Primary Purpose
Provides reliable financial analysis and reporting to support short-term planning and cost control. Ensures data integrity and delivers insights that help maintain operational efficiency and compliance. Supports the development of project execution and operating budgets, including quarterly outlooks and long-term plans. Partners with business unit leadership throughout the budget and planning update process. Prepares project cost reports and delivers analytical insights to support strategic decision-making, internal goal setting, and reporting.
Duties and Responsibilities
- Prepares accurate and meaningful reports to support partners in achieving their financial and business objectives while ensuring compliance with standards and procedures.
- Validates monthly reporting dashboards, ensuring data accuracy and relevance.
- Provides transparency on costs and drivers, and communicates risks and opportunities related to budget targets.
- Prepares data-driven presentations based on defined requirements.
- Identifies and reports financial data issues and their impact (e.g. to productivity, compliance, etc.) and recommends potential solutions.
- Researches strategies and makes recommendations for forward financial planning, considering industry trends and best practices.
- Performs other duties as assigned.
Required Qualifications
Education
- Typically requires a 4-year degree in a relevant field, or equivalent combination of relevant education and experience.
Experience
- Typically requires 2 years of related experience.
Knowledge, Skills and Abilities
- Financial Planning - Develops and evaluates financial plans to support organizational objectives, including budgeting, resource allocation, and long-term financial strategies. Utilizes current financial data and projections to optimize spending, savings, and investment decisions.
- Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.
- Document Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions.
- Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.
- Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance.
- Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.
Preferred Qualifications
- Proficiency in Microsoft Excel, PowerPoint, and Word.
Skills Required
- Typically requires a 4-year degree in a relevant field, or equivalent combination of relevant education and experience.
- Typically requires 2 years of related experience.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
What We Do
We deliver energy for a better world. Through the combined strength of our assets in North America, we’re dedicated to building the energy systems of the future.
