Strategic FP&A Leader: Forecast & Modeling (Hybrid/Remote)

Puget Sound Energy; Bellevue (WA); Hybrid; USD 94,000 - 157,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Paid holidays

Flexible spending accounts

Employee assistance program

Job summary

Puget Sound Energy (PSE) is seeking a Principal Financial Analyst for Corporate FP&A to drive short- and mid-term forecasting, develop complex financial models, and deliver interdepartmental consensus on planning assumptions. The role emphasizes leadership reporting, strategic analyses, and robust forecast integrity.

The candidate will work with senior leaders, develop five-year plans, and guide rate-case strategies while ensuring compliance and ethical conduct.

Qualifications

• Bachelor’s Degree in Business, Finance, Accounting or related field and/or equivalent experience with progressively increasing level of responsibility.
• 5+ years in finance roles with progressively increasing levels of responsibility.
• Excellent communication, writing and presentation skills with the ability to interface effectively with all levels of management.
• Ability to work effectively without direct supervision in a fast paced, stressful, and multitasking environment.

Responsibilities

• Leads the process to update the monthly outlook and/or budget forecasts, and provides variance analyses. Presents the results to PSE directors and officers.
• Develops comprehensive, complex models to create the five-year plan and evaluate financial and valuation impacts of operating and corporate initiatives, and conducts various ad-hoc strategic analyses throughout the planning cycle.
• Contributes to or may lead the delivery of recommendations resulting from quantitative and qualitative analyses. Anticipates and identifies areas of opportunity or inherent business risks evident in the data and communicates action plans to stakeholders.
• Participates in the annual creation of the corporate mid and long-term financial plan. Facilitates and may lead the ongoing evaluation of the corporate mid and long-term financial plan.
• Helps develop corporate financial strategy by interfacing with PSE management and building interdepartmental consensus on modeling assumptions, such as rate case strategies, O&M and Capital targets and financing strategies to optimize corporate financial performance.
• Develops comprehensive financial models and various ad-hoc strategic analyses throughout the planning cycle.
• Contributes to or may lead the delivery of recommendations resulting from quantitative and qualitative analyses. Anticipates and identifies areas of opportunity or inherent business risks evident in the data and communicates action plans to stakeholders.
• Develops consensus around analytical approaches and cultivates ties across business groups.
• Produces presentations for finance management committees and Board of Directors.
• Continually improves forecast integrity by utilizing internal and external information resources, researching new financial metrics and modeling techniques, benchmarking, and data analytics.
• Promotes best practices of modeling techniques, methodologies, controls and documentation.
• Instructs investor analysts on modeling PSE business activity.
• Provides analytic direction to the business case team by structuring analytical problems, identifying areas for further analysis and summarizing results for decision-making.
• Promotes accountability of financial assumptions and results across the organization by communicating to and educating business groups about financial implications of business operations.
• Leads, trains, and mentors staff in the development, administration, and analysis of the short-, mid-, and long-term corporate financial plans.
• Supports various rate proceedings by answering data requests.
• Creates and maintains forecasts, models, and reports in financial planning tools like UI and Anaplan.

Skills

Communication

Excellent writing

Presentation skills

Independent work

Education

Bachelor's degree in Business/Finance/Accounting

Master's degree or MBA (desired)

Tools

Anaplan

UI

Job description

Puget Sound Energy (PSE) is seeking a Principal Financial Analyst for Corporate FP&A to drive short- and mid-term forecasting, develop complex financial models, and deliver interdepartmental consensus on planning assumptions. The role emphasizes leadership reporting, strategic analyses, and robust forecast integrity.

The candidate will work with senior leaders, develop five-year plans, and guide rate-case strategies while ensuring compliance and ethical conduct.