Financial Operations Senior Analyst

Summary

The Financial Operations Senior Analyst role provides analytical, operational and reporting support for enterprise operational metrics, equity and cash incentive plans and management reporting. This role independently performs financial and benchmarking analyses, works collaboratively with business areas to develop, track and understand the impact of tiered metric performance, and provides a variety of comprehensive solutions and support related to Company incentive programs.  The role partners cross‑functionally to drive process improvements, automation, and reporting solutions, and manages data gathering and analysis to support strategic decision‑making and enterprise reporting initiatives.

Key Responsibilities:

• Perform analyses, benchmarking, and performance assessments to evaluate financial impacts, results reporting, and incentive plan outcomes
• Support administration of company cash and equity incentive plans, ensuring accuracy and compliance; support proxy statement preparation  
• Prepare and contribute to consistency and messaging development for ongoing management and board reporting
• Partner across finance and accounting to develop and implement process improvements and automation to enhance efficiency and streamline processes
• Partner with finance, business operations, and other stakeholders to support enterprise‑wide reporting initiatives, cross‑functional workstream analyses, processes, and recurring reporting solutions

Minimum Requirements

• Bachelors' degree in finance, accounting economics, mathematics or related field
• AND five (5) years' related experience in financial analysis or in a financial, data analytics, or business operations related position in the utility or energy services industry
• Comprehensive knowledge of finance and economic analysis, business operations, or business planning.
• Knowledge of Generally Accepted Accounting Principles (GAAP).
• Strong research, data management and effective management communication skills.
• Advanced knowledge of Microsoft applications (Excel, PowerPoint, SharePoint, etc.) and database tools.

Preferred Special Skills, Knowledge or Qualifications:

• Strong experience with related analytical, financial, database, and/or business operations tools (i.e. Power BI, PeopleSoft, Bloomberg, Cognos and Hyperion).
• LEAN certifications (Yellow Belt or higher).

Major Accountabilities

1) Develops comprehensive understanding of business unit measures and provides support in the tracking of incentive, equity plan and operational business metrics, including ensuring the company is leveraging the appropriate tools to complete this work. 

2) Collaborate with financial operations groups in the compilation and evaluation of financial business scenarios and analytics, including ad hoc models for projects and/or workstreams related to O&M, Capital, and forecasting. 

3) Provides support in the development, compilation, presentation and communication of performance report packages for management reporting and scenario analysis results, including identification of significant findings and conclusions through the use of existing technology and strong understanding of business unit financial, operations and regulatory related data.  

4) Ensures reporting compliance by maintaining appropriate documentation, files, records or systems; provides support in compilation and submission of required external reporting and filings.  

5) Provides support to the finance organization to enhance development and drive productivity of collaborative finance organization processes. 

6) Provides support in the administration of Company cash and equity incentive plans, including knowledge of plan components, reporting, and software. 

7) Provides training and support to business customers to ensure understanding of new or existing processes; may also provide training to team members within Finance and Accounting. 

8) Partners with business units to embed continuous improvement principles into financial processes, driving efficiency and standardization. Helps identify, track, and provide project management and analytical support for continuous improvement and automation initiatives across Finance and Accounting. Ensures timely and effective communication of status, impacts, and outcomes to leaders, stakeholders, and cross functional teams 

9) Supports the enterprise business planning process, developing understanding of linkages to enterprise strategy and risk, tiered metrics, and related driver metric visualization and reporting. 

10) Maintain comprehensive knowledge of the primary emerging issues facing the electric industry and Company business specifics 

Export Compliance / EEO Statement

This position may require access to and/or use of information subject to control under the Department of Energy's Part 810 Regulations (10 CFR Part 810), the Export Administration Regulations (EAR) (15 CFR Parts 730 through 774), or the International Traffic in Arms Regulations (ITAR) (22 CFR Chapter I, Subchapter M Part 120) (collectively, 'U.S. Export Control Laws'). Therefore, some positions may require applicants to be a U.S. person, which is defined as a U.S. Citizen, a U.S. Lawful Permanent Resident (i.e. 'Green Card Holder'), a Political Asylee, or a Refugee under the U.S. Export Control Laws. All applicants will be required to confirm their U.S. person or non-US person status. All information collected in this regard will only be used to ensure compliance with U.S. Export Control Laws, and will be used in full compliance with all applicable laws prohibiting discrimination on the basis of national origin and other factors. For positions at Palo Verde Nuclear Generating Stations (PVNGS) all openings will require applicants to be a U.S. person.

Pinnacle West Capital Corporation and its subsidiaries and affiliates ('Pinnacle West') maintain a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, recruiting, hiring, promoting, compensating, reassigning, demoting, transferring, laying off, recalling, terminating employment, and training for all positions without regard to race, color, religion, disability, age, national origin, gender, gender identity, sexual orientation, marital status, protected veteran status, or any other classification or characteristic protected by law.

For more information on applicable equal employment regulations, please refer to EEO is the Law poster. Federal law requires all employers to verify the identity and employment eligibility of every person hired to work in the United States, refer to E-Verify poster. View the employee rights and responsibilities under the Family and Medical Leave Act (FMLA).

In compliance with the Drug Free Workplace Act of 1988, the Company is committed to a work environment that is free from the effects of alcohol and controlled substances, and free from the abuse or inappropriate use of prescribed and over-the-counter medications. The Company requires employees to be subject to drug and alcohol testing that is job-related and consistent with business necessity, regulatory requirements and applicable laws.