Financial Analyst II, III or Sr. jobs in United States
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Southern Company · 2 months ago

Financial Analyst II, III or Sr.

Southern Company is a leading energy company, and they are seeking a Financial Analyst to provide financial services supporting the Financial Planning and Analysis department. The role focuses on value creation through financial analysis, management reporting, and strategic implementation.

EnergyNatural ResourcesNuclear
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Assist in maintenance and preparation of corporate 5-yr Financial Plan and annual budget
Assist in reforecast process throughout the year (3+9, 6+6, and 9+3 reforecasts)
Assess financial performance against target, including risks and opportunities to the Plan
Maintain and assist in development of corporate UI Financial Model, along with other financial models and tools (including excel and Oracle Planning)
Develop and execute strategies to meet the company’s overall financial objectives
Assist in Treasury related activities including liquidity forecasting, issuing long-term debt and rating agency metric analysis
Develop management presentations to communicate various financial updates
Support rate case preparation and regulatory strategy
Assist with the development of the company’s capital forecast
Analyzes financial and non-financial data to help drive business decisions
Articulates results, variances and key drivers effectively
Develops recommendations and alternatives to meet objectives
Demonstrates knowledge of the business and industry in analyses
Understands basics of capital expenditure forecasting
Fosters relationships with managers, peers, customers and is a team player
Communicates effectively with all levels of business
Influences business decisions by sharing analyses and expertise
Monitors results versus plan and works with business leaders to achieve desired results
Identifies process and areas for improvements

Qualification

Financial PlanningFinancial AnalysisFinancial ModelingMS ExcelGAAPPowerPointAnalytical SkillsEnergy Industry ExperienceProblem-Solving SkillsCritical Thinking

Required

BS/BA degree in Finance, Engineering, Accounting, Business or other requiring application of analytical techniques
1+ year experience in financial planning, financial analysis, regulatory planning, and/or financial strategy/valuation or related fields
2+ years experience in financial planning, financial analysis, regulatory planning, and/or financial strategy / valuation or related fields
Experience with financial analysis / valuation models (Excel or database-driven models) and the ability to troubleshoot issues
3-5 years experience in financial planning, financial analysis, regulatory planning, and/or financial strategy / valuation or related fields
Ability to handle multiple projects with changing priorities
Ability to work independently and keep management informed of shifting priorities
Intermediate proficiency in MS Excel and PowerPoint
Strong analytical and financial modeling skills
Strong critical thinking and problem-solving skills
Knowledge of Generally Accepted Accounting Principles (GAAP)
Identify process improvements

Preferred

Energy industry experience
Utility, natural gas or other energy industry experience
Basic understanding of utility Finance (revenue requirements) and/or capital forecasting
Thorough understanding of utility Finance (revenue requirements) and capital forecasting
Basic understanding of UIPlanner Financial Model

Company

Southern Company

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Southern Company headquartered in Birmingham, Alabama, is the shared services division of Southern Company.

H1B Sponsorship

Southern Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (4)
2020 (3)

Funding

Current Stage
Public Company
Total Funding
$6.16B
Key Investors
GRIP Program
2025-10-03Post Ipo Equity· $1.75B
2025-05-20Post Ipo Debt· $1.45B
2024-10-21Grant· $160M

Leadership Team

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Thomas Fanning
President and CEO
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David Poroch
Chief Financial Officer
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Company data provided by crunchbase