Financial Planning Analyst I, II or Sr -OR- Sr. Financial Modeling Project Manager at PNM Resources in Albuquerque, New Mexico

Posted in Accounting 6 days ago.





Job Description:


PNM Resources



Job ID: 6087234
Date: 09/15/2021
Location: PNM, Albuquerque, NM
Full/Part Time: Full-Time
Regular/Temporary Regular

COVID-19 Protocols
Employees are expected to follow all COVID safety protocols including either proof of vaccination or weekly testing.
POSTING DEADLINE
Applications must be submitted by 11:59pm on October 15, 2021.
DEPARTMENT
Department: Planning & Resources
PREFERENCES
The ideal candidate will possess a combination of both technical background/experience in areas such as Engineering, Statistics or Operations Research; and a fundamental understanding of Business Finance or Accounting.

JOB DESCRIPTION
Financial Planning Analyst I

Salary Grade: G07
Minimum Midpoint Maximum
$60,243 - $79,822 - $99,400

Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check.

SUMMARY:

Under direct supervision, develops, interprets, and implements financial and accounting concepts, or techniques for financial planning and control.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Collects, verifies, documents, and processes information necessary to maintain and update databases and assumptions used in modeling, analysis, and decision making activities

Compiles, assembles, and packages documentation of activity and studies the results for filing and presentation purposes

Performs routine technical calculations and studies, prepares graphs, table, spreadsheets and other analysis and presentation material in support of other department personnel

Prepares studies, reports, and analysis in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts

Reviews collection of data and makes recommendations to management regarding consistency and reasonableness of assumptions used in studies and projections

Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts

Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action

Provides interpretation of financial policies, governmental legislation, accounting theory, or customer financial regulations

Coordinates the activities of internal company personnel in order to accomplish assigned objectives

Researches and prepares economic reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements

COMPETENCIES:

In-depth knowledge of utility accounting, finance, rate making and economic principles and theories

Must be a self-starter

Ability to collect, research, and synthesize complex or diverse information

Ability to identify and resolve complex problems in a timely manner

Ability to handle complex assignments

Ability to exercise judgment to achieve desired performance, minimize costs, and meet schedules

QUALIFICATIONS

MINIMUM EDUCATION AND/OR EXPERIENCE:

Bachelor's degree from four-year college or university in accounting, business, finance, or related field, with five to six years of related experience, or equivalent combination of education and/or experience related to the discipline.

Master's degree is preferred.

CERTIFICATES, LICENSES, AND REGISTRATIONS:

Advanced certification is preferred.

COMMUNICATION SKILLS:

Ability to read and interpret complex financial documents

Ability to write routine reports and correspondence

Ability to speak effectively before groups of customers or employees of organization

MATHEMATICAL SKILLS:
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

COMPUTER SKILLS:

Knowledge of word processing software

Expert knowledge of spreadsheet software

Experience with planning tools is preferred

ANALYSIS AND PROBLEM-SOLVING ABILITY:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS:

Regularly required to walk or stand up to 1/3 of the time and sit up to 2/3 of the time. Manual dexterity required, close vision (clear vision at 20 inches or less), and the ability to talk and listen. Must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT:

Office environment.

DEGREES:
Bachelors Degree
JOB DESCRIPTION
Sr. Financial Planning Analyst

Salary Grade: G05
Minimum Midpoint Maximum
$78,196 - $105,564 - $132,933

Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check.

SUMMARY:

Under general supervision, develops, interprets, and implements financial and accounting concepts, or techniques for financial planning and control.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Serves as project manager in preparation of studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts

Oversees, reviews, and assures collection of data and consistency and reasonableness of assumptions used in studies and projections

Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action

Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts

Provides interpretation of financial policies, governmental legislation, accounting theory, or customer financial regulations

Serves as project manager to direct and coordinate the activities of internal Company personnel in order to accomplish assigned objectives

Researches and prepares economic reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements

Defines needed databases and sources of information necessary to support modeling, analysis and decision making activities

Participates and provides support in the evaluation and development of alternatives, technical and financial analysis, and recommendations regarding business opportunities and asset utilization or deployment

Provides support and review of regulatory filing and data submittals for consistency, accuracy and reasonableness of results

COMPETENCIES:

Extensive knowledge of utility accounting, finance, rate making and economic principles and theories

Must be a self-starter

Ability to collect, research, and synthesize complex or diverse information

Ability to identify and resolve complex problems in a timely manner

Ability to handle complex assignments

Ability to exercise judgment to achieve desired performance, minimize costs, and meet schedules

QUALIFICATIONS

MINIMUM EDUCATION AND/OR EXPERIENCE:

Bachelor's degree (B.A.) from four-year college or university in accounting, business, finance, or related field, with seven to eight years of related experience, or equivalent combination of education and/or experience related to the discipline.

Masters degree is preferred.

CERTIFICATES, LICENCES, AND REGISTRATIONS:

Advanced certification is preferred.

COMMUNICATION SKILLS:
Ability to read and interpret complex financial documents

Ability to write in-depth reports and correspondence

Ability to speak effectively before groups of customers or employees of organization

MATHEMATICAL SKILLS:
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

COMPUTER SKILLS:

Knowledge of word processing software

Expert knowledge of spreadsheet software

Experience with planning tools is preferred

ANALYSIS AND PROBLEM-SOLVING ABILITY:

Ability to apply common sense understanding to carry out complex instructions furnished in written, oral, or diagram form. Ability to deal with complex problems involving several concrete variables in complicated situations.

PHYSICAL DEMANDS:

Regularly required to walk or stand up to 1/3 of the time and sit up to 2/3 of the time. Manual dexterity required, close vision (clear vision at 20 inches or less), and the ability to talk and listen. Must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT:

Office environment.

DEGREES:
Bachelors Degree
JOB DESCRIPTION
Sr. Financial Modeling Project Manager

Salary Grade: G04
Minimum Midpoint Maximum
$90,707 - $122,454 - $154,202

Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check.

SUMMARY:

Prepares studies, reports, and analyses regarding budget, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts. Reviews and collects data and ensures consistency and reasonableness of assumptions used in studies and projections. Conducts special studies to analyze complex financial actions, and prepares recommendations for policy, procedures, control, or action.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Maintains database of pertinent information for use in analyzing future plans and forecasts

Defines needed database and source of information necessary to support modeling, analysis, and decision making activities

Coordinates with management to gather, analyze, summarize, and prepare recommendations regarding financial plans, merger and acquisition activity, new business planning, trended future requirements, government requirements, and operating forecast

Researches and prepares economic reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements

Participates and provides support in the evaluation and development of alternatives, technical and financial analysis, and recommendations regarding business opportunities and asset utilization or deployment

Reviews analytical models to ensure accuracy of applications

Provides support and review of regulatory filing and data submittals for consistency, accuracy and reasonableness of results

Provides interpretation of financial policies, governmental legislation, accounting theory, and customer financial regulations

Represents the company in contacts with regulators, customers, business partners, investors, and the public

COMPETENCIES:

Expert knowledge of utility accounting, finance, rate making, and econmic principles and theories

Advanced industry knowledge

Ability to exercise judgment to achieve desired performance, minimize costs, and meet schedules

Ability to identify and resolve complex problems in a timely manner

Ability to handle complex assignments

Ability to collect, research, and synthesize complex or diverse information

Must be a self starter

QUALIFICATIONS

MINIMUM EDUCATION AND/OR EXPERIENCE:

Bachelor's degree from four-year college or university in accounting, business, finance, or related field, with seven to nine years of related experience, or equivalent combination of education and/or experience related to the discipline.

Master's degree preferred.

COMMUNICATION SKILLS:
Ability to write in-depth reports and correspondence

Ability to speak effectively before groups of customers or employees of organization

Ability to read, analyze, and interpret common scientific and technical journals, financial documents and reports, and legal documents

Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community

Ability to write speeches and articles for publication that conform to prescribed style and format

Ability to effectively present information to top management, public groups, and/or boards of directors

MATHEMATICAL SKILLS:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

COMPUTER SKILLS:

Broad knowledge of spreadsheet, presentation, and word processing software

ANALYSIS AND PROBLEM-SOLVING ABILITY:

Demonstrated ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form, and deal with several abstract and concrete variables, as demonstrated in previous jobs and/or assignments.

DECISION MAKING:

Independently makes recommendations to decision-makers on projects. Ensures supervisor approval prior to authorizing any expenditure and contractual obligation.

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to sit, stand and/or walk for up to 2/3 of the time. Manual dexterity required. The employee must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT:

Office environment.

DEGREES:
Bachelors Degree
JOB DESCRIPTION
Financial Planning Analyst II

Salary Grade: G06
Minimum Midpoint Maximum
$67,996 - $91,795 - $115,593

Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check.

SUMMARY:

Under general supervision, develops, interprets, and implements financial and accounting concepts, or techniques for financial planning and control.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Assists project manager in the direction and completion of studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts

Maintains databases of pertinent information for use in analyzing future plans and forecasts

Oversees, reviews, and assures collection of data and consistency and reasonableness of assumptions used in studies and projections

Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action

Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts

Provides interpretation of financial policies, governmental legislation, accounting theory, or customer financial regulations

Assists project manager to coordinate the activities of internal Company personnel in order to accomplish assigned objectives

Researches and prepares economic reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements

Defines needed databases and sources of information necessary to support modeling, analysis and decision making activities

Participates and provides support in the evaluation and development of alternatives, technical and financial analysis, and recommendations regarding business opportunities and asset utilization or deployment

Provides support and review of regulatory filing and data submittals for consistency, accuracy and reasonableness of results

COMPETENCIES:

Expert knowledge of utility accounting, finance, rate making and economic principles and theories

Must be a self-starter

Ability to collect, research, and synthesize complex or diverse information

Ability to identify and resolve complex problems in a timely manner

Ability to handle complex assignments

Ability to exercise judgment to achieve desired performance, minimize costs, and meet schedules

QUALIFICATIONS

MINIMUM EDUCATION AND/OR EXPERIENCE:

Bachelor's degree from four-year college or university in accounting, business, finance, or related field, with six to seven years of related experience, or equivalent combination of education and/or experience related to the discipline.

Master's degree is preferred.

CERTIFICATES, LICENSES, AND REGISTRATIONS:

Advanced certification is preferred.

COMMUNICATION SKILLS:
Ability to read and interpret complex financial documents

Ability to write in-depth reports and correspondence

Ability to speak effectively before groups of customers or employees of organization

MATHEMATICAL SKILLS:
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

COMPUTER SKILLS:

Knowledge of word processing software

Expert knowledge of spreadsheet software

Experience with planning tools is preferred

ANALYSIS AND PROBLEM-SOLVING ABILITY:

Ability to apply common sense understanding to carry out complex instructions furnished in written, oral, or diagram form. Ability to deal with complex problems involving several concrete variables in complicated situations.

PHYSICAL DEMANDS:

Regularly required to walk or stand up to 1/3 of the time and sit up to 2/3 of the time. Manual dexterity required, close vision (clear vision at 20 inches or less), and the ability to talk and listen. Must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT:

Office environment.

DEGREES:
Bachelors Degree
EQUAL OPPORTUNITY STATEMENT
PNM Resources and affiliates are Equal Opportunity/Affirmative Action employers. Women, minorities, disabled individuals and veterans are encouraged to apply.PI147032365
More jobs in Albuquerque, New Mexico

Other
about 3 hours ago

NV5
Management
about 3 hours ago

Appriss, Inc.
Other
about 3 hours ago

Appriss, Inc.
More jobs in Accounting

Accounting
30+ days ago

Prudential Ins Co of America
Accounting
about 2 hours ago

Surf & Sand Resort
Accounting
about 4 hours ago

Enterprise Products Company