Financial Planning & Analysis Analyst

Title : Financial Planning & Analysis Analyst

Company : Tampa Electric Company

State and City : Florida- Tampa

Shift : 8 Hr. X 5 Days

POSITION CONCEPT

The Financial Planning & Analysis Analyst will provide short- and long-term forecasting, budgeting, and reporting for Tampa Electric. Requires development and / or maintenance of models and tools to accomplish this responsibility in a timely and accurate manner. Performs recurring analyses that support management decision making. Responds to frequent requests from Tampa Electric Senior Leadership and Emera for ad hoc analysis and reports. Will develop analytical skills, work with the team and Finance leadership, assisting with assignments of increasing complexity.

Advancement in Progression

Advancement to a higher level is based on value added to the company through increased duties, responsibilities, and accomplishments. Advancement is not automatic, i.e. based solely on time in the job, but will be based on direct observation of the employee's performance, accomplishments, qualifications, and the business and / or technical needs of the department.

PRIMARY DUTIES AND RESPONSIBILITIES

• Short-term forecasting : Prepares the short-term forecast for Tampa Electric Company and TECO Energy, including the annual budget and current year financial forecasts, includes forecasted income statement, balance sheet, and cash flows, in addition to supporting the preparation of current year forecast packages provided to Tampa Electric Company Officers. Collaborate with the Tampa Electric Company Business Planning, Capital Planning, Accounting, and Tax teams and other impacted constituents for the accurate and timely completion of the short-term forecasts.
• Prepare analysis of forecasted financial information and expected financial relationships, including key income statement and balance sheet trends in support of management's understanding of key assumptions used in the forecasts. Assist in the preparation of presentations outlining the key assumptions for use in management decision making.
• Ad hoc analysis : Prepare ad hoc financial analysis, including but not limited to, budget to actual, year-over-year variances, changes in forecast assumptions, financial and non-financial trends, and peer comparisons.
• Prepares documentation of the analysis performed in a manner consistent with Sarbanes-Oxley compliance.
• Project Financial Analysis : Assist in the preparation of financial analysis of projects proposed to the CLT, projects proposed as part of strategic analysis and the completion of the company's long-term forecast and ad hoc projects such as acquisitions or asset investment / ownership opportunities.
• Long-term forecasting : Assist the long-term forecasting process for Tampa Electric Company and TECO Energy, including assisting in the preparation of the annual 5-year financial forecast.Responsible for assisting in the preparation of forecasted income statement, balance sheet, cash flows, ROE, and customer rates, including all forecast packages provided to Emera.Analyzes key assumptions in the multi-year forecast, including support of variance analysis.Collaborate with the Tampa Electric Company Business Planning, Capital Planning, Accounting, and Tax teams and other impacted constituents for the accurate and timely completion of the long-term forecasts.

QUALIFICATIONS

Education

Related Experience

Knowledge / Skills / Abilities (KSAs)

Working knowledge of U.S. GAAP;

Knowledge of software / systems such as SAP, BPC / EPM, and Oracle - OneStream.

LEADERSHIP COMPETENCIES

WORKING CONDITIONS

Normal working conditions with occasional extended hours during the week and weekends.

PHYSICAL DEMANDS / REQUIREMENTS

Normal physical demands related to an office workplace environment.

POSITION CONCEPT

The Financial Planning & Analysis Analyst II will provide short- and long-term forecasting, budgeting, and reporting for Tampa Electric. Requires development and / or maintenance of models and tools to accomplish this responsibility in a timely and accurate manner. Performs recurring analyses that support management decision making. Responds to frequent requests from Tampa Electric Senior Leadership and Emera for ad hoc analysis and reports. Will have increasing complexity, working independently, and with a higher level of contribution.

PRIMARY DUTIES AND RESPONSIBILITIES

QUALIFICATIONS

Education

Licenses / Certifications

Related Experience

Knowledge / Skills / Abilities (KSAs)

WORKING CONDITIONS

Normal working conditions with occasional extended hours during the week and weekends.

PHYSICAL DEMANDS / REQUIREMENTS

Normal physical demands related to an office workplace environment.

POSITION CONCEPT

The Financial Planning & Analysis Analyst Sr will provide short- and long-term forecasting, budgeting, and reporting for Tampa Electric. Requires development and / or maintenance of models and tools to accomplish this responsibility in a timely and accurate manner. Performs recurring analyses that support management decision making. Responds to frequent requests from Tampa Electric Senior Leadership and Emera for ad hoc analysis and reports. With increasing complexity, working independently, and with a higher level of contribution. Review, guidance, training, and direction to other analysts within the FP&A team. Demonstrates a thorough knowledge of Tampa Electric's Business and Financial Performance.

PRIMARY DUTIES AND RESPONSIBILITIES

QUALIFICATIONS

Education

Licenses / Certifications

Related Experience

Knowledge / Skills / Abilities (KSAs)

Working knowledge of U.S. GAAP and regulatory FERC accounting;

Advanced proficiency with SAP, BPC / EPM, Oracle - OneStream, Business Objects software, and financial modeling.

WORKING CONDITIONS

Normal working conditions with occasional extended hours during the week and weekends.

PHYSICAL DEMANDS / REQUIREMENTS

Normal physical demands related to an office workplace environment.

TECO offers a competitive Benefits package!!

Competitive Salary

STORM DUTY REQUIREMENTS....Please make sure to read below!!! Responding to stormswill beconsidered a condition of employment.

TECO Energy and its companies serve a role in providing critical services to our community during an emergency. Team members are required to participate in the response / recovery activities related to emergencies / disasters to maintain service to our TECO Energy customers. Team members are required to work in their normal job duties or other assigned activities. Proper compensation will be made in accordance with the company's rules and procedures.

TECO Energy is proud to be an Equal Opportunity Employer.

TECO Energy is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law, except where physical or mental abilities are a bona fide occupational requirement and the individual is unable to perform the essential functions of the position with reasonable accommodations.

In order to provide equal employment and advancement opportunities for all individuals, employment decisions at TECO Energy will be based on skills, knowledge, qualifications and abilities.

Pay Transparency Non-Discrimination Statement

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

ADA policy

It is the policy of TECO Energy to provide reasonable accommodation for all qualified disabled individuals who are employees and applicants for employment, unless it would cause undue hardship. The corporation will adhere to applicable federal and state laws, regulations and guidelines, including, but not limited to the Americans with Disabilities Act (ADA) of 1990 and section 503 and 504 of the Rehabilitation Act of 1970s.

Application accommodations

Applicants may request reasonable accommodation in the application process five business days prior to the time accommodation is needed.

Pre-employment physical exams may be required for positions with bona fide job-related physical requirements regardless of disability.