Supervisor, Financial Planning & Analysis

JOB TITLE: Supervisor, Financial Planning and Analysis

Location: North Fort Myers, FL

Work Hours: M-F 8:00 TO 5:00

Our benefits include:

• Company-wide annual incentive plan
• Medical, vision and dental insurance
• 401(k) plan with a generous 6% company match
• Company funded Pension Plan
• On-site wellness/medical facility
• Company paid Short & Long-Term Disability insurance
• Health Savings Account with an employer contribution
• Flexible Spending Account
• Paid time off and paid holidays
• Wellness program with financial rewards
• Tuition reimbursement
• Group life insurance
• Critical Illness and Accident Insurance

LCEC provides reliable, cost-competitive electricity to more than 260,000 members throughout a five-county service territory located in Southwest Florida. We employ approximately 485 skilled employees and are one of more than 900 electric distribution cooperatives located throughout the United States. LCEC has been recognized locally and statewide as an industry leader and continually receives acknowledgment for the work that our employees do in the community along with other civic, environmental and professional honors.

Position Summary: The Supervisor, Financial Planning & Analysis provides leadership for the organization's financial planning and analysis function, including budgeting, forecasting, long-range financial planning, financial performance analysis, power supply financial analysis, rates and cost-of-service activities, revenue assurance, and cooperative financial strategy. The position leads complex financial analyses and initiatives, provides financial information and recommendations to management, and promotes accurate, consistent, and timely financial planning and reporting. The Supervisor also establishes team priorities, reviews work products and supports employee development.

Position Responsibilities

• Oversee the organization's annual operating and capital budgeting processes, including assumptions, department submissions, review, consolidation, and preparation of management and Board materials.
• Coordinate long-range financial planning and forecasting, including revenue, expenses, cash flow, capital requirements, and key financial measures.
• Review financial performance and variance analyses; identify significant trends, risks, and opportunities and provide recommendations to management.
• Serve as Finance's lead for wholesale power financial analysis and coordinate with consultants and legal counsel on complex wholesale power agreement matters, including contract economics, billing and rate or tariff provisions, load and sales assumptions, power cost recovery, and financial and member impacts.
• Lead the organization's rate design and cost-of-service activities by developing and maintaining supporting analyses and models, evaluating rate alternatives and financial and member impacts, and building internal capability in these areas. Coordinate with consultants and legal counsel on complex, specialized, or unusual rate matters and lead coordination with Billing and other stakeholders to implement approved rate and tariff changes.
• Oversee revenue analysis and testing of billed and unbilled revenue, rate applications, riders, adjustments, and related revenue streams, including programs such as SurgeSENSE and net metering, to support revenue accuracy, completeness, and financial controls.
• Lead analysis and strategy related to debt, liquidity, financing alternatives, lender requirements and covenants, equity targets, capital credit allocation and retirement strategies, and discounting and present-value analyses. Coordinate with financial consultants and legal counsel on complex equity, capital credit, financing, and related cooperative financial matters.
• Develop and review financial models, business cases, benchmarking, and return-on-investment analyses for proposed investments, contracts, and initiatives.
• Prepare and present financial results, forecasts, and recommendations to management, executive leadership, the Board, and other stakeholders, as assigned.
• Maintain consistent analytical standards, financial models, controls, and data-validation practices, and recommend improvements to planning and reporting processes.
• Supervise Financial Planning & Analysis staff by establishing priorities, assigning and reviewing work, providing coaching and feedback, supporting employee development, and monitoring team deliverables.
• Maintain effective working relationships with employees at all levels within LCEC. Ensure smooth operations, productive communications, and effective understanding during all interpersonal contacts. Provide accurate information to internal and external customers and management expeditiously and professionally.
• Support Storm Restoration efforts when needed. Work in emergency storm situations (i.e. hurricanes) and work long hours (>12 hours per day) for many continuous days/weeks as needed.
• Perform other duties as assigned.

Education

• Bachelor's Degree in finance, accounting, economics, business administration, or a related quantitative field. (Required)
• Master's Degree in finance, accounting, business administration, economics, or related field. (Preferred)

Experience

• 7+ to 10 Years Progressively responsible experience in financial planning and analysis, accounting, or a related finance function, including budgeting, forecasting, financial modeling, and performance analysis. (Required)
• 3+ Years of supervisory or team leadership experience, including responsibility for assigning work, reviewing deliverables, and developing employees. (Required)
• Experience preparing financial analyses and reports for management or executive-level audiences. (Required)
• Meaningful electric utility finance experience involving purchased power, utility revenue and load forecasting, rate analysis, and cost-of-service or rate design activities. (Required)
• Electric cooperative finance experience involving debt, liquidity, equity, capital credits, or financial covenant analysis. (Preferred)

Knowledge, Skills, and Abilities

• Advanced knowledge of budgeting, forecasting, financial modeling, variance analysis, and long-range financial planning. (Required)
• Knowledge of utility financial and operating drivers, including purchased power, load and sales forecasting, revenue requirements, rate structures, cost-of-service principles, and capital requirements. (Required)
• Ability to evaluate complex financial information, identify significant issues, and develop practical recommendations. (Required)
• Ability to supervise employees, establish priorities, review work, provide feedback, and support employee development. (Required)
• Ability to communicate complex financial information clearly to technical and nontechnical audiences. (Required)
• Advanced proficiency with Microsoft Excel and PowerPoint and experience with ERP, financial planning, business intelligence, or reporting systems. (Required)
• Ability to coordinate cross-functional work and interact effectively with management, consultants, lenders, legal counsel, and other stakeholders. (Required)
• Ability to leverage AI and automation to improve financial planning, analysis, reporting, and process efficiency while ensuring accuracy, confidentiality, and compliance with organizational controls and AI governance requirements. (Preferred)

Certifications

• CPA, CMA, CFA, FPAC, or other relevant finance/accounting certification. (Preferred)

Physical Demands and Working Environment: The physical demands and working environment characteristics described here must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical Demands: Standing Occasionally,
  Walking Occasionally,
  Sitting Constantly,
  Lifting Rarely up to 25 lbs,
  Carrying Rarely,
  Pushing Rarely,
  Pulling Rarely,
  Climbing Rarely,
  Balancing Rarely,
  Stooping Rarely,
  Kneeling Rarely,
  Crouching Rarely,
  Crawling Rarely,
  Reaching Rarely,
  Handling Occasionally,
  Grasping Occasionally,
  Feeling Rarely,
  Talking Constantly,
  Hearing Constantly,
  Repetitive Motions Frequently,
  Eye/Hand/Foot Coordination Frequently,

• Working Environment: Constantly Air-conditioned office environment, Rarely Extreme cold, Rarely Extreme heat, Rarely Humidity, Rarely Wet, Occasionally Noise, Rarely Hazards, Rarely Temperature Change, Rarely Atmospheric Conditions, Rarely Vibration.

STORM DUTY REQUIREMENTS.... Responding to storms may be considered a condition of employment: LCEC provides critical services to our community during an emergency. Employees may be required to participate in the response/recovery activities related to emergencies/disasters to maintain service to our LCEC members. Employees are required to work in their normal job duties or other assigned activities. Proper compensation will be made in accordance with the company's guidelines and procedures.

Please note that at the time a candidate is made a job offer, the candidate will be subject to a background check and a drug screening.