Financial Analyst 3 - First Tek, Inc.
Vancouver, WA 98666
About the Job
POSITION RESPONSIBILITIES
Note: All official drafts, documents, and recommendations, as listed below, must be reviewed, finalized, and approved / accepted by appropriate BPA manager or other federal personnel with the authority to do so.
Serve as the org's technical subject matter resource and point of contact for A-123 requirements.
Serve as TEBI financial technical subject matter resource and point of contact for the Reimbursable Program, in coordination with the Project Management Office (PMO) and Customer Service Engineering (CSE).
Develop and maintain internal project analysis policies, processes, and procedures and may include update of desk manuals, tip sheets, and training, and communicate changes to impacted organizations.
Reporting:
Act as technical lead for TEBI technical reporting and SharePoint requests.
Provide monthly financial statement of costs and analysis for Reimbursable and other Transmission capital and expense programs.
Develop monthly and quarterly financial end of year forecasts for Transmission capital and expense projects.
Review project management variance statements to verify that they meet the corporate standard for reporting.
Support Customer Service Engineers and Project Managers with monthly financial data analysis and other ad hoc requests related to their capital and expense projects and programs.
Provide financial analysis and offer recommendations related to Transmission business issues to Tier 3 and Tier 4 managers' and BPA Corporate and Finance offices as well external customers as requested.
Develop management reporting tools, such as dashboards, PowerPoints, and spreadsheets that document and communicate the progress of financial and risk related activities to verify timely completion.
Identify gaps and recommend process improvements on various financial activities and subjects.
Participate on development teams for transmission, IT, and Finance initiatives; provide technical expertise, guidance, user testing, acceptance, and training.
Assist IT and Finance to troubleshoot and solve problems with the forecasting tool housed in Enterprise Performance Management (EPM) system. Communicate report failures immediately to project managers and analysts.
Draft, process, and perform Use Cases and testing requirements for the Transmission Project Forecasting tool.
Perform financial analysis and provide recommendations based on Federal Energy Regulatory Commission (FERC), Generally Accepted Accounting Principles (GAAP) and A-123 guidelines.
Perform work order completion analysis based on the interpretation of FERC, GAAP, internal audit and A-123 guidelines.
With approval from the Project Management, place capital assets into plant in-service upon project completion, initiating the start of financial depreciation reported and monitored on BPA's balance sheet. This requires coordination with the Project Manager to properly assign FERC codes to major and minor assets; and work with the PM to accurately retire assets which stops depreciation.
Use established accounting guidelines, research, identify, track, and process monthly accruals, reversals, and re-accruals for Transmission.
Recommend appropriate financial action, based on defined Office of Management Budget (OMB) A-123 policies, financial rules, regulations, policies, and procedures.
Perform and/or evaluate analysis of program costs and identify errors; recommend the appropriate corrective action, and monitor until corrections have been completed. Alert the BPA Manager of any errors or concerns.
Work closely with Project/Program Manager(s) responsible for capital and expense reimbursable programs by researching, forecasting, analyzing, extracting, tracking, reviewing, completing and consolidating costs vs. estimates for major projects.
Create spreadsheets, graphs, and PowerPoint presentations to illustrate financial data when requested.
Validate official financial records are accurately maintained for auditing purposes.
Provide Financial Training Support:
Provide training and guidance in project analysis, forecasting and variance analysis for newly assigned analysts.
Develop training curriculum and materials to be used for training.
Conduct ongoing financial training to update Project Managers and/or Performance Managers in workflow, methodologies and technologies related to agency and Transmission needs.
REQUIREMENTS
Education & Corresponding Experience (required on matrix)
Bachelor of Science Degree in Finance, Economics, Statistics, Accounting, Business Mathematics or a closely related technical field is highly preferred.
10 years of financial analysis experience in a fast-paced environment in an analytical capacity is required.
Experience should include providing project support, project financial analysis, and forecasting.
Required Technical Skills & Experience (required on matrix)
5 years of direct experience with the following:
Financial forecasting experience.
Working knowledge of automated data systems.
Running queries, generating reports to support management, troubleshooting and resolving issues in an automated environment.
Researching data anomalies, evaluating information gathered (sometimes from multiple sources) and reconciling data conflicts.
Applying a diversified knowledge of analysis principles and practices.
Preferred Skills & Experience (optional on matrix)
Verbal and written skills sufficient to provide ongoing training and updates to managers, stakeholders, and other customers.
Skill in report development utilizing Excel or other reporting tools to create high level charts, graphs, and dashboards.
Additional Requirements (not required on matrix)
Valid U.S. Driver's License is required.
Note: All official drafts, documents, and recommendations, as listed below, must be reviewed, finalized, and approved / accepted by appropriate BPA manager or other federal personnel with the authority to do so.
Serve as the org's technical subject matter resource and point of contact for A-123 requirements.
Serve as TEBI financial technical subject matter resource and point of contact for the Reimbursable Program, in coordination with the Project Management Office (PMO) and Customer Service Engineering (CSE).
Develop and maintain internal project analysis policies, processes, and procedures and may include update of desk manuals, tip sheets, and training, and communicate changes to impacted organizations.
Reporting:
Act as technical lead for TEBI technical reporting and SharePoint requests.
Provide monthly financial statement of costs and analysis for Reimbursable and other Transmission capital and expense programs.
Develop monthly and quarterly financial end of year forecasts for Transmission capital and expense projects.
Review project management variance statements to verify that they meet the corporate standard for reporting.
Support Customer Service Engineers and Project Managers with monthly financial data analysis and other ad hoc requests related to their capital and expense projects and programs.
Provide financial analysis and offer recommendations related to Transmission business issues to Tier 3 and Tier 4 managers' and BPA Corporate and Finance offices as well external customers as requested.
Develop management reporting tools, such as dashboards, PowerPoints, and spreadsheets that document and communicate the progress of financial and risk related activities to verify timely completion.
Identify gaps and recommend process improvements on various financial activities and subjects.
Participate on development teams for transmission, IT, and Finance initiatives; provide technical expertise, guidance, user testing, acceptance, and training.
Assist IT and Finance to troubleshoot and solve problems with the forecasting tool housed in Enterprise Performance Management (EPM) system. Communicate report failures immediately to project managers and analysts.
Draft, process, and perform Use Cases and testing requirements for the Transmission Project Forecasting tool.
Perform financial analysis and provide recommendations based on Federal Energy Regulatory Commission (FERC), Generally Accepted Accounting Principles (GAAP) and A-123 guidelines.
Perform work order completion analysis based on the interpretation of FERC, GAAP, internal audit and A-123 guidelines.
With approval from the Project Management, place capital assets into plant in-service upon project completion, initiating the start of financial depreciation reported and monitored on BPA's balance sheet. This requires coordination with the Project Manager to properly assign FERC codes to major and minor assets; and work with the PM to accurately retire assets which stops depreciation.
Use established accounting guidelines, research, identify, track, and process monthly accruals, reversals, and re-accruals for Transmission.
Recommend appropriate financial action, based on defined Office of Management Budget (OMB) A-123 policies, financial rules, regulations, policies, and procedures.
Perform and/or evaluate analysis of program costs and identify errors; recommend the appropriate corrective action, and monitor until corrections have been completed. Alert the BPA Manager of any errors or concerns.
Work closely with Project/Program Manager(s) responsible for capital and expense reimbursable programs by researching, forecasting, analyzing, extracting, tracking, reviewing, completing and consolidating costs vs. estimates for major projects.
Create spreadsheets, graphs, and PowerPoint presentations to illustrate financial data when requested.
Validate official financial records are accurately maintained for auditing purposes.
Provide Financial Training Support:
Provide training and guidance in project analysis, forecasting and variance analysis for newly assigned analysts.
Develop training curriculum and materials to be used for training.
Conduct ongoing financial training to update Project Managers and/or Performance Managers in workflow, methodologies and technologies related to agency and Transmission needs.
REQUIREMENTS
Education & Corresponding Experience (required on matrix)
Bachelor of Science Degree in Finance, Economics, Statistics, Accounting, Business Mathematics or a closely related technical field is highly preferred.
10 years of financial analysis experience in a fast-paced environment in an analytical capacity is required.
Experience should include providing project support, project financial analysis, and forecasting.
Required Technical Skills & Experience (required on matrix)
5 years of direct experience with the following:
Financial forecasting experience.
Working knowledge of automated data systems.
Running queries, generating reports to support management, troubleshooting and resolving issues in an automated environment.
Researching data anomalies, evaluating information gathered (sometimes from multiple sources) and reconciling data conflicts.
Applying a diversified knowledge of analysis principles and practices.
Preferred Skills & Experience (optional on matrix)
Verbal and written skills sufficient to provide ongoing training and updates to managers, stakeholders, and other customers.
Skill in report development utilizing Excel or other reporting tools to create high level charts, graphs, and dashboards.
Additional Requirements (not required on matrix)
Valid U.S. Driver's License is required.
Source : First Tek, Inc.