Senior Financial Analyst (45.25)

Senior Financial Analyst

Golden State Water Company is one of the largest investor-owned water utilities in the United States. We deliver quality, reliable water to more than 1 million people in over 80 communities throughout California. Golden State Water has been in business for more than 90 years because we put customers first.

Position Definition

Under the direction of the Financial Planning and Analysis Manager, the Senior Financial Analyst assists in the preparation of annual budgets, conducts monthly actual vs. budget flux analyses, develops and maintains 5-year forecast, and assists in completion of quarterly reports, and analyzes new businesses. This position requires a well-rounded background in accounting and finance and work well with other areas of the company. The Senior Financial Analyst interfaces with various internal departments and must work exceptionally well with employees of all levels. The incumbent in this position is responsible for embracing and utilizing available technology as communication and data gathering tools in performing routine and complex duties for the financial planning team.

Accountability

As a skilled employee and responsible professional, the incumbent must work independently, exercise initiative and judgment in the performance of a broad range of administrative support responsibilities in an environment of routinely sensitive and confidential issues. Therefore, the employee must have strong organizational and interpersonal skills to deal effectively with all levels of the company's management staff, visitors and vendors.

Key Responsibilities

Interfaces with various business owners to complete annual capital and operations budget

Responsible for the development of company budget matrix

Responsible for the monthly flux write up between actual versus budget / prior year

Provides insightful analyses on trended Return on Equity and Rate of Return for both actual and budget

Assists in the preparation of quarterly board package

Works closely with the Financial Planning & Analysis Manager and Regulatory Affairs Department to assess impact of general rate cases, CPUC decisions and other actions. Among other things, this would include understanding the impact of general rate case decisions on the regulated utilities and affiliated company's 5-year forecast

Supports Manager in analyzing acquisitions and new business opportunities

Assists in updating and modifying company's financial forecast model and provides insightful what if scenarios

Responsible for providing gap analysis between Street Analysts EPS expectation versus company's internal budget

Calculates and Tracks Company and peer group stock performance

Assists Manager with data compilation for the rate case filings and responsible for the data compilation on the quarterly audit requests

Assists operations and general office departments as needed

Prepares and maintains policies and procedures to ensure internal controls

Performs other duties as assigned

Qualities of a Successful Analyst in This Position

Flexible, logical, accountable, approachable, and passionate about work

Maintains positive team-building role during pressure-filled, deadline-driven crunch times

High degree of initiative; self-starter

Communicates with accuracy and precision in writing and speaking

High degree of confidentiality required

Trustworthy; strong personal integrity; emotional maturity

Demonstrates high level of accountability and ownership

Executes with discipline and urgency

Collaborative / Team oriented

Other Required Skills

Proficiently uses technology and re-evaluates processes to increase efficiency, accuracy and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information.

Organized with strong attention to detail and time management skills

Exhibits professionalism with internal and external contacts

Possesses strong organizational / multi-tasking and project-planning skills

Able to conduct and carries job functions with minimum supervision

Minimum Position Qualifications

Bachelor's Degree in Economic, Finance, and Accounting or related discipline

Six years of progressively responsible experience in financial analysis, budget / projection, and financial model

Ability to read and analyze financial reports and present information

Advanced Excel skills

Ability to effectively communicate and establish working relationships with other departments and personnel