IT Financial Planning Analyst (Finance)

IT Finance Analyst
Non-Union Position
Hybrid schedule available for Oregon & Washington residents. We invite you to join us in providing safe and reliable utility services and renewable energy to better the lives of the communities we serve. Our vision is to be the leader in service excellence, innovation and environmental stewardship for our customers, while building on our strengths as a trusted energy provider and environmental leader for our industry. In addition to environmental stewardship, we’re also deeply committed to Diversity, Equity and Inclusion at NW Natural.

This hybrid position is based at our headquarters in downtown Portland, Oregon. Candidates must reside within commuting distance of the office or be willing to relocate to the Portland metropolitan area. Employees are required to work onsite Tuesdays through Thursdays each week, with remote work flexibility on Mondays and Fridays, subject to business needs. This schedule supports collaboration, connection, and team engagement while providing flexibility for focused remote work.

The Business/Budget/Finance Analyst 2 or 3 provides financial, budgetary, and business analysis support to help ensure effective planning, resource allocation, and fiscal management. This role prepares and maintains budgets, forecasts, financial reports, and analytical models; and identifies trends, risks, and opportunities to support decision-making. The analyst collaborates with business leaders, project teams, and stakeholders to evaluate financial performance, improve processes, and deliver data-driven recommendations that support operational and strategic objectives.

Level 2 performs moderately complex assignments under general supervision. Level 3 performs complex assignments under general guidance with minimal supervision and applies greater independent judgment in developing analyses and recommendations. Budget Development, Forecasting & Financial Analysis
Facilitate the annual IT&S budget development process, partnering with department managers to build accurate cost projections and align spending with strategic priorities.

At Level 3, independently leads major components of the budget development process and provides recommendations on complex budget issues. Produce and maintain multi-year financial forecasts across Capital and Operating budget. At Level 3, develops and maintains more complex forecasts involving multiple assumptions, cost centers, or investment scenarios. Support scenario planning and what-if analyses to evaluate budget adjustments, resource allocations, and investment decisions.

At Level 3, independently structures complex scenario analyses and develops recommendations for management consideration. Support rate case financial planning and data requests. Prepare monthly and quarterly financial reports comparing actuals to budget and forecast, identifying key drivers of variances and emerging trends. At Level 3, synthesizes complex findings and presents conclusions and recommendations to management. Investigate significant budget variances with IT leadership, recommend corrective actions, and monitor the effectiveness of mitigation plans.

At Level 3, independently evaluates complex variances and recommends actions that may affect multiple departments or initiatives. Act as liaison between IT and Finance, Procurement, and business unit stakeholders on budget-impacting decisions. At Level 3, serves as a primary resource on complex financial matters and facilitates alignment across stakeholders. Gather and document business requirements for cross-functional projects within IT&S. May facilitate cost-benefit analyses and business cases for new technology investments.

At Level 3, leads complex cost-benefit analyses and business cases and presents recommendations to management. Support vendor contract reviews and negotiations from a cost/ROI perspective. Participate in departmental and cross-functional meetings to support planning, budgeting, and project initiatives. Ensure compliance with financial policies, audit requirements, and internal controls. Assist in capital planning and prioritization of IT&S investments.

Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field
Level 2: Minimum 3 years of experience in budgeting, financial analysis, business analysis, forecasting, or a related analytical role. Level 3: Minimum 5 years of progressively responsible experience in budgeting, financial analysis, business analysis, forecasting, or a related analytical role, including experience independently completing complex analyses or planning activities. Experience supporting annual budget development, forecasting and financial reporting process.

Proficiency in Microsoft Excel, including pivot tables, intermediate formulas and financial analysis techniques. Experience with financial management, ERP, or reporting systems (e.g. SAP, Oracle, or similar platform). Ability to collect, interpret, and summarize information and use data to identify trends and improvement opportunities. Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles
Demonstrated attention to detail and commitment to data accuracy and integrity.

Level 3: Demonstrated ability to work under general guidance with minimal supervision, address complex issues that may not have a clear precedent, and communicate well-supported recommendations to management and cross-functional stakeholders. Experience supporting IT budgets, technology portfolios, or project financial management. Experience with business intelligence and data visualization tools such as Power BI, Tableau, or similar platforms. Experience with Cloud Financial analysis.

Rich health insurance benefits with competitive employer contribution
Free access to an online wellness resources platform
10 paid holidays and 3 floating holidays
~Engage with our Diversity, Equity & Inclusion Council, and a variety of Employee Resource Groups that support community and growth.
~1500 sq foot exercise facility and secure bike room
Financial -
~ Meaningful annual incentive bonus opportunity in addition to base salary
~ 15% discount on NW Natural stock through Employee Stock Purchase Program
~ Up to $5250 a year in tuition reimbursement
~ 20% off natural gas service
~ 81,500.00 - $111,850.00 (Level 2) or $98,450.00 - $140,300.00 (Level 3) per year, depending on qualifications
Annual Target Incentive:
Level 2, 9.5% target
Level 3, 9.5% target
Payout, if earned, is based on company and individual performance for each plan year and may range from 0% – 200% of target.

Application Process

To be considered for this position, submit a complete electronic application including cover letter and resume via our website.

Disclosure

We are a drug free workplace and we comply with Federal Drug Free Workplace Act and Department of Transportation regulations. E-Verify is an Internet-based system that compares information from an employee’s Form I-9, Employment Eligibility Verification, to data from U.Department of Homeland Security and Social Security Administration records to confirm employment eligibility.

E-Verify is an Internet-based system that compares information from an employee’s Form I-9, Employment Eligibility Verification, to data from U.Department of Homeland Security and Social Security Administration records to confirm employment eligibility. All applications must be submitted through NW Natural’s Electronic Application System. Resumes submitted via email, fax or mail will not be accepted in lieu of an electronic application.

We welcome and embrace our candidates’ diversity and take affirmative action to employ and advance individuals without discrimination on the basis of race, color, sex, gender identity or expression, sexual orientation, religion, age, physical or mental disability, veteran status, pregnancy (including childbirth or related medical conditions), national origin, marital status, genetic information, and all other legally protected characteristics.

NW Natural is also committed to providing reasonable accommodations for individuals with disabilities, individuals with sincerely held religious beliefs, and disabled veterans in our job application procedures. If you need assistance or an accommodation as part of the application process, please contact us at employment@nwnatural. Resumes submitted by search firms working under a valid and current written contract with NW Natural valid written Statement of Work in place for this position from NW Natural HR/Employment will be deemed the sole property of NW Natural.