Please note this is a Hybrid role requiring 3 days in the office.
Financial Planning Associate:
Under direct supervision, through the application of financial assumptions and economic analysis, this position supports management's decisions related to the way the company's financial targets are developed and attained. Key deliverables include the development of the five-year company business plan, monthly forecast updates and ad hoc planning scenarios used to support management decision making. This position also supports regulatory filings, regulatory mechanisms and rate case filings and support. The position will focus on increasing knowledge of holistic business processes and understanding how the company makes money.
Financial Planning Analyst:
Under minimal supervision, through the application of financial assumptions and economic analysis, this position supports management's decisions related to the way the company's financial targets are developed and attained. Key deliverables include the development of the five-year company business plan, monthly forecast updates and ad hoc planning scenarios used to support management decision making. This position also supports regulatory filings, regulatory mechanisms and rate case filings and support. The position will have a solid understanding of holistic business processes and understanding of how the company makes money but will continue to enhance that understanding.
Responsibilities
Fiancial Planning Associate:
- Responsibilities listed below can include Services Companies and individual Utility Companies and rate case support can include one or multiple jurisdictions.
- Assemble and model various lower complexity level components for the five-year business plan and monthly forecast updates as it relates to balance sheet projections, income statement forecasts, and associated analyses.
- Provide analytical support to solve routine business problems and analyze business results.
- Assist with scenario model development for potentially new initiatives with inputs through the full financial cycle from financing to spending to recovery mechanisms.
- Lead process for compilation of the PPL reporting requirements on a monthly, quarterly, and annual basis including performing various budget vs. actual and forecast vs. actual reconciliations and analyses.
- Develop and maintain a high-level understanding of regulatory developments and key economic trends impacting the Company's margins and financial results.
- Develop productive relationships with Financial Planning customers, Budgeting peers and all other internal peer groups to promote timely and effective information sharing and understanding of shared focus areas.
- Determine and communicate interest in specific areas of responsibility such as plant, treasury, revenues, tax, etc. and/or taking on special projects if these opportunities are available. Additional opportunity to provide support for capital investment paper and cost evaluation model review.
- Support regulatory filings including rate cases to provide testimony support, filing requirements and data responses. Provide support when designing ways to recover costs.
- Assist with the quarterly analyst calls by tracking down responses to potential questions for Q&A and provide data for slides supporting management scripts.
- Participates in the development of presentations and other materials to key stakeholders including executive management, the Board of Directors, rating agencies, and investment community.
- Build knowledge of UI Planner financial modeling system and work with team members to maintain relevant updates to system inputs that drive current and forecasted financial projections. Demonstrate the ability to use standard reports where applicable or, if necessary, begin learning financial system skills to create ad-hoc reports. Be able to provide system testing if needed.
- Maintain a good working knowledge of Generally Accepted Accounting Principles (GAAP) and FERC Classification of accounts.
- Uphold good interpersonal skills for continuous interaction with all levels of management and administrative staff.
PPL Corporation
Two N Ninth St
Allentown
Pennsylvania United States
www.pplweb.com
