POSITION DEFINITION: Financial Analyst
Under the direction of the Finance Svcs & Treasury Mgr., the Financial Analyst conducts general
analysis of various financial reports to ensure budgets and quarterly forecasts are completed on a
timely basis and represents management goals and expectations for the year. Key to this
position include the ability to perform monthly flux analysis between actual and budget, taking
initiative and ownership on the tasks assigned, and well-rounded background in accounting and
finance.
Accountability
As a skilled employee and responsible professional, the incumbent must work independently,
exercise initiative and judgment in the performance of a broad range of administrative support
responsibilities in an environment of routinely sensitive and confidential issues. Therefore, the
employee must have strong organizational and interpersonal skills to deal effectively with all
levels of the company’s management staff, visitors and vendors.

OTHER REQUIRED SKILLS:

• Competently uses technology and re-evaluates processes to increase efficiency, accuracy and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information.
• Organized with strong attention to detail and time management skills
• Exhibits professionalism with internal and external contacts
• Possesses strong organizational/multi-tasking and project-planning skills
• Able to conduct and carries job functions with minimum supervision

MINIMUM POSITION QUALIFICATIONS:

• Bachelor’s Degree in Economic, Finance, and Accounting or related discipline or seven years of progressively responsible experience in financial analysis
• Four plus years of related experience in the Accounting/Finance Department
• Ability to read and analyze financial reports and present information and respond to questions from internal/external auditors
• Advanced computer skills
• Ability to effectively communicate and establish working relationships with other departments and personnel
• Prior experience with JD Edwards and Adaptive Insights is highly preferred

The Analyst interfaces with various internal departments and must work exceptionally well with
employees of all levels. The person in this position is responsible for embracing and utilizing
available technology as communication and data gathering tools in performing routine and

complex a duties for the financial planning team. Core responsibilities include the following:

• Conducts annual capital and operations budget-related functions and ensures the integrity

of budget information

• Performs monthly flux analysis between actual and budget
• Provides insightful analyses on trended Return on Equity and Rate of Return for both

actual and budget

• Updates and modifies, when appropriate, the Company’s financial forecasting model
• Supports Manager in analyzing acquisitions and new business opportunities
• Prepares, maintains, analyzes and publishes financial and key matrixes reports
• Assists Manager with data compilation for the rate case filings and responsible for the

data compilation on the quarterly audit requests

• Updates Sarbanes-Oxley document and ensures control compliance; cooperates with

internal and external auditors with information requested

• Performs other duties as assigned