Financial Analyst

POSITION SUMMARY

Responsible for assisting management in performing analysis and the development of companywide operating and capital budgets, long-term financial plans, cost of service, pricing, and other finance related tasks such as performing expense, revenue, and budgetary analyses. Provides reporting, continuous and accurate information, and real time data. Compiles data, analyses, forecasts, and appropriate schedules as required. Assists in maintenance of 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 all levels of the organization.

DUTIES & RESPONSIBILITIES

• May assist in the development of: Operating & Capital budgets, Long-term financial plans, Cost of Service studies, Pricing, Treasury and Cash Operations and/or other accounting matters.
• Collects and analyzes information; interviews subject matter experts (SMEs) and uses knowledge of business systems to develop solutions to business problems.
• Develops and maintains computer spreadsheet models, data mining, and databases to support 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.
• 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 current on industry trends, continuously develops professional knowledge, and understands/utilizes best practices for finance. and complies with local, state and federal legal requirements by studying existing and new legislation,
• Operates standard office equipment and uses required software applications.
• Models' safe behavior and adheres to JEA's safety and wellness goals.
• Performs other job-related work as assigned.

EDUCATION: A bachelor's degree in finance, accounting, business, economics, or other related discipline EXPERIENCE: Three (3) years of professional experience with budget, economic or financial analysis; experience in the utility business or governmental budgeting/accounting preferred Or an equivalent combination of education, experience and/or training LICENSES/CERTIFICATIONS/REGISTRATIONS: None

The minimum salary for this position is $62,100-$82,800**annually. Compensation will be determined based on education, licenses, certifications, skills, experience, and alignment with salaries for similar roles within the organization.

*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: None Other physical demands or notes:

**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 Analyst

Location: null

Requisition ID: 13741