tools, and project controls processes.
• Lead financial reviews, communicate risks and funding needs, and provide recommendations.
• Drive forecasting accuracy and cost controls across the portfolio.

Skills

Analytical skills

Communication

Presentation

Problem-solving

Stakeholder influence

Education

Bachelor's degree in Finance, Accounting, Economics, Engineering, Construction Management, Business, or a related field

Tools

Excel

ERP systems

BI tools

Project controls software

Job description

The Senior Financial & Project Controls Analyst supports financial planning, forecasting, budgeting, cost management, and performance analysis for large-scale transmission, substation, and utility infrastructure programs. This role combines financial planning and analysis with project cost controls to support effective financial management across a portfolio of capital projects and operational initiatives.

Working closely with Project Management, Engineering, Construction, Supply Chain, Regulatory Affairs, Accounting, and Business Leadership, this individual develops financial forecasts, analyzes project performance, identifies cost risks, and supports capital investment decisions. The successful candidate will provide actionable financial insights, improve forecasting accuracy, and support informed decision-making through detailed analysis and reporting.

Key Responsibilities

• Lead financial planning, budgeting, forecasting, and cost management for transmission, substation, and utility capital projects.
• Develop multi-year financial plans, annual budgets, monthly forecasts, cash flow projections, and scenario analyses.
• Analyze financial performance against budgets and forecasts, identifying variances, risks, and opportunities.
• Partner with Project Managers to establish baseline budgets, maintain forecasts, and assess financial impacts of scope, schedule, and priority changes.
• Oversee project expenditures, accruals, capitalization, work orders, cost transfers, and financial reporting throughout the project lifecycle.
• Prepare executive dashboards, KPI reports, and presentations highlighting financial performance, project status, and forecast updates.
• Evaluate cost and schedule trends, identify potential overruns, and recommend improvements to project outcomes.
• Support regulatory filings, rate cases, and data requests through financial analyses, documentation, and forecasting assumptions.
• Coordinate with Finance and Accounting to ensure compliance with GAAP, FERC requirements, and regulatory accounting policies.
• Enhance financial systems, forecasting models, reporting tools, and project controls processes to improve accuracy and efficiency.
• Lead financial reviews with stakeholders, communicating risks, funding requirements, forecast changes, and recommendations.
• Drive improvements in forecasting accuracy, reporting automation, financial planning, and cost controls.
• Advise senior leadership on financial performance, capital investments, and strategic business decisions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Engineering, Construction Management, Business, or a related field.
• 5+ years of experience in FP&A, project controls, cost management, utility finance, or capital project finance.
• Experience supporting large capital programs, within electric utilities, transmission, substation, generation, or similar industries.
• Strong expertise in budgeting, forecasting, variance analysis, financial modeling, capital accounting, and cost management.
• Knowledge of GAAP, FERC accounting, utility finance, and regulatory accounting practices.
• Advanced Excel skills and proficiency with ERP systems, financial planning platforms, project controls software, and BI tools.
• Ability to influence stakeholders and provide strategic financial guidance across organizational levels.
• Strong analytical, communication, presentation, and problem-solving skills.