Manager of Financial Planning & Analysis

Job Description ______________________________________________________________________________Position SummaryReporting to the Director of Financial Planning & Analysis, this individual will perform Financial Planning and Analysis and will assist with the Company’s strategic business plan and budgeting processes, financial analysis, business development transaction analysis and special projects. The ideal candidate will have a strong understanding of financial modeling, valuation, and due diligence as well as corporate FP&A activities. They will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunity analysis, acquisition analysis and other special projects requested by senior management Specific ResponsibilitiesDuties and Responsibilities: Plans, organizes and conducts complex financial studies and multi-company financial planning and analyses, including merger & acquisition evaluation, strategic planning, business development and operational efficiency/savings analyses. Responsible for budgeting and forecasting for SJW Group’s Shared Services Business Units. M&A and Business Development

• Build forecast models and metrics to evaluate the outcome of potential business transactions, including but not limited to economic alliances, mergers, acquisitions, capital projects and divestitures.
• Conduct industry and company research· Prepare financial models and valuation analyses.
• Assist with due diligence.
• Create presentations and documentation.
• Manage deal timelines and track progress.
• Stay up to date on M&A trends and developments Financial Analysis
• Provide key financial analysis of monthly and year-to-date results vs. budget and prior year identifying causes of deviations and providing actionable insights. Analyze trends and key drivers and recommend strategies for improvement.
• Collaborate to prepare monthly and quarterly business performance reviews for the Shared Services Business Units.
• Work closely with Business Unit leaders in Shared Services providing them with data driven insights.
• Responsible for the preparation of the 5-year strategic plan and associated cash flow modeling.
• Conduct analyses related to operations and future capital programs or other assigned projects; prepare reports and presentations pertaining to research and recommendations concerning analyzed subject.
• Develop effective techniques and models for financial planning and analyses.
• Perform detailed analysis, fact verification, and research on subject matters as needed.
• Plans, organizes, and conducts complex financial forecasting studies including utility regulated model and related regulatory analysis.
• Other special projects required by senior management.
• Partner with accounting, budgeting, regulatory affairs, legal and tax as appropriate.Required Knowledge Skills & Abilities
• Knowledge and skill in the application of generally accepted accounting principles.
• Ability to review and analyze complex accounting and financial data.
• Ability to identify financial implications of complex agreements and legal documents
• Advanced financial modeling and analytical skills.
• Knowledge of the principles and practices of financial plan preparation and administration, accounting, and financial reporting; economics, statistical analysis, forecasting techniques, and computer modeling.
• Demonstrate extensive knowledge of the financial planning & analysis function.
• Mindset for continuous improvement.
• Knowledge and experience with regulated utilities.
• Communication Skills: o Listens objectively to various viewpoints, quickly synthesizes new data, and responds appropriately to various stakeholders across multiple communication channels. o Prepares and delivers compelling, concise, persuasive presentations. o Assertively leverages and expands relationships with stakeholders in the Accounting & Finance department, as well as other departments and groupsRequired Education and Experience
• Bachelor’s degree in accounting or finance or MBA; CPA or MSA desirable.
• Prior Investment Banking or M&A Analyst experience desirable. At least five-years of professional level financial analyst experience.
• Familiarity with financial accounting systems, preferably JD Edwards Enterprise One, Power Plant, Insight, Microsoft Excel, and database software is desirable.