Job Description

Supports financial planning, analysis, and strategic decision making for the Engineering and Capital Programs department to ensure alignment across the business. The role ensures financial transactions are well understood and accurately recorded for reliable reporting.

• Conducts financial analysis to assess business performance and support strategic initiatives, resulting in improved decision‑making.

• Develops and maintains financial models to forecast results and guide financial planning efforts.

• Provides recommendations to improve financial outcomes and enhance cost efficiencies.

• Collaborates with cross‑functional teams to gather, analyze, and validate data for budgeting and forecasting processes.

• Prepares executive‑level reports and presentations to communicate financial insights to leadership.

• Monitors key performance indicators to identify trends and recommend areas for improvement.

• Participates in developing and implementing financial policies and procedures to support internal controls and compliance.

• Assists with preparing financial statements and regulatory reporting to ensure accurate and timely submission.

• Supports FEMA reimbursement activities by validating project expenditure documentation and ensuring compliance with FEMA guidelines.

• Conducts variance analysis to evaluate the financial impact of business decisions and operational results.

• Stays current with industry trends and regulatory changes to maintain financial compliance and best practices.

• Delivers training and guidance to stakeholders to enhance understanding and adoption of best practices.

• 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 Finance, Accounting, or related field from an accredited university.

Experience

• 5 years' experience with functional role responsibilities, working with financial planning and analysis or corporate finance.

• Additional experience may substitute for required education when it aligns with the competencies and knowledge necessary for the role: Associate’s degree in a relevant field may substitute when accompanied by a minimum of 8 years of experience performing similar functions and at least 5 years of experience performing a previous position in a Specialist role.

• Demonstrated experience developing financial models, forecasts, and variance analysis.

• Experience working within a regulated industry, such as utilities or energy, is strongly preferred

Competencies (Skills)

• Proficiency with ERP systems (Oracle preferred) and advanced Excel‑based financial reporting tools.

• Proven track record collaborating with cross‑functional teams and influencing non‑financial stakeholders.

• Strong understanding of GAAP and financial reporting requirements.

• Ability to explain complex financial concepts to non‑financial audiences.

• Critical thinking and problem‑solving abilities to evaluate data and provide actionable insights.

• Attention to detail and commitment to accuracy.

• Prior experience with FEMA disaster recovery, grant compliance, or large‑scale project reimbursement is preferred

• Strong written and verbal communication skills, preferably in Spanish and English.

Licenses/Certifications

• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) or other designations would be considered a plus.

Travel Requirements

• Not Required

Physical Demands:

• Stationary Position: Constantly

• Pushing/ Pulling/ Reaching: Never

• Kneel: Never

• Grab: Never

• Bend: Never

• Lift/Carry over: 0 - 15 pounds

• Vision: 20/20 corrected vision

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

• Loud noise conditions: Seldom

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.