Senior / lead financial analyst
Senior/Lead Financial Analyst
Location: Columbus, OH (Hybrid – 3 days/week in office)**We are open to hire at either the Senior or Lead level, depending on experience (years of experience and salary band listed is for Senior level)** Role Highlights Engage monthly with Vice Presidents and the Executive Leadership Team to deliver actionable financial insights, refine forecasts, and support the organization in achieving its financial commitments. Collaborate with a high-performing team of analysts and leaders to enhance technical capabilities and deepen financial acumen. Seeking a candidate who demonstrates accountability, embraces a strong Continuous Improvement mindset, and thrives in dynamic, challenge-driven environments. Job Summary The Financial Analyst provides value-added financial services to both internal and external customers. The incumbent may assume responsibility for financial activities, including but not limited to reviewing and interpreting the impact of financial reporting proposals promulgated by governing bodies; preparing analytical studies on historical, forecast, and pro-forma financial data; developing comprehensive financial data reports for both internal and external customers; and providing other needed expertise and reporting to accurately reflect and manage financial matters. Essential Functions- Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing course of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. (Professional Judgment)
- Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, assists with the adoption of new reporting requirements. (Reporting)
- Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business. (Regulatory)
- Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks. (Technical/Professional Knowledge and Skills)
- Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities. (Business Acumen)
- Demonstrates a working knowledge of the operating plan and role in the F&A organization; Has a general knowledge of other departments' role in the F&A organization; Collaboratively develops solutions between corporate and business units. (Understanding F&A)
- Demonstrates our commitment to quality by documenting work fully and accurately. (Documentation of Work Performed)
- Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives. (Continuous Process Improvement)
- Four year degree in business discipline
- 2-4 years of experience in finance, accounting, regulatory or a related field
- Requires multiple functional experience
- Requires knowledge of PC applications
- Financial Acumen- Understands basics of finance and accounting, including the relationships between segments of the financial statements (e.g. balance sheet, income statement, and cash flow)
- Continuous Improvement - Originating action to improve existing conditions and processes; identifying improvement opportunities, generating ideas, and implementing solutions.
- Data analysis - Analyze information from a variety of sources to detect trends, associations, cause-effect relationships and other anomalies.
- Time management - Effectively manage his or her time to ensure deadlines are met and quality is achieved.
- Networking- Pursue opportunities to network with different parts of finance as well as other parts of NI.
- Quality Orientation- Produces processes, tasks, and work products to ensure freedom from errors, omissions, or defects.
- Certified Public Accountant (CPA) Upon Hire
- E-Verify Poster (English and Spanish) E-Verify Participation Poster English and Spanish
- Right to Work Poster (English and Spanish) If you have the right to work, don't let anyone take it away
- The salary offered to a candidate is based on several factors including but not limited to the candidate’s skills, job-related knowledge, and relevant experience, as well as internal pay equity.
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