Senior or Lead Financial Analyst (FP&A Revenue Planning)

NiSource Inc.; Columbus (OH); Hybrid; USD 95,000 - 135,000; Full time

Job summary

NiSource Inc. seeks a Senior or Lead Financial Analyst (FP&A Revenue Planning) to lead revenue forecasting, analyze financial results, and support the AFP process.

You will collaborate with Regulatory, Demand Forecasting, Accounting, and business partners to deliver insights and drive accurate reporting. The role requires strong analytical skills, attention to detail, and the ability to translate complex financial/regulatory information into actionable business recommendations.

Qualifications

• Four-year degree in business discipline.
• Four years or more experience in finance, accounting, regulatory or a related field.
• Requires multiple functional experience.
• Understanding how regulatory finance affects customer bills and reporting.

Responsibilities

• Identifies issues and opportunities; compares data sources to draw conclusions and choose actions.
• Compiles and formats data for internal and external reporting; researches issues and supports new reporting requirements.
• Supports regulatory initiatives by gathering data, preparing schedules, pro-forma calculations, testimony, and data requests.
• Understands regulatory constructs and how they apply to the business.
• Delivers actionable insights to support strategic decisions and accurate financial reporting.
• Documents work thoroughly and seeks process improvements to increase efficiency.

Skills

Regulatory finance acumen

Building partnerships

Decision support

Influencing

Continuous improvement

Professional judgment

Business acumen

Documentation

Education

Bachelor's degree in business

Tools

PC applications

Job description

Senior or Lead Financial Analyst (FP&A Revenue Planning)

Location: Columbus, OH office (Hybrid - 3 days/week in office)

Job Summary

This role is responsible for developing and maintaining revenue forecasts, analyzing financial results, supporting the Annual Financial Plan (AFP) process, and identifying key drivers of revenue performance. The role works closely with Regulatory, Demand Forecasting, Accounting, and business partners to deliver actionable insights, support strategic decision-making, and ensure accurate financial reporting. The position requires strong analytical skills, attention to detail, and the ability to translate complex financial and regulatory information into meaningful business recommendations.

Essential Functions

• Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing course of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. (Professional Judgment)
• Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, and assists with the adoption of new reporting requirements. (Reporting)
• Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business. (Regulatory)
• Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks. (Technical/Professional Knowledge and Skills)
• Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities. (Business Acumen)
• Demonstrates a working knowledge of the operating plan and role in the F&A organization; Has a general knowledge of other departments' role in the F&A organization; Collaboratively develops solutions between corporate and business units. (Understanding F&A)
• Demonstrates our commitment to quality by documenting work fully and accurately. (Documentation of Work Performed)
• Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives. (Continuous Process Improvement)

Required Qualifications For Position

• Requires four year degree in business discipline
• Four years or more experience in finance, accounting, regulatory or a related field
• Requires multiple functional experience
• Requires knowledge of PC applications
• Regulatory Finance Acumen – Understand how we make money and how changes to the financial statements flow through and impact customer bills
• Building Partnerships – Developing and leveraging relationships within and across work groups to achieve results.
• Decision Support – Recommends the most effective course of action after evaluating options against decision criteria.
• Influencing – Gain others' commitment to take action that will enhance value for business partners and/or customers.
• Continuous Improvement – Originating action to improve existing conditions and processes; identifying improvement opportunities, generating ideas, and implementing solutions.

Preferred Additional Qualifications for Position

• FP&A, financial reporting, and business analytics expertise with strong forecasting, modeling, and performance management experience.
• Proven success driving process improvements, automation, and scalable reporting solutions across enterprise data environments.
• Strong analytical, communication, and stakeholder partnership skills focused on delivering measurable business outcomes.
• Continuous improvement mindset with experience applying Lean and operational excellence principles.

The preceding description is not designed to be a complete list of all duties and responsibilities required of the position.

As a public utility, NiSource provides essential services to customers 24/7. Emergency needs can arise at various times throughout the year, including during storm season. Employees may be required to support emergency response efforts, which could include working outside normal hours or assisting with tasks outside of typical responsibilities.

Work Authorization

Candidates must be legally authorized to work in the United States and must not require employer sponsorship now or in the future.

Workplace Connection

We value a work