AMI Program Sr Financial Planner

The AMI Program Financial Analyst is responsible for tracking and reporting on all Program business case metrics. The candidate must understand utility accounting, especially O&M versus capital.  An understanding of actual AMI devices is a plus.  The candidate will provide support to the Program Manager in measuring and monitoring the ongoing achievement and variance of program actual costs and benefits relative to the initial business case. Specific activities may include cost tracking and reporting; business case performance reporting; and financial reporting requirements.

Principal Duties and Responsibilities:

Specific Deliverables:

  • Documented process for commissioning System Integration work by release
  • Provide all information required to bring System Integration commissioning current
  • 2019 Forecast including actuals through May and forecasted amounts for June-December including documentation of assumptions used
  • Documented process for forecast updates
  • Framework for 2020 Budget including templates, notes, task list
  • Coordinate with PMO Manager to hold key stakeholder meetings, communications
  • Comparison to Rate Case
  • Actuals used through May 2019 and remaining amount
  • Validate with project leads whether full amount will be utilized in 2019
  • Update Base Station per unit costs to be used for commissioning
  • Provide information required to bring Base Station commissioning current
  • Analysis detailing the impacts of vendor’s inability to deliver all devices in 2019

Consulting Capability:

  • Secures commitment and participation from the client’s senior management by leveraging relationships
  • Develops or contributes to the engagement business case. Outlines specific performance measures, targets, and goals.
  • Delivers client solutions aligned with defined value proposition across multiple areas of a client’s businesses
  • Searches for new consulting opportunities with existing or new clients
  • Secures receivables from clients during and after completion of engagements

Knowledge Capability:

  • Utilizes specialized knowledge to produce complex work products and solutions across all phases of an engagement
  • Defines and applies appropriate methods or recognized equivalent to identified client needs
  • Anticipates and resolves technical problems with minimal technical assistance from others
  • Leverages knowledge and experience to assess alternative approaches to solving problems
  • Develops, presents, and defends conclusions, recommendations, and implementation plans
  • Leads quality reviews of smaller assigned engagements or supports reviews of larger engagements
  • Identifies technical issues impacting an engagement and implements solutions

Location: Great Lakes Region

Minimum Qualifications:

  • Bachelor’s Degree in Finance, Accounting or related experience
  • Minimum of 5-7 years as Financial Analyst.
  • All applicants must be able to complete pre-employment on-boarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations.

Preferred Qualifications:

  • Master’s degree