Supervisor - Finance and Planning

Onsite Role: Relocation Assistance The Supervisor of Finance and Planning will be responsible for operating cash and investments, retirement fund investments, capital budgeting, O&M budgeting, rate setting, cost of service analysis, corporate financial analysis, and miscellaneous other functions. This position includes direct supervision of a team of analysts and reports directly to the Manager of Accounting, Finance and Planning. Essential Functions: Supervises personnel engaged in the activities of budgeting and forecasting, rate setting, and financial analysis. Responsible for development of short-, mid- and long-term forecasts. Responsible for ensuring development and monitoring of detailed departmental budgets. Reports on monthly departmental operating budget results including compilation of quarterly variances and explanations. Provides training for BWL managers for departmental budgeting. Reviews the monthly planning income statement analysis and financial highlights. Ensures that all departmental policies and procedures are updated and accessible. Responsible for development of rate strategies and supervises execution of cost-of-service studies. Responsible for development of individual rates for new and existing customers on contractual rates. Responsible for rate analysis and benchmarking including monitoring rate activity of other regional utilities, monitoring regulatory changes, and maintaining power supply recovery, environmental and other surcharges. Provides financial analysis for strategic and integrated resource planning. Expected to comply with all BWL policies and work rules. Predictable and reliable attendance. Other duties as assigned by supervisor. Job Specifications: Required: Requires a bachelor's degree in finance, Accounting or Business Administration. Requires a minimum of seven years of professional experience in finance, accounting, or related field; or equivalent combination of education and experience. Minimum two years of leadership experience. Advanced training in the areas of responsibility related to this position is required. This may include demonstrated leadership skills which could include attending emerging leadership academy or specialized training in rate design and cost of service analysis. Must have a demonstrated aptitude in Word, Excel, and general PC skills. Strong written and oral communication skills. Must be able to analyze data, multitask, and manage multiple projects. Must be able to manage own work and appointments while working independently toward deadlines. Preferred: Knowledge of principles, practices and methods used in budgeting and forecasting and/or utility rate making. Utility experience. Advanced degree in a related field. Physical Requirements / Working Conditions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to remain in a stationary position for the majority of the working day. The person in this position needs to move about inside the office environment. Constantly operates a computer and other office equipment. Ability to adjust focus, especially due to concentration on a computer screen. Must communicate frequently with other departments and employees both verbally and in writing. May need to lift and carry up to 30 pounds and/or position the body to reach items on the floor/ below the knee level or reach above head. On occasion, may need to use stairs. CI-21

Created: 2024-11-05