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Senior Financial Analyst - Investment Lead 

Req Number ACC-19-00007  
Salary $80,433 - $129,500 per year* (DOE)
*salaries are based upon 40 hours per week
Full-Time/Part-Time Full-Time  
Location Ephrata Headquarters  
Shift Days  
Exempt/Non-Exempt Exempt  
Number of Openings 1  

Position Summary

The Senior Financial Analyst will work closely with the Senior Manager of Treasury to oversee the management of Grant PUD’s financial assets, primarily focused on cash and investment management of the $500+ million portfolio. Works closely with Treasury staff on associated functions as well as with Grant PUD stakeholders in meeting overall financial needs.

Works with minimal direction within controls to achieve Grant PUD’s financial goals unless clarification is needed. Maintain confidentiality on all matters of review and effectively communicates at various levels of the organization and externally as needed.

Job Responsibilities

Essential Functions: -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following:

Coordinate Grant PUD activities in the areas of planning, analyzing, and executing Grant PUD’s financial asset portfolio management. Manages Grant PUD cash flow forecast that includes information needed to transact on a daily, monthly, annual, and multi-year basis while coordinating with the overall financial functions of Grant PUD to ensure alignment. Develop strategy and coordinate with other Treasury staff on functions of long term investment execution, daily cash management, compliance, controls, and reporting. This includes researching and developing an outlook with corresponding investment plan which delivers on the policy objectives set forth by the Investment Oversight Committee. Communicates a view point on the economy and markets as well as strategy to manage portfolio risk. Leads trading activities by determining timing of trades at most advantageous price considering the size of the order, market sector and prevailing market conditions. Maintain good working relationships with brokers and vendors. Responsible to publish finance plan in connection with overall Treasury needs, including coordination on cash flow timing, interest earnings, and debt requirements.

Oversee processing of Grant PUD obligations to meet timing and liquidity needs including managing banking functions to ensure proper release of funds. Provides necessary operational support to ensure staffing needs and requirements of the department are met including daily review of bank reconciliations, daily control positioning, and review of payment releases, and routine rotation and cross training as needed within the overall department.

Provide needed information and development needed knowledge associated with debt management, accounting requirements, and other information exchanges. Uses complex financial models, specialized financial software, and other systems to effectively complete functions.

Assures that policies, controls, and procedure documentation is comprehensive, up to date, and in compliance. Identifies and communicates to Senior Manager of Treasury risks, emerging issues, and other matters that could impact the department’s ability to be successful and compliant.

Communicate routinely with external key stakeholders: such as Brokers, Financial Advisors, and Banking Representatives regarding Grant PUD’s investment and banking programs. Coordinates frequently with internal stakeholders on routine process and in meeting service needs. Lead discussions, prepares presentations, and engage in problem solving relating to department operations.

Actively participate in all aspects of our safety program, including but not limited to:

  • Following all safety policies and procedures;
  • Alerting Supervisors and coworkers to unsafe or hazardous working conditions;
  • Reporting any safety incidents or close calls within 24 hours to your Supervisor; and
  • Accepting feedback from Supervisors and coworkers regarding your own safety performance.

Position Requirements

Job Requirements

Educational Requirements

Bachelor’s Degree in Business, Finance, Economics or related field and 10 years’ experience in finance functions including banking and investment related activities. Certified Financial Analyst or Masters in Business Administration preferred.

Knowledge and Skills

Knowledge of Federal and state rules, regulations, and guidelines; accounting principles; investment theory and security analysis, risk analysis techniques; organizational policies and procedures; department policies and procedures; investment practices of securities and associated strategies; and background of FERC and/or governmental accounting practices.

Skill in – conducting research on asset classes, portfolio/ risk allocation, and capital markets; managing investment philosophy/approach while also increasing technical acumen; developing and managing sound due diligence and compliance efforts; performing thorough investment analysis of individual investment action relating to overall portfolio diversification and risk portfolio individually and at an aggregate level; integrating complex information and concepts and synthesize into a systematic framework; preparing and presenting investment analysis and recommendations to treasury team, management, and other stakeholders; developing frameworks for continued improvements across the investment process, including investment operations, performance management, and risk management.

Special Requirements

A valid State driver’s license is required. Occasional travel to other Grant PUD locations required.

Physical Requirements

Majority of work is performed in a standard office setting.

*applicant/incumbent should refer to the Physical Capacity Evaluation (PCE).

Position Open Until Filled

Excellent Compensation and Benefits Package

Equal Opportunity Employer

References and Background Checks are done as part of our employment process.

About the Organization Employees are our greatest assets at Grant PUD. Our dynamic team of skilled individuals define this utility. We welcome your unique experiences, skills and passion

As an equal opportunity employer, we strive for an environment of mutual respect that values diversity. We recruit, hire, train and promote all job classifications. A variety of exciting challenges and growth opportunities exist at Grant PUD. We offer training, benefits and multiple opportunities to serve the diverse needs of our regional community.

Our Mission:
To efficiently and reliably generate and deliver energy to our customers.

Our Vision:
Excellence in service and leadership
We continually ask how our performance aids in improving service quality, reliability and care for the environment in the most cost-effective manner.

Safety: We believe that employee and public safety is paramount

Innovation: We make decisions that best serve present and future generations

Service: We are committed to excellent customer service

Teamwork: We are one team with the same mission

Respect: We honor the rights and beliefs of those we work with and serve

Integrity: We hold ourselves and others accountable to professionalism in our actions and words

Heritage: We protect, preserve and perpetuate the spirit of the PUD and the Wanapum relationship  

This position is currently not accepting applications.

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