Senior Financial Analyst

Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leadership of our executives, who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry.

We are seeking a detail-oriented and analytical Senior Financial Analyst specializing in Utilities to support financial planning, rate analysis, regulatory reporting, and operational performance evaluation. This role is responsible for analyzing utility-related financial data, forecasting revenue and expenses, supporting rate case filings, and ensuring compliance with regulatory requirements. The ideal candidate combines strong financial acumen with an understanding of the utilities industry (electric, gas, water, or renewable energy).

This is an On-Site Position at our office in Plainview, NY

Key Responsibilities:

Financial Analysis & Reporting

Prepare and analyze monthly, quarterly, and annual financial reports related to utility operations
Monitor revenue streams, operating costs, capital expenditures, and return on investment
Conduct variance analysis and provide actionable insights to leadership

Budgeting & Forecasting

Support annual budgeting and long-term financial planning processes
Prepare load forecasts, revenue projections, and expense forecasts

Regulatory & Rate Support

Assist in the preparation of rate case filings and regulatory submissions
Ensure compliance with federal, state, and local regulatory requirements

Operational & Strategic Support

Analyze performance metrics such as system efficiency, loss ratios, and service reliability
Evaluate financial impact of policy changes, fuel cost adjustments, and market fluctuations
Conduct benchmarking reporting

Qualifications:

Education & Experience

Bachelor’s degree in Finance, Accounting, Economics, or related field (required)
5+ years of financial analysis experience, preferably within utilities or the energy sector
Experience with regulatory environments and cost-of-service analysis is a plus

Technical Skills

Strong financial modeling and forecasting skills
Advanced proficiency in Excel; experience with ERP and financial systems

Core Competencies

Strong analytical and problem-solving skills
Excellent written and verbal communication skills
High attention to detail and accuracy
Ability to manage multiple deadlines in a fast-paced environment
Collaborative team player with strong stakeholder engagement skills

Preferred Qualifications

Experience in electric, gas, water/sewer utilities
Knowledge of utility rate structures and energy markets

Eagle Rock Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics