Senior or Lead Financial Analyst - Treasury (hybrid)

Position Overview

Senior / Lead Financial Analyst – Treasury

Location:

Join our dynamic Treasury team at NiSource with responsibility for managing the internal and external financing needs of NiSource and its subsidiaries. The Treasury team focuses on maintaining the company’s daily liquidity, managing short‑term debt in conjunction with the company's financing strategies, overseeing relationships with treasury management banks and commercial paper dealers, and monitoring economic factors and market trends. The Financial Analyst provides value‑added financial services to both internal and external customers by reviewing and interpreting financial reporting proposals, preparing analytical studies on historical, forecast, and pro‑forma financial data, and developing comprehensive financial data reports.

Key Responsibilities

• Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing courses of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. (Professional Judgment)
• Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, and assists with the adoption of new reporting requirements. (Reporting)
• Recognizes situations where the regulatory framework and rate case outcomes drive our business; supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro‑forma calculations, testimony and data requests; assists with review and analysis of regulatory documents; appreciates the application of the regulatory construct to our business. (Regulatory)
• Understands terminology and developments, applying technical knowledge to processes, procedures, and tasks. (Technical/Professional Knowledge and Skills)
• Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; understands and utilizes economic and industry data as it relates to job responsibilities. (Business Acumen)
• Demonstrates a working knowledge of the operating plan and role in the finance organization; collaborates with corporate and business units to develop solutions. (Understanding Finance)
• Documents work fully and accurately to reflect our commitment to quality. (Documentation of Work Performed)
• Identifies, analyzes, and improves existing processes within the organization to maximize efficiency and effectiveness. (Continuous Process Improvement)

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field from an accredited institution.
• At least 2 years of progressive experience in financial analysis, treasury, accounting, or regulatory finance, preferably within a regulated industry such as utilities or energy.
• Proficient skills in Microsoft Excel, including financial modeling/data analysis; familiarity with a Treasury Work Station is a plus.
• Financial Acumen – Understands basics of finance and accounting, including the relationships between segments of the financial statements (e.g. balance sheet, income statement, and cash flow).
• Continuous Improvement – Originates actions to improve existing conditions and processes by identifying opportunities, generating ideas, and implementing solutions.
• Data Analysis – Analyzes information from various sources to detect trends, associations, cause‐effect relationships, and anomalies.
• Time Management – Effectively manages time to meet deadlines without compromising quality.
• Networking – Demonstrates strong interpersonal skills and experience working cross‑functionally.
• Quality Orientation – Commits to accuracy and precision by delivering error-free processes and deliverables.

Preferred Qualifications

• Certified Public Accountant (CPA)
• Certified Treasury Professional (CTP)

Benefits & Perks

• Compensation:$79,800.00 - $119,600.00