Senior Financial Planning Analyst

Location: On-site (Cleveland, OH) | Reports to: Financial Planning & Analysis Manager

Role Overview

This Senior Financial Planning Analyst provides analysis and variance reporting by creating and maintaining long-range financial and capital planning models to support operational and project management teams. This position also assists in various accounting functions such as providing journal entries, accrual tracking, and various accounting tasks. Works with the Manager of Financial Planning & Analysis on monthly variance, ad-hoc modeling and annual budget reporting packages.

Core Responsibilities

• Develop and maintain financial planning, forecasting, and valuation models — including utility operating and rate models — to support budgeting, regulatory filings, and management decision-making; identify gaps between allowed and achieved returns.

• Prepare, coordinate, and present annual multi-year budgets, monthly rolling forecasts, and valuation reports for revenues, operating/overhead expenses, and capital projects across business units.

• Coordinate and review monthly variance reporting and financial consolidation for assigned business units, analyzing actual results against budget/forecast and explaining variances for internal and regulatory reporting.

• Provide regulatory support by organizing and responding to data and discovery requests, preparing regulatory and statistical reports/filings, and supporting rate case research and analysis.

• Participate in month-end accounting close: prepare journal entries, run the month-end billing process, and maintain schedules for year-end audit and tax working papers.

• Identify opportunities to standardize data, reports, and internal controls; develop processes that improve integration, workflows, and reporting efficiency across business units.

• Direct and review special/ad hoc reports and surveys as assigned

• Perform other related duties as required.