Financial Specialist

This position reports to Financial Reporting and will be responsible for preparing, analyzing, and maintaining financial statements and reports in accordance with applicable accounting standards and regulatory requirements. This role will prepare journal entries, maintain our general ledger, interpret and implement GASB standards, and be responsible for our financial statement audits. Audit experience is a plus.

POSITION SUMMARY Responsible for performing advanced analysis utilizing in-depth knowledge of finance concepts, principles and practices. Manages the development of budgets, long term financial plans, cost of service, pricing, and/or any other finance related task. Solves complex problems within established parameters and recommends responses to new and unusual circumstances. Performs expense, revenue, budgetary and other management analyses. Provides reporting, continuous and accurate information, and real time data. Compiles data, analyses, forecasts and appropriate schedules as required. Maintains JEA policies, agreements, tariffs and other documentation as it relates to finance. Develops a variety of financial reports and analyses for JEA management, the Senior Leadership Team, and Board of Directors. Collaborates and communicates with individuals across to all levels of the organization. Ensures efficient and effective application to provide continuous and accurate information, in conformance with governing standards to include Code of Federal Regulation (FERC) and National Association of Regulatory Utility Commissioners (NARUC).

DUTIES & RESPONSIBILITIES

• Develops Finance deliverables, which may include Operating and Capital budgets, Long-term financial plans, Cost of Service studies, Pricing, Treasury and Cash Operations, and/or other accounting matters.
• Performs in-depth organizational studies, including feasibility and cost/benefit analyses.
• Develops and maintains computer spreadsheet models, data mining, and databases to support data analysis; analyzes data to discover patterns or discrepancies and presents findings and recommendations to management.
• Prepares ad hoc financial analysis, variance reports, forecasting, and financial projection models.
• Ensures procedures include appropriate internal controls.
• Maintains accounting and financial documents for reporting purposes by reviewing and/or preparing financial transactions to ensure that transactions are processed in accordance with policy, applicable laws and regulations, and sound business practices.
• Develops and maintains pricing related documentation to ensure its in accordance with policy, applicable laws and regulations, and sound business practices
• Works independently to obtain facts and information, analyze problems and reach sound conclusions.
• Collects and analyzes information; interviews subject matter experts (SMEs), and uses knowledge of business systems to develop solutions to business problems.
• Develops and reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; conducts benchmarking activities to identify best practices; and recommends changes for improvement.
• Analyzes issues to identify impact on current work processes and suggests alternatives, as appropriate.
• Tracks and collects performance information and data for reporting and planning processes.
• Provides internal consulting services to assigned process organization(s).
• Prepares and delivers presentations to internal and external stakeholders.
• Stays abreast of industry trends and complies with local, state, and federal legal requirements by studying existing and new legislation.
• Provides leadership and example in meeting JEA’s safety and wellness goals.
• Operates standard office equipment and uses required software applications.
• Performs other job-related work as assigned.

EDUCATION:A bachelor’s degree in finance, accounting, business, economics, or a related field; an MBA or related master’s degree is preferred AND EXPERIENCE:Five (5) years of professional experience with budget, economic or financial analysis. Experience in the utility industry, governmental budgeting/accounting, or auditing is preferred OR an equivalent combination of education, experience and/or training. LICENSES/CERTIFICATIONS/REGISTRATIONS:A Certified Public Accountant (CPA) license is preferred.

*PHYSICAL REQUIREMENTS * Sitting Up to 8 hours per day Lifting Up to 2 hours per day Walking Up to 5 hours per day

Up to 50 max. pounds**** Standing Up to 3 hours per day Pushing Up to 1 hour per day Bending Up to 3 hours per day

Up to 50 max. pounds**** Squatting Up to 2 hours per day Pulling Up to 1 hour per day Stooping Up to 2 hours per day

Up to 50 max. pounds**** Reaching Up to 2 hours per day Climbing Up to 1 hour per day Balancing Up to 1 hour per day

• Stairs* Up to 1 hour per day Twisting Up to 1 hour per day

• Ladder* Up to 1 hour per day Crawling Will not generally apply

• Equipment* Will not generally apply Kneeling Will not generally apply Outdoors Will not generally apply

Unusual hearing or vision demands: Normal field of vision; good depth perception. Other physical demands or notes: Must be able to perform duties at elevated heights; access tanks, climb stairs etc. Must be able to work in confined space as required. Normal sense of hearing and smell; good manual dexterity; normal range of motion; normal sense of balance. Perform work under noisy, dirty, high humidity, hot and cold conditions. **JEA employees should not attempt to lift, pull or push any load in excess of 50 lbs., without assistance. Care should always be taken when lifting, pushing or pulling in an awkward position.

Title: Financial Specialist

Location: null

Requisition ID: 13720