Financial Planning Analyst

The Financial Planning Analyst position will support Sharyland Utilities and contribute to other affiliated companies, developing annual budgets and financial reports, and performing ad hoc analyses.

Requirements

• Conduct in-depth financial analysis, including variance analysis, trend analysis, and scenario modeling
• Assist with preparation of annual and mid-year budgeting and forecasting processes
• Maintain and update Excel-based financial planning model
• Prepare monthly financial statements and assist with the preparation of the monthly management reporting package
• Play a key role in the development of departmental budgets for operating and capital expenditures
• Prepare cash flow forecasts on an as-needed basis
• Provide supporting analysis for presentations to owners, rating agencies, and other capital raise initiatives
• Perform ongoing financial analysis, including variances to the annual budget and prior year’s results
• Develop relevant financial models to support future decision-making
• Collaborate with team members to gather, analyze, summarize, and prepare recommendations regarding financial plans, business analysis, and capital expenditure forecasts
• Develop monthly reports, which include key metrics, financial results, and variance reporting
• Establish tools for use in analyzing, future planning, and forecasting
• Perform cross-functional ad hoc duties and projects as requested

Benefits

• 401K – 12% employer contribution with no vesting period (6% Match and 6% non-matching contribution)
• Highly competitive compensation
• Hybrid work options available for most roles
• Five to eight weeks of PTO annually, based on years of experience; eleven additional holidays per calendar year
• All Medical/Dental/Vision benefits start day one with the company; low employee premiums
• Education Assistance Program
• Free covered employee parking for Dallas HQ based employees
• Free specialty coffee bar in the Dallas HQ
• Onsite breakfast and lunch area in the Dallas HQ