Director of Planning and Financial Analysis

Job Description

Job Description

Location: Tucker, GA

Department: Planning, Forecasting, Rates and Corporate Performance

Role Snapshot

Step into a high‑impact leadership role where your financial expertise helps shape the future of Georgia's energy landscape. As Director of Planning & Financial Analysis, you'll guide the corporate budget and long‑range forecast, deliver meaningful insights to senior leadership, and lead a team that supports strategic decisions for our member EMCs. If you excel at financial storytelling, strategic thinking, and cross‑functional collaboration, this is an opportunity to make your mark.

What You'll Do

• Lead development of the annual corporate budget and 3‑year forecast in partnership with key OPC stakeholders and GSOC/GTC partners. Facilitate stakeholder and executive meetings, presenting insights and recommendations to leadership, the Board of Directors, and Member Systems.
• Oversee the development Member Reports and budget‑related deliverables for Billing and long‑range financial planning.
• Conduct special budget analyses, including scenario modeling for major projects at both the corporate and Member level.
• Drive ongoing development and optimization of enterprise budgeting and forecasting tools (e.g., Jedox), including vendor relationship management. Serve as a key contributor for monthly and quarterly financial reviews with the CFO, supporting Member communications, SEC filings, and investor‑related activity.
• Model changes to business concepts and Rate Schedule A, coordinating with internal groups to ensure accurate implementation.
• Provide leadership and direction for the Planning & Financial Analysis team, ensuring high‑quality work and timely project completion.

What You Bring

Education & Experience

• Bachelor's degree in Finance, Engineering, Math, or Economics; MBA or related master's preferred.
• 10+ years of experience in the utility industry (12+ ideal), including leadership or management responsibilities.
• Strong background in financial analysis, budgeting, and reviewing financial statements.
• Experience with electric utility cost‑of‑service or ratemaking is a plus.
• Equivalent experience considered (e.g., 20+ years in utility financial or planning roles).

Skills & Knowledge

• Advanced Excel and strong financial modeling/analysis skills.
• Clear communicator with strong presentation and report‑writing ability.
• Solid understanding of finance, accounting, forecasting, and basic engineering/economic principles.
• Experience with utility revenue requirements or rate modeling is helpful.
• Familiarity with systems like Lawson or Jedox is beneficial.