Senir Financial Planning Analyst

South Jersey Industries; Folsom (NJ); On-site; USD 69,000 - 110,400; Full time

Benefits offered by this job

Flexible vacation

Comprehensive Health, Dental, and Vision Insurance

401(k) with company match

Employee Resource Groups for engagement

Job summary

A regional energy services provider is seeking a Senior Financial Planning Analyst in Folsom, NJ. The role involves leading the budget process, building financial models, and presenting reports to the Board. Candidates should have a Bachelor's degree with 5 years of experience or a Master's with 3 years. The company offers flexible vacation, comprehensive health insurance, and a competitive salary range of $69,000 - $110,400.

Qualifications

• 5+ years of relevant experience or 3+ years with a Master's degree.
• Equivalent work experience may be considered in lieu of degree.

Responsibilities

• Lead the annual operating budget process.
• Track and report performance relative to the plan.
• Build and iterate on complex financial models.
• Prepare and present financial reports to the Board.

Skills

Good judgment in selecting methods

Networking ability

Proficient in group work

Presentation skills

Mentorship ability

Education

Bachelor’s degree with 5 years of experience

Master’s degree with 3 years of experience

Job description

Join to apply for the Senior Financial Planning Analyst role at South Jersey Industries

South Jersey Industries (SJI) is an energy holding company that delivers clean energy services to 700,000+ customers and businesses throughout 14 counties in New Jersey. As part of our core values, SJI is dedicated to being a community partner and developing innovative clean energy solutions to meet the needs of the future. To do this, we depend on our workforce of over 1,100+ talented, diverse employees who help us deliver safe, reliable, affordable clean energy for a better today and tomorrow.

At SJI, we believe that our employees are our most valuable asset. Whether you’re a seasoned operations technician or an early-career legal professional, our culture, inclusive workforce, and leadership development and training programs will provide you with the tools you need to either kickstart your career or bring it to new heights.

Position Summary

A career in Financial Planning will provide the opportunity to lead the annual operating budget process, track and report on performance relative to plan, and manage ongoing rolling forecast updates. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision making regarding the company’s revenue growth strategy, cost structure, and capital expenditures. Additionally, it includes establishing, tracking and monitoring key operating metrics used to drive the business to greater efficiency as well as creating ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI and helping drive finance discipline, fact-based decision-making, and financial visibility are all key facets to this group.

This also includes preparing and presenting financial reports to the Board. Roles within Financial Planning are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as analyzing business trends, changes, and new initiatives.

Essential Functions

• Independently planning and executing assigned tasks that support routine activities and project goals
• Assisting in selecting appropriate methods and techniques, collaborating with supervisory personnel to develop routine methods, and understanding project goals
• Recommending alternatives, identifying new methods and techniques, and proactively seeking senior input to discuss potential solutions
• Participating in group meetings and presenting results, interpreting data, and drawing conclusions
• Leveraging advanced technical skills, including AI to automate data entry and reduce manual tasks
• Design, develop and maintain financial models to support budgeting, forecasting and long-term planning

Required Skills

• Demonstrates good judgment in selecting methods and techniques for obtaining solutions
• Ability to network with senior internal and external personnel in own area of expertise
• Proficient in most types of work within the group/project team and may act as a technical resource for less experienced colleagues
• Ability to present results in team meetings with limited day-to-day instructions
• May mentor junior staff; contributes through own expertise and task execution

Qualifications

Required Background:

• Bachelor’s degree with 5 years of relevant experience, or
• Master’s degree with 3 years of relevant experience
• Equivalent work experience may be considered in lieu of degree

Benefits

• Flexible vacation, Paid Time Off, and Sick Leave
• Comprehensive Health, Dental, and Vision Insurance
• Short-term and Long-term Disability Insurance
• 401(k), with generous company match
• Employee Resource Groups to encourage employee engagement and foster an inclusive environment

At this time, SJI is only considering applicants authorized to work in the United States currently and in the future without the need for visa sponsorship.

Compensation Range: $69,000 - 110,400

We are committed to pay transparency and ensuring equitable compensation for all employees. The pay range for this position reflects the base salary only and does not include benefits, bonuses, or other forms of compensation that might be part of the total compensation package. The specific salary offered will be based on a candidate’s qualifications, education, and experience.