Director, Financial Planning & Analysis (FP&A)

Overview

Delta Utilities is seeking a Director of Financial Planning & Analysis (FP&A) who will lead the company’s financial planning, budgeting, and forecasting functions. This role shapes the financial strategy of the organization while ensuring regulatory compliance and long-term financial health. This is a full-time leadership role based in New Orleans, Louisiana. The role requires financial modeling within a regulated utilities environment, a strong grasp of the regulatory and rate-making process, and the ability to lead cross-functional teams. A visionary leader with exceptional analytical capabilities, executive communication skills, and a track record of driving financial performance and operational excellence is required.

Accountabilities and Essential Functions

• Lead the development and execution of the company’s annual budget, long-range financial plans, and rolling forecasts, ensuring alignment with strategic objectives.
• Provide financial leadership and support to business units, ensuring each area has accurate and timely financial insights, aligns with corporate objectives, and maintains accountability for budget and forecast performance.
• Oversee the design and enhancement of complex financial models to support executive decision-making and regulatory filings.
• Provide strategic financial insights and recommendations to the executive leadership team, identifying risks, opportunities, and performance improvement initiatives.
• Direct the preparation and presentation of financial reports, dashboards, and key performance indicators (KPIs) for senior leadership and the Board of Directors.
• Serve as a key liaison with regulatory bodies, ensuring compliance with financial reporting standards and regulatory requirements.
• Drive continuous improvement in financial planning processes, tools, and methodologies to enhance accuracy, efficiency, and transparency.
• Collaborate with senior leaders across operations, legal, regulatory affairs, and other departments to ensure cohesive financial strategies and business alignment.
• Lead, mentor, and develop a high-performing FP&A team, fostering a culture of accountability, innovation, and professional growth.
• Evaluate and implement financial systems and technologies to support data-driven decision-making and scalable growth.
• Represent the finance function in strategic initiatives, capital planning, and investment evaluations.

Minimum Requirements

Education : Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or advanced degree preferred.

Experience : 10 years of progressive experience in financial planning and analysis; 3+ years in a leadership role; preferred : experience within a regulated utility or similar industry.

Knowledge, Skills, and Abilities :

Experience with financial planning software, ERP systems, and data visualization tools (e.g., Power BI, Tableau).

Familiarity with regulatory filings and proceedings in the utility sector.

Strong knowledge of GAAP, regulatory accounting principles, and the utility rate-making process.

Demonstrated success in leading cross-functional financial initiatives and presenting to executive leadership and regulatory stakeholders.

Strong analytical, strategic thinking, and problem-solving skills.

Excellent communication and interpersonal skills, with the ability to influence at all levels of the organization.

Proven ability to manage and develop high-performing teams.

Certifications :

None

Preferred : CPA, FP&A, CFA, or other relevant financial certifications.

Physical Requirements

Able to operate a personal computer, either desktop or laptop.

Able to sit for extended periods of time.

Able to operate a copy machine, fax machine, calculator, telephone and other miscellaneous office equipment.

Able to exert up to 10 Lbs. of force occasionally, and / or a minimal amount of force frequently to lift, carry, push or otherwise move objects.

Working Conditions

The Physical Demands described here are representative of those that must be met by an employee to successfully perform the Accountabilities and Essential functions of the job. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions.

Perform other job-related duties as assigned, within your scope of responsibilities.

Job duties are performed in a normal and clean office environment with normal noise levels.

Work is predominantly done while standing or sitting.

The ability to comprehend, document, calculate, visualize and analyze are required.

Able to work regular hours, with occasional overtime.

About Delta Utilities

Delta Utilities is a natural gas utility headquartered in New Orleans that provides safe, reliable natural gas services across Louisiana and Mississippi. We understand the value of dependable energy and our important role in building stronger, more resilient communities. Delta Utilities is a $1.7 billion organization that represents 600,000 customers and is among the top 40 natural gas utilities in the United States. Delta Utilities acquired CenterPoint Energy’s natural gas utility operations in Louisiana and Mississippi in April 2025 and acquired Entergy’s natural gas utilities in Baton Rouge and New Orleans in July 2025. Delta Utilities is regulated by the Louisiana Public Service Commission, the Mississippi Public Service Commission, and the New Orleans City Council. We work closely with our regulatory agencies to deliver safe and reliable natural gas service and maintain fair rates for our customers. Learn more at . Delta Utilities and associated entities are equal-opportunity employers. We do not discriminate against employees or applicants for employment on any legally recognized basis or any protected class under federal, state, or local law. #LI-TM1

DELTA UTILITIES SERVICES, LLC

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