Mgr Corporate Finance & LRP

We are engineers, high line workers, power plant managers, accountants, electricians, project coordinators, risk analysts, customer service operators, community representatives, safety and security specialists, communicators, human resources partners, information technology technicians and much, much more. We are 3,500 people committed to enhancing the lives of the communities we serve. Together, we are powering the growth and success of our community progress every day!

Pay Grade

18 Deadline to Apply: January 5, 2026, at 11:59 p.m. CST

Position Summary

The purpose of this position is to manage and lead the Long-Range Planning team responsible for: the development of the company’s 25-year long-range financial plan, monthly forecasting processes, performing forward looking financial analysis, to include development of pro forma financial statements and ad hoc financial impact modeling of potential business decisions. The manager of LRP will also be responsible for the preparation of financial materials that are presented to the CEO Direct Reports, the Board of Trustees, and City of San Antonio staff.

Tasks and Responsibilities

Responsible for the development and maturity (technical and strategic) of the financial model and forecasting capabilities (regression, time series, rolling forecasting, break-even, rate of return, payback period etc.) used to support and drive the budget process, target setting and metrics evaluation.

Manages the accuracy, quality and effectiveness of the monthly Latest Estimate, and ensures the development and tracking of gap closing measures as needed to meet organizational financial and operational targets.

Leads analysis on key trends and drivers behind the trends we are seeing in the results by preparing monthly and quarterly management reporting - assessing current and future business risk and communicating/presenting key messages to management.

Facilitates and leads the preparation of financial slides and other materials (i.e. financial cover letter / memo) that are presented to the CEO Direct Reports, the Board of Trustees, and City of San Antonio staff.

Oversees the coordination and development of CPS Energy’s responses to the City of San Antonio and Council requests for CPS Energy Budget information, which is a key role in ensuring City Staff is in support of making recommendations to City Council for approval on CPS Energy’s Rate Request Proposals.

Manages complex business modeling and financial analysis to support assessment and recommendations of key corporate strategic initiatives, including asset valuation.

Coordinates closely with Strategic Pricing, Debt Management, Budgeting & Management Reporting, Demand Side, Supply Side and Commercial Analytics teams to develop the long range financial plan for organization.

Manages the reporting of key financial performance metrics, including adjusted debt service coverage, debt/ capitalization, days cash on hand, etc., to the management team as indicators of the financial strength of the organization. Provides forward guidance on their performance and provides recommendations to management.

Collaborates with different areas of the organization to review financial proposals and analyze associated financial models to assess value.

Serves as a trusted advisor and liaison to the business unit budget teams and leadership.

Leads process improvement initiatives for the forecasting cycle, both within the team and with cross-functional teams.

Leads, coaches, and develops a team composed of financial analysts, providing timely, honest performance feedback.

Provides leadership on employee engagement initiatives within Financial Services, promoting the Core Values.

Performs other duties and serves on special project teams as assigned.

Minimum Skills

Minimum Knowledge and Abilities

Demonstrated leadership experience; may be through formal supervisory experience or informally. For example, by directing the work of a junior colleague, or through significant peer leadership experience.

Excellent financial planning, problem solving, and analytical skills, with demonstrated track record of progressively complex analytical assignments and experiences in the areas of finance, accounting, economics, or other analytical business disciplines.

Ability to stay organized, prioritize objectives in a dynamic, challenging environment.

Ability to diagnose complex information, while identifying pertinent information to facilitate the decision making process.

Advanced knowledge of Excel and PowerPoint.

Ability to apply statistical principles to analytical products (e.g., regression analysis, time series analysis, rolling average analysis).

Ability to think strategically and operate effectively with management.

Ability to articulate the business problem to be analyzed, quickly identify the critical elements of the problem, achieve a high quality creative answer in a timely fashion, and synthesize answers that resonate with decision makers.

Ability to work with detailed information, producing high quality output which is precise, free of errors, and delivered in a timely manner.

Capable of effectively communicating complex ideas and analysis verbally, in document format (like MS Word), and in presentation format (like MS Power Point).

Ability to provide a high degree of service to CPS Energy internal customers in responding to financial and operational analysis needs of the business.

Ability to handle confidential and/or competitively sensitive data.

Ability to deliver results with minimal supervision, both independently and as part of a team.

Ability to establish and maintain strong working relationships with other team members, external counterparties, and with colleagues at all levels within the CPS Energy team.

Ability to negotiate with others and use informal influence to achieve desired business outcomes and resolve conflicts.

Track record of achievement in professional and / or personal pursuits.

Extensive knowledge on Microsoft suite products.

Solid understanding of financial principles, financial statements and associated processes and tools.

Ability to operate in a fast-paced, high-profile environment with tight deadlines.

Experience in the areas of accounting, finance, financial planning and analysis, budgeting, or other similar or quantitative field with knowledge of budget.

Management principles, general accepted accounting principles, and the ability to analyze, interpret and consolidate financial data into concise, meaningful formats.

Preferred Qualifications

MBA with a concentration in Accounting, Finance, Economics or related field.

CFA (Chartered Financial Analyst), CMA (Certified Management Accountant), FP&A certification or comparable professional designation.

Experience with Enterprise Resource Planning solutions (e.g., SAP, BPC, PeopleSoft, or Hyperion).

Experience with the electric or gas utility industry gained through experience at an electric / gas utility, consulting agency, or other professional service provider serving the industry.

Experience with modeling and simulation, data mining, general data analytics.

Experience with Data Visualization software and techniques (e.g., Tableau).

Entry level experience with Microsoft Access and Visio.

Intermediate level experience with Project Management.

Competencies

Communicates Effectively

Navigating Organizations

Working with Ambiguity

Acting Decisively

Driving Projects to Completion

Delivering High Quality Work

Minimum Education

Bachelor’s degree in Accounting, Finance, Economics, Math, Busi Administration or other quantitative field from an accredited university, combined with applicable work experience.

Required Certifications

Working Environment

Indoor work, operating computer, manual dexterity, talking, hearing, repetitive motion. Use of personal computing equipment, telephone, multi-functioning printer and calculator.

Ability to travel to and from meetings, training sessions or other business-related events. After hours work may be required.

Physical Demands

Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.

Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

CPS Energy does not discriminate against applicants or employees. CPS Energy is committed to providing equal opportunity in all of its employment practices, including selection, hiring, promotion, transfers and compensation, to all qualified applicants and employees without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, citizenship status, veteran status, pregnancy, age, disability, genetic information or any other protected status. CPS Energy will comply with all laws and regulations.