Senior Financial Analyst

Summary

The Senior Financial Analyst plays a critical role in the management and oversight of institutional investment portfolios, ensuring accurate execution of portfolio transactions and robust support for governance and fiduciary processes. This position is responsible for coordinating benefit payments, contributions, tax payments, rebalancing, invoices, and other fund operations, while preparing high-quality materials for committees and boards to facilitate informed decision-making. The analyst also partners with investment managers, trustees, consultants, actuaries, and other service providers to maintain effective vendor relationships aligned with portfolio and organizational objectives.

In addition, the role strengthens financial integrity by supporting audits, internal controls, and regulatory compliance, while providing analytical support for finance and accounting reporting, planning, and operations. To accomplish this, the Senior Financial Analyst will collaborate with a wide range of internal (e.g., accounting, financial planning, legal, tax, and HR departments) and external stakeholders. This role prioritizes accuracy and demands a high level of attention to detail 

Minimum Requirements

• Degree in business, finance, accounting economics, mathematics OR an equivalent combination of education and experience from which comparable knowledge, skills and abilities have been achieved.
• Minimum five (5) years directly related experience in financial analysis, accounting, economic analysis or data analytics in any industry
• OR minimum five (5) years business operations related experience in the utility or energy services industry.
• In lieu of degree, an equivalent combination of formal education and experience totally ten (10) years is required.
• Comprehensive knowledge of finance and economic analysis, corporate finance, utility regulation, utility operations. Knowledge of Generally Accepted Accounting Principles (GAAP).
• Strong research, data management and effective management communication skills.
• Advanced knowledge of Microsoft applications (Excel, PowerPoint, SharePoint, etc.) and database tools.

Preferred Special Skills, Knowledge or Qualifications:

• MBA or Masters degree preferred.
• Strong experience with related analytical, financial, database, and/or business operations tools (i.e., Kyriba, Bloomberg, PeopleSoft, Cognos, PowerPlant, Hyperion, Maximo, supply chain and inventory systems).
• Travel may be required.

Major Accountabilities

1. Portfolio Transactions Initiation and Support: Execute and oversee a wide range of portfolio transactions, such as benefit payments, contributions, tax payments, rebalancing, invoices, and charitable distributions, to ensure timely and accurate fund operations.
2. Committee Support: Prepare and review meeting minutes, memos, and other meeting materials to support committees and boards in governance, oversight, and vendor decisions for institutional investments.
3. Vendor Management Support: Evaluate, coordinate, and monitor investment managers, trustees, recordkeeper, consultants, actuary, managed account provider, and other service providers to ensure effective partnerships and alignment with portfolio objectives.
4. Audit and Internal Controls Support: Manage audit responses, internal control processes, and compliance documentation to safeguard institutional assets and maintain transparency with stakeholders.
5. Finance and Accounting Support: Perform analytical support for finance and accounting reporting, planning, and operations for institutional investments through preparation and review of related disclosures, presentations, projections, and calculations.
6. Regulatory and Legal Support: Prepare regulatory filings, compliance reports, and data responses to ensure adherence to federal, state, and industry requirements for institutional investments.
7. Tax Support: Collaborate with the tax department to provide necessary supporting documentation, coordinate tax-related submissions and requests, and address tax implications of institutional investment activities.
8. HR Support: Review and advise on employee communication materials related to Savings Plan investments to promote clarity, accuracy, and alignment with fiduciary standards. 

Export Compliance / EEO Statement

This position may require access to and/or use of information subject to control under the Department of Energy's Part 810 Regulations (10 CFR Part 810), the Export Administration Regulations (EAR) (15 CFR Parts 730 through 774), or the International Traffic in Arms Regulations (ITAR) (22 CFR Chapter I, Subchapter M Part 120) (collectively, 'U.S. Export Control Laws'). Therefore, some positions may require applicants to be a U.S. person, which is defined as a U.S. Citizen, a U.S. Lawful Permanent Resident (i.e. 'Green Card Holder'), a Political Asylee, or a Refugee under the U.S. Export Control Laws. All applicants will be required to confirm their U.S. person or non-US person status. All information collected in this regard will only be used to ensure compliance with U.S. Export Control Laws, and will be used in full compliance with all applicable laws prohibiting discrimination on the basis of national origin and other factors. For positions at Palo Verde Nuclear Generating Stations (PVNGS) all openings will require applicants to be a U.S. person.

Pinnacle West Capital Corporation and its subsidiaries and affiliates ('Pinnacle West') maintain a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, recruiting, hiring, promoting, compensating, reassigning, demoting, transferring, laying off, recalling, terminating employment, and training for all positions without regard to race, color, religion, disability, age, national origin, gender, gender identity, sexual orientation, marital status, protected veteran status, or any other classification or characteristic protected by law.

For more information on applicable equal employment regulations, please refer to EEO is the Law poster. Federal law requires all employers to verify the identity and employment eligibility of every person hired to work in the United States, refer to E-Verify poster. View the employee rights and responsibilities under the Family and Medical Leave Act (FMLA).

Arizona Public Service is a smoke free workplace.