Senior Financial Analyst at Eagle Rock Properties – Plainview, New York

Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leadership of our executives, who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry.

We are seeking a detail-oriented and analytical Financial Analyst specializing in Utilities to support financial planning, rate analysis, regulatory reporting, and operational performance evaluation. This role is responsible for analyzing utility-related financial data, forecasting revenue and expenses, supporting rate case filings, and ensuring compliance with regulatory requirements. The ideal candidate combines strong financial acumen with an understanding of the utilities industry (electric, gas, water, or renewable energy).

This is an On-Site Position at our office in Plainview, NY

Key Responsibilities:

Financial Analysis & Reporting

• Prepare and analyze monthly, quarterly, and annual financial reports related to utility operations
• Monitor revenue streams, operating costs, capital expenditures, and return on investment
• Conduct variance analysis and provide actionable insights to leadership

Budgeting & Forecasting

• Support annual budgeting and long-term financial planning processes
• Prepare load forecasts, revenue projections, and expense forecasts

Regulatory & Rate Support

• Assist in the preparation of rate case filings and regulatory submissions
• Ensure compliance with federal, state, and local regulatory requirements

Operational & Strategic Support

• Analyze performance metrics such as system efficiency, loss ratios, and service reliability
• Evaluate financial impact of policy changes, fuel cost adjustments, and market fluctuations
• Conduct benchmarking reporting

Qualifications:

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field (required)
• 5+ years of financial analysis experience, preferably within utilities or the energy sector
• Experience with regulatory environments and cost-of-service analysis is a plus

Technical Skills

• Strong financial modeling and forecasting skills
• Advanced proficiency in Excel; experience with ERP and financial systems

Core Competencies

• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Ability to manage multiple deadlines in a fast-paced environment
• Collaborative team player with strong stakeholder engagement skills

Preferred Qualifications

• Experience in electric, gas, water/sewer utilities
• Knowledge of utility rate structures and energy markets

Eagle Rock Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics