Strategic Finance Partner - Utilities & Projects

Socket.dev; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

LUMA Energy is seeking a finance professional to support the Engineering and Capital Programs department with financial planning, analysis, and strategic decision making, ensuring transactions are well understood and reported accurately.

You will develop and maintain models, forecast results, prepare executive‑level reports, monitor KPIs, and help implement policies to strengthen internal controls and regulatory compliance.

Qualifications

• 5 years' experience in FP&A or corporate finance.
• Bachelor’s degree in Finance, Accounting, or related field.
• Experience developing financial models, forecasts, and variance analysis.
• Experience in regulated industries (utilities or energy) preferred.

Responsibilities

• Conducts financial analysis to assess performance and support strategic initiatives.
• Develops and maintains financial models to forecast results.
• Provides recommendations to improve financial outcomes and cost efficiencies.
• Collaborates with cross-functional teams for budgeting and forecasting.
• Prepares executive-level reports and presentations for leadership.
• Monitors KPIs to identify trends and improvements.
• Implements financial policies and internal controls compliance.
• Assists with preparing financial statements and regulatory reporting.
• Supports FEMA reimbursement activities and compliance.
• Performs variance analysis to evaluate financial impact.
• Stays current with industry trends and regulatory changes.
• Delivers training to stakeholders on best practices.
• Follows company policies and standards.
• Participates in storm restoration tasks as needed.
• Performs additional tasks aligned with role expectations.

Skills

ERP systems

Advanced Excel

GAAP knowledge

Cross-functional collaboration

Financial analysis

FEMA grant compliance

Bilingual (Spanish/English)

Communication skills

Problem solving

Attention to detail

Education

Bachelor’s degree in Finance/Accounting

Associate’s degree + 8 years experience

Tools

Oracle ERP

Excel-based reporting tools

Job description

LUMA Energy is seeking a finance professional to support the Engineering and Capital Programs department with financial planning, analysis, and strategic decision making, ensuring transactions are well understood and reported accurately.

You will develop and maintain models, forecast results, prepare executive‑level reports, monitor KPIs, and help implement policies to strengthen internal controls and regulatory compliance.