Senior or Lead Financial Analyst (FP&A Revenue Planning)
- We are open to hire at either the Senior or Lead Financial Analyst level, depending on experience (salary band and job requirements listed are for senior level)
- Location: Columbus, OH office (Hybrid – 3 days/week in office)
Job Summary
This role is responsible for developing and maintaining revenue forecasts, analyzing financial results, supporting the Annual Financial Plan (AFP) process, and identifying key drivers of revenue performance. The role works closely with Regulatory, Demand Forecasting, Accounting, and business partners to deliver actionable insights, support strategic decision-making, and ensure accurate financial reporting. The position requires strong analytical skills, attention to detail, and the ability to translate complex financial and regulatory information into meaningful business recommendations.
Essential Functions
- 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, and 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 f