Financial Analyst- Financial Analyst Staff

About the role

Job Posting End Date

11-24-2026

Please note the job posting will close on the day before the posting end date.

Job Summary

Assist in preparation of financial forecasts, variance analyses and regulatory filings.

What You'll Do

Financial Analyst

• Initiate and formulate financial forecasts, in conjunction with operating company personnel, using corporate financial models including the identification of significant strategic issues and alternative and/or contingency plans.
• Perform monthly/quarterly variance reporting and analysis of budget vs. actual results and actual vs. prior year results for the primary purpose of improving future forecasts. This analysis will also aid operating companies in understanding their financial results and assist Financial Reporting in SEC reporting.
• Identify needed rate relief and make recommendations for the timing and amount. Develop and prepare pro forma rate case data and testimony. Assist witness in testimony preparation.
• Assist in identifying opportunities for process improvement, cost savings and revenue enhancement.

Financial Analyst Senior

• Assist in developing special strategic evaluations of corporate business opportunities and assist in making recommendations based upon the results of the evaluations.
• Identify opportunities for process improvement, cost savings and revenue enhancement.

Financial Analyst Staff

• Initiate, formulate and develop assumptions for financial forecasts, in conjunction with operating company/business segment personnel, using corporate financial models including the identification of significant strategic issues and alternative and/or contingency plans.
• Perform monthly/quarterly variance reporting and analysis of budget vs. actual results and actual vs. prior year results on a consolidated or segment level for the primary purpose of improving future forecasts. This analysis will also aid operating companies in understanding their financial results and assist Financial Reporting in SEC reporting.
• Identify needed rate relief and make recommendations for the timing and amount. Develop and prepare pro forma rate case data and testimony. Assist witness in testimony preparation. Serve as witness in certain fuel or tracker proceedings, as required.
• Develop/manage staff where applicable and serve as an example/advisor/mentor to departmental analysts.
• Prepare and make reports to executive management and Board of Directors as assigned or required.
• Develop special strategic evaluations of corporate business opportunities including but not limited to evaluating acquisition and divestiture opportunities and make recommendations based upon the results of the evaluations.
• Identify and implement opportunities for process improvement, cost savings and revenue enhancement.

Additional information

Note: This position is posted at multiple grade levels and offers a range of opportunities for advancement. The minimum qualifications outlined below apply to the Financial Analyst level, with increased experience, responsibility and leadership expectations for Senior Financial Analyst and Staff Financial Analyst levels.

Education Requirements

Financial Analyst

• Bachelor's Degree, preferred majors include accounting, finance, economics, business administration or engineering.

Financial Analyst Staff

• Bachelor's degree in business, Accounting, Finance or Engineering required.

Work Experience Requirements

Financial Analyst

• One or more years of work experience in the disciplines mentioned in the education requirement.

Financial Analyst Senior

• 4 or more years of work experience in the disciplines mentioned in the education requirement.

Financial Analyst Staff

• 8 or more years of work experience in the disciplines mentioned in the education requirement.

Other: Financial Analyst

• Physical demand level is Sedentary.
• These are additional expectations for the job and could include specific work experience, license/certifications, preemployment testing, expectations about travel, shift work, etc.
• A successful candidate will exhibit the following qualities/skills:
• Proficient in Microsoft Office
• Ability to communicate clearly, concisely and comfortably with all levels of the organization
• Strategic Thinking
• Relationship Building
• Teamwork
• Adaptability/Flexibility
• Customer Focus
• Planning/Organizing Skills

Financial Analyst Senior

• Physical demand level is Sedentary.
• Proficient in Microsoft Office, PeopleSoft and Business Objects
• Strategic Thinking
• Relationship Building
• Teamwork
• Adaptability/Flexibility
• Customer Focus
• Planning/Organizing Skills

Financial Analyst Staff

• Physical demand level is Sedentary.
• This position requires extensive coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory, requiring the incumbent to work across functional boundaries and operating companies.
• Familiarity with AEP accounting desired.
• Effective Leadership Skills
• Presentation Skills
• Proficient in Microsoft Office, UI Financial Model Programming, PeopleSoft, and Business Objects
• Strategic Thinking
• Relationship Building
• Teamwork
• Adaptability/Flexibility
• Customer Focus
• Planning/Organizing Skills
• MBA, CPA, CMA, CIA, PE, CFP or other professional certification preferred.

What You'll Get

• In addition to competitive compensation, AEP offers a unique comprehensive benefits package that aims to support and enhance the overall well-being of our employees.
• Where Putting the Customer First Powers Everything We Do!

• At AEP, we're more than just an energy company.
• We're a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions.
• Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities.

Compensation Data

Compensation Grade

SP20-006

Compensation Range

$63,496.00 - $151,132.50

The Physical Demand Level for this job is

S - Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

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