Financial Planning Analyst

Company Summary Statement

As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE : PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today.

Overview

• Note : This is a hybrid position requiring on-site presence three days per week at one of our local offices, located in Allentown, PA (Lehigh Valley), Louisville, KY, or Providence, RI. #LI-Hy #INDPPL

Under minimal supervision, this position is responsible for developing effective partnerships with an assigned line of business management team supporting the planning and decision-making process. This position performs tasks such as preparation of reporting materials, data updates from forecast changes, month end manual accruals and assistance with regulatory filings including rate cases. The position will possess knowledge of overall business processes and lead the implementation of process improvements.

Responsibilities

Responsibilities listed below relate to the IT line of business, and rate case support can include one or multiple jurisdictions.

Develop line of business goals, objectives and operating budgets.

Solve business problems and analyze business results.

Full responsibility to provide accurate and timely response to annual operating plan and budget requirements. This includes, but is not limited to, financial target dissemination among functions / departments, full utilization of labor resources, identification of support function labor requirements, and preparation and delivery of leadership presentations.

Responsible for the planning and budgeting function, including business case development and preparation of capital governance documentation supporting capital project approval.

Assist business partners with the identification and quantification of process improvements and lead the implementation of improvements.

Analyzes financial results compared to budget or forecast expectations by examining cost data, following up on major variances and requesting explanations from appropriate functions / departments.

Actively monitor capital projects and make forecast changes as needed to match revised construction plans and monitor operations and maintenance expenses to support corporate targets.

Responsible for complex regulatory support which includes rate cases, regulatory assets or liabilities, mechanism / tracker filings as well as other filings as required.

Review and perform day-to-day accounting and budgeting functions including project / work order maintenance, project / task setup, monthly manual accrual journal entries, expense coding support, etc.

Advanced knowledge of computer systems used for budgeting, including the ability to train junior employees on how to use the computer system to input, retrieve and display budget / forecast information. Possess the expertise to modify standard reports where applicable or, if necessary, create ad-hoc reports. Be able to lead system upgrades and testing if needed.

Maintain a thorough working knowledge of Generally Accepted Accounting Principles (GAAP) and FERC Classification of accounts.

Uphold above average interpersonal skills for continuous interaction with all levels of management and administrative staff.

All other duties as assigned.

Qualifications

Required Education :

Preferred Qualifications :

Required Education :

Preferred Qualifications :

Advanced degree including MBA, CPA or CGMA, as well as knowledge or experience in the energy / power industry.

Responsibilities listed below relate to the IT line of business, and rate case support can include one or multiple jurisdictions.

Develop line of business goals, objectives and operating budgets.

Solve business problems and analyze business results.

Full responsibility to provide accurate and timely response to annual operating plan and budget requirements. This includes, but is not limited to, financial target dissemination among functions / departments, full utilization of labor resources, identification of support function labor requirements, and preparation and delivery of leadership presentations.

Responsible for the planning and budgeting function, including business case development and preparation of capital governance documentation supporting capital project approval.

Assist business partners with the identification and quantification of process improvements and lead the implementation of improvements.

Analyzes financial results compared to budget or forecast expectations by examining cost data, following up on major variances and requesting explanations from appropriate functions / departments.

Actively monitor capital projects and make forecast changes as needed to match revised construction plans and monitor operations and maintenance expenses to support corporate targets.

Responsible for complex regulatory support which includes rate cases, regulatory assets or liabilities, mechanism / tracker filings as well as other filings as required.

Review and perform day-to-day accounting and budgeting functions including project / work order maintenance, project / task setup, monthly manual accrual journal entries, expense coding support, etc.

Advanced knowledge of computer systems used for budgeting, including the ability to train junior employees on how to use the computer system to input, retrieve and display budget / forecast information. Possess the expertise to modify standard reports where applicable or, if necessary, create ad-hoc reports. Be able to lead system upgrades and testing if needed.

Maintain a thorough working knowledge of Generally Accepted Accounting Principles (GAAP) and FERC Classification of accounts.

Uphold above average interpersonal skills for continuous interaction with all levels of management and administrative staff.

All other duties as assigned.

Remote Work

The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both. Assigned work location may change. In the case of remote work, physical presence in the office / on-site may be required to engage in face-to-face interaction and coordination of work among direct reports and co-workers.

Equal Employment Opportunity

Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, protected veteran status, sexual orientation, gender identify, genetic information, disability status, or any other protected characteristic.