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Perfect entry level role for an emerging Financial Analyst to learn and grow on the Employee Benefits Trust Administration team!
DEADLINE TO APPLY: Wednesday, May 29, 2019
Prepares monthly financial statements for the four Employee Benefit Plans. Performs complex account reconciliations and associated financial analysis, technical accounting research to determine proper implementation of complex accounting standards and prepares various auditing schedules. Identifies and recommends initiatives to improve operating efficiencies. Provides general oversight and guidance to clerical staff. Coordinates with other business areas, such as Controller, Employee Benefits and/or Treasury.
Tasks and Responsibilities
In accordance with GAAP, prepares monthly financial statements (including gathering source data, preparing/inputting journal entries and preparing and reconciling statements to support schedules) in an organized manner.
Prepares, analyzes and distributes various financial and statistical reports, to include variance explanations utilizing cost tracing and root-cause analysis.
Prepares schedules and supporting documents for annual external audit.
Updates department dashboards, including calculating ratios and graphing trends.
Performs reconciliations to ensure accuracy of data.
Evaluates and recommends policies and procedures that comply with accounting and financial regulatory bodies.
Monitors compliance with policies, procedures and regulatory requirements.
Performs technical research and writes position papers to ensure documentation of implemented policies and procedures.
Prepares and updates desktop procedures, including flow charting and similar processes, while assessing current processes and recommending process improvements.
Communicates, both in writing and verbally, to all levels of CPS Energy and external parties on theory and concepts that impact the organization.
Provides a high degree of service to CPS Energy internal customers by responding to financial and operating questions. Specifically this position coordinates closely with Controller and Employee Benefits Divisions and provides extensive support to the Administrative Committee and the Employee Benefits Oversight Committee (Board Committee).
Trains and provides technical advice to clerical staff.
Works on special projects.
Performs other duties as assigned.
Personal Computer Usage
Minimum Knowledge and Abilities
Possess a valid driver’s license with a history of a safe driving record in accordance with CPSE policies, procedures, safety standards, and applicable laws and regulations
Experience in broad-ranging, hands-on experience in areas such as project management, program management, strategic planning, resource planning and budgeting.
Basic knowledge of fundamental concepts, practices and procedures of a particular field of specialization.
Ability to set priorities, organize work and make occasional exceptions.
Ability to work at any location at any time with extensive time in the field working with business areas
Initiative to work independently or as a member of a team, coordinating with others to achieve desired results
Ability to effectively communicate (written and verbal) at all levels of the organization
Ability to work independently with minimal supervision
Ability to interact with customers and address customer concerns, providing exceptional customer service
Ability to make independent decisions and often makes recommendations which affect the section, department and/or division
Experience with QuickBooks (or similar) software
Experience with external audit process.
Experience with investments and/or investment accounting and or U.S. governmental accounting standards .
Working with Ambiguity
Driving for Results
Evaluating and Implementing Ideas
Driving Continuous Improvement
Bachelor's Degree in Business Administration with concentration in Finance, Accounting, Auditing or related field from an accredited university. or 90 hours of course credit AND currently enrolled in college working towards degree.
Indoor work, operating computer, manual dexterity, talking, hearing, repetitive motion. Use of personal computing equipment, telephone, multi-functioning printer and calculator. Ability to travel between business related events. Work hours may be extended.
CPS Energy does not discriminate against applicants or employees. CPS Energy is committed to providing equal opportunity in all of its employment practices, including selection, hiring, promotion, transfers and compensation, to all qualified applicants and employees without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, citizenship status, veteran status, pregnancy, age, disability, genetic information or any other protected status. CPS Energy will comply with all laws and regulations.