Title: Financial Planning & Analysis Analyst 
Company: Tampa Electric Company 
State and City: Florida - Tampa
Shift: 8 Hr. X 5 Days

POSITION CONCEPT
The Financial Planning & Analysis Analyst will provide short- and long-term forecasting, budgeting, and reporting for Tampa Electric. Requires development and/or maintenance of models and tools to accomplish this responsibility in a timely and accurate manner. Performs recurring analyses that support management decision making. Responds to frequent requests from Tampa Electric Senior Leadership and Emera for ad hoc analysis and reports.  Will develop analytical skills, work with the team and Finance leadership, assisting with assignments of increasing complexity.

Advancement in Progression
Advancement to a higher level is based on value added to the company through increased duties, responsibilities, and accomplishments.  Advancement is not automatic, i.e. based solely on time in the job, but will be based on direct observation of the employee’s performance, accomplishments, qualifications, and the business and/or technical needs of the department.

PRIMARY DUTIES AND RESPONSIBILITIES

• Short-term forecasting: Prepares the short-term forecast for Tampa Electric Company and TECO Energy, including the annual budget and current year financial forecasts, includes forecasted income statement, balance sheet, and cash flows, in addition to supporting the preparation of current year forecast packages provided to Tampa Electric Company Officers. Collaborate with the Tampa Electric Company Business Planning, Capital Planning, Accounting, and Tax teams and other impacted constituents for the accurate and timely completion of the short-term forecasts. 
• Prepare analysis of forecasted financial information and expected financial relationships, including key income statement and balance sheet trends in support of management’s understanding of key assumptions used in the forecasts. Assist in the preparation of presentations outlining the key assumptions for use in management decision making.
• Ad hoc analysis: Prepare ad hoc financial analysis, including but not limited to, budget to actual, year-over-year variances, changes in forecast assumptions, financial and non-financial trends, and peer comparisons. 
• Prepares documentation of the analysis performed in a manner consistent with Sarbanes-Oxley compliance.
• Project Financial Analysis: Assist in the preparation of financial analysis of projects proposed to the CLT, projects proposed as part of strategic analysis and the completion of the company’s long-term forecast and ad hoc projects such as acquisitions or asset investment/ownership opportunities. 
• Long-term forecasting: Assist the long-term forecasting process for Tampa Electric Company and TECO Energy, including assisting in the preparation of the annual 5-year financial forecast. Responsible for assisting in the preparation of forecasted income statement, balance sheet, cash flows, ROE, and customer rates, including all forecast packages provided to Emera. Analyzes key assumptions in the multi-year forecast, including support of variance analysis. Collaborate with the Tampa Electric Company Business Planning, Capital Planning, Accounting, and Tax teams and other impacted constituents for the accurate and timely completion of the long-term forecasts. 

QUALIFICATIONS

Education

• Required:    Bachelor’s Degree in Accounting, Finance or Financial-related field from a regionally

Related Experience

• Required:    No years of related financial experience.
• Preferred:    One or more years of financial work experience in a regulated utility environment.

Knowledge/Skills/Abilities (KSAs)

• Required:    
  • Working knowledge of U.S. GAAP;
  • Working knowledge of Microsoft Office with proficiency in Microsoft Excel;
  • Analytical skills;
  • Strong written and oral communication skills;
  • Self-motivated and detail oriented.
• Preferred:    
  • Knowledge of software/systems such as SAP, BPC/EPM, and Oracle – OneStream.

LEADERSHIP COMPETENCIES

• Speaks up on Safety, Health, and the Environment
• Takes Ownership and Acts with Integrity
• Drives Operational Excellence for Customers
• Builds Strong, Collaborative Relationships
• Cultivates Innovation and Embraces Change
• Thinks Strategically and Exercises Sound Judgment

WORKING CONDITIONS
Normal working conditions with occasional extended hours during the week and weekends.

PHYSICAL DEMANDS/REQUIREMENTS
Normal physical demands related to an office workplace environment. 

POSITION CONCEPT
The Financial Planning & Analysis Analyst II will provide short- and long-term forecasting, budgeting, and reporting for Tampa Electric. Requires development and/or maintenance of models and tools to accomplish this responsibility in a timely and accurate manner. Performs recurring analyses that support management decision making. Responds to frequent requests from Tampa Electric Senior Leadership and Emera for ad hoc analysis and reports.  Will have increasing complexity, working independently, and with a higher level of contribution.

PRIMARY DUTIES AND RESPONSIBILITIES

• Short-term forecasting: Prepares the short-term forecasting for Tampa Electric Company and TECO Energy, including the annual budget and current year financial forecasts, includes forecasted income statement, balance sheet, and cash flows, in addition to the preparation of current year forecast packages provided to Tampa Electric Company Officers. Collaborate with the Tampa Electric Company Business Planning, Capital Planning, Accounting, and Tax teams and other impacted constituents for the accurate and timely completion of the short-term forecasts.
• Prepares documentation of the analysis performed in a manner consistent with Sarbanes-Oxley compliance. 
• Project Financial Analysis: Prepare financial analysis of projects proposed to the Capital Leadership Team (CLT), projects proposed as part of strategic analysis and the completion of the company’s long-term forecast and ad hoc projects such as acquisitions or asset investment/ownership opportunities. This includes assisting in the preparation of the analysis of all impacts on accretion/dilution, credit metrics, earnings and cash flow, ROE, regulatory and customer rates. 
• Prepare analysis of forecasted financial information and expected financial relationships, including key income statement and balance sheet trends in support of the management’s understanding of key assumptions used in the forecasts. Prepare presentations outlining the key assumptions for use in management decision making.
• Ad hoc analysis: Prepare ad hoc financial analysis, including but not limited to, budget to actual, year-over-year variances, changes in forecast assumptions, financial and non-financial trends, and peer comparisons. 
• Long-term forecasting: Prepares the long-term forecasting process for Tampa Electric Company and TECO Energy, including the annual 5-year financial forecast. Responsible for the preparation of forecasted income statements, balance sheet, cash flows, ROE, and customer rates, including all forecast packages provided to Emera. Analyzes key assumptions in the multi-year forecast, including support for variance analysis. Collaborate with the Tampa Electric Company Business Planning, Capital Planning, Accounting, and Tax teams and other impacted constituents for the accurate and timely completion of the long-term forecasts.

QUALIFICATIONS

Education

• Required:    Bachelor’s Degree in Accounting, Finance or Financial-related field from a regionally accredited university or college.

Licenses/Certifications

• Preferred:    CPA or CFA 

Related Experience

• Required:    2 years financial work experience.
• Preferred:    1 or more years of related financial work experience in a regulated utility environment.

Knowledge/Skills/Abilities (KSAs)

• Required:     Working knowledge of U.S. GAAP; Working knowledge of Microsoft Office with advanced proficiency in Microsoft Excel; Analytical skills; Strong written and oral communication skills; Self-motivated and detail oriented; Works with limited supervision and performs well in a deadline driven environment. Demonstrates proficiency with SAP and BPC/EPM.
• Preferred:     Advanced proficiency with SAP, BPC/EPM, Oracle – OneStream.

WORKING CONDITIONS
Normal working conditions with occasional extended hours during the week and weekends.

PHYSICAL DEMANDS/REQUIREMENTS
Normal physical demands related to an office workplace environment. 

 
POSITION CONCEPT
The Financial Planning & Analysis Analyst Sr will provide short- and long-term forecasting, budgeting, and reporting for Tampa Electric. Requires development and/or maintenance of models and tools to accomplish this responsibility in a timely and accurate manner. Performs recurring analyses that support management decision making. Responds to frequent requests from Tampa Electric Senior Leadership and Emera for ad hoc analysis and reports.  With increasing complexity, working independently, and with a higher level of contribution.   Review, guidance, training, and direction to other analysts within the FP&A team. Demonstrates a thorough knowledge of Tampa Electric’s Business and Financial Performance.

PRIMARY DUTIES AND RESPONSIBILITIES

• Long-term forecasting: Leads the preparation of the long-term forecasting process for Tampa Electric Company and TECO Energy, including the annual 5-year financial forecast. Responsible for leading the preparation of forecasted income statements, balance sheets, cash flows, ROE, and customer rates, including all forecast packages provided to Emera. Leads the analysis of key assumptions in the multi-year forecast, including support for variance analysis. Collaborate with the Tampa Electric Company Business Planning, Capital Planning, Accounting, and Tax teams and other impacted constituents for the accurate and timely completion of the long-term forecasts. 
• Leads the preparation of analysis of forecasted financial information and expected financial relationships, including key income statements and balance sheet trends in support of the Senior Management’s understanding of key assumptions used in the forecasts. Leads the preparation of presentations outlining the key assumptions for use in management decision making.
• Short-term forecasting: Leads the preparation and assists with the review of the short-term forecasting process for Tampa Electric Company and TECO Energy, including the annual budget and current year financial forecasts, including forecasted income statement, balance sheet, and cash flows, in addition to leading the preparation of current year forecast packages provided to Tampa Electric Company Officers. Collaborate with the Tampa Electric Company Business Planning, Capital Planning, Accounting, and Tax teams and other impacted constituents for the accurate and timely completion of the short-term forecasts.
• Ad hoc analysis: Assist with the review of ad hoc financial analysis, including but not limited to, budget to actual, year-over-year or quarter-over-quarter variances, and changes in forecast assumptions.
• Leads the preparation of documentation of the analysis performed in a manner consistent with Sarbanes-Oxley compliance.
• Project Financial Analysis: Leads the preparation of financial analysis of projects proposed to the CLT, projects proposed as part of strategic analysis and the completion of the company’s long-term forecast and ad hoc projects such as acquisitions or asset investment/ownership opportunities. This includes preparing the analysis of all impacts on accretion/dilution, credit metrics, earnings and cash flow, ROE, regulatory recovery and customer rates. 

QUALIFICATIONS

Education

• Required:     Bachelor’s Degree in Accounting, Finance or Financial-related field from a regionally accredited university or college.

Licenses/Certifications 

• Preferred:    CPA or CFA

Related Experience

• Required: 4 years financial work experience.
• Preferred: 2 or more years of related financial work experience in a regulated utility environment.

Knowledge/Skills/Abilities (KSAs)

• Required:    
  • Working knowledge of U.S. GAAP and regulatory FERC accounting;
  • Advanced knowledge of Microsoft Office with a focus on Microsoft Excel;
  • Excellent analytical skills;
  • Excellent written and oral communication skills; 
  • Self-motivated and detail oriented;
  • Works autonomously with little or no supervision and effectively executes multiple projects / activities in a deadline driven environment.
  • Ability to professionally engage with senior leadership and internal/external constituents on a frequent basis.
  • Demonstrates exceptional judgement and uses best practices to improve processes; resolves complex problems or where precedent does not exist.
• Preferred:    
  • Advanced proficiency with SAP, BPC/EPM, Oracle – OneStream, Business Objects software, and financial modeling.

WORKING CONDITIONS
Normal working conditions with occasional extended hours during the week and weekends.

PHYSICAL DEMANDS/REQUIREMENTS
Normal physical demands related to an office workplace environment. 

TECO offers a competitive Benefits package!!

Competitive Salary *401k Savings plan w/ company matching * Pension plan * Paid time off* Paid Holiday time * Medical, Prescription Drug, & Dental Coverage  *Tuition Assistance Program * Employee Assistance Program * Wellness Programs * On-site Fitness Centers * Bonus Plan and more!

STORM DUTY REQUIREMENTS....Please make sure to read below!!!  Responding to storms will be considered a condition of employment.

TECO Energy and its companies serve a role in providing critical services to our community during an emergency. Team members are required to participate in the response/recovery activities related to emergencies/disasters to maintain service to our TECO Energy customers. Team members are required to work in their normal job duties or other assigned activities. Proper compensation will be made in accordance with the company's rules and procedures.

TECO Energy is proud to be an Equal Opportunity Employer.

TECO Energy is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law, except where physical or mental abilities are a bona fide occupational requirement and the individual is unable to perform the essential functions of the position with reasonable accommodations.

In order to provide equal employment and advancement opportunities for all individuals, employment decisions at TECO Energy will be based on skills, knowledge, qualifications and abilities.

Pay Transparency Non-Discrimination Statement
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

ADA policy
It is the policy of TECO Energy to provide reasonable accommodation for all qualified disabled individuals who are employees and applicants for employment, unless it would cause undue hardship. The corporation will adhere to applicable federal and state laws, regulations and guidelines, including, but not limited to the Americans with Disabilities Act (ADA) of 1990 and section 503 and 504 of the Rehabilitation Act of 1970s.

Application accommodations
Applicants may request reasonable accommodation in the application process five business days prior to the time accommodation is needed.

Pre-employment physical exams may be required for positions with bona fide job-related physical requirements regardless of disability.