Financial Services Administrator handling pension transfers and customer queries at interactive investor, a leading investment platform in the UK.
About the role
- Investment Planning Leader managing $500M+ CapEx portfolio for AES. Driving optimal project outcomes and stakeholder relationships in the energy sector.
Responsibilities
- Manage the $500M+ US Utilities CapEx project portfolio to drive optimal outcomes for customers and the business.
- Present optimized CapEx portfolios to Financial Planning & Analysis and other business stakeholders.
- Develop strategy to foster and maintain cooperative relationships with stakeholders in T&D, Global AES businesses, regulators, and other parties interested in economic regulatory matters affecting US T&D.
- Validate projects submitted for budget through the Technical Review Process.
- Evaluate strategic alternatives and investment opportunities for AES and prepare analysis and materials to support recommendations.
- Lead the continued implementation and enhancement of the Copperleaf Portfolio Investment Planning tool.
- Manage the T&D Value Framework and ensure that project valuation metrics align with business goals.
- Champion the Integrated Planning Process, Project Stage-Gate Process, and the Global CapEx Process.
- Develop and lead trainings for users for the Copperleaf Portfolio tool.
- Utilize data analytics tools to enhance CapEx decision making.
- Utilize Management of Change and Asset Governance processes for controlling the modification of equipment, systems, and processes.
- Serve as a representative of the company as assigned.
Requirements
- Four-year college degree in Business, Finance, or Engineering
- 3-5 years in budget and/or portfolio management
- Strong computer skills including Microsoft Office 365 tools
- Experience with SAP and Copperleaf C55 are a plus
- Established knowledge of project management practices
- General understanding of the regulated T&D utility business, assets, and systems
- Demonstrated ability to achieve results and operate with minimal supervision
- Experience in making presentations to upper management
- Proven leadership abilities to drive process change initiatives across the organization
- Strong communicator both oral and written
- English required, Spanish is a plus
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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