Cordia

Senior Manager Customer Rate Analysis Manager

full time

On-site

Utilities

About This Job

The Sr. Manager, Customer Rate Analysis & Credit Risk

, will play a key role in analyzing and maintaining pricing components and structures for customer contracts. This position ensures that all customer rate schedules are accurate and aligned with business objectives. The Manager will report to the VP of Finance and work with regional operations team members, business development and other Finance/Accounting team members to support customer rate work and billing for this private equity owned, multidivisional district energy company. This team-oriented person will work across the organization to take ownership of the calculation of customer rates, contract escalations, accurate billing analysis and support utility rate cases as needed. In the initial year of work, the employee will lead the effort to centralize and organize customer contract information and support the transition of the current customer billing system to a new software platform.

Principle Responsibilities

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Management of customer rates

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Calculate customer rate escalations ensuring accuracy and agreement with contract or utility rate terms

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Support regional operations in annual rate setting and utility rate cases including gathering of historical financial information and calculating components of new rates

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Collaborate with operations and business development teams in determining appropriate rate structures for new contracts and ongoing escalations for existing customers

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Work with billing software (currently Munibilling) and the ERP (NetSuite) to access information needed for analysis

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Identify opportunities to streamline rate management processes across the organization

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Oversee counterparty credit risk management

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Conduct credit reviews for new and existing counterparties, set credit limits where applicable and establish credit monitoring capabilities

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Support business development team during development and acquisition processes by researching and assessing potential counterparty risk

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Lead effort to centralize and organize customer contract information and support transition to new billing software

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Collaborate with Operations, IT and Finanance/Accounting team to document rates by customer or region

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Assist cross-functional team in establishing finance and billing requirements for new system

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Ensure accuracy of rates and components

Requirements

EDUCATION/LICENSE

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Preference given to a bachelor’s or master’s degree in business administration, finance, accounting or economics

EXPERIENCE:

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Minimum of seven years’ professional experience in customer rates or financial analysis, preference given to those with:

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Experience in district energy, power & utilities or energy sectors customer rate structures

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Experience in customer rate setting and rate escalation calculations

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Experience and knowledge of analyzing customer credit risk

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Experience with billing and ERP systems, data management and NetSuite connected systems is preferred

TECHNICAL SKILLS:

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Excellent, demonstrable Excel skills, as well as other Microsoft Office products

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Demonstrated knowledge of financial accounting building blocks

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Strong quantitative and critical thinking skills

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Ability to work with customer billing software and assist with defining technical requirements

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Experience reading customer contracts helpful

OTHER SKILLS:

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Demonstrated oral and written communication skills coupled with analytical and interpersonal skills

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Focus on attention to detail, ability to review work of others for accuracy and cohesiveness across the company

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Trustworthy and dependable with the ability to multi-task and manage multiple projects concurrently

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Highly motivated with a willingness to learn and solve problems

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Strong independent judgment and discretion; will need to be able to communicate with employees at all levels of the company

PHYSICAL REQUIREMENTS:

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Eyesight sufficient for computer use and paperwork

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Hearing sufficient for extensive telephone use

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Speaking in a group setting

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Ability to travel by ground transportation and by air throughout the United States

WORKING CONDITIONS:

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Role is expected to be primarily remote due to geographic disbursement across the U.S.; if a candidate is located near a corporate location there is opportunity to be in an office

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Preference for those located in the Eastern Time or Central Time zone, but strong candidates in other US locations will also be considered

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Depending on the time zone of the employee and given geographic disbursement of the company, irregular hours and higher accountability / responsiveness may be required around annual rate setting and material contract escalation intervals

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Minimal travel expected