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TECO Energy

Mgr Financial Planning and Analysis

TECO Energy, Tampa, Florida, us, 33646

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Overview

At Tampa Electric, dependable electricity starts with dedicated individuals whose talent, skill and passion drive our success. We’ve been lighting the way for West Central Florida for more than 125 years—and we’re just getting started. Join us and build a rewarding career with competitive pay, comprehensive benefits and a culture that supports your growth. Your potential finds its purpose at Tampa Electric. We proudly deliver 99.98% electric service reliability to nearly 860,000 customers across 2,000 square miles of Hillsborough County and parts of Polk, Pasco and Pinellas counties. Through innovation and strategic investments, we’re creating a cleaner, brighter energy future—while delivering exceptional service every step of the way. We reflect the communities we serve and foster a workplace where every employee feels welcomed, valued and engaged. Join our team of energy experts and help shape the future of power. Position Concept

The Mgr Financial Planning and Analysis (FP&A) will play a critical role in executing the company’s financial strategy and performance. Responsible for overseeing the budgeting, short- and long-term forecasting, and financial analysis processes to support decision-making and ensure the company's financial integrity. Uses a strong background in finance, excellent analytical skills, and experience in the utility industry. Ensures compliance with regulatory filings, including testimony, rate cases, and compliance filings. Manages continued process improvement of complex financial models and tools. Provides leadership and support to the FP&A team. Primary Duties and Responsibilities

Short-term Forecast:

Manage the annual budget and periodic forecasts of Tampa Electric and TECO Energy. This includes management of a three-statement financial model (Income Statement, Balance Sheet, and Cash Flows). Collaborate with cross-functional teams to ensure accurate and timely completion of deliverables. Oversee the preparation of presentations to the Tampa Electric Officer team, the Board of Directors, and Key Stakeholders. Lead the preparation of scenario analysis addressing the financial impacts of strategic decisions on short-term forecasts. Long-term Forecast:

Manage the annual 5-year financial forecast for Tampa Electric and TECO Energy. Prepare a 5-year three-statement model and regulatory surveillance reports (rate base, net operating income, rate of return, ROE, etc.). Collaborate with Business Planning, Capital Planning, Regulatory, and Tax teams and other impacted constituents for timely completion. Prepare long-term forecast presentations to Senior Leadership, Officers, and Key Stakeholders. Develop scenario analyses or updates throughout the year to support strategic decision-making. Ad hoc, Competitor, and Industry Trend Analysis:

Prepare ad hoc analyses to support strategic decisions for Officers and senior leaders, including budget-to-actual, period-over-period comparisons, historical trends, and KPI impact analyses. Support Emera Investor Relations and credit/investor requests. Research industry and competitor trends and benchmark KPIs against peers. Project Financial Analysis:

Conduct financial analysis of projects in cross-function teams for strategic analysis and long-term financial planning, including acquisitions or asset investments. Analyze earnings, cash flow, ROE, regulatory recovery, and impact on customer rates. Regulatory Support:

Partner with regulatory affairs to support filings, including testimony, rate cases, and compliance (e.g., FERC and FPSC). System and Tool Development:

Lead process improvement of complex financial models and tools. Propose technology solutions and develop dashboards for KPI communication. Support upgrades of SAP, EPM, and PowerPlan budgeting and forecasting systems. Leadership and Team Development:

Provide leadership and support to the FP&A team, ensuring safety, development and growth. Qualifications

Education

Required:

Bachelor’s Degree in Finance, Economics, Accounting, or related financial field from an accredited university or college. Preferred:

Master’s degree in Finance, Economics, Accounting, or related financial field. Licenses/Certifications

Preferred:

CPA or CFA Experience

Required:

7 years of financial work experience, with progressively more complex assignments demonstrating proficiency in accounting, forecasting and leadership. Supervisory Experience

Required:

2 years leadership experience Knowledge of US GAAP. Self-motivated and detail oriented with advanced Excel, analytical and organizational skills. Ability to work autonomously and collaboratively in a deadline-driven environment. Professionally engage with senior leadership and internal/external stakeholders on a frequent basis. Demonstrates exceptional judgment and uses best practices to improve processes and resolve complex problems. Demonstrates leadership in guiding other analysts within the organization. Preferred:

Understanding of utility accounting and regulatory procedures and policies. Knowledge of FPSC and FERC. Proficient in SAP ERP, SAP EPM, Oracle OneStream, or UI Planner. Leadership Competencies

Speaks up on Safety, Health and the Environment Takes Ownership and Acts with Integrity Drives Operational Excellence for Customers Builds Strong, Collaborative Relationships Develops People and Teams Cultivates Innovation and Embraces Change Thinks Strategically and Exercises Sound Judgment Working Conditions

Normal working conditions with occasional extended hours during the week and weekends. Physical Demands / Requirements

Normal physical demands related to an office workplace environment. TECO offers a competitive Benefits package

including: competitive salary, 401(k) with company matching, pension plan, paid time off, paid holidays, medical/dental/prescription coverage, tuition assistance, employee assistance program, wellness programs, on-site fitness centers, bonus plan and more. Storm Duty Requirements

Responding to storms will be considered a condition of employment. TECO Energy and its companies serve a role in providing critical services during emergencies. Team members may be required to participate in response/recovery activities to maintain service. Proper compensation will be provided in accordance with company rules and procedures. Equal Opportunity & Legal Notices

TECO Energy is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law, except where a bona fide occupational requirement applies. Pay transparency and ADA accommodations statements are included as required by law.

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