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South Jersey Industries Senior Analyst in Union, New Jersey

Position Summary

A career in Financial Planning will provide the opportunity to lead the annual operating budget process, track and report on performance relative to plan, and manage ongoing rolling forecast updates.In this role you will be able to contribute at a high level to the sales an business development team. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision making regarding the company’s revenue growth strategy, cost structure, and capital expenditures. Additionally, it includes establishing, tracking and monitoring key operating metrics used to drive the business to greater efficiency as well as creating ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI and helping drive finance discipline, fact-based decision-making, and financial visibility are all key facets to this group. This also includes preparing and presenting financial reports to the management team.Roles within Financial Planning are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as analyzing business trends, changes, and new initiatives.

  • Develop and manage annual financial plan and customer growth budgets and monthly forecasts in coordination with Sales Management.

  • Lead the day-to-day management and forecasting of the department’s O&M accounts, including processing invoices, tracking expenditures, reconciling accounts, and explaining variances to Sales Management, accounting and financial planning.

  • Prepare and oversee monthly Sales commissions and monthly Sales Results Report on customer growth and margin performance.

  • Perform Sales’ accounting functions including: accruals, accounts payable and expense reports.

  • Create informative, actionable and repeatable reporting that highlights relevant trends and opportunities for improvement in a Business Intelligence environment.

  • Collect, interpret and analyze business data in relation to Sales KPIs and make recommendations in support of strategic decision making for sales growth.

  • Compile and prepare information in response to data requests and/or regulatory reporting needs.

  • Assist Major Account Managers in rate/revenue calculations, large account billing analyses and service agreement preparation and communication.

  • Engage in predictive analytics to identify opportunities and positively impact growth while assisting in the continuous improvement of existing processes.

  • Performs other duties as assigned



  • Five years’ experience in performing financial or operational analysis and reporting in a sales environment, preferred.

  • Ability to analyze and prepare financial statements and projections is required.

  • Proven ability developing Business Intelligence dashboards to analyze and optimize Sales performance.

  • Strong research, analytical, and problem-solving skills are required.

  • Superior attention to detail is required.

  • Demonstrated time-management and multi-tasking skills coupled with a keen ability to prioritize assignments.

  • Demonstrated ability to collect, synthesize and present data from multiple enterprise systems.

  • Excellent communication, interpersonal and presentation skills.

  • Experience working with senior decision makers.


  • Advanced to expert level of use of Microsoft Office Suite of applications, specifically Excel, (including pivot tables and charts), Outlook, Word and PowerPoint.

  • Proficiency in use of CRM software including Salesforce, Maximo, and Oracle Utilities Customer Care and Billing desirable.

  • Proficiency in use of Hyperion or similar Financial Planning system desirable.

Explore the Possibilities

If you're looking to make an impact, South Jersey Industries is the perfect place. For interns, college graduates, or experienced professionals, at South Jersey Industries we look for enthusiastic, talented professionals at every level of our enterprise. From call center representatives with excellent people skills to engineers with the vision and expertise to design tomorrow’s energy infrastructure, we know that our people fuel our success. We take pride in recruiting the best talent available for every facet of our business. Explore the possibilities. You'll be sure to find an opportunity that piques your interest.

  • We are committed to developing and implementing innovative projects that increase energy efficiency and save clients money

  • We provide an opportunity to build a successful and rewarding career in a variety of functional business areas

  • We foster individual talents and abilities while promoting the value of teamwork

  • Our culture prepares you for a lifetime of learning and professional development

Equal Opportunity/Affirmative Action Employer

SJI (NYSE: SJI), an energy services holding company based in Folsom, NJ, delivers energy services to its customers through three primary subsidiaries. SJI Utilities, SJI's regulated natural gas utility business, delivers safe, reliable, affordable natural gas to approximately 690,000 South Jersey Gas, Elizabethtown Gas and Elkton Gas customers in New Jersey and Maryland. SJI's non-utility businesses within South Jersey Energy Solutions promote efficiency, clean technology and renewable energy by providing customized wholesale commodity marketing and fuel management services; and developing, owning and operating on-site energy production facilities. SJI Midstream houses the company's interest in the PennEast Pipeline Project. For more information about SJI and its subsidiaries, click here.