Description
Position Title: Analyst, Financial II
Requisition ID: REQ-3980
Position Type: Full time
About Us:
About Us
Together Shaping the Future of Energy
EPRI provides thought leadership, industry expertise, and collaborative value to help the electricity sector identify issues, technology gaps, and broader needs that can be addressed through effective research and development programs for the benefit of society.
If you need help during the application process, please contact us at applyhelp@epri.com.
Job Title:
Analyst, Financial IILocation:
Charlotte, NC, North Carolina Home Office, South Carolina Home Office, Tennessee Home Office, Texas Home OfficeJob Summary and Description:
Contributes to the success, growth and financial soundness of EPRI by advising on financial matters in assigned responsibility area.
Key Responsibilities:
- Primary focus under one of two tracks:
Sector Finance - Compiles financial information and performs analysis for assigned responsibility area. Analyzes variance to budget/forecast at program/project/account level, identifies trends, and monitors overhead recovery. Interprets findings and communicates operating information from analysis to program/project leaders. Assists in preparation of annual budgets and periodic forecasts. Interfaces with Finance and Sector leaders to assist in developing and communicating planning assumptions. Works closely with sector/department personnel to ensure budget/forecasts are complete and accurate.
Corporate Finance Compiles financial information and performs analysis for assigned areas of responsibility. Analyzes variances to plan/forecast at cost center/account level and identifies trends. Interprets findings and communicates operating information from analysis to Senior and Executive Management. Assists in preparation and consolidation of annual plans and periodic forecasts, working closely with department personnel to ensure plan/forecasts are complete and accurate. Identifies and makes updates to planning models and tools approved by manager. Interface with Finance and F&D Sector leaders to assist in developing and communicating planning assumptions.
- Prepares monthly, quarterly, and annual reports and presentations of financial information for assigned responsibility area.
- Assists management in constructing the annual operating plan of revenues, funding, expense, and capital projects.
- Establishes procedures for collecting and troubleshooting data to ensure the reliability of financial reports.
- Uses available technology and strives for continuous process improvement.
- Identifies areas of risk or noncompliance and shows initiative in driving for resolution.
- Serves as liaison between Accounting, contractors, project managers, management and administrative staff to ensure common, accurate understanding of contract requirements and responsibilities.
- Through an understanding of generally accepted accounting principles, advises internal customers on the proper accounting treatment of costs, and the application of EPRI accounting policies.
- Participates in the monthly, quarterly and annual close process by providing accruals, billings and responding to information requests. Supports the annual audit process.
- Provides data, financial information or analysis in response to ad hoc requests.
- Represents FP&A group on team project efforts.
- Performs other duties as assigned.
Education and Experience:
- Bachelor's Degree in accounting, finance or business is required.
- Minimum of 5 years' experience in accounting, financial analysis, and/or budgeting is required.
- Firm understanding of common financial concepts, practices, and procedures.
- Knowledge of generally accepted accounting principles (U.S. GAAP) is strongly preferred.
- Strong understanding of project accounting concepts.
- Broad understanding of data mining.
Skills and Attributes:
- Relies on experience and judgment to perform job duties. Works with limited direction.
- Advanced computer skills (enterprise resource planning systems, Microsoft applications, data warehouse) are required.
- Finance technical proficiency
- Excellent verbal and written communication skills.
- Self-starter; independent problem-solver
- Sound business judgment
- Ability to maintain high degree of confidentiality
- Effective team member
- Inquisitive, independent thinker
Works well under pressure and manages multiple priorities at the same time
Familiarity with AI-powered platforms for automating repetitive tasks and improving efficiency.
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