• Serve as the primary financial advisor to CAO leadership, supporting operational and strategic decision-making on all matters relating to O&M expenditures, capital investments, productivity initiatives, and financial performance.
• Partner with leaders to evaluate initiatives, identify opportunities to improve cost efficiency, workforce investments, technology enhancements, service improvement programs and overall business performance.
• Translate operational activities and service performance metrics into financial impacts and business insights.
• Influence decision-making through financial analysis, scenario planning, and business case development.
• Lead budgeting, forecasting, and financial planning activities.
• Own O&M and capital expenditure forecasts and provide assumptions, spending outlooks and business drivers to FP&A to support integrated financial planning and enterprise forecasts.
• Identify risks, opportunities, and emerging business trends affecting financial performance.
• Develop operational financial scenarios to support strategic and tactical decision-making.
• Provide financial leadership and oversight for capital planning, project prioritization, and capital execution activities.
• Lead monthly capital reviews, ensuring appropriate project governance, forecasting accuracy, and spending discipline.
• Partner with Engineering and Operations to evaluate project business cases, investment priorities, and funding requirements.
• Monitor project performance against authorized budgets and forecast completion costs.
• Evaluate the financial impact of workforce planning decisions, staffing models, customer growth trends, and service initiatives.
• Support financial planning related to each business function within the CAO organization
• Develop business cases and financial analysis for investments and process enhancements.
• Deliver financial reporting and performance analysis to Customer Care leadership and executive stakeholders.
• Analyze spending trends, service delivery metrics, productivity measures, and operational performance indicators.
• Provide actionable insights and recommendations to improve efficiency, financial performance, and resource allocation.
• Lead monthly operational and financial performance reviews.
• Ensure adherence to financial policies, governance standards, internal controls, and SOX requirements.
• Support regulatory filings, information requests, and related analyses required for rate proceedings and regulatory requests through detailed financial analysis and documentation.
• Monitor financial transactions, accruals, allocations, and expenditure reporting to ensure accuracy and compliance.
• Lead financial evaluation of process improvement, automation, digital transformation, and customer experience initiatives.
• Identify opportunities to strengthen financial visibility, reporting effectiveness, and operational efficiency.
• Support implementation of enterprise initiatives.