Planning Analysis & Reporting Lead at American Electric Power in Columbus, OH

Job description

Job Posting End Date 11-07-2026 Please note the job posting will close on the day before the posting end date. Job Summary The Planning Analysis & Reporting Lead position oversees and coordinates the budgeting, forecasting, variance analysis, financial analysis, improvement requisition process and management reporting of operating and financial results for each Customer [Corporate groups (Finance, Shared Services, Legal, etc), Generation Business Services, Transmission Finance, Customer and Distribution Services, and the Operating Companies] or the AEP System consolidation of O&M/Capital related processes, governance and incentive related measures. Additionally, oversight is provided by this position for any senior and executive management reporting associated with these functional areas or consolidated reporting for AEP earnings call/press release/SEC filings and the AEP Board. This position manages the coordination and development of financial forecasts, reporting of performance/incentive measures and is involved in special projects and analyses to support senior management and business operations. This position is responsible for the preparation and integrity of budgets, forecasts, and the underlying accounting for financial results; and the efficiency and effectiveness of the related processes. This position is responsible for the managerial reporting process and analysis of monthly accounting activity for accuracy. This position has the overall accountability for the accuracy and timeliness of managerial and project financial reports and the data contained therein. Additional duties include coordinating the improvement requisition process in adherence with the Corporate Authorization Policy and Improvement Requisition procedures. Note: We are looking to hire 2 Planning Analysis & Reporting Lead positions. Job Description What You'll Do: Coordinate the preparation of budgets, forecasts, and variance explanations for each Customer supported. Coordinate the preparation of associated financial, managerial and project reports and supporting analyses as needed. Perform key financial and/or accounting analysis and procedures as necessary. Develop new financial/budgeting procedures and work with Accounting to develop new accounting procedures when needed. Provide direction, leadership, and support as necessary for improvement initiatives to the financial and accounting processes and/or tools used in these functional areas. Provide direction or oversight to the company's IT resources (internal or contractors) to implement these enhancements as necessary. Coordinate and establish policies, procedures, and systems in concert with corporate financial groups for forecasting, budgeting, accounting, and other financial services. Oversee the management of transaction detail analysis to ensure proper accounting classifications, recommend reclassification as required to ensure integrity of financial reports and compliance with Sarbanes-Oxley requirements. Provide training to department personnel in the financial and accounting work processes and tools needed. Utilize a cross training program to ensure that adequate backup is available for all activities. Provide resources to assist in the utilization of system software as necessary. Ensure that the work processes and procedures of the Business Operations Planning and Analysis group as well as those involving other AEP departments are optimized and streamlined. Oversee a continuous improvement process that works to maintain these processes at an optimized state. Follow up on irregularities and abnormal conditions to assure that the noted conditions are properly resolved. Perform special studies, analysis, investigations, and assignments as may be required. Provide assistance in regulatory proceedings related to financial matters including information for data requests, special studies for Commissions, etc. What We're Looking For: Education requirements are listed below: Bachelors in Busines