Analyst at Wec Energy Group in Milwaukee, WI | USD58,172-132,708 | Kablio

Role

Description

collateral monitoring

compliance

sec reporting

financing docs

credit evaluation

accounting

Monitor Collateral – track the details of guarantees and letters of credit from counterparties for terms and expiration dates to keep them up to date
Respond to data requests from internal and external stakeholders (investors, regulators, auditors, etc.)
Document advanced processes and procedures in ways easily understood and followed by others
Compliance – Perform compliance related work activities to ensure compliance with long-term debt portfolio and equity issuances for WEC and subsidiaries and respond to investor inquiries. Includes coordinating and executing various required financing agreements and documents, tracking and reporting on derivative contracts, bank conference calls, due diligence meetings, and preparation of board resolutions, PSCW applications, and SEC filings
Reporting – prepare debt and equity-related reporting for SEC filings, regulatory and internal management
Financing –Support the long-term debt and equity financing process by preparing offering documents including derivative contracts, pro forma financial statements and responding to investor diligence
The senior levels will provide work direction to teammates and assist in the prioritization of their work load, provide training to departmental staff and clients, and will proactively take the lead role in improving processes, technologies and business solutions.
Credit Evaluations - examine the financial statements and ratings of about 100 counterparties we engage in transactions with in the natural gas market and energy market, including very large customers as part of a proposed electric rate tariff in Wisconsin
Compile and present various financial reports to manager and director level management
Accounting – ensure appropriate accounting related to WEC debt portfolio along with equity issuances and oversee our daily cash reconciliation activity between the bank and accounting system including serving as a backup to the analyst that performs the daily activity

Requirements

bachelor's

cfa

sap

bloomberg

2-5 years

detail-oriented

Bachelor’s degree in Accounting, Economics or Finance
CTP, CFA or CPA preferred
Ability to maintain, run and analyze reports from various ERP systems and reporting tools
Experience with SAP, SAP BW and SAP BusinessObjects Analysis
Strong attention to detail and the ability to manage competing priorities among several stakeholders
Strong presence with the ability to interact with Finance Leadership
Understand specific aspects of accounting theory and financial statement classification related to assigned areas of responsibility
Demonstrate ability to understand and execute moderately complex financial controls
Independent, mature and professional worker and analytical thinker with an ability to conduct research, data analysis and resolve increasingly complex problems
Understand aspects of accounting theory and financial statement classification
Bachelor’s Degree required in Finance, Accounting, Economics or a closely related field
Experience with credit evaluations and collateral monitoring
2-5+ years of relevant experience
Experience using SAP
Experience using Bloomberg

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

no visa sponsorship; only candidates authorized to work in the u.s. are considered.

Security clearance

Information not given or found

Company

Overview

Over 100 years

History of Leadership

The company has a long-standing presence in the energy sector, demonstrating consistent growth and innovation over more than a century.

Millions of customers

Customer Reach

WEC Energy Group serves a vast number of customers across the U.S., ensuring reliable energy supply and meeting their needs efficiently.

The company focuses on providing reliable electricity and natural gas services across the U.S.
Specializing in both traditional and renewable energy sources, WEC Energy Group is committed to expanding its renewable portfolio.
Notable for its significant investments in wind, solar, and battery storage technologies, helping to drive the transition to cleaner energy.
The company also has a strong presence in power generation, ensuring stability and reliability in energy supply.
WEC Energy Group provides innovative solutions to address the evolving needs of modern customers, including energy efficiency programs.

Culture + Values

0 Incidents

Safety Goal

The company is committed to achieving zero incidents, accidents, and injuries, prioritizing employee health and wellness.

We’re committed to conducting business with the highest level of integrity. We’re responsible for appropriate governance and management systems to help plan and ethically manage our corporate initiatives.
We work every day to maintain our status as one of the nation’s most reliable energy companies.
We believe in a culture of inclusion. Valuing individual employees and welcoming a range of viewpoints result in better decision‑making and a stronger company.
By valuing human diversity and treating each other with respect, we maximize individual contributions, organizational effectiveness, and company success.
Through clear communication and flawless execution, our goal is to satisfy every customer in every transaction — every time.
We act with a true sense of urgency.
Every employee is responsible for effectively managing costs. Financial discipline, even in small matters, helps us meet the expectations of our customers and shareholders.
We hold ourselves and each other accountable for living our values and carrying out our responsibilities. Managers and leaders in our company model and support the behaviors that are critical to company success.

Environment + Sustainability

$28 billion capital plan

Renewable Energy Investment

The company has allocated $28 billion over five years for investments in renewable energy, including solar, wind, and battery storage.

54% CO₂ reduction

Emissions Reduction Milestone

CO₂ emissions from generation were reduced by 54% below 2005 levels by the end of 2023.

$7 billion renewable capacity

Renewable Energy Expansion

$7 billion will be invested to build approximately 3,800 MW of additional renewable energy capacity for regulated utilities by 2028.

2,500 MW fossil-fueled retired

Fossil Fuel Phase-Out

Nearly 2,500 MW of fossil-fueled generation capacity has been retired since 2018, accelerating the transition to cleaner energy sources.

Net carbon‑neutral electric generation fleet by 2050.
Reduce CO₂ emissions 60% by end of 2025 and 80% by end of 2030, vs 2005 levels.
Eliminate coal as an energy source by end of 2032.
Net‑zero methane emissions from natural gas distribution system by end of 2030.
Largest renewable energy investor in Wisconsin; investments include solar/battery projects like Badger Hollow and High Noon.
13 hydroelectric systems totaling 171 MW; multiple wind parks including Glacier Hills (162 MW) and Red Barn (92 MW).
Hydrogen‑natural gas blend pilot up to 25%, recognized with the 2023 Hydrogen Plan Award and EPRI Technology Transfer Award.
Issued green bonds through 2023 supporting $840 million in renewable generation project construction.

Inclusion & Diversity

$333M Spend

Diverse Suppliers Procurement

Allocated over $333 million in 2023 to minority-, women-, service-disabled-, and veteran-owned businesses through the Supplier Diversity Initiative.

Representation: X%

Female Workforce

Highlighting the percentage of female employees overall within the organization.

Leadership: Y%

Female Leadership

Indicating the percentage of female representation in key leadership roles across the company.

Mission: support a highly qualified and diverse organization in all areas and at all levels, striving for equitable and inclusive practices.
Actively seek out and encourage diverse ideas, perspectives, and points of view.
Establish an inclusive work environment that respects and embraces diversity.
Business resource groups engage diverse backgrounds to foster inclusion, support strategic goals, spark innovation, and strengthen alignment.

Articles

Careers

Corporate Social Responsibility

Investor Relations

Role

Description

collateral monitoring

compliance

sec reporting

financing docs

credit evaluation

accounting

Monitor Collateral – track the details of guarantees and letters of credit from counterparties for terms and expiration dates to keep them up to date
Respond to data requests from internal and external stakeholders (investors, regulators, auditors, etc.)
Document advanced processes and procedures in ways easily understood and followed by others
Compliance – Perform compliance related work activities to ensure compliance with long-term debt portfolio and equity issuances for WEC and subsidiaries and respond to investor inquiries. Includes coordinating and executing various required financing agreements and documents, tracking and reporting on derivative contracts, bank conference calls, due diligence meetings, and preparation of board resolutions, PSCW applications, and SEC filings
Reporting – prepare debt and equity-related reporting for SEC filings, regulatory and internal management
Financing –Support the long-term debt and equity financing process by preparing offering documents including derivative contracts, pro forma financial statements and responding to investor diligence
The senior levels will provide work direction to teammates and assist in the prioritization of their work load, provide training to departmental staff and clients, and will proactively take the lead role in improving processes, technologies and business solutions.
Credit Evaluations - examine the financial statements and ratings of about 100 counterparties we engage in transactions with in the natural gas market and energy market, including very large customers as part of a proposed electric rate tariff in Wisconsin
Compile and present various financial reports to manager and director level management
Accounting – ensure appropriate accounting related to WEC debt portfolio along with equity issuances and oversee our daily cash reconciliation activity between the bank and accounting system including serving as a backup to the analyst that performs the daily activity

Requirements

bachelor's

cfa

sap

bloomberg

2-5 years

detail-oriented

Bachelor’s degree in Accounting, Economics or Finance
CTP, CFA or CPA preferred
Ability to maintain, run and analyze reports from various ERP systems and reporting tools
Experience with SAP, SAP BW and SAP BusinessObjects Analysis
Strong attention to detail and the ability to manage competing priorities among several stakeholders
Strong presence with the ability to interact with Finance Leadership
Understand specific aspects of accounting theory and financial statement classification related to assigned areas of responsibility
Demonstrate ability to understand and execute moderately complex financial controls
Independent, mature and professional worker and analytical thinker with an ability to conduct research, data analysis and resolve increasingly complex problems
Understand aspects of accounting theory and financial statement classification
Bachelor’s Degree required in Finance, Accounting, Economics or a closely related field
Experience with credit evaluations and collateral monitoring
2-5+ years of relevant experience
Experience using SAP
Experience using Bloomberg

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

no visa sponsorship; only candidates authorized to work in the u.s. are considered.

Security clearance

Information not given or found

Company

Overview

Over 100 years

History of Leadership

The company has a long-standing presence in the energy sector, demonstrating consistent growth and innovation over more than a century.

Millions of customers

Customer Reach

WEC Energy Group serves a vast number of customers across the U.S., ensuring reliable energy supply and meeting their needs efficiently.

The company focuses on providing reliable electricity and natural gas services across the U.S.
Specializing in both traditional and renewable energy sources, WEC Energy Group is committed to expanding its renewable portfolio.
Notable for its significant investments in wind, solar, and battery storage technologies, helping to drive the transition to cleaner energy.
The company also has a strong presence in power generation, ensuring stability and reliability in energy supply.
WEC Energy Group provides innovative solutions to address the evolving needs of modern customers, including energy efficiency programs.

Culture + Values

0 Incidents

Safety Goal

The company is committed to achieving zero incidents, accidents, and injuries, prioritizing employee health and wellness.

We’re committed to conducting business with the highest level of integrity. We’re responsible for appropriate governance and management systems to help plan and ethically manage our corporate initiatives.
We work every day to maintain our status as one of the nation’s most reliable energy companies.
We believe in a culture of inclusion. Valuing individual employees and welcoming a range of viewpoints result in better decision‑making and a stronger company.
By valuing human diversity and treating each other with respect, we maximize individual contributions, organizational effectiveness, and company success.
Through clear communication and flawless execution, our goal is to satisfy every customer in every transaction — every time.
We act with a true sense of urgency.
Every employee is responsible for effectively managing costs. Financial discipline, even in small matters, helps us meet the expectations of our customers and shareholders.
We hold ourselves and each other accountable for living our values and carrying out our responsibilities. Managers and leaders in our company model and support the behaviors that are critical to company success.

Environment + Sustainability

$28 billion capital plan

Renewable Energy Investment

The company has allocated $28 billion over five years for investments in renewable energy, including solar, wind, and battery storage.

54% CO₂ reduction

Emissions Reduction Milestone

CO₂ emissions from generation were reduced by 54% below 2005 levels by the end of 2023.

$7 billion renewable capacity

Renewable Energy Expansion

$7 billion will be invested to build approximately 3,800 MW of additional renewable energy capacity for regulated utilities by 2028.

2,500 MW fossil-fueled retired

Fossil Fuel Phase-Out

Nearly 2,500 MW of fossil-fueled generation capacity has been retired since 2018, accelerating the transition to cleaner energy sources.

Net carbon‑neutral electric generation fleet by 2050.
Reduce CO₂ emissions 60% by end of 2025 and 80% by end of 2030, vs 2005 levels.
Eliminate coal as an energy source by end of 2032.
Net‑zero methane emissions from natural gas distribution system by end of 2030.
Largest renewable energy investor in Wisconsin; investments include solar/battery projects like Badger Hollow and High Noon.
13 hydroelectric systems totaling 171 MW; multiple wind parks including Glacier Hills (162 MW) and Red Barn (92 MW).
Hydrogen‑natural gas blend pilot up to 25%, recognized with the 2023 Hydrogen Plan Award and EPRI Technology Transfer Award.
Issued green bonds through 2023 supporting $840 million in renewable generation project construction.

Inclusion & Diversity

$333M Spend

Diverse Suppliers Procurement

Allocated over $333 million in 2023 to minority-, women-, service-disabled-, and veteran-owned businesses through the Supplier Diversity Initiative.

Representation: X%

Female Workforce

Highlighting the percentage of female employees overall within the organization.

Leadership: Y%

Female Leadership

Indicating the percentage of female representation in key leadership roles across the company.

Mission: support a highly qualified and diverse organization in all areas and at all levels, striving for equitable and inclusive practices.
Actively seek out and encourage diverse ideas, perspectives, and points of view.
Establish an inclusive work environment that respects and embraces diversity.
Business resource groups engage diverse backgrounds to foster inclusion, support strategic goals, spark innovation, and strengthen alignment.

Articles

Careers

Corporate Social Responsibility

Investor Relations