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Sr Financial Planning Analyst

Job ID: 6089252

Date Posted:Sep 11, 2025

POSTING DEADLINE

This position is posted until filled.

DEPARTMENT

Department: Utility Margin

JOB DESCRIPTION

Sr Financial Planning Analyst

Salary Grade: G06

Minimum Midpoint Maximum

$78,537 - $106,024 - $133,511

Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check.

SUMMARY:

Under general supervision, develops, interprets, and implements financial and accounting concepts, or techniques for financial planning and control.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Assists project manager in the direction and completion of studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts

Maintains databases of pertinent information for use in analyzing future plans and forecasts

Oversees, reviews, and assures collection of data and consistency and reasonableness of assumptions used in studies and projections

Conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action

Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts

Provides interpretation of financial policies, governmental legislation, accounting theory, or customer financial regulations

Assists project manager to coordinate the activities of internal Company personnel in order to accomplish assigned objectives

Researches and prepares economic reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements

Defines needed databases and sources of information necessary to support modeling, analysis and decision making activities

Participates and provides support in the evaluation and development of alternatives, technical and financial analysis, and recommendations regarding business opportunities and asset utilization or deployment

Provides support and review of regulatory filing and data submittals for consistency, accuracy and reasonableness of results

COMPETENCIES:

Expert knowledge of utility accounting, finance, rate making and economic principles and theories

Must be a self-starter

Ability to collect, research, and synthesize complex or diverse information

Ability to identify and resolve complex problems in a timely manner

Ability to handle complex assignments

Ability to exercise judgment to achieve desired performance, minimize costs, and meet schedules

QUALIFICATIONS

MINIMUM EDUCATION AND/OR EXPERIENCE:

Bachelor's degree from four-year college or university in accounting, business, finance, or related field, with six to seven years of related experience, or equivalent combination of education and/or experience related to the discipline.

Master¿s degree is preferred.

CERTIFICATES, LICENCES, AND REGISTRATIONS:

Advanced certification is preferred.

COMMUNICATION SKILLS:

Ability to read and interpret complex financial documents

Ability to write in-depth reports and correspondence

Ability to speak effectively before groups of customers or employees of organization

MATHEMATICAL SKILLS:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

COMPUTER SKILLS:

Knowledge of word processing software

Expert knowledge of spreadsheet software

Experience with planning tools is preferred

ANALYSIS AND PROBLEM-SOLVING ABILITY:

Ability to apply common sense understanding to carry out complex instructions furnished in written, oral, or diagram form. Ability to deal with complex problems involving several concrete variables in complicated situations.

PHYSICAL DEMANDS:

Regularly required to walk or stand up to 1/3 of the time and sit up to 2/3 of the time. Manual dexterity required, close vision (clear vision at 20 inches or less), and the ability to talk and listen. Must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT:

Office environment.

SAFETY AND ADA STATEMENT

Safety Statement:

Safety is a core value at (TXNM Energy/PNM/TNMP) and our vision, "everyone goes home safe", reflects our commitment to promoting an environment conducive to learning, improving and building safety practices. Our safety value is built upon the belief that every employee deserves to work in an environment free from harm.

Americans with Disabilities Act (ADA) Statement:

If you require assistance with the job application process due to a disability, please contact HR ADA Analyst, at 505-241-4627.