Budget Analyst- Budget Analyst Staff

Budget Analyst

Supports O&M and/or Capital budgeting process, reprojections, variance/other standard/ad-hoc reporting and analysis, and/or the improvement requisition process for a business unit(s), corporate group(s), operating company(ies) and/or for AEP Consolidated. Includes providing support of the related planning, budgeting and reporting applications and the billing/allocation processes. Note: A budget analyst will provide more limited support, either in activities performed or in groups supported.

Budget Analyst (SP20-06)

What You'll Do:

• Support the planning and budgeting activities for the O&M and/or Capital resource allocation process; including long-range forecasts, detail budgets, re-projections and contingency plans.
• Prepare monthly/quarterly variance reports.
• Prepare ad-hoc reports as required.
• Support decisions affecting operation and maintenance activities, capital investment, customer service levels, and profitability objectives.
• Assist in routing and approval process for Improvement Requisitions; ensuring that Authorization.
• Policy and IR Procedures are followed.
• Engage in developing and improving standardized processes surrounding budgeting, forecasting, reporting, and improvement requisitions.
• Perform special studies, analysis, investigations, and assignments as may be required.
• Provide assistance in responding to regulatory and other data requests.

What We're Looking For:

• Bachelor's degree in business, Accounting, Finance or Engineering along with 1 year of relevant experience. Or;
• Associate's degree in business, Accounting, Finance or Engineering along with a minimum of 3 years or relevant experience.

Other Must Haves:

Physical demand level is Sedentary

Key Competencies: Communication, Teamwork, Initiative, Adaptability/Flexibility, Client Focus, Creativity, Planning/Organizing and Understanding the Business and Competition.

• Prior experience in a functional Business Unit (Generation, Transmission, or Distribution), and/or Corporate Finance and/or Operating Company finance, and/or engineering related field is preferred. Knowledge/utilization of UI Budgets, PeopleSoft, Microsoft Office, and Business Objects relational database reporting desired.
• This position requires coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory, requiring the incumbent to work across functional boundaries. Familiarity with AEP accounting and use of Chartfields desired.

Budget Analyst Sr. (SP20-07)

What You'll Do:

• Support the planning and budgeting activities for the O&M and Capital resource allocation process; including long-range forecasts, detail budgets, re-projections and contingency plans.
• Prepare monthly/quarterly variance reports and provide meaningful analysis of drivers.
• Prepare ad-hoc reports as needed to support analysis.
• Support decisions affecting operation and maintenance activities, capital investment, customer service levels, and profitability objectives.
• Assist in routing and approval process for Improvement Requisitions; ensuring that Authorization Policy and IR Procedures are followed.
• Engage in developing and improving standardized processes surrounding budgeting, forecasting, reporting, and improvement requisitions.
• Perform special studies, analysis, investigations, and assignments as may be required.
• Provide assistance in regulatory proceedings related to financial matters including information for data requests, developing revenue requirements, special studies for Commissions, etc.
• Supports Financial Model issues and works with Financial Forecasting and the OPCO/BU(s) to resolve potential issues.

What We're Looking For:

• Bachelor's degree in business, Accounting, Finance or Engineering along with a minimum of 4 years of relevant experience. Or;
• Associate's degree in business, Accounting, Finance or Engineering along with a minimum of 6 years or relevant experience.

Other Must Haves:

• Key Competencies: Communication, Teamwork, Initiative, Adaptability/Flexibility, Client Focus, Creativity, Planning/Organizing and Understanding the Business and Competition These are additional expectations for the job and could include specific work experience, license / certifications, preemployment testing, expectations about travel, shift work, etc.
• Prior experience in a functional Business Unit (Generation, Transmission, or Distribution), and/or Corporate Finance and/or Operating Company finance, and/or engineering related field is preferred. Knowledge/utilization of UI Budgets, PeopleSoft, Microsoft Office, and Business Objects relational database reporting desired.
• This position requires coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory, requiring the incumbent to work across functional boundaries. Familiarity with AEP accounting and use of Chartfields desired.

Budget Analyst Prin (SP20-08)

What You'll Do:

• Serve as a primary support contact for planning and budgeting activities for the O&M and Capital resource allocation process, including long-range forecasts, detail budgets, re-projections and contingency plans.
• Prepare monthly/quarterly variance reports and provide meaningful analysis of drivers and recommend mid-course correction opportunities.
• Suggest and prepare ad-hoc reports as needed to support analysis and recommendations.
• Participate and make recommendations regarding decisions affecting operation and maintenance activities, capital investment, customer service levels, and profitability objectives.
• Assist in routing and approval process for Improvement Requisitions, ensuring that Authorization.
• Policy and IR Procedures are followed. In addition, ensure IR's have meaningful business cases.
• Lead efforts to improve standardized processes surrounding budgeting, forecasting, reporting, and improvement requisitions.
• Perform special studies, analysis, investigations, and assignments as may be required.
• Provide assistance in regulatory proceedings related to financial matters including information for data requests, developing revenue requirements, special studies for Commissions, etc.
• Supports Financial Model issues and works with Financial Forecasting and the opco's/bu's to resolve potential issues.
• Participate in rate case preparation as required.

What We're Looking For:

• Bachelor's degree in business, Accounting, Finance or Engineering along with a minimum of 6 years of relevant experience. Or;
• Associate's degree in business, Accounting, Finance or Engineering along with a minimum of 8 years or relevant experience.

Other Must Haves:

• Physical demand level is Sedentary
• Key Competencies: Communication, Teamwork, Initiative, Adaptability/Flexibility, Client Focus, Creativity, Planning/Organizing and Understanding the Business and Competition. These are additional expectations for the job and could include specific work experience, license / certifications, preemployment testing, expectations about travel, shift work, etc.
• Prior experience in a functional Business Unit (Generation, Transmission, or Distribution), and/or Corporate Finance and/or Operating Company finance, and/or engineering related field is preferred. Knowledge/utilization of UI Budgets, PeopleSoft, Microsoft Office, and Business Objects relational database reporting desired.
• This position requires coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory, requiring the incumbent to work across functional boundaries. Familiarity with AEP accounting and use of Chartfields desired.

Budget Analyst Staff (SP20-09)

What You'll Do:

• Coordinate the planning and budgeting activities for the O&M and/or Capital resource allocation process; including long-range forecasts, detail budgets, re-projections and contingency plans.
• Coordinate monthly/quarterly variance reports and provide meaningful analysis of drivers and recommend mid-course correction opportunities.
• Suggest direct preparation of ad-hoc reports as needed to support analysis and recommendations.
• Contributes to the development of business strategies and decisions affecting operation and maintenance activities, capital investment, customer service levels, and profitability objectives.
• Assist in routing and approval process for Improvement Requisitions; ensuring that Authorization Policy and IR Procedures are followed. In addition, ensure IR's have meaningful business cases.
• Lead efforts to improve standardized processes surrounding