Senior Financial Planning Analyst (CPA/CFA, experience in Financial Model)

The Senior Financial Planning Analyst prepares and analyzes financial management reports and ensure the accuracy of financial information of existing and newly incorporated companies. Conducts analysis of variances. Supports and implements the updates on workflow procedures in Finance.

Duties & Responsibilities:

1. Management Reports and Regulatory Reports:

• Prepares monthly financial statements for management reporting;
• Prepares supporting reports and references: Revenue and Expense Matching, Fuel Analysis, Variance reports, analyze variances against budget or previous month/quarter/years and prepare comparative reports as requested;
• Prepares monthly, year-to-date and Annual Net Income Gap Analysis
• Prepares charts, graphs, and related materials for reports and for inclusion to Sr. Management Committee, Executive Committee and Board presentation materials;
• Prepares Revenue report by revenue streams, revenue drivers and perform gap analysis;
• Review, control and monitor OPEX and CAPEX vs. approved budget;
• Update loan and equity report;
• Prepares and updates standard costing/pricing and costing report; and
• Ensures compliance with Lenders and other Government Regulatory Bodies

1. Coordinate with various other groups and analyze commercial and operations drivers;
2. Prepares and assists in annual budget activities

• Develops or update budget templates;
• Consolidates budget from functional groups, per company;
• Prepares and updates presentation materials for budget presentations; and
• Incorporating the approved budget in SAP System

1. Serves as POC for all financial-related inquiries;
2. Updates the existing financial model;
3. Prepares or assists in the preparation of periodic and adhoc reports; and
4. Participates in process improvement or automation initiatives of the department and/or the company

Other qualifications:

• A graduate of Bachelor's degree in Business, Finance and other related courses
• Must be a Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) certification holder
• At least have 3 to 5 years experience in FP&A role (preferably in the Energy Industry). Strong knowledge of finance and accounting, Ideally with experience in pricing, costing and financial modelling. Familiarity with the Power Industry revenue drivers and cost structure
• Strong analytical skills, detail-oriented, proactive attitude, good verbal and written communication skills, ability to manage and complete multiple tasks with minimum supervision.
• Must have experience with the following applications:

SAP B1, R/3 or Quickbooks

MS Office

Advanced Excel

Panning and reporting tools (i.e. Power BI, Tableau)

VBA Macros (preferred but not required)