Join a leading energy delivery organization supporting millions of customers across multiple states while contributing to high-impact financial planning initiatives. Build your career in a stable, growing industry where your analysis will help guide critical infrastructure investments and long-term business strategy.
Primary Services is actively recruiting for an experienced FP&A Analyst to support a large, industry-leading client in the energy sector. This position plays a key role in developing capital expenditure forecasts, monitoring financial performance, and providing analytical insights that support strategic business decisions. Working closely with Engineering, Field Operations, Accounting, and Regulatory teams, the FP&A Analyst will help drive financial planning processes and deliver meaningful reporting that supports large-scale infrastructure investments.
Responsibilities
- Develop and maintain capital project and portfolio tracking data, benchmarking reports, and financial analyses.
- Support capital expenditure forecasting, budget development, and long-term financial planning activities.
- Monitor capital budgets and report financial performance against approved plans.
- Prepare data and financial analysis supporting infrastructure filings and regulatory rate cases.
- Respond to financial data requests from regulatory agencies and internal stakeholders.
- Analyze year-to-date financial performance against historical results and budget expectations.
- Create, maintain, and distribute performance scorecards, dashboards, and benchmark reporting.
- Evaluate project cost structures and assess the financial impact of scope changes and sourcing decisions.
- Utilize financial planning systems to support capital investment planning, execution, and reporting.
- Collaborate with cross-functional business partners to achieve financial objectives with minimal supervision.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Management, or a related field.
- 5–7 years of financial planning and analysis, accounting, or corporate finance experience.
- Experience developing financial forecasts, budgets, and capital expenditure plans.
- Knowledge of financial reporting, budgeting, forecasting, and variance analysis.
- Experience supporting regulatory reporting, infrastructure filings, or capital project financial analysis is preferred.
- Advanced proficiency with Microsoft Excel and Microsoft Word.
- Experience using enterprise financial planning or ERP systems.
- Strong understanding of accounting principles, financial modeling, and business analytics.
- Ability to analyze financial trends, project future revenues and expenses, and communicate findings through reports and presentations.
- Experience working with cross-functional stakeholders in large, complex organizations.
