Financial Analyst III - Charlotte, United States - HKA Enterprises

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    Description


    Ready to take the next step in your career? Explore our current job opportunities in Finance & Accounting today This fast-paced and dynamic industry offers unparalleled growth prospects and exciting challenges for those looking to make a meaningful impact.

    Whether you're drawn to the innovation driving financial technologies or the opportunity to shape global economic landscapes, a career in Finance & Accounting promises fulfillment and job satisfaction.

    Join us in shaping the future of finance and be a part of an industry that plays a crucial role in shaping society's financial future.

    Discover your potential and find the perfect match for your skills and aspirations.
    Responsibilities include but are not limited to:

    Interconnection Queue Cost Allocation Support (50%)


    • Subject matter expert on interconnection procedures for NC, SC, and Federal Energy Regulatory Commission (FERC) jurisdiction projects.
    • Become subject matter expert on Interconnection Cluster study cost and withdrawal penalty cost allocation requirements defined in state and federal interconnection regulations. Maintain cost allocation models to allocate study and withdrawal penalty credits as prescribed in interconnection procedures.
    • Become subject matter expert in Transmission Provider study penalties as defined in FERC Order 2023 and allocation of penalty credits back to interconnection customers.
    • Create project IDs in Powerplan for Cluster studies and communicate guidance to Transmission, Distribution and Grid Integration.
    • Serve as data analyst in executing Cost Allocation Reporting Tool (CART) application project plan, a first in kind in-house tool being developed to track and report on estimate revisions, calculate cost allocation to facilities, and track project financial data.
    • Create data upload files of project information and estimate revisions to load data into CART, maintaining a calendar of data uploads required based on phase in the interconnection process.
    • Provide data governance to ensure CART is kept to-date with latest study and financial project information.
    • Participate in further design of the CART application in the technology roadmap.
    Interconnection Queue Financial Analysis (30%)


    • Prepare financial true-up analysis for state and FERC jurisdiction projects comparing interconnection customer deposits to allocated portion of actual costs for that completed study or have withdrawn from interconnection queue.
    • Maintain interest calculation model for refunding FERC interconnection customers. Calculate quarterly interest accrual for FERC projects in construction for future repayment.
    • Monitor and analyze cluster study costs and collaborate with lines of business to ensure costs are captured prior to customer billing.
    • Create and analyze required reports for leadership including calculating KPI metrics and driving actions resulting from metric results.
    Process Development and Automation (20%)


    • Support implementation of new interconnection management system by participating in process mapping, data readiness, and other implementation requirements.
    • Perform data clean-up activities in relevant source systems supporting the interconnection queue and evolving KPI and financial reporting needs.
    • Facilitate business process discussions with business stakeholders across multiple departments creating process maps and establishing roles and responsibilities as new business needs arise.
    • Support development of new reporting and PowerBI dashboard requests.
    • Explore transformation ideas for future true-up automation opportunities and establish roadmap to achieve transformation.
    Job Requirements



    Qualifications:

    Basic/Required

    Qualifications:


    Required Education:
    Bachelor's Degree in Accounting or Finance.


    • Advanced Excel proficient skills including use of complex formulas including pivot tables,vlookup,sumif, multiple if statements, arrays, etc.
    • Ability to learnPowerBIreport development and BasicSQL
    • Strong collaboration and ability to effectively communicate with financial and non-financial backgrounds
    • Ability to juggle multiple priorities in a fast-paced environment.
    • Ability to adapt to new industry standards requiring new business processes.
    • Self-starter with ability to work independently with little supervision.
    • Ability to quickly adjust to change.
    Minimum Required Work Experience: 6+ Years
    Preferred


    • Utility Experience, particularly within Transmission and Distribution
    • Strong financial acumen required
    • Master Degree in Finance, Accounting, or MBA
    • Advanced Excel and proficient in large data analysis; proficient in Word, PowerPoint; Experience using and adapting Salesforce, Powerclerk, PeopleSoft, Webi Financial Querying, Power Plan, Power BI, or other enterprise systems
    • Experience with designing new processes preferred
    • Exceptional written and oral communication skills, facilitation and people engagement skills, process documentation skills, internal control acumen
    • Exceptional problem solving and analysis skills
    Additional Information

    HKA Enterprises is a global workforce solutions firm.

    If you're seeking a new career opportunity or project experience, our recruiters will work to understand your qualifications, experience, and personal goals.

    At HKA, we recognize the importance of matching employee goals with those of the employer. We strive to seek credibility, satisfaction, and endorsement from all of our applicants.

    We invite you to take time and search for your next career experience with us HKA is an EEO Employer who participates in the US Citizenship and Immigration Services E-Verify Program.

    April Shelton is a senior recruiter with more than 25 years in the industry. April specializes in nuclear, power, and energy engineering. Her advice to job seekers is "Always have an updated resume. Don't reply to a job posting if you are not fully qualified.

    If you use a cell phone as your primary contact, make sure it is professional and doesn't have a song playing or an unprofessional voicemail message.

    "
    HKA Enterprises is a global workforce solutions firm.

    If you're seeking a new career opportunity or project experience, our recruiters will work to understand your qualifications, experience, and personal goals.

    At HKA, we recognize the importance of matching employee goals with those of the employer. We strive to seek credibility, satisfaction, and endorsement from all of our applicants.

    We invite you to take time and search for your next career experience with us HKA is an EEO Employer who participates in the US Citizenship and Immigration Services E-Verify Program.

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