Job Description

Job Description

About the Organization4Liberty is a privately held, Women Owned Business Enterprise (WBE) headquartered in San Diego, CA that specializes in professional and technical services to the energy/utilities, commercial real estate, and government markets.

LOCATION

San Diego, California. Candidate must currently live in the greater San Diego County region or be willing to relocate within the first 60 days of hire.

CANDIDATE

Seeking a high-energy, detail oriented, team player with experience working as part of a high performing team of financial analysts in support of complex financial controls, budgeting, and forecasting in a client-based environment. Successful candidate will have excellent verbal and written communication skills across all levels of the business environment from engineering to C-Suite. Ideal candidate will have experience working in a regulated utility or equivalent financial environment.

OVERVIEW

The Financial Analyst performs project financial analysis and modeling with varying levels of complexity for various business units. May directly partner with one or multiple business units to design and develop costing/profitability models and reports for the Finance Team. May directly provide specialized financial consulting and analytical support at the assigned project level, identifying key emerging financial trends, measurement of key performance metrics and success factors, capital budget and key initiative evaluation and planning, cost analyses and customized reporting. Monthly, quarterly, annual and ad-hoc reporting requirements across multiple projects or programs.

SUPERVISION LEVEL

• Reports to the Finance Manager, may assume Team Lead role for assigned work group. Work is highly independent and collaborative in nature

TYPICAL DUTIES & RESPONSIBILITIES

• Leverage standardized financial models utilizing advanced MS Excel, Business Objects, Tableau and IBM Cognos TM1 functionalities to conduct monthly, quarterly, and annual budgeting, forecasting and reporting exercises
• Build and manage project and program costing models, custom and ad-hoc reports, and dashboards for use by Project/Program Managers, Team Leads, Business Unit Managers and Senior Management
• Utilize BI tools to deliver meaningful insights into business performance
• Work with Project/Program Managers and department heads to build monthly, quarterly, annual and ad-hoc budgets and forecasts and re-forecasts
• Provide financial, analytical, planning, and forecasting expertise to assist in the development and completion of projects
• Communicate to management the reasons behind capital project performance and results
• Review existing processes and procedures to develop recommendations for and coordinate improvement efforts
• Materials and labor requisitions; materials forecasting and modeling
• Ad Hoc requests and one-off projects as assigned

EXPERIENCE & QUALIFICATIONS

A combination of experience, education, and/or training which substantially demonstrates the following knowledge, skills and abilities:

• 3+ years of related specialized financial controls experience
• 2+ years in-depth experience with SAP; BI, ECM, CCMS Modules
• Energy/Utility, DOE, DOD or equivalent environment
• Established track record with proven ability to successfully lead a finance team within complex fast-paced corporate environments
• Budget management exposure from $100K to $100M
• 3 years exposure working with critical path deadline-driven budget models utilizing Microsoft Project, Project Enterprise, Primavera (P6) or equivalent project tools
• Subject matter expert and specialist on complex finance, accounting, and business matters
• In-depth understanding of financial analysis, financial modeling and capital budgeting techniques and concepts
• In-depth understanding of Finance and Accounting concepts and mechanisms, both general and company-specific in nature
• Expert level, hands-on knowledge of Excel & PowerPoint, Financial Modeling, and Financial Systems
• Experience with PowerBI and data tables highly desirable

EDUCATION & TRAINING

• Bachelor’s degree or higher in Finance or Accounting

SOFT SKILLS

• Excellent verbal and written communication
• Demonstrated interpersonal skills in day-to-day operations and under-pressure
• Demonstrated ability to influence others and convey schedule deliverables in a concise manner
• Ability to work both in a team environment and independently with minimal supervision
• Detail oriented with excellent organizational, planning and follow-up skills

PHYSICAL DEMANDS

Physical demands are representative of those that must be met by an employee to successfully perform the essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions:

• Sit or stand at a desk and use a computer workstation for up to 6 hours per day
• Reach and use hands and fingers to feel objects or controls
• Occasionally lift and/or move up to 15 pounds

Company Description

Established in 2009, 4Liberty is a certified Woman-Owned Business Enterprise (WBE) based in San Diego, California. We are a leading consultancy specializing in technical and professional services, dedicated to assisting utilities in navigating the energy transition and modernizing the grid to meet government mandates and sustainability goals.

With a diverse and dedicated team of professionals, we work with utility, commercial and government clients to modernize and build resiliency across critical infrastructure, providing turnkey PMO services for large scale programs to diverse clients across the United States and Canada.

At 4Liberty, we believe in work that goes beyond the ordinary, where each team member's contribution is valued. If you are seeking a fulfilling career in an environment that fosters collaboration and excellence, your search ends here.

Explore career opportunities with us at https://www.4liberty.com/careers.

Company Description

Established in 2009, 4Liberty is a certified Woman-Owned Business Enterprise (WBE) based in San Diego, California. We are a leading consultancy specializing in technical and professional services, dedicated to assisting utilities in navigating the energy transition and modernizing the grid to meet government mandates and sustainability goals.\r\n\r\nWith a diverse and dedicated team of professionals, we work with utility, commercial and government clients to modernize and build resiliency across critical infrastructure, providing turnkey PMO services for large scale programs to diverse clients across the United States and Canada.\r\n\r\nAt 4Liberty, we believe in work that goes beyond the ordinary, where each team member's contribution is valued. If you are seeking a fulfilling career in an environment that fosters collaboration and excellence, your search ends here.\r\n\r\nExplore career opportunities with us at https://www.4liberty.com/careers.