Senior Analyst, Financial Planning & Analysis

Job Summary:

Provides advanced financial planning, forecasting, and analytical support to drive informed, strategy-aligned decision-making through robust financial modeling, performance analysis, and collaborative business partnering.

Job Description:

• Develops financial forecasts, annual budgets, and long‑range plans to ensure alignment with organizational financial objectives.

• Analyzes historical and current financial performance to identify trends and provide actionable insights to leadership.

• Builds complex financial models to predict future performance and support planning and strategic initiatives.

• Assess variance analysis to explain deviations from plan and recommend corrective actions.

• Delivers clear financial presentations to support operational and strategic decision‑making by senior management.

• Partners with cross‑functional teams to monitor monthly spending and promote accountability for financial results.

• Develops operational, capital, and regulatory‑based financial scenario models to evaluate business cases and key initiatives.

• Collaborates with accounting teams to enhance financial reporting accuracy and strengthen internal processes.

• Prepares monthly financial packages and performance dashboards to provide insight into financial and operational results.

• Monitors compliance and process effectiveness to ensure alignment with policies and continuous improvement.

• Delivers training and guidance to stakeholders to enhance understanding and adoption of best practices related to budgeting, forecasting and variance analysis.

• Follows established company policies, procedures, and standards to ensure full compliance with applicable laws and industry regulations.

• Participates in storm restoration tasks and assigned drills to contribute to the safe and reliable recovery of services.

• Performs additional tasks aligned with role expectations and qualifications to support team goals and operational flexibility.

Additional Job Description:

Education

• Bachelor’s degree in Finance, Accounting, Business Administration or a related field from an accredited university.

Experience

• 5 years’ experience in an accounting, financial planning and analysis, budgeting, forecasting, or a related  role.

• Additional experience may substitute for required education when it aligns with the competencies and knowledge necessary for the role: Associate degree in a Business Administration, Accounting, or relevant field may substitute when accompanied by a minimum of 8 years of experience in accounting or financial planning and analysis, preferably in a regulated environment. and at least 5 years of experience performing a previous position as Specialist role.

• Demonstrated experience developing financial models, budgets, and forecasts in a complex organizational environment.

• Experience working with financial reporting systems, enterprise resource planning (ERP) tools, and data analytics platforms.

• Experience in regulated industries, utilities, or capital‑intensive environments is preferred.

Competencies (Skills)

• Strong analytical and quantitative skills with the ability to interpret complex financial data.

• Advanced Excel and financial modeling capabilities, with proficiency in financial planning systems and data visualization tools.

• Excellent written and verbal communication skills, including the ability to present financial information to senior leaders.

• Strong business partnering, organizational, and prioritization abilities, with consistent attention to detail and awareness of broader business impacts.

• High attention to detail paired with the ability to understand broader business impacts.

• Strategic thinking with the ability to assess the financial implications of business decisions.

• Effective problem‑solving skills.

• Ability to work both independently and collaboratively in a fast‑paced environment.

• Strong English communication skills (both oral and written)

Licenses/Certifications

• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Corporate FP&A Professional (FP&A) are a plus.

Travel Requirements

• Not Required

Physical Demands:

• Stationary Position: Frequently

• Pushing/ Pulling/ Reaching: Seldom

• Kneel: Seldom

• Grab: Seldom

• Bend: Seldom

• Lift/Carry over: 0 - 15 pounds

Working Conditions:

• Wet or humid: Never

• Working near or on moving mechanical parts: Never

• Working near or on heavy machinery: Never

• Working in high places: Never

• Exposed to fumes or airborne particles: Never

• Frequency of working in outdoor weather conditions: Never

• Work with electricity: Never

• Loud noise conditions: Never

LUMA Energy is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, military status, disability, or any other characteristic protected by federal or local laws.