Financial Analyst III

Job Title: Financial Analyst III

Location: Houston, Texas (Hybrid)

Role Overview

An experienced analyst is sought to support Gas Engineering and Regulated Operations teams. This position is responsible for capital planning, budgeting, financial analysis, and reporting activities that help guide investment decisions across the business. This is a collaborative role that partners with Engineering, Finance, Operations, and Regulatory teams to analyze capital projects, monitor expenditures, develop financial models, and support regulatory filings.

Key Responsibilities

• Gather relevant and accurate financial information to create actionable business intelligence which leads to improved decisions and performance.

• Use SAP, analytical models, and spreadsheet skills to support capital planning, reporting, and benchmarking efforts.

• Develop financial models for resource allocation, regulatory testimony support, and rate case schedules.

• Support planning and rate case filings by establishing accurate costs through financial analysis of historical expenditures.

• Prepare various financial analysis projects for review, such as risk analysis, internal rate of return, and budget evaluations.

• Assist management in developing and monitoring capital budgets, providing meaningful planning and expenditure information.

• Liaise with the Finance department to ensure knowledge transfer and provide business input into system and process changes.

• Participate on or lead cross-functional teams to provide business and financial expertise in support of Gas Engineering efforts.

• Maintain data integrity in financial tools or systems used to track capital projects and expenditures, such as SAP and MS Access.

• Prepare, participate, and lead monthly budget review meetings with regional management.

• Required Qualifications

• Education: Bachelor’s degree from an accredited college or university in Accounting, Finance or Business Administration.

• Experience: Minimum of 5 years of experience in accounting, finance, engineering, or operations. Experience developing financial models and performing budgeting, forecasting, and variance analysis.

• Technical

Skills

• Proficiency with SAP and current versions of Microsoft Office products, including Excel.

• Additional Skills

• Strong interpersonal, communication, problem-solving, and analytical skills are required. The ability to work independently with a high degree of initiative is necessary.

• Preferred Qualifications

• Experience in the utility, energy, oil & gas, pipeline, or other regulated industry.

• Capital project accounting, project controls, or capital expenditure (CapEx) planning experience.

• Experience supporting regulatory filings, rate cases, or audit requests.

• Advanced Excel skills including pivot tables, lookups, and financial modeling.

• Work Environment

• This role requires the ability to work in a fast-paced environment with pressure to meet deadlines.

• The ability to work more than 40 hours per week, including occasional overtime, may be required to meet established objectives.

• A valid driver's license and a safe driving record are necessary.

• Travel for work, meetings, or conferences may be required, potentially including overnight stays.

• This position may require remaining in the service area during emergency events to aid in restoration efforts.

Benefits

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an employee stock purchase program and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a Health Savings Account, an Employee Assistance Program with counseling services, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.

• Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

• UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.