Financial Planning Analyst

Position Summary The Senior Analyst is primary responsible for providing financial and analytical expertise to support the achievement of business goals and strategic objectives of the ETG Sales Team. In this role, the Senior Analyst develops, maintains, and leads the day-to-day management of the department’s financial plan, budgets, forecasts, O&M accounts, commissions, and After-Tax Margin calculations and monitors operational performance against these measures. In addition to performing financial and operational modeling, the Senior Analyst is expected to leverage Business Intelligence tools and optimize Sales performance through predictive analytics. Essential Functions Develop and manage customer growth budgets annual financial plan, and monthly forecasts in coordination with Sales Management and Financial Planning teams. Lead the day-to-day management and forecasting of the department’s O&M accounts, including processing invoices, tracking expenditures, reconciling accounts, and explaining variances to Sales Management, accounting, and financial planning. Prepare and oversee monthly Sales commissions and monthly Sales Results Reports on customer growth and margin performance. Perform Sales’ accounting functions including accruals, accounts payable, and expense reports. Create informative, actionable, and repeatable reporting that highlights relevant trends and opportunities for improvement in a Business Intelligence environment. Collect, interpret, and analyze business data in relation to Sales KPIs and make recommendations in support of strategic decisions for sales growth. Compile and prepare information in response to data requests and/or regulatory reporting needs. Assist Major Account Managers in rate/revenue calculations, large account billing analyses, and service agreement preparation and communication. Engage in predictive analytics to identify opportunities that positively impact growth while assisting in the continuous improvement of existing processes. Performs other duties as assigned. Qualifications Required Skills Proficient in analyzing and preparing financial statements and projections. Proven ability developing Business Intelligence dashboards to analyze and optimize business performance. Strong research, analytical, and problem-solving skills, with superior attention to detail. Demonstrated time-management and multi-tasking skills coupled with a keen ability to prioritize assignments. Demonstrated ability to collect, synthesize, and present data from multiple enterprise systems. Excellent communication and presentation skills. Strong interpersonal skills and the ability to develop relationships with various levels and departments in a supporting role. Experience working with senior decision makers. Advanced to expert level of use of Microsoft Office Suite of applications, specifically Excel, (including pivot tables and charts), Outlook, Word and PowerPoint. Preferred Skills Proficiency with CRM software including Salesforce, Maximo, and Oracle Utilities Customer Care and Billing. Proficiency in Hyperion or similar Financial Planning system. Exposure to Power BI or similar Business Intelligence application. Required Background Bachelor’s degree in Finance, Accounting, or a related degree, with five years’ experience performing financial or operational analysis and reporting. Master’s degree in Finance, Accounting, or a related degree, with three years’ experience performing financial or operational analysis and reporting Preferred Background Experience in a sales environment. Explore the Possibilities If you're looking to make an impact, South Jersey Industries is the perfect place. For interns, college graduates, or experienced professionals, at South Jersey Industries we look for enthusiastic, talented professionals at every level of our enterprise. From call center representatives with excellent people skills to engineers with the vision and expertise to design tomorrow’s energy infrastructure, we know that our people fuel our success. We take pride in recruiting the best talent available for every facet of our business. Explore the possibilities. You'll be sure to find an opportunity that piques your interest. We are committed to developing and implementing innovative projects that increase energy efficiency and save clients money We provide an opportunity to build a successful and rewarding career in a variety of functional business areas We foster individual talents and abilities while promoting the value of teamwork Our culture prepares you for a lifetime of learning and professional development Equal Opportunity/Affirmative Action Employer