Sr Financial Analyst

Xcel Energy Inc; Minneapolis, Northern (MN, KY); Hybrid; USD 73,000 - 106,000; Full time

Benefits offered by this job

Annual Incentive Program

Medical/Pharmacy Plan

Dental

Vision

Life Insurance

401(k) plan

Paid time off (PTO)

Holidays

Tuition reimbursement

Transit programs

Volunteer Paid Time Off (VPTO)

Parental Leave

Job summary

Xcel Energy seeks a Sr Financial Analyst to lead analysis, budgeting, and reporting for O&M and capital costs. You will provide actionable recommendations to management and document key processes. You will work with area leaders to forecast, model, and report financial performance.

The role requires strong communication, a Bachelor's in Accounting/Finance, and 4+ years of related experience; CPA/CMA/MBA is preferred. Proficiency in Microsoft Office is expected.

Qualifications

• Ability to communicate effectively in writing and verbally. Comfortable presenting to Sr Leadership and other stakeholders across Xcel Energy.
• Bachelor's degree in Accounting, Finance or related business degree or a combination of equivalent education and experience.
• CPA, CMA or MBA preferred.
• Minimum four year's experience in general financial accounting or analysis.
• Intermediate to advanced skills with Microsoft Office applications required.
• Demonstrated skills in analysis, problem solving, customer service and relationship building desired.

Responsibilities

• Perform ongoing tracking, analysis and revisions as required for supported areas of O&M and capital costs. Work with Business Area leaders to provide projections of the impact of deviations on the financial outlook for the remainder of the year. Prepare internal and external reports and identify and resolve moderate to complex data issues. Analyze financial data to identify adverse trends and recommend solutions to mitigate financial impact. Effectively communicate results through concise oral and written communications.
• Provide financial analysis and support to management for the annual budget process, as well as modeling, analysis and financial support for current year and five-year forecasting.
• Document key processes of supported areas to ensure consistency and compliance with legal and regulatory requirements. Provide proactive process improvement recommendations and assist in implementing the accepted solutions.
• Prepare rate case information and analysis as required to support submission. Assist in performing regulatory support for requests or associated schedules.
• Performs and assists with special projects as assigned.

Skills

Communication skills

Bachelor's degree

Microsoft Office

Problem solving

Relationship building

Education

Bachelor's degree in Accounting or Finance

CPA, CMA or MBA preferred

Tools

Microsoft Office

Job description

Are you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just what you’re looking for.

Sr Financial Analyst

Position Summary

Perform and coordinate the development, tracking, reporting and analysis of financial information, including financial reporting, budget creation, and financial analysis. Provide proactive, clear and actionable recommendations and alternatives to management. Document key processes and internal control points for reporting to management. Direct activities of other analysts as appropriate.

Essential Responsibilities

• Perform ongoing tracking, analysis and revisions as required for supported areas of O&M and capital costs. Work with Business Area leaders to provide projections of the impact of deviations on the financial outlook for the remainder of the year. Prepare internal and external reports and identify and resolve moderate to complex data issues. Analyze financial data to identify adverse trends and recommend solutions to mitigate financial impact. Effectively communicate results through concise oral and written communications.
• Provide financial analysis and support to management for the annual budget process, as well as modeling, analysis and financial support for current year and five-year forecasting.
• Document key processes of supported areas to ensure consistency and compliance with legal and regulatory requirements. Provide proactive process improvement recommendations and assist in implementing the accepted solutions.
• Prepare rate case information and analysis as required to support submission. Assist in performing regulatory support for requests or associated schedules.
• Performs and assists with special projects as assigned.

Minimum Requirements

• Ability to communicate effectively in writing and verbally. Comfortable presenting to Sr Leadership and other stakeholders across Xcel Energy.
• Bachelor's degree in Accounting, Finance or related business degree or a combination of equivalent education and experience.
• CPA, CMA or MBA preferred.
• Minimum four year's experience in general financial accounting or analysis.
• Intermediate to advanced skills with Microsoft Office applications required.
• Demonstrated skills in analysis, problem solving, customer service and relationship building desired.

As a leading combination electricity and natural gas energy company, Xcel Energy offers a comprehensive portfolio of energy-related products and services to 3.4 million electricity and 1.9 million natural gas customers across eight Western and Midwestern states. At Xcel Energy, we strive to be the preferred and trusted provider of the energy our customers need. If you’re ready to be a part of something big, we invite you to join our team.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Individuals with a disability who need an accommodation to apply please contact us at [e-mail].

Non-BargainingThe anticipated starting base pay for this position is: $73,700.00 to $104,633.00 per year

• Annual Incentive Program
• Medical/Pharmacy Plan
• Dental
• Vision
• Life Insurance
• Dependent Care Reimbursement Account
• Health Care Reimbursement Account
• Health Savings Account (HSA) (if enrolled in eligible health plan)
• Limited-Purpose FSA (if enrolled in eligible health plan and HSA)
• Transportation Reimbursement Account
• Short-term disability (STD)
• Long-term disability (LTD)
• Employee Assistance Program (EAP)
• Fitness Center Reimbursement (if enrolled in eligible health plan)
• Tuition reimbursement
• Transit programs
• Employee recognition program
• Pension
• 401(k) plan
• Paid time off (PTO)
• Holidays
• Volunteer Paid Time Off (VPTO)
• Parental Leave

Benefit plans are subject to change and Xcel Energy has the right to end, suspend, or amend any of its plans, at any time, in whole or in part.

In any materials you submit, you may redact or remove age-identifying information including but not limited to dates of school attendance and graduation. You will not be penalized for redacting or removing this information.

Deadline to Apply: 09/20/26

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ACCESSIBILITY STATEMENT

Xcel Energy endeavors to make https://www.xcelenergy.com/ accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Xcel Energy Talent Acquisition at [e-mail]. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.