Financial Analyst (Senior or Lead level)

Posted 10 Hours Ago
Be an Early Applicant
Arena, WI
91K-137K Annually
Mid level
Information Technology • Utilities
The Role
The Financial Analyst will provide financial services by reviewing and interpreting financial proposals, preparing analytical studies, developing financial reports, and advising on financial matters, while also ensuring compliance with regulatory reporting requirements.
Summary Generated by Built In

Financial Analyst (Senior or Lead level)

  • We are open to hiring at either the Senior or Lead Financial Analyst level.

  • We are looking to hire someone to work in either our Columbus, Ohio or Merrillville, Indiana office with a hybrid schedule (2 days/week in office)

The SEC Financial Reporting team manages the quarterly and annual SEC filing process, partners with various stakeholders in the preparation of timely and accurate forms, 10-Q and 10-K. The team reviews and drafts quarterly financial statements, footnote disclosures, and is involved in variance analysis. We monitor SEC and FASB updates to assess applicability for implementation of new disclosures.

Job Summary

The Financial Analyst provides value-added financial services to both internal and external customers. The incumbent may assume responsibility for financial activities, including but not limited to reviewing and interpreting the impact of financial reporting proposals promulgated by governing bodies; preparing analytical studies on historical, forecast, and pro-forma financial data; developing comprehensive financial data reports for both internal and external customers; and providing other needed expertise and reporting to accurately reflect and manage financial matters.


Essential Functions

  • Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing course of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. (Professional Judgment)

  • Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, assists with the adoption of new reporting requirements. (Reporting)

  • Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business.

  • Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks.

  • Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities.

  • Demonstrates a working knowledge of the operating plan and role in the F&A organization; Has a general knowledge of other departments' role in the F&A organization; Collaboratively develops solutions between corporate and business units.

  • Demonstrates our commitment to quality by documenting work fully and accurately.

  • Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives.


 

Required Qualifications For Position

  • Requires four year degree in business discipline

  • 4-6 years Four years or more experience in finance, accounting, regulatory or a related field

  • Requires multiple functional experience

  • Requires knowledge of PC applications

  • Regulatory Finance Acumen - Understand how we make money and how changes to the financial statements flow through and impact customer bills and NI EPS.

  • Building Partnerships - Developing and leveraging relationships within and across work groups to achieve results.

  • Decision Support - Recommends the most effective course of action after evaluating options against decision criteria.

  • Influencing - Gain others' commitment to take action that will enhance value for business partners and/or customers.

  • Continuous Improvement - Originating action to improve existing conditions and processes; identifying improvement opportunities, generating ideas, and implementing solutions.

Preferred Additional Qualifications for Position

  • Certified Public Accountant (CPA) Upon Hire

Work Authorization

Authorized to work in the United States without requiring sponsorship.

Inclusion & Diversity 
Value inclusion within your day to day responsibilities by respecting others perspectives/convictions, engaging others opinions, creating a safe environment where people, ideas, and opinions are valued within your Team/Customers and external partners.

Respect and take into consideration diversity within your Team/Customers and external work partners by valuing different world views, challenges, and cultures that represent all walks of life and all backgrounds.

Treat others with respect and consideration. Actively participate in creating and contributing to a positive work environment.

Equal Employment Opportunity 
NiSource is committed to providing equal employment opportunities in each of its companies to all employees and applicants for employment without regard to race, color, religion, national origin or ancestry, veteran status, disability, gender, age, marital status, sexual orientation, gender identity, sex (including pregnancy, lactation, childbirth or related medical conditions), genetic information, citizenship status, or any protected group status as defined by law. Each employee is expected to abide by this principle.

By applying, you may be considered for other job opportunities. 

Safety Statement
Promote a safe work environment by actively participating in all aspects of our employee safety program. Report any unsafe conditions and take actions to prevent personal injuries. Support our interdependent safety culture by ensuring the safety of your co-workers. Stay focused on the task at hand and promote productivity through good work habits.

Salary Range:

$91,000.00 - $136,600.00

Posting Start Date:

2024-11-20

Posting End Date (if applicable):

2024-12-04Please note that the job posting will close on the day before the posting end date.

The Company
Merrillville, IN
5,894 Employees
On-site Workplace

What We Do

NiSource (NYSE: NI) helps energize the lives of its nearly 4 million natural gas and electric customers across six states. Our local utilities – Columbia Gas and NIPSCO – ensure that customers receive safe, reliable and affordable natural gas and electric service each and every day. Our business plan is focused on proactively investing in our energy infrastructure – approximately $1.4 billion a year – to ensure we meet and improve upon our customer commitments for the next 100 years.

We employ more than 7,000 of our neighbors who are actively engaged in the communities we’re privileged to serve, making them great places to live and call home. NiSource is headquartered in Merrillville, Indiana – about 35 miles from Chicago – and we maintain a significant corporate presence in Columbus, Ohio. Our utility operations also span Kentucky, Maryland, Pennsylvania and Virginia

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