Job details

(TEST) Sr. Financial Planning. (Faux posting)

What We’re Looking For:

This position is responsible for creating, developing, and maintaining a wide range of critical financial reports and analysis for Board, public and management use. The Senior Financial Analyst is integral to the financial planning process which requires the Analyst to respond quickly to requests and to meet very tight deadlines while maintaining a high degree of accuracy. The person in this position also plays a key role in developing utility funding models which are the basis for revenue negotiations with Energy Trust’s funding utilities. This position is responsible for collaborating with the Innovation and Development, Energy Programs and other groups and individuals regarding the pursuit and administration of grants and other new revenue streams, including considerations around compliance with private, local, state, and federal fund requirements, billing and collections, and financial grant reporting. The Senior Financial Analyst must apply sound reasoning, backed by strong research capabilities and a technical foundation in generally accepted accounting principles.

This individual reports to the Manager of Financial Planning and Analysis

What You’ll Do:

Work effectively with all levels of the organization to become an internal expert on our organization’s cost, revenue, and operational drivers.

Perform enterprise-wide analysis of financial results, trends, reporting performance indicators.

Perform financial planning and budget development including relating to Energy Trust staffing levels. Perform ongoing forecasting, variance analysis, and support budget managers as they manage against financial targets.

Create, maintain, and document complex models, revenue requirement analyses, cost analysis, allocation methods, budget to actual variance analysis, reports, and templates, leveraging core financial systems. Utilize Energy Trust’s enterprise financial planning and budgeting system to the greatest extent possible.

Serve as the primary point of contact with grant managers for the financial administration of grants, including accounting, reporting, compliance, and financial planning. Collaborate with colleagues across other Finance functions as required.

Create and communicate / present periodic financial reporting and budget presentations.

Continuously monitor effectiveness of internal controls in the course of fulfilling job duties.

Work closely with peers in the Finance team to support ongoing operations, improve systems and processes, share knowledge and provide cross coverage.

Serve as a resource to other Energy Trust staff by participating in cross functional teams.

Perform all functions of the job in a safe manner.

Perform other job-related duties as assigned.

What You’ll Need:

Bachelor’s degree in finance or accounting – or equivalent educational experience preferred.

Professional certification such as a CPA, CMA, or similar certification, or an advanced degree in finance or accounting is preferred.

Minimum 5 years’ experience in a combination of budgeting, financial planning & analysis, cost accounting, grant accounting and preparing or auditing GAAP-compliant financial statements.

Advanced skills and experience using software tools for financial analysis and reporting, grant accounting and budgeting, including ERP level and MS Office apps.

Ability to derive and communicate information and knowledge from financial data.

Excellent oral and written communication skills in a remote and in person setting.

Must be able to interact with a diverse workforce and be comfortable working in culturally diverse settings and groups.

The above information is designed to outline the major functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained.

What You’ll Get:

Health/dental/vision insurance

Employer sponsored and paid life/disability

401(k) with a company contribution of 6% of your salary after 90 days of employment

TriMet pass

Access to health and dependent FSA/HSA accounts

Generous paid vacation, holidays and sick days

Paid volunteer hours

Employee assistance program

Career advancement opportunities

Great colleagues and culture

Flexibility to work from home and/or an office space at the Portland, OR location

Work from home laptop provided

Average salary estimate

$100000 / YEARLY (est.)

min

max

$80000K

$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About (TEST) Sr. Financial Planning. (Faux posting), Energy Trust of Oregon

Are you ready to take your career to the next level? As a Senior Financial Analyst at Energy Trust, you will be at the forefront of our financial planning processes, responsible for crafting crucial financial reports and analyses tailored for our Board, management, and the public. We're on the lookout for someone who thrives under pressure, can quickly respond to requests, and maintains accuracy in tight situations. You'll collaborate closely with various teams, from Innovation and Development to Energy Programs, working towards securing grants and ensuring compliance with funding requirements. Your day-to-day will involve everything from evaluating enterprise-wide financial results and fostering budget development to creating complex financial models and supporting grant managers with financial administration. Do you have a degree in finance or accounting? Got 5+ years of experience in the financial world, including budgeting and GAAP compliance? If you also have a knack for software tools that help with financial reporting and a genuine passion for data analysis, this role could be a perfect fit for you! Enjoy the perks that come with it, including great benefits, a flexible work environment, a supportive culture, and opportunities for growth. Ready to make an impact? Join us at Energy Trust as our next Senior Financial Analyst and help us drive smarter financial decisions together!

Frequently Asked Questions (FAQs) for (TEST) Sr. Financial Planning. (Faux posting) Role at Energy Trust of Oregon

What qualifications do I need for the Senior Financial Analyst position at Energy Trust?

To be considered for the Senior Financial Analyst position at Energy Trust, you should have a Bachelor’s degree in finance or accounting, although equivalent educational experience is also accepted. A professional certification like CPA or CMA, or an advanced degree in finance/accounting, is preferred. Additionally, having at least five years of experience in budgeting, financial planning & analysis, and GAAP-compliant financial statements is crucial.