Senior Consultant – Financial Planning and Analysis

 Posted 6 months ago
     
5-10 years experience
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AI Summary

The Senior Consultant will lead budgeting, forecasting, and long-term planning processes while ensuring compliance with FERC standards. They will also develop financial models, analyze performance, and collaborate with client leadership to provide actionable insights.

Senior Consultant – Financial Planning & Analysis

Location: Flexible (Remote with up to 25% travel)
Full-Time
Financial Planning & Analysis Practice

This position is for a Senior Consultant specializing in Financial Planning & Analysis (FP\&A) with deep expertise in FERC accounting and experience in the Utility industry. The Senior Consultant will work with diverse clients ranging from regional utilities to large Fortune 500 energy enterprises to design and deliver strategic FP\&A solutions. Working in a collaborative environment, the individual in this role will lead financial planning initiatives, optimize processes, and provide actionable insights that drive operational and regulatory compliance.

The primary responsibilities of this role include coordinating FP\&A activities within client organizations; working with stakeholders to understand and map their requirements; and defining areas of improvement. You will provide value on process design and improvement initiatives, assist clients in identifying business needs and focused solutions, and realize those solutions by implementing effective FP\&A strategies aligned with FERC standards.

Responsibilities:

In general, the Senior Consultant will perform the following job responsibilities in addition to others as required for each engagement:

  • Lead budgeting, forecasting, and long-term planning processes ensuring accuracy, compliance, and timely deliverables.
  • Develop, maintain, and refine financial models and tools to support strategic and operational decision-making.
  • Analyze financial performance and key drivers to identify trends, risks, and opportunities.
  • Design and implement scalable FP\&A processes that improve data integrity and usability.
  • Collaborate with client leadership teams to translate business needs into actionable initiatives and insights.
  • Prepare and present executive-ready materials including dashboards, summaries, and recommendations for senior stakeholders.
  • Ensure compliance with FERC accounting standards and regulatory requirements across all financial planning activities.
  • Build and maintain strong client relationships through consistent communication, proactive problem solving, and reliable execution.

General Consultant Qualifications:

Qualified candidates for the Senior Consultant FP\&A position will have the following qualifications:

  • Bachelor’s degree in Business Administration, Finance, Accounting, or related field; Master’s degree or MBA preferred.
  • Minimum of 5 years of experience in FP\&A, accounting, or related financial roles.
  • Demonstrated expertise in FERC accounting and Utility industry financial operations.
  • Strong interpersonal and communication skills, capable of working collaboratively with and presenting to executives.
  • Proven success in developing and implementing strategic plans that achieved measurable results.
  • Ability to work effectively in a high-pressure, time-sensitive environment.
  • Strong analytical and problem-solving abilities, with a track record of turning data into actionable insights.

Preferred Qualifications:

  • Experience with financial systems and tools commonly used in the utility sector including PowerPlan, Ecosys, OPPM and Unifier.
  • Familiarity with regulatory reporting and compliance frameworks beyond FERC.

Travel Requirements:

Remote work opportunities; with up to 25% in the office and/or travel to clients.

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