NiSource

Senior or Lead Financial Analyst - Treasury (hybrid)

NiSource

full-time

Posted on:

Origin:  • 🇺🇸 United States • Ohio

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Salary

💰 $79,800 - $119,600 per year

Job Level

Senior

About the role

  • Job Summary: Join our dynamic Treasury team at NiSource with responsibility for managing the internal and external financing needs of NiSource and its subsidiaries. The Treasury team focuses on maintaining the company’s daily liquidity, managing short-term debt in conjunction with the company's financing strategies, overseeing relationships with treasury management banks and commercial paper dealers, and monitoring economic factors and market trends. The Financial Analyst provides value-added financial services to both internal and external customers. The incumbent may assume responsibility for financial activities, including but not limited to reviewing and interpreting the impact of financial reporting proposals promulgated by governing bodies; preparing analytical studies on historical, forecast, and pro-forma financial data; developing comprehensive financial data reports for both internal and external customers; and providing other needed expertise and reporting to accurately reflect and manage financial matters. Essential Functions Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing courses of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. (Professional Judgment) Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, and assists with the adoption of new reporting requirements. (Reporting) Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business. (Regulatory) Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks. (Technical/Professional Knowledge and Skills) Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities. (Business Acumen) Demonstrates a working knowledge of the operating plan and role in the finance organization; Has a general knowledge of other departments' role in the finance organization; Collaboratively develops solutions between corporate and business units. (Understanding Finance) Demonstrates our commitment to quality by documenting work fully and accurately. (Documentation of Work Performed) Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives. (Continuous Process Improvement)

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field from an accredited institution.
  • At least 2 years of progressive experience in financial analysis, treasury, accounting, or regulatory finance, preferably within a regulated industry such as utilities or energy.
  • Proficient skills in Microsoft Excel, including financial modeling/data analysis and familiarity with a Treasury Work Station is a plus.
  • Financial Acumen- Understands basics of finance and accounting, including the relationships between segments of the financial statements (e.g. balance sheet, income statement, and cash flow)
  • Continuous Improvement - Originating action to improve existing conditions and processes; identifying improvement opportunities, generating ideas, and implementing solutions.
  • Data analysis - Analyze information from a variety of sources to detect trends, associations, cause-effect relationships and other anomalies.
  • Time management - Effectively manage time to ensure deadlines are met and quality is achieved.
  • Networking- Strong interpersonal skills and experience working cross-functionally.
  • Quality Orientation- Demonstrates a strong commitment to accuracy and precision by developing and executing processes and deliverables that are consistently free from errors, omissions, or defects.