Manager, Financial Planning and Analysis

Summary

This position will develop and administer the corporate operating and capital budgets, forecasting, and financial analysis programs. Additionally, this position will support compliance with all financial reporting requirements and manage the preparation and updating of financial and regulatory reports. 

Essential Functions

1. Develop and manage the annual corporate operating and capital budget process, including guidance, timelines, assumptions, and coordination with departments.
2. Develop forecasts and long-range financial models to support decision-making, rate planning, and financial stewardship.
3. Prepare financial statements, disclosures, and management reports in accordance with established accounting policies and governance.
4. Conduct variance and trend analyses to identify key drivers of performance and recommend actionable improvements.
5. Manage the preparation and filing of external reporting deliverables, including Audited Financial Statements, Federal Energy Regulatory Commission (FERC) filings, Financial Forecasts, and Internal Revenue Service Form 990.
6. Monitor and evaluate emerging accounting and reporting guidance, assess impacts to financial statements, forecasts, and disclosures, and prepare technical analyses for management review.
7. Develop and maintain budgeting, forecasting, and financial reporting procedures to improve efficiency, accuracy, and repeatability.
8. Prepare presentation materials and present financial planning and performance information.
9. Manage audit coordination activities by preparing schedules, analyses, and explanatory materials.
10. Oversee adherence to established internal controls, ensuring control effectiveness through accurate reporting, documentation, and analytical review.
11. Prepare and administer employee performance reviews. Plan for staffing, training and development of department personnel.
12. Coordinate with Chugach departments to support rate cases, compliance filings, and cross-functional financial initiatives.
13. Establish initiatives and manage objectives to Chugach’s overall strategic goals.
14. Prepare and present capital and operating budgets relating to division and contracts.
15. Support continuous improvement and operational efficiency by identifying areas of opportunity and sharing recommendations with management.
16. Other duties as assigned.

Relationships

Internal

• Controller: Report to, receive direction, guidance and decisions from.
• Vice President, Finance & Accounting: Confer with, give and receive information.
• Managers and Leadership: Confer with, give and receive information
• Other departments: Coordinate with, provide assistance to and exchange information. 

External

• Bargaining Unit Representatives
• Auditors and Tax Professionals: Coordinate with, provide and exchange information.
• Consultants: Coordinate with, provide and exchange information.
• State and Federal Agencies: Exchange information and develop relationships relative to assigned duties.
• Other Utilities: Coordinate with, provide and exchange information.

Competencies

1. Knowledge of budgeting, forecasting, financial reporting and planning.

2. Demonstrated ability to apply creative and strategic thinking to solve complex financial problems.

3. Demonstrated understanding of internal controls and risk management.

4. Ability to make sound decisions under pressure.

5. Proven ability to provide effective leadership by fostering a collaborative, high-performing team environment through guidance, training, and mentorship.

6. Detail oriented with a high level of accuracy in financial analysis. 

7. Proven ability to be self-motivated and work independently with minimal supervision.

8. Ability to prioritize assignments and delegate duties to department.

9. Proven ability to uphold ethical and professional conduct.

10. Demonstrated ability to organize workflow, manage multiple priorities, and effectively utilize resources.

11. Ability to manage cross-functional teams and develop effective working relationships.

12. Advanced knowledge of Microsoft Office applications.

13. Effective written and oral communication skills.

Supervisory Responsibility

This position has the supervisory responsibility for the financial planning and analysis division. 

Work Environment 

Work is performed in a standard office environment.  Occasional overtime due to deadlines and seasonal workloads may be required.  Occasional travel may be necessary.