Sr. Financial Planning Analyst

Job Description

Position Summary

The Sr. Financial Planning Analyst is responsible for consolidating U.S. Utility financial results and delivering accurate, timely reporting to executive leadership to support strategic decision-making and achievement of corporate objectives. This role ensures financial systems reflect consistent and accurate data from internal business units, coordinates key financial processes including monthly forecasting, annual budgeting, and regulatory filings, and provides in-depth variance and trend analyses. The position also manages performance tracking for critical metrics such as Utility Return on Equity and Consolidated Return on Equity, maintains the Utility Asset Optimization earnings model, and offers financial analysis support as needed. Through proactive reporting and insightful analysis, this role enables effective management of financial performance across the organization.

Tasks and Responsibilities

- Consolidates US Utility Financial Results and provides regular reporting for WGL and US Utility executive teams to allow for active management of the business to achieve corporate objectives.

- Ensures financial systems accurately reflect inputs from internal business units and other data owners and are reported in a consistent manner.

- Coordinates monthly financial forecasting process, collects forecast inputs from business units, and prepares analyses and reports necessary to validate and present earnings forecasts.

- Coordinates annual budgeting process, leads consolidated report preparation.

- Reviews reasonableness of annual budgeted corporate financials and performs variance and trend analysis.

- Update and maintain the Utility Asset Optimization earnings model.

- Coordinates preparation and delivery of annual regulatory filing.

- Proposes targets and tracks performance for Utility Return on Equity and Consolidated Return on Equity metrics.

- Provides financial analysis support on an as-needed basis.

- Supports preparation of monthly, quarterly and annual variance explanations using several bases including forecast to actual, budget to actual, forecast to previous forecast, forecast to previous actual, etc. Establishes explanations for variances. Presents variances and explanations to various internal parties, provides supporting documentation as required.

Qualifications, Skills and Abilities

- Bachelor's Degree in Accounting, Finance or related discipline is required

- Master's Degree of Finance (MFA) or MBA is preferred

- 5+ Years of experience in financial management and analysis, with emphasis on budgeting/financial forecasting is required

- CPA preferred

- Demonstrated ability to conduct research, analyze data and develop financial models

- Demonstrated ability to effectively communicate complex messages to diverse audiences at all organization levels

- Proven ability to use computer software and applications, including Microsoft Office and Hyperion Planning, to share, retrieve, research and present business information

- Demonstrated strong analytical and communication skills, both written and verbal

- Demonstrated ability to establish rapport and effective working relationships with business partners

- Experience with PeopleSoft and/or Hyperion Cloud systems and PowerBI

We offer a competitive salary range of $94,000 to $136,000 per year, commensurate with experience, education, and skills. In addition, we provide a comprehensive benefits package including health insurance, retirement plans, and paid time off.

The Company values diversity in its workforce and encourages United States military veterans and service members who meet the qualifications to apply

Why work at AltaGas?

AltaGas is a North American energy infrastructure company with a focus on owning and operating assets that provides affordable energy to our customers. AltaGas assets include Washington Gas/WGL, SEMCO, and Petrogas. Our talented team, nearly 3,000 strong, leverages the strength of our assets and expertise along the energy value chain to connect customers with premier energy solutions – from the well sites of upstream producers to the doorsteps of homes and businesses to new markets around the world.

We deliver affordable natural gas to approximately 1.7 million customers’ homes and businesses through regulated natural gas distribution utilities across four jurisdictions in the United States and two regulated natural gas storage utilities in the United States. Learn more about our team, vision, and strategy.

To learn more about our mission:

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For Canadian hires: AltaGas hires personnel on the basis of job-related qualifications. All qualified applicants will receive consideration without regard to a person's ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity or expression, age, record of offences, marital status, family status or disability or any other characteristic protected by applicable law.

For U.S. hires: WGL/SEMCO/AltaGas offers a total rewards package that includes competitive pay, incentive bonus plans, holiday pay, 401K matching and a wide array of benefits. These benefits including medical, dental and vision coverage are designed to help you and your family stay healthy. We also have paid time off (PTO) to balance the demands of your work and personal life. Available benefits vary depending upon the specifics of the role.

U.S. affiliates of AltaGas are committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, ethnicity, religion, gender, age, national origin, marital status, sexual orientation, gender identity, family responsibilities, matriculation, physical or mental disabilities, political affiliation, genetic information, status as a protected veteran or any other characteristic protected by federal, state, or local law.