Lead Financial Analyst - Women Impact Tech, LLC

Job Summary:
The Financial Analyst provides value-added financial services to both internal and external customers related to the preparation and filing of the SEC 10-Q and 10-K. The incumbent may assume responsibility for financial activities, including but not limited to reviewing and interpreting the impact of financial reporting proposals promulgated by governing bodies; preparing analytical studies on historical, forecast, and pro-forma financial data; developing comprehensive financial data reports for both internal and external customers; and providing other needed expertise and reporting to accurately reflect and manage financial matters.

Principal Duties and Responsibilities:

• Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing course of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. (Professional Judgment)
• Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, assists with the adoption of new reporting requirements. (Reporting)
• Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business. (Regulatory)
• Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks. (Technical/Professional Knowledge and Skills)
• Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities. (Business Acumen)
• Demonstrates a working knowledge of the operating plan and role in the F&A organization; Has a general knowledge of other departments' role in the F&A organization; Collaboratively develops solutions between corporate and business units. (Understanding F&A)
• Demonstrates our commitment to quality by documenting work fully and accurately. (Documentation of Work Performed)
• Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives. (Continuous Process Improvement)

Required Qualifications:

• Requires four year degree in business discipline
• Requires knowledge of PC applications
• Prefer CPA
• Four years or more experience in finance, accounting, regulatory or a related field
• Requires multiple functional experience
• Regulatory Finance Acumen - Understand how we make money and how changes to the financial statements flow through and impact customer bills and NI EPS.
• Building Partnerships - Developing and leveraging relationships within and across work groups to achieve results.
• Decision Support - Recommends the most effective course of action after evaluating options against decision criteria.
• Influencing - Gain others' commitment to take action that will enhance value for business partners and/or customers.
• Continuous Improvement - Originating action to improve existing conditions and processes; identifying improvement opportunities, generating ideas, and implementing solutions.

Qualifications:

• Undergraduate degree in business, finance or related discipline required
• Finance or Accounting Designation Required (CFA, CPA, Etc.)
• Experience: 10 to 15 years
• Certified Public Accountant - preferred