Budget Analyst Associate - Budget Analyst Sr.

Role summary

Key duties

• Support O&M and capital resource allocation planning and budgeting, including long-range forecasts, detailed budgets, re-projections, and contingency plans.
• Prepare monthly and quarterly variance reports and ad hoc analytical reports.
• Support analysis and decisions involving operations and maintenance, capital investment, customer service, and profitability objectives.
• Route and approve improvement requisitions in accordance with authorization policies and procedures.
• Improve standardized budgeting, forecasting, reporting, and improvement-requisition processes.
• Perform special studies, analyses, investigations, and assignments; assist with regulatory and other data requests.
• Assist operating companies and business units with capital and O&M financial forecasting and issue resolution.
• Support planning, budgeting, and reporting applications, as well as billing and allocation processes.

Minimum qualifications by grade

• Associate, Grade 4: bachelor’s degree in Business, Accounting, Finance, or Engineering; no experience required.
• Grade 6: bachelor’s degree in Business, Accounting, Finance, or Engineering and one year of relevant experience, or an associate degree in one of those fields and three years of relevant experience.
• Senior, Grade 7: bachelor’s degree in Business, Accounting, Finance, or Engineering and at least four years of relevant experience, or an associate degree in one of those fields and at least six years of relevant experience.

Additional qualifications and competencies

• Prior experience in a functional business unit, corporate or operating-company finance, or an engineering-related field is preferred.
• Knowledge or use of UI Budgets, PeopleSoft, Microsoft Office, and Business Objects relational database reporting is desired.
• Familiarity with AEP accounting and Chartfields is desired.
• Listed competencies include communication, teamwork, initiative, adaptability, client focus, creativity, planning and organizing, and understanding the business and competition.
• The role coordinates across corporate finance, planning and budgeting, accounting and tax, commercial operations, generation and transmission, and regulatory functions.