Financial Analyst (Capital Projects)

Purpose

Reporting to the Manager of Capital Planning and Administration, this position is responsible for providing support for the administration and planning processes for capital improvements. Support may include data extraction, analysis, budgeting, tracking, rate case, approvals and documentation for capital budgets and expenditures for Liberty's regulated water utility operations in Merrick, NY.

Accountabilities

• Provides support and administrative services for all aspects of capital expenditures including budgeting, expenditure tracking, rate cases, job creation, approvals, fixed assets, retirements and project documentation.
• Assists in planning and coordinating the annual capital budget by working closely with staff and compiling pertinent data to assist staff in making sound decisions with appropriate documentation.
• Assists in reviewing and circulating capital project expenditure requests from departments for approval by upper management.
• Conducts analysis and prepares reports as needed by staff and management including data extraction in support of things such as rate cases and reporting requirements.
• Crafts, updates, and documents capital budget and expenditures along with year-end projections.
• Organizes and maintains project documentation and approvals in a timely manner.
• Assists in documenting and updating the standardized processes for capital administration, and helps assure that company policy and SOX compliance is being followed.
• Works closely with the Finance Department on all capital related issues and helps to assure that there is effective interdepartmental workflow coordination.
• Supports Company activities from other business units.
• Performs various other duties as may be assigned by designated staff.

Education and Experience

• Associates or Bachelor’s degree in Accounting, Finance, Construction or Business Administration,
• 3+ years of experience in a related field
• Working knowledge of accounting, project management and construction management practices.
• Experience with plant accounting, construction administration and fixed assets for an investor owned utility is highly preferred.
• Advanced skills in word processing and spreadsheet software are required.
• Experience in Microsoft Office products is preferred.
• Effective verbal and written communication skills to communicate with internal and external customers under normal and adverse conditions are required.
• Possess effective interpersonal skills and have the ability to work with people at all levels of the organization.
• Able to work independently and function in a team environment.
• Be available to work outside normal work hours if needed, weekends, holidays, and extended hours.
• Possess a valid driver license with an acceptable driving record, drive company vehicles and be available for business travel.