Description

The Financial Analyst role in the Energy Services and Utilities sector is responsible for driving the organization’s financial health and strategic decision‑making. The analyst will analyze complex financial data, develop robust models, and deliver actionable insights that support business growth and operational efficiency. Collaboration with cross‑functional teams is required to design and implement financial plans that align with corporate objectives and regulatory requirements.

• Develop, maintain, and enhance detailed financial models to support budgeting, forecasting, and long-term planning activities.
• Analyze financial statements and operational data to identify trends, variances, and opportunities for cost optimization and revenue growth.
• Prepare comprehensive reports and presentations for senior management, highlighting key financial metrics and strategic recommendations.
• Collaborate with business units to gather financial data, validate assumptions, and ensure alignment with corporate financial goals.
• Utilize advanced Excel functions, including pivot tables and macros, to streamline data analysis and reporting processes.
• Monitor industry trends, regulatory changes, and market conditions to assess their impact on financial performance and strategy.
• Support the preparation of quarterly and annual financial plans, ensuring compliance with accounting standards and internal policies.

Requirements

Financial analytical expertise is essential for interpreting large data sets and identifying trends that influence business decisions. Daily use of financial modeling techniques creates scenario forecasts that support strategic initiatives, while a solid grasp of accounting principles ensures accurate and compliant reporting. Advanced Excel functionalities such as pivot tables and macros automate repetitive tasks and improve data‑processing efficiency, and strong problem‑solving abilities help address complex financial challenges and contribute to sustainable growth.

All office‑based positions require interaction with people and technology while seated or standing, and employees must be able to communicate face‑to‑face or by phone, with reasonable accommodation as needed. NovaSource is committed to complying with all applicable state and federal anti‑discrimination laws and offers an interactive process to identify reasonable accommodations for individuals with disabilities.

Candidates who meet the education and experience requirements are expected to excel in the listed responsibilities, and all offers are contingent on successful completion of a background check and any required assessments. NovaSource provides equal employment opportunities and prohibits unlawful discrimination based on race, gender, age, disability, veteran status, sexual orientation, or any other protected characteristic.

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Proven experience in financial analysis, financial modeling, and corporate finance within a relevant industry.
• Strong knowledge of accounting principles and financial reporting standards.
• Proficiency in Microsoft Excel, including pivot tables and macros.
• Demonstrated analytical and problem-solving skills with the ability to interpret complex financial data.
• Bilingual English/Spanish.
• Experience working in the Energy Services and Utilities industry or a similar regulated sector.
• Familiarity with financial planning software and ERP systems.
• Professional certifications such as CFA, CPA, or CMA.
• Advanced skills in data visualization tools and programming languages for financial analysis.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance