Financial Planning Associate

Overview

Financial planning, forecasting, and regulatory support for utility business.

Key Responsibilities

• financial modeling
• forecast updates
• regulatory filings
• analytical support
• report reconciliations
• stakeholder presentations

Tasks

-Assist with scenario model development for potentially new initiatives with inputs through the full financial cycle from financing to spending to recovery mechanisms. -Determine and communicate interest in specific areas of responsibility such as plant, treasury, revenues, tax, etc. and/or taking on special projects if these opportunities are available. Additional opportunity to provide support for capital investment paper and cost evaluation model review. -Assemble and model various lower complexity level components for the five-year business plan and monthly forecast updates as it relates to balance sheet projections, income statement forecasts, and associated analyses. -Complies with all policies and standards. -Support regulatory filings including rate cases to provide testimony support, filing requirements and data responses. Provide support when designing ways to recover costs. -Assist with the quarterly analyst calls by tracking down responses to potential questions for Q&A and provide data for slides supporting management scripts. -Provide analytical support to solve routine business problems and analyze business results. -Develop and maintain a high-level understanding of regulatory developments and key economic trends impacting the Company’s margins and financial results. -Participates in the development of presentations and other materials to key stakeholders including executive management, the Board of Directors, rating agencies, and investment community. -Build knowledge of UI Planner financial modeling system and work with team members to maintain relevant updates to system inputs that drive current and forecasted financial projections. Demonstrate the ability to use standard reports where applicable or, if necessary, begin learning financial system skills to create ad-hoc reports. Be able to provide system testing if needed. -Develop productive relationships with Financial Planning customers, Budgeting peers and all other internal peer groups to promote timely and effective information sharing and understanding of shared focus areas. -Lead process for compilation of the PPL reporting requirements on a monthly, quarterly, and annual basis including performing various budget vs. actual and forecast vs. actual reconciliations and analyses.

Requirements

• bachelor's
• mba
• cpa
• gaap
• ferc
• interpersonal

What You Bring

-Bachelor's Degree in accounting, finance, management, economics, marketing or related field. -Advanced degrees including MBA, CPA or CGMA, as well as knowledge or experience in the energy/power industry. -Uphold good interpersonal skills for continuous interaction with all levels of management and administrative staff. -0-2 years' experience in finance related field. -Maintain a good working knowledge of Generally Accepted Accounting Principles (GAAP) and FERC Classification of accounts.

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About Ppl Corporation

-Headquartered in Allentown, Pennsylvania, it operates across Pennsylvania, Kentucky, Virginia, and Rhode Island. -Structured into three regulated segments—Kentucky, Pennsylvania, and Rhode Island—it delivers both electricity and natural gas. -Over recent years, it has invested more than $14 billion (up to $20 billion by 2028) to modernize its grid and strengthen infrastructure. -Typical projects include transmission upgrades, smart-grid technology deployment, and large-scale infrastructure resilience enhancements. -Its grid modernization efforts have earned national recognition, including over 50 J.D. Power awards for customer satisfaction. -Notably, after spinning off non-regulated generation in 2015 and selling UK operations in 2021, it refocused on U.S. utilities and acquired Rhode Island Energy in 2022.

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