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Job Summary:
Responsible for the preparation of external and internal financial reports to support the Company, regulatory filings and informed decision making on a monthly, quarterly, and annual basis. Contributes to the organization by maintaining efficient reporting processes, delivering clear financial insights to leadership, and enhancing data accuracy and workflow effectiveness through technology enabled solutions.Job Description:
Collects, reviews and analyzes financial data and reports to identify trends, variances and provide actionable insights for business decisions.
Prepares monthly, quarterly, and annual financial information, supporting internal and external reporting requirements.
Develops clear reports and dashboards to communicate financial findings to leaders and departments, and support performance tracking.
Serves as liaison with key stakeholders, assisting with variance analysis and collaborating to ensure accurate and relevant financial information.
Collaborates with cross-functional teams (General Accounting, Project Accounting, Financial Management, and External Reporting) to resolve issues, support Board presentations and key deliverable, and define data needs to ensure accurate and relevant analysis aligned with goals.
Follows established company policies, procedures, and standards to ensure full compliance with applicable laws and industry regulations.
Participates in storm restoration tasks and assigned drills to contribute to the safe and reliable recovery of services.
Performs additional tasks aligned with role expectations and qualifications to support team goals and operational flexibility.
Additional Job Description:
Education
Bachelor’s degree in Accounting, Finance or Business Administration
Experience
6 years of experience in a similar role
Power BI skills (required)
Preferred Experience in:
Regulated utility accounting.
Oracle
Excel based reporting software (Smartview, Splash BI, etc.)
Advanced MS Excel skills (preferred).
Experience with PowerApps and Power Automate.
Competencies (Skills)
Relationship Building and Collaboration: Demonstrates the ability to build strong relationships and work effectively with accounting and non‑accounting teams to achieve shared goals.
Organizational and Time Management Skills: Manages multiple concurrent tasks, prioritizes effectively in a dynamic environment, and consistently meets strict deadlines.
Analytical and Problem-Solving Skills: Possesses strong analytical capability to perform complex calculations, evaluate accounting implications, and reconcile large volumes of data accurately.
Technical Skills: Proficient in Power BI, Microsoft Office, Visio, Oracle, SharePoint, and other relevant applications, with the ability to quickly learn new systems and technologies.
Communication: Exhibits strong written, verbal, and presentation communication abilities in English and/or Spanish.
Licenses/Certifications
CPA (preferred)
Travel Requirements
N/A
Physical Demands
Stationary Position: Frequently
Pushing/ Pulling/ Reaching: Seldom
Kneel: Seldom
Grab: Seldom
Bend: Seldom
Lift/Carry over: Less than 5 lbs.
Working Conditions
Wet or humid: Never
Working near or on moving mechanical parts: Never
Working near or on heavy machinery: Never
Working in high places: Never
Exposed to fumes or airborne particles: Never
Frequency of working in outdoor weather conditions: Never
Work with electricity: Never
Work with explosives: Never
Work on or near a source of radiation: Never
Other environmental factors including weather conditions: Never
Loud noise conditions: Never
LUMA Energy is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, military status, disability, or any other characteristic protected by federal or local laws.
