Senior Settlement Analyst

Jobtailor; Merrillville (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Merrillville, IN seeks a data-driven Finance/Regulatory Analyst to translate complex data into actionable insights. You will reconcile financial statements, support MISO settlements, and develop reporting controls across ES&O, Accounting, and Rates.

The role requires 4+ years in finance or regulatory fields, Excel mastery, Power BI dashboards, and strong communication. MBA preferred; US work authorization essential.

Qualifications

• Requires 4 year degree in business discipline
• 4-6 years experience in Finance, Accounting, Regulatory or a related field
• Requires knowledge of PC applications
• Knowledge proficiency of Finance and Accounting principles, including relationships between balance sheet, income statement, and cash flow
• Knowledge proficiency of MISO charge types and settlement statements
• Experience operating a third-party shadow settlement system
• Ability to analyze information from varied sources and make recommendations
• Ability to manage time, meet deadlines, and maintain quality
• In-depth knowledge of Microsoft Excel pivot tables, macro creation, statistical analysis, and data scrubbing
• Experience creating Power BI dashboards or using other Data Analytics tools
• Presentation skills and verbal and written communication skills
• Experience writing prompts for use in Copilot
• Must be legally authorized to work in the United States and must not require employer sponsorship now or in the future
• MBA preferred
• Multiple functional experience preferred

Responsibilities

• Identify and understand issues, problems, and opportunities; compare data sources and develop appropriate solutions
• Compile, organize, and format data for internal and external reporting
• Identify and research reporting issues, recommend solutions, and assist with adopting new reporting requirements
• Gather data and prepare regulatory schedules, pro-forma calculations, testimony, and data requests
• Review and analyze regulatory documents
• Reconcile the third-party shadow settlement system and financial statements
• Design test scripts and perform testing of internal controls for Sarbanes-Oxley purposes
• Apply technical knowledge to processes, procedures, and tasks
• Verify and prepare documentation related to the cash settlement process for MISO
• Collaboratively develop solutions across ES&O, Accounting, and Rates
• Document work fully and accurately
• Identify, analyze, and improve existing organizational processes

Skills

Data Analysis

Regulatory Compliance

Microsoft Excel

Power BI

Presentation Skills

Time Management

Education

Bachelor's degree in business

Tools

Microsoft Excel

Power BI

PC Applications

Job description

• Identify and understand issues, problems, and opportunities; compare data sources and develop appropriate solutions
• Compile, organize, and format data for internal and external reporting
• Identify and research reporting issues, recommend solutions, and assist with adopting new reporting requirements
• Gather data and prepare regulatory schedules, pro-forma calculations, testimony, and data requests
• Review and analyze regulatory documents
• Reconcile the third-party shadow settlement system and financial statements
• Design test scripts and perform testing of internal controls for Sarbanes-Oxley purposes
• Apply technical knowledge to processes, procedures, and tasks
• Verify and prepare documentation related to the cash settlement process for MISO
• Collaboratively develop solutions across ES&O, Accounting, and Rates
• Document work fully and accurately
• Identify, analyze, and improve existing organizational processes

Requirements

• Requires 4 year degree in business discipline
• 4-6 years experience in Finance, Accounting, Regulatory or a related field
• Requires knowledge of PC applications
• Knowledge proficiency of Finance and Accounting principles, including relationships between balance sheet, income statement, and cash flow
• Knowledge proficiency of MISO charge types and settlement statements
• Experience operating a third-party shadow settlement system
• Ability to analyze information from varied sources and make recommendations
• Ability to manage time, meet deadlines, and maintain quality
• In-depth knowledge of Microsoft Excel pivot tables, macro creation, statistical analysis, and data scrubbing
• Experience creating Power BI dashboards or using other Data Analytics tools
• Presentation skills and verbal and written communication skills
• Experience writing prompts for use in Copilot
• Must be legally authorized to work in the United States and must not require employer sponsorship now or in the future
• MBA preferred
• Multiple functional experience preferred

Core Competencies

Demonstrates expertise in Finance and Accounting principles, regulatory compliance, and data analysis, with a strong ability to develop solutions and improve organizational processes. Proficient in Microsoft Excel and data analytics tools, with effective communication and presentation skills.

Highest-signal resume keywords

• Finance And Accounting Principles
• MISO Charge Types And Settlement Statements
• Microsoft Excel Pivot Tables
• Data Analytics Tools
• Regulatory Compliance

ATS Optimization Keywords

Hard Skills

• Data Analysis
• Regulatory Document Review
• Test Script Design
• Pro-Forma Calculations
• Shadow Settlement System Operation
• Statistical Analysis
• Data Scrubbing
• Power BI Dashboard Creation
• Documentation Preparation
• Internal Controls Testing

Soft Skills

• Presentation Skills
• Verbal Communication Skills
• Written Communication Skills
• Time Management
• Problem Solving

Certifications & Qualifications

• MBA Preferred

Industry Keywords

• Regulatory Compliance
• Financial Statements
• Cash Settlement Process
• Data Reporting
• Organizational Process Improvement

Tools & Technologies

• Microsoft Excel
• Power BI
• PC Applications