Strategic Financial Planning Analyst (II - Lead)

Applicants are required to submit a combined cover letter and resume in one PDF document. Your cover letter must summarize your interest, education and experience relative to this role. Incomplete materials will not be considered.

To expedite the application process, combine your cover letter and resume into one PDF document before applying and upload electronically when requested in the online application process.

This position is OPEN UNTIL FILLED and applicants are encouraged to apply immediately. The first review date for application materials is scheduled for June 15. 2026.

IMPORTANT NOTE: Chelan PUD does not sponsor work visas such as H-1B, E-3, F-1, OPT, student visas, TN, or any other visas. Candidates and employees must be eligible to work in the United States without visa sponsorship.

Interested parties are also invited to contact Human Resources at ... to discuss the position.

Two roles will be filled from this recruitment at either the Level II, Senior or Lead (depending on candidate qualifications).

• The advertised hiring range for Strategic Financial Planning Analyst II position is $83,200 - $104,000, with a maximum opportunity of up to $124,800 with tenure and strong performance.
• The advertised hiring range for Strategic Financial Planning Analyst Senior position is $102,720 - $128,400, with a maximum opportunity of up to $154,080 with tenure and strong performance.
• The advertised hiring range for Strategic Financial Planning Analyst Lead position is $122,320 - $152,900, with a maximum opportunity of up to $183,480 with tenure and strong performance.

Introductory Period: New employees holding regular positions must complete an introductory period of twelve months.

In addition to competitive wages Chelan PUD employees also enjoy outstanding benefits which include zero cost e mployer funded medical, dental, and vision healthcare benefits, access to the employee assistance program, and a VEBA health reimbursement account.

Washington state retirement PERS participation and optional 457 plan participation with an employer matching 401(a) plan.

Leave, life & disability benefits including paid leave starting at 21 days per calendar year up to 35 with tenure, 12 paid holidays per calendar year , paid jury duty, short-term disability & long-term disability, and basic life, AD&D, and optional voluntary life.

The work life benefits include optional flexible spending accounts for healthcare and dependent care, educational assistance, various rewards and recognition programs and position specific stipends.

For more explanation of the district benefits please visit our benefits website www.mychelanpudbenefits.org .

Strategic Financial Planning Analyst II

Overview The Strategic Financial Planning Analyst II supports the district's long-term success by assisting with the strategic financial planning and budgeting processes; strategic and financial modeling, forecasting and analysis; and Business Intelligence (BI) tools for monitoring and reporting. The primary goal is to assist in providing valuable information, tools, and recommendations to help executive management develop and maintain effective long-term budget and forecast strategies, leveraging district assets and optimizing opportunities to help the District to achieve its strategic goals. Responsibilities

• Identifies, analyzes, and monitors issues that affect strategic and financial planning: Participate, support and occasionally lead district-wide cross-functional teams to recommend, guide, and continuously review clearly defined Board strategic financial policies and guiding principles. Identify opportunities and support, and occasionally lead, district-wide process improvement efforts to enhance the efficiency and effectiveness of the financial planning and budgeting cycle, while increasing the informative value of the content provided to senior management. Apply economic and financial principles to identify and diagnose issues and risks that can be further analyzed and communicated to executives, board members, and district staff. Utilize industry expertise to identify and diagnose issues regarding financial, risk, and strategic impacts of alternative actions to support and guide strategic financial decision making. Support and occasionally lead the development of management supported financial targets and aid in establishing industry benchmarks to be used in budgeting, planning, forecasting and performance management reporting.
• Provide strategic and financial planning support: Support the district strategic financial and business planning cycle, budgeting and balanced scorecard processes through knowledge of performance management methodologies. Support District cross functional team(s) in developing cost of service analysis and creating rate design methodologies. Promote fiscal responsibilities by supporting sound financial and strategic planning analysis and advice.
• Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity: Provide mid to high level analysis of major long-term district initiatives to support of the fiscal growth of the district. Support, and occasionally develop, enhance, and operate various predictive economic and financial models, such as End-use load Forecast Models, Hydro Optimization Models, Financial Models, Volatility Models. Stay current with financial news and trends in the power industry. Provide timely information based on a thorough understanding of districts budget module, ERP, performance management, and capital management systems to support financial accuracy, accountability and justification. Through thorough utility and industry knowledge support financial knowledge at all organizational levels through occasional to frequent contact with executives, board members, and district personal. Utilize strong computer application knowledge and moderate to advanced database and data warehouse design to support the long-term goals of the district. Provide moderate to advanced analytic, system-wide, financial and economic process flow to Enterprise Risk Management.
• Maintain regular and predictable attendance: Perform related duties and responsibilities as required. Comply with District policies. Complete all required training. Maintain a working knowledge and comply with District safety procedures and specific safety requirements of this position, and those in accordance with applicable provisions of the Revised Code of Washington (RCW) and Washington Administrative Code (WAC).

Reports To Manager - Strategic Financial Planning Overtime exemption Exempt Qualifications Education

• Bachelor's Degree in Finance, Business, Accounting, Mathematics, Economics or closely related field from four-year college or university; or equivalent combination of education, experience is required.
• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) preferred.

Experience

• 3+ years of related experience in financial analysis, accounting or economic analysis required. and
• Utility experience, BI administration, and/or information technology experience is preferred.

Skills and Abilities A fully skilled incumbent will have the following knowledge skills & abilities:

• Thorough knowledge of analytical and statistical techniques.
• Generally accepted accounting principles, FASB, GASB, and accounting systems
• Business performance methodologies
• Basic knowledge of cost of service and rate design methodologies
• Communicate effectively both orally and in writing
• Establish priorities and organizing tasks
• Develop and deploy effective analytical solutions for all business operations
• Think financially and strategically
• Support and occasionally lead group work process development and improvement
• Observe and diagnose trends
• Analyze data and identify basic relationships
• Support the development of logical conclusions and recommendations for management review
• Self-directed and motivated with a willingness to learn and grow
• To perform this job successfully, an individual is required to have knowledge PeopleSoft Timekeeping/HR; Microsoft Outlook; Microsoft Word; Microsoft PowerPoint; Microsoft Access; Maximo Order Processing and General Office Equipment;. Advanced skill required with of PeopleSoft Financials; Microsoft Excel; VBA and Business Intelligence (BI) applications.
• Must be proficient in reading, writing and speaking English.

Physical Demands

• Sitting Regularly 67-100%
• Standing Frequent 34-66%
• Walking Occasional 11-33%
• Lifting 1-10 lbs Floor-Waist Occasional 11-33%
• Lifting 1-10 lbs Waist-Shoulders Occasional 11-33%
• Stooping/Bending Occasional 11-33%
• Reach Floor to Waist Occasional 11-33%
• Reach Waist to Shoulder Occasional 11-33%
• Reach Above Shoulder Occasional 11-33%
• Wrist/hand/fingers manipulation (keyboarding, mousing, etc.) Frequent 34-66%
• Hand Controls (joy stick, controls on equipment, etc.) Frequent 34-66%
• Repetitive Motions Occasional 11-33%
• Talking Occasional 11-33%
• Hearing Occasional 11-33%
• Visual - Near Acuity Regularly 67-100%
• Visual - Far Acuity Regularly 67-100%
• Visual - Depth Perception Regularly 67-100%
• Visual - Color Discrimination Regularly 67-100%

Working Conditions

• Noise Intensity Level: - Moderate

District Values

• Trust - We act with integrity, empathy, competence, and transparency, earning the confidence and respect of each other and the public we serve.
• Safety - We protect what matters most through the choices we make.
• Stewardship - We responsibly manage and thoughtfully oversee all resources entrusted to us for the benefit of future generations.
• Collaboration - We transform our deep expertise from individual advantage into shared power - partnering across teams to maximize our impact and secure our future.
• Courage - We boldly step into the unknown to do what matters, seeking opportunities to grow and lead.

Strategic Financial Planning Analyst Senior

We are seeking a highly analytical and strategically minded FP&A Analyst to support financial planning, operational decision-making, and long-term rate strategy. This role is ideal for a finance professional who combines strong technical financial skills with intellectual curiosity, business partnership capabilities, and a desire to move beyond traditional reporting into a more influential advisory role.

The successful candidate will bring a strong ownership mindset, thrive in dynamic and ambiguous environments, and naturally seek to understand the why behind business performancenot simply report results. This individual will be expected to develop actionable insights, challenge assumptions, and help guide key financial and operational decisions through rigorous analysis and strategic thinking.

This role is responsible for developing advanced financial models, forecasts, and scenario analyses that support both day-to-day operations and long-term strategic planning. Core responsibilities include performing variance analysis tied to operational and business drivers; translating complex financial information into clear, actionable recommendations; and building scalable financial models, tools, and processes from the ground up. The analyst will serve as a trusted business partner, collaborating closely with operations, accounting, and executive leadership to improve decision quality and financial performance.

A significant focus of this position is Utility Rates and Affordability Analysis , requiring a strong understanding of how financial decisions influence customer rates and long-term affordability. This role will evaluate the impact of budget, capital, labor, and benefits decisions on utility rates and customer bills, providing forward-looking analysis and recommendations to support financial strategy, budget development, and rate-setting decisions. The position plays a critical role in assessing tradeoffs and identifying downstream impacts related to rates, affordability, and overall financial sustainability.

The ideal candidate will possess a working knowledge of cost-of-service principles and utility rate design methodologies , with the ability to connect operational and financial decisions to rate outcomes. Experience supporting operational business unitssuch as Operations, Power, Utilities, or other field-intensive organizations where financial performance is closely tied to operational executionis strongly preferred.

This is an opportunity for a finance professional who wants to build, influence, and leadusing financial insight to shape strategy, improve operations, and directly impact organizational outcomes.

Overview The Strategic Financial Planning Analyst Senior provides critical strategic financial planning and budget support to ensure the district's long-term success. This includes managing the strategic financial planning budget process, conducting strategic and financial modeling, forecasting, and analysis, and utilizing Business intelligence (BI) tools for monitoring and reporting. The overall goal for this position is to provide executive management with the necessary information, tools and recommendations necessary to develop and maintain effective long-term financial strategies, leveraging district assets and optimize opportunities to best position the District to achieve its strategic goals. Responsibilities

• Identify, analyze, and monitor issues impacting the strategic financial planning and budget processes. Lead and support district-wide cross-functional teams to recommend, guide and establish clear (and on-going) Board strategic financial policies and guiding principles. Leverage advanced economic, budget, financial principles, and broad-based industry expertise to identify, analyze and diagnose risks and make recommendations regarding financial, budget, and strategic impacts to support and guide strategic financial and budget decision making. Utilize advanced financial expertise to lead the development of management supported budget and financial targets and establish industry benchmarks to use in budgeting, planning, forecasting and performance management reporting. Identify and apply opportunities and lead district-wide process improvement efforts to enhance the efficiency and effectiveness of the budget planning cycle and informative value of the content provided to senior management. Serve as subject matter expert for budget systems and facilitate functional testing for fixes, updates and new features related to the budget module. Troubleshoot and identify the root cause of system technical issues and recommend solutions to prevent future occurrences. Participate in system upgrades, analysis of labor and benefit implementation, and complex troubleshooting.
• Provide strategic and financial planning support: Support the district strategic financial, business and budget planning cycle processes through advanced knowledge of performance management methodologies and project management. Lead District budget team in developing labor, non-labor and benefits targets methodologies and risk mitigation. Promote fiscal responsibilities by providing sound budget and strategic planning analysis and advice.
• Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity: Provide high level analysis of long-term district initiatives in support of the fiscal growth of the District. Develop, enhance, and operate various predictive economic, budget and financial forecasts, in particular the budget module, Capital, and Operations and Maintenance forecasts. Provide competitive intelligence, through interpretation and dissemination of financial news and trends in the power industry and human resources related labor and benefits. Develop financial knowledge at all organizational levels communicated though frequent contact with executives, board members, and district personnel. Utilize computer application knowledge and database and data warehouse design to assess, coordinate and facilitate the data informational structures that support the long-term goals of the district. Provide multiple variable analytic, system-wide, financial and economic process flow.
• Maintain regular and predictable attendance: Perform related duties and responsibilities as required. Comply with District policies. Complete all required training. Maintain a working knowledge and comply with District safety procedures and specific safety requirements of this position, and those in accordance with applicable provisions of the Revised Code of Washington (RCW) and Washington Administrative Code (WAC).

Reports To Manager - Strategic Financial Planning Overtime exemption Exempt Qualifications Education

• Bachelor's Degree in Finance, Business, Accounting, Mathematics, Economics or closely related field from four-year college or university; or equivalent combination of education, experience is required.
• Certified Public Accountant (CPA) of Chartered Financial Analyst (CFA) are preferred.

Experience

• 6+ years of related experience in financial analysis, accounting or economic analysis required. and
• Utility experience, BI administration, and/or information technology experience is preferred.

Licenses and Certifications

• Certified Public Accountant (CPA) preferred. or
• Chartered Financial Analyst (CFA) preferred.

Skills and Abilities A fully skilled incumbent will have the following knowledge skills & abilities:

• Advanced knowledge of budget processes and monitoring methods
• Advanced knowledge of analytical and statistical techniques.
• Generally accepted accounting principles, FASB, GASB, and accounting systems
• Business performance measurement methods
• Basic knowledge of cost of service and rate design methodologies
• Communicate effectively both orally and in writing
• Establish priorities
• Develop and deploy effective analytical solutions for all business operations
• Think financially and strategically
• Lead and facilitate group work process development and improvement
• Observe and diagnose trends
• Analyze data and identify basic relationships
• Develop logical conclusions and recommendations for management review
• Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents
• Ability to effectively present information to top management, public groups, and/or boards of directors
• Self-directed and motivated
• To perform this job successfully, an individual is required to have knowledge PeopleSoft Timekeeping/HR; Microsoft Outlook; Microsoft Word; Microsoft PowerPoint; Microsoft Access; Maximo Order Processing and General Office Equipment;. Advanced skill required with of PeopleSoft Financials; Microsoft Excel; VBA and Business Intelligence (BI) applications.
• Must be proficient in reading, writing and speaking English.

Physical Demands

• Sitting Regularly 67-100%
• Standing Frequent 34-66%
• Walking Occasional 11-33%
• Lifting 1-10 lbs Floor-Waist Occasional 11-33%
• Lifting 1-10 lbs Waist-Shoulders Occasional 11-33%
• Stooping/Bending Occasional 11-33%
• Reach Floor to Waist Occasional 11-33%
• Reach Waist to Shoulder Occasional 11-33%
• Reach Above Shoulder Occasional 11-33%
• Wrist/hand/fingers manipulation (keyboarding, mousing, etc.) Frequent 34-66%
• Hand Controls (joy stick, controls on equipment, etc.) Frequent 34-66%
• Repetitive Motions Occasional 11-33%
• Talking Occasional 11-33%
• Hearing Occasional 11-33%
• Visual - Near Acuity Regularly 67-100%
• Visual - Far Acuity Regularly 67-100%
• Visual - Depth Perception Regularly 67-100%
• Visual - Color Discrimination Regularly 67-100%

Working Conditions

• Noise Intensity Level: - Moderate

District Values

• Trust - We act with integrity, empathy, competence, and transparency, earning the confidence and respect of each other and the public we serve.
• Safety - We protect what matters most through the choices we make.
• Stewardship - We responsibly manage and thoughtfully oversee all resources entrusted to us for the benefit of future generations.
• Collaboration - We transform our deep expertise from individual advantage into shared power - partnering across teams to maximize our impact and secure our future.
• Courage - We boldly step into the unknown to do what matters, seeking opportunities to grow and lead.

Strategic Financial Planning Analyst Lead

We are seeking a highly analytical and strategically minded FP&A Analyst to support financial planning, operational decision-making, and long-term rate strategy. This role is ideal for a finance professional who combines strong technical financial skills with intellectual curiosity, business partnership capabilities, and a desire to move beyond traditional reporting into a more influential advisory role.

The successful candidate will bring a strong ownership mindset, thrive in dynamic and ambiguous environments, and naturally seek to understand the why behind business performancenot simply report results. This individual will be expected to develop actionable insights, challenge assumptions, and help guide key financial and operational decisions through rigorous analysis and strategic thinking.

This role is responsible for developing advanced financial models, forecasts, and scenario analyses that support both day-to-day operations and long-term strategic planning. Core responsibilities include performing variance analysis tied to operational and business drivers; translating complex financial information into clear, actionable recommendations; and building scalable financial models, tools, and processes from the ground up. The analyst will serve as a trusted business partner, collaborating closely with operations, accounting, and executive leadership to improve decision quality and financial performance.

A significant focus of this position is Utility Rates and Affordability Analysis , requiring a strong understanding of how financial decisions influence customer rates and long-term affordability. This role will evaluate the impact of budget, capital, labor, and benefits decisions on utility rates and customer bills, providing forward-looking analysis and recommendations to support financial strategy, budget development, and rate-setting decisions. The position plays a critical role in assessing tradeoffs and identifying downstream impacts related to rates, affordability, and overall financial sustainability.

The ideal candidate will possess a working knowledge of cost-of-service principles and utility rate design methodologies , with the ability to connect operational and financial decisions to rate outcomes. Experience supporting operational business unitssuch as Operations, Power, Utilities, or other field-intensive organizations where financial performance is closely tied to operational executionis strongly preferred.

This is an opportunity for a finance professional who wants to build, influence, and leadusing financial insight to shape strategy, improve operations, and directly impact organizational outcomes.

Overview The Strategic Financial Planning Analyst Lead plays a critical role in the long-term success of the district. This position provides lead strategic financial planning and budgeting processes, strategic and financial modeling, forecasting, analysis, and recommendations, and oversees monitoring and reporting. The overall goal is to equip executive management with the tools, information, and recommendations necessary to develop and maintain long-term strategies. This role leverages district assets and optimizes opportunities to help the District achieve its strategic goals. This position may lead and direct the work of others. Responsibilities

• Financial Analysis and Monitoring with Process Improvement Identification: Identify, analyze and monitor issues that affect the strategic and financial planning process through leading and supporting district-wide cross-functional teams and providing recommendations and guidance related to Board strategic financial policies. Use advanced economic, financial principles and broad-base industry expertise to identify, analyze and make recommendations regarding financial, risk, and strategic impacts of alternative actions to support and guide strategic financial decision making. Through advanced modeling expertise, lead the development of management supported financial targets and establish industry benchmarks to be used in budgeting, planning, and performance management reporting. Identify opportunities and lead district-wide process improvement efforts that enhance the efficiency and effectiveness of the financial planning cycle and the informative value of content provided to senior management.
• Strategic & Financial Planning Support: Provide strategic and financial planning support through the following: Provide lead strategic and financial planning, business planning cycle and balanced scorecard processes by leveraging advanced knowledge of performance management methodologies. Lead District cross functional team(s) in developing cost of service analysis and creating rate design methodologies. Promote fiscal responsibilities by providing sound financial / strategic planning analysis and advice.
• Analysis, Modeling & Knowledge Sharing: Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity through the following: High-level analysis of major long-term district initiatives in support of the fiscal growth of the District Develop, enhance, and operate various predictive economic and financial models, in particular the Financial Forecast Model. Provide competitive intelligence, through interpretation and dissemination of financial news and trends in the power industry. Develop financial knowledge at all organizational levels communicated through frequent contact with executives, board members, and district personal. Utilize computer application knowledge and database and data warehouse design to assess, coordinate and facilitate the data informational structures that support the long-term goals of the District. Provide multiple variable analytic, system-wide, financial and economic process flow, and historical knowledge to Enterprise Risk Management group.
• Maintain regular and predictable attendance: Perform related duties and responsibilities as required. Comply with District policies. Complete all required training. Maintain a working knowledge and comply with District safety procedures and specific safety requirements of this position, and those in accordance with applicable provisions of the Revised Code of Washington (RCW) and Washington Administrative Code (WAC).

Reports To Manager - Strategic Financial Planning Overtime exemption Exempt Qualifications Education

• Bachelor's Degree in Finance, Business, Accounting, Mathematics or Economics or closely related field from a four-year college or university, or the equivalent combination of education, experience is required.
• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) are preferred.

Experience

• 8+ years Developing complex data models, reports and dashboard design, as well as experience in financial analysis, accounting or economic analysis required. and
• Utility experience, BI administration, and/or information technology experience is preferred.
• District financial experience strongly desired.

Licenses and Certifications

• Certified Public Accountant (CPA) preferred. or
• Chartered Financial Analyst (CFA) preferred.

Skills and Abilities A fully skilled incumbent will have the following knowledge skills & abilities:

• Advanced knowledge of analytical and statistical techniques
• Generally accepted accounting principles
• Business Intelligence tools and concepts
• Technology architecture and designs
• Business performance measurement methods
• Cost of Service analysis
• Rate Design methodologies
• Communicate effectively both orally and in writing
• System analysis and design
• Economic and financial modeling
• Statistical simulations
• Develop and deploy effective analytical solutions
• Think financially and strategically
• Lead and facilitate group work process development or improvements
• Observe and interpret trends
• Analyze data and identify key relationships
• Develop logical conclusions and recommendations for management review
• Facilitation between front line operations and technical support staff
• Self-directed & motivated
• Set priorities effectively & meet critical deadlines
• To perform this job successfully, an individual is required to have knowledge of PeopleSoft Time Entry/HRIS; Microsoft Outlook; Maximo Order Processing and General Office Equipment. Intermediate knowledge is required in Microsoft Word; Microsoft PowerPoint; Maximo Asset Management; Data Warehouse/Data Base Tools and VBA/SQL. Advanced knowledge is required in PeopleSoft Financials; Microsoft Excel and Cognos.
• Must be proficient in reading, writing and speaking English.

Physical Demands

• Sitting Regularly 67-100%
• Standing Occasional 11-33%
• Walking Occasional 11-33%
• Lifting 1-10 lbs Floor-Waist Occasional 11-33%
• Lifting 1-10 lbs Waist-Shoulders Occasional 11-33%
• Lifting 1-10 lbs Above Shoulders Occasional 11-33%
• Stooping/Bending Occasional 11-33%
• Reach Floor to Waist Occasional 11-33%
• Reach Waist to Shoulder Occasional 11-33%
• Reach Above Shoulder Occasional 11-33%
• Wrist/hand/fingers manipulation (keyboarding, mousing, etc.) Frequent 34-66%
• Hand Controls (joy stick, controls on equipment, etc.) Frequent 34-66%
• Repetitive Motions Frequent 34-66%
• Talking Frequent 34-66%
• Hearing Frequent 34-66%
• Visual - Near Acuity Regularly 67-100%
• Visual - Far Acuity Regularly 67-100%
• Visual - Depth Perception Regularly 67-100%
• Visual - Color Discrimination Regularly 67-100%

Working Conditions

• Noise Intensity Level: - Moderate

District Values

• Trust - We act with integrity, empathy, competence, and transparency, earning the confidence and respect of each other and the public we serve.
• Safety - We protect what matters most through the choices we make.
• Stewardship - We responsibly manage and thoughtfully oversee all resources entrusted to us for the benefit of future generations.
• Collaboration - We transform our deep expertise from individual advantage into shared power - partnering across teams to maximize our impact and secure our future.
• Courage - We boldly step into the unknown to do what matters, seeking opportunities to grow and lead.

Equal Opportunity/ADA Chelan PUD is an Equal Employment Opportunity employer (EOE Minorities/Females/Protected Veterans/Disabled). We value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to any protected classifications as defined by law. EEO Law Posters can be found on the main Careers (chelanpud.org) page in English and Spanish. The job functions and...