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APS Group · 8 hours ago

Financial Consultant

Phoenix, AZ

Full-time

Hybrid

Senior Level

7+ years exp

APS is Arizona's largest and longest-serving energy provider, dedicated to generating reliable and clean energy for millions. The Financial Consultant role serves as a strategic advisor in corporate finance, managing liquidity, cash forecasting, and regulatory compliance while providing decision support to senior leadership.

AdvertisingInformation TechnologyMarketing

No H1B

U.S. Citizen Only

Responsibilities

Maintain a strong understanding of capital markets and financial products

Analyze and calculate credit risk; evaluate credit ratings and metrics

Analyze capital market activities and formulate trading analysis

Shape and manage a healthy debt maturity profile

Evaluate and recommend strategies for effective interest rate management

Analyze existing and prospective debt and credit structures for refinancing opportunities

Assist in executing external financings designed to optimize cost of capital

Work with Financial Planning, FBO, Accounting, Legal and Regulatory teams to align financing needs and capital structure

Prepare and obtain financing authority from regulatory commissions (ACC & FERC)

Ensure timely filing of compliance documents and regulated filings

Assist in developing testimony, exhibits and discovery for rate cases involving capital structure, credit quality, and cost of capital

Track and perform all covenant compliance and reporting

Oversee cash forecasting and vehicle leasing activities

Establish, track, and report on budget updates

Manage, budget, and report on interest rates and interest expense

Independently monitor and report out on daily cash positioning, liquidity optimization, and short-term and long-term funding strategies

Lead cash forecasting and variance analysis to ensure liquidity targets are met

Oversee covenant compliance and leasing activities, ensuring adherence to contractual and regulatory requirements

Undertake complex financial and decision support analyses to inform management strategies

Routinely interface with Senior Management and occasionally with Executive Officers to provide recommendations on financial performance and risk mitigation

Perform advanced research and analysis on corporate finance, cash management, cost analysis, variance analysis, and key financial metrics

Develop and direct the creation of financial models, operational applications, and scenario planning tools

Design and deliver comprehensive financial reporting packages for management and regulatory purposes

Assist in preparation of Board slides, investor relations materials, and Treasury position reporting

Support Treasury reporting responsibilities, including SEC reporting and rating agency presentations

Develop and maintain cross-functional relationships with Treasury, Accounting, Financial Planning, Legal, Regulatory, and other business units

Assist in managing external relationships with banking partners, investors, credit rating agencies, and outside counsel

Respond to ad hoc questions from investors, creditors, regulators, and rating agencies

Facilitate information flow between Treasury and Regulatory groups in utility rate cases; lead process efficiency efforts

Provide training and support to internal business partners on new and existing processes, delivering comprehensive training to department staff as needed

Evaluate and implement cash management products and services to optimize treasury operations

Manages debt covenant compliance, accounting and regulatory reporting related to financing, relationships with banks and commercial paper dealers, cash management and forecast

Acts as the process owner for the long-term sales and financial forecast, including modeling and decision support on financial strategy

Performs a variety of highly complex analyses and reporting to provide ongoing information, compiles relevant information, makes comparisons evaluates results, makes recommendations to management on key strategies including O&M and capital targets to support the annual business planning process, including recommendations on overall spending and financing strategies to support achieving financial objectives

Design and develop financial report packages for the Board of Directors, and Senior leadership

Undertakes complex financial and operational decision support and strategic financial projects

Regularly update current work plans and long-range forecasts based on new information, check and adjust strategies and make recommendations for any changes needed to achieve financial results

Supports the monthly accounting close process including variance analysis, and preparation of variance explanations and communication of financial results and expectations for the year to management

Collaborates with Accounting to ensure financial events and transactions are accounted for correctly in financial model and reports key changes and information to Accounting for proper financial statement recording and accounting treatment

Maintains comprehensive knowledge of the primary emerging issues facing the industry and company business specifics

Compile relevant data, perform variance analyses, tracking key metrics and continuously focused on developing strategies to improve financial performance

Collaborate with department staff in the evaluation of financial business scenarios

Develop ad hoc models to support unique scenarios analysis with the various work streams O&M, Capital, corporate finance, sales and revenue forecasting, tax planning, regulatory, and accounting

Provide direction or support in the formulation of model inputs and processing of data through financial models

Consult with department leadership and management in identifying, recommending, and developing tactical and strategic business case opportunities

Review and ensure that initiatives to be included in the long-term financial plans are strategically aligned with the 10-year strategy

Review and ensure that documentation to support initiative implementation is accurate and complete

Provide recommendations to ensure effective implementation

Provide direction and participate in design, development, compilation, presentation and communication of management reporting including identification of significant findings and conclusions through the use of existing technology and strong understanding of financial and regulatory related data

Ensure financial report packages and communications deliver impactful and relevant messages

Complete and submit required external reporting and filings including ACC discovery requests

Develops expert understanding of company, unit policies and procedures, accounting practices, and federal and state regulations

Provides training and support to business customers to ensure understanding of new or existing processes; develops and provides comprehensive training to others within department

Administers and/or designs department programs / plans by maintaining expert knowledge of each and preparing ongoing analyses of specific topics

Qualification

Corporate FinanceCapital MarketsCredit Risk AnalysisRegulatory ComplianceFinancial AnalysisGAAPMicrosoft ExcelFinancial ModelingData ManagementResearch SkillsMBAEffective Communication

Required

Degree in finance, accounting economics, mathematics or an equivalent combination of education and experience from which comparable knowledge, skills and abilities have been achieved

Minimum seven (7) years directly related experience in financial analysis, accounting, economic analysis or data analytics in any industry

OR Minimum seven (7) years business operations related experience in the utility or energy services industry

Advanced knowledge of finance and economic analysis, corporate finance, utility regulation, utility operations

Knowledge of Generally Accepted Accounting Principles (GAAP)

Strong research, data management and effective communication skills. Strong research, strong ability to mine and manage large sources of data and excellent executive management written and verbal communication skills a must

Advanced knowledge of Microsoft applications (Excel, PowerPoint, SharePoint, etc.) and database tools

Preferred

MBA or Masters degree

Advanced experience with related analytical, financial, database, and/or business operations tools (i.e., Kyriba, Bloomberg, PeopleSoft, Cognos, PowerPlant, Hyperion, Maximo, supply chain and inventory systems)