What are the responsibilities and job description for the Financial Analyst position at Cleco Corporate Holdings LLC?
We're committed to being the clean energy leader in Louisiana. By investing in renewables likesolar and utilizing carbon capture and sequestration technology to make our air cleaner, we're in this for the long haul, because our state and future generations depend on it. Come be a part of our journey at Cleco where we're Energizing Your Tomorrow.
The Financial Analyst - Corporate Analytics is a professional with a working knowledge of and some experience with analytics principles, practices, concepts, and theories in the Power and Utilities sector, including both regulated and unregulated utility businesses. The incumbent will play an analytical role in advancing financial strategies, initiating innovative concepts, exploring new ideas, assisting with complex projects, solve intricate analytical problems and providing support to Cleco's businesses' objectives for decision making. The incumbent will assist with analytical inputs into the overall corporate strategy and support routine analytical processes with moderate direction and supervision. The incumbent contributes to the development and implementation of analyses to understand, forecast, and sensitize the business units and enterprise impact resulting from ISO market participation. The incumbent will gain a detailed understanding of Cleco Corporate level financial modeling and the underlying variables driving business unit financial outcomes.
Key Responsibilities
- Create financial models for decision support and in-depth analysis with a working knowledge of Cost of Service theory, Revenue requirements fundamentals, market fundamentals, and corporate finance
- Provide direct support to high priority strategic projects, collaborating with the lead analyst or advisor for thought-provocation, implementation, and execution
- Contribute to production cost modeling analyses and support modeling effort for repetitive and ad hoc specialized projects
- Proactively assist with communication efforts with teams across the organization to inform, educate, and implement strategies as market insight dictates
- Assist with development, calibration, and maintenance of ISO market models; support the organization's MISO reporting functions; provide Cleco Power gas nomination support
- Prepare presentation materials incorporating results of the analysis and ensuring materials are shown and explained in a manner tailored to the audience
- Contribute to routine operational analyses, special projects, and corporate modeling
- Collaborate with other functions within Corporate Analytics as a support and cross-training function
- Develop relationships to be an effective business partner with assigned business functions or subject matter professionals to support Corporate Analytics business objectives
- Actively engage in process improvement initiatives to enhance Corporate Analytics service delivery and processes; identify areas for automation to reduce routine manual tasks
- Stay up to date with all department software with a continued focus on utilizing tools to improve accuracy and efficiency of Corporate Analytics; participate in the integration of current systems (e.g., SAP) and analytical techniques to enhance/streamline current operations
- Champion a corporate culture that emphasizes transparency, integrity, safety, environmental responsibility, employee development, diversity and inclusion, customer service, and operational excellence
Qualifications
Required Education, Experience, & Skills
- Bachelor's and/or Master's degree in Finance, Accounting, Business, or related field
- 3 years of related experience preferred
- Experience with Microsoft tools and applications required
- Strong analytical, problem-solving, planning, and project management skills
- Strong interpersonal, communications, writing, speaking, listening and storytelling skills
- Strong understanding of how economic trends, political situations, policies, and regulations may affect analysis
- Willingness and aptitude for innovative, creative, and new thought
- Willingness and ability to learn new technologies on the job
- Ability to exercise judgment with little direction/guidance but also knows when to escalate to the Director, Corporate Analytics
- Proficient at functioning effectively within a team environment, present ideas, and opinions in a respective and collegial manner
- Step progression to this level is typically restricted based on business requirement
Primary Competencies
BEHAVIORAL
- Balances Stakeholders
- Drives Results
- Business Insight
- Drives Vision & Purpose
- Communicates Effectively
- Ensures Accountability
- Courage
- Instills Trust
- Demonstrates Self-Awareness
- Nimble Learning
- Strategic Mindset
- Plans & Aligns
- Safety
TECHNICAL (Core for Function)
- Governance and Internal Control
- Financial Reporting and Data Analysis
- Industry and Business Knowledge
- Financial Systems
- Planning, Forecasting & Budgeting
- Business Partnering
- M&A Analysis
- Project and Change Management
May perform other duties as assigned.
Salary dependent on experience, skills, education, and training.
Individuals seeking employment are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation and gender identity. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.
