Financial Analyst

Essential Utilities, Inc. delivers safe, clean, reliable services that improve quality of life for individuals, families, and entire communities.

Operating as the Aqua (water and wastewater services) and the Peoples and Delta (natural gas) brands, Essential serves approximately 5.5 million people across 10 states. We are committed to sustainable growth, operational excellence, a superior customer experience, and premier employer status - including a competitive and comprehensive benefits package as well as a commitment to career growth opportunities.

We are advocates for the communities we serve and are dedicated stewards of natural lands, protecting more than 7,600 acres of forests and other habitats throughout our footprint.

Our company is one of the most significant publicly traded water, wastewater service and natural gas providers in the U.S.

We are seeking a detail-oriented and analytical professional to join our team as a Financial Planning Analyst. In this role, you will play a critical part in shaping the financial future of our organization by preparing and analyzing forecasts, budgets, and the 5-year strategic financial plan. This is a highly visible role that collaborates closely with executive leadership to support strategic decision-making.

ESSENTIAL DUTIES: (Primary Duties and Responsibilities)

• Forecasts and analyzes trends in finance and general business.
• Updates and maintains information in the Hyperion databases and associated applications including outline additions/deletions and verification of data synchronization to SAP/Business Warehouse (PNG) and as needed for the Essential Financial Planning and Analysis (FP&A) team.
• Maintains and updates reports in Financial Studio, a Hyperion application.  Builds, changes, generates and distributes ad hoc and standard reports as needed.
• Collects and analyzes financial information and tracks the company’s progress against financial goals.  Identifies and communicates issues to management.
• Prepares and reviews disclosures for the quarterly and annual public financial statements as assigned.
• Coordinates the preparation and consolidation of the annual operating report and strategic 5-year business plan
• Acts as a liaison with regional accounting staff in the preparation and review of the budget, forecast and strategic plan.
• Prepares monthly or quarterly income statements, balance sheets, and cash flow forecasts.  Monitors cash flow projections and analyses in conjunction with the budget, forecast and strategic plans.
• Prepares assigned exhibits and schedules needed for the subsidiary board meetings related to budgets and 5-Year plans
• Distributes the operating budget and forecast reports in a timely manner in accordance with scheduled departmental timelines and deadlines.
• Uploads annual budgets from Hyperion to Lawson for all entities and verifies data moving through the process.  Researches and resolves any discrepancies and subsequent changes.
• Performs other related assignments as assigned.              

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function(s).

QUALIFICATIONS (Required Experience, Education, Licenses, and Certifications)

• Bachelor's Degree in Finance, Accounting, Engineering, or a related field
• 2-4 Years of Financial Analysis Experience
• MBA Preferred

KNOWLEDGE, SKILLS AND ABILITIES: (Examples below)

• Advanced ability to sue Microsoft Office suite:  Word, PowerPoint, Excel and other financial systems such as Hyperion and Workspace preferred
• Excellent written and verbal communications skills; Ability to communicate effectively (clearly, concisely and professionally) with internal customers
• Strong investigative skills required to research issues, interpret facts and provide explanations verbally and in writing
• Ability to work well under pressure
• Ability to work on multiple projects simultaneously and adapt to changing priorities in a fast-paced environment
• A team player able to work effectively in a team fostered multi-tasking environment                       

WORKING CONDITIONS/PHYSICAL DEMANDS:

• Perform sedentary work- exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.                       
• See, hear, talk, and perform tasks requiring manual dexterity.                                    
• Operate standard office equipment.      

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Utilities, Inc., is an Equal Opportunity/Affirmative Action employer. Equal employment opportunity is provided to all employees and applicants for employment without regard to the following legally protected characteristics: race, color, religion, sex, national origin, age, pregnancy (including childbirth and related medical conditions, including medical conditions related to lactation), physical or mental disability, covered-veteran status, genetic information (including testing and characteristics), sexual orientation, gender identity or expression or any other characteristic protected by applicable local, state or federal law.
Essential Utilities is committed to providing reasonable accommodation to individuals with disabilities.  If you have a condition that may prevent you from applying for a job online or need to request an accommodation during the interview process, please call (1-877-271-9012).  
To maintain the integrity of the recruitment process and to avoid real or perceived conflicts of interest due to employment and/or assignment of family members and personal referrals, specific guidelines apply to the hiring and assignment of these individuals including, but not limited to:

• Family members cannot result in a supervisor/subordinate reporting relationship
• Family members cannot work in the same department.