Strategic Planning & Finance Reporting Lead

AEP Service Corporation; United States; On-site; USD 137,000 - 178,000; Full time

Job summary

AEP Service Corporation is seeking a Planning Analysis & Reporting Lead to coordinate budgets, forecasts, and variance explanations across multiple corporate groups and operating companies. You will drive financial reporting, incentive measures, and process improvements, ensuring data integrity and timely executive-ready reporting.

Responsibilities include leading budgeting procedures, developing new finance processes with Accounting, and guiding IT-enabled enhancements.

Qualifications

• Bachelor's in Business, Accounting, Finance or Engineering with related experience.
• MBA, PE, CPA, or CMA is preferred.

Responsibilities

• Coordinate the preparation of budgets, forecasts, and variance explanations for each Customer supported.
• Coordinate the preparation of financial, managerial and project reports and supporting analyses as needed.
• Perform financial and accounting analyses as necessary.
• Develop new budgeting procedures with Accounting.
• Provide leadership and support for improvement initiatives in financial processes and tools.
• Oversee IT resources for enhancements as needed.
• Coordinate policies and systems for forecasting, budgeting, accounting and financial services.
• Oversee transaction detail analysis for proper accounting classifications and SOX compliance.
• Provide training to department personnel on financial processes and tools.
• Utilize cross-training to ensure adequate backup for all activities.
• Assist in system software utilization as necessary.
• Ensure optimization of work processes within Business Operations Planning and Analysis and other departments.
• Oversee a continuous improvement process for these workflows.
• Follow up on irregularities to resolve issues promptly.
• Conduct special studies and analyses for senior management and regulatory needs.

Skills

Communication

Teamwork

Initiative

Adaptability

Client Focus

Creativity

Planning/Organizing

Understanding the Business and Compet

Education

Bachelor's degree in Business, Accounting, Finance or Engineering

MBA, PE, CPA, or CMA preferred

Tools

UI Budgets

PeopleSoft

Microsoft Office

Business Objects

Chartfields

Job description

AEP Service Corporation is seeking a Planning Analysis & Reporting Lead to coordinate budgets, forecasts, and variance explanations across multiple corporate groups and operating companies. You will drive financial reporting, incentive measures, and process improvements, ensuring data integrity and timely executive-ready reporting.

Responsibilities include leading budgeting procedures, developing new finance processes with Accounting, and guiding IT-enabled enhancements.