Financial Analyst I or II

About the Role

The position supports the development, tracking, reporting, and analysis of financial information, including the creation of budgets, forecasts, and variance analyses, while also contributing to internal and external financial reporting. Key responsibilities include collecting and analyzing financial data for budget development, variance reporting, and report preparation; identifying adverse financial trends and recommending mitigation solutions; applying financial rules and company policies to resolve issues; supporting the annual budgeting process and multi‑year forecasting; providing timely assistance to clients on account codes, project status, and work order resolution; and participating in special projects as assigned. • Collect and analyze financial data for budget development and variance reporting • Prepare internal and external financial reports • Identify adverse financial trends and propose mitigation actions • Support annual budgeting and five‑year forecasting processes • Assist clients with account code interpretation, project status updates, and work order resolution • Participate in or support special finance projects

Key Responsibilities

• ▸data analysis
• ▸budget development
• ▸variance reporting
• ▸financial reporting
• ▸forecasting
• ▸client support

What You Bring

Minimum requirements for a Financial Analyst I are a bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience), intermediate Microsoft Office skills, strong written and verbal communication, and demonstrated analytical, problem‑solving, and customer‑service abilities; an internship is preferred. For a Financial Analyst II, a CPA, CMA, or MBA is preferred, along with at least two years of financial accounting or analysis experience, while still requiring the same technical and communication competencies. • Bachelor's degree in Accounting, Finance, or related field; internship experience preferred (FA I) • CPA, CMA, or MBA preferred; minimum 2 years relevant experience (FA II) • Intermediate proficiency with Microsoft Office applications • Strong written and verbal communication skills

Requirements

• ▸bachelor's
• ▸cpa
• ▸cma
• ▸mba
• ▸microsoft office
• ▸2 years

Benefits

Xcel Energy is seeking motivated individuals to join its finance team as Financial Analyst I or II, with the hiring level determined by skills and experience. This role offers a dynamic work environment that challenges employees and provides opportunities for learning and growth. The anticipated base salary ranges from $58,700 to $90,966 annually, and the role includes a comprehensive benefits package such as an annual incentive program, medical/dental/vision plans, life insurance, various health savings and flexible spending accounts, transportation reimbursement, disability coverage, an employee assistance program, fitness reimbursement, tuition reimbursement, transit programs, recognition awards, pension, 401(k), paid time off, holidays, volunteer PTO, and parental leave. • Annual incentive program and competitive base salary • Medical, dental, and vision insurance plans • Life insurance, disability (STD/LTD) coverage, and employee assistance program • Health Savings Account (HSA) and flexible spending accounts • Transportation reimbursement, fitness center reimbursement, and tuition reimbursement • Pension plan, 401(k) retirement savings, and paid time off including holidays and volunteer PTO

Work Environment

Office Full-Time