Financial Planning & Analysis Specialist
Itron is innovating new ways for utilities and cities to manage energy and water. We create a more resourceful world to protect essential resources for today and tomorrow. Join us.
This role serves as a strategic finance partner to the Outcomes Research & Development (R&D) organization, enabling innovation and value creation within a technology-driven Utilities & Energy environment. The position provides end-to-end financial planning, analysis, and operational support across actuals, budgets, forecasts, and long-range plans. By delivering clear insights, scalable planning tools, and scenario-based analysis, this role helps R&D leaders make informed, customer-centric investment decisions. The role collaborates closely with the Project Management Office (PMO), engineering, and senior R&D and corporate leaders to support effective resource allocation, portfolio health, and continuous improvement.
Duties & Responsibilities
- Act as an accountable finance partner to the global R&D organization, supporting innovation initiatives that deliver long-term customer and business value in the Utilities & Energy sector.
- Prepare, analyze, and present monthly and quarterly financial reporting for global R&D spend, highlighting key drivers, variances, risks, and opportunities, and recommending agile corrective actions when needed.
- Lead and support the development of annual budgets, rolling forecasts, and long-range plans for R&D, ensuring alignment with strategic priorities, innovation roadmaps, and customer outcomes.
- Drive continuous improvement of R&D budgeting, forecasting, and reporting processes, increasing transparency, efficiency, and cross-functional collaboration.
- Analyze R&D investment profiles at the project and portfolio level, evaluating spend efficiency, portfolio health, and the financial impact of new product development and innovation pipelines.
- Develop, maintain, and refine financial models that support scenario planning, investment governance, and executive-level decision-making.
- Partner closely with global R&D leaders, engineering teams, and the PMO to incorporate project updates, resource changes, and timeline shifts into financial plans and forecasts.
- Collaborate with R&D operating expense owners to ensure accurate forecasting, insightful variance analysis, and disciplined financial management tied to key strategic initiatives.
- Manage ad hoc reporting and analysis requests, validate data inputs, resolve discrepancies, and uphold high standards of financial accuracy and integrity.
- Support and lead strategic and operational initiatives related to R&D transformation, resource planning, and investment optimization, acting as a proactive change agent.
Required Skills & Experience
- Bachelor’s degree in Finance, Accounting, or a related business discipline.
- 3-5 years of experience in FP&A, strategic finance, or a related analytical finance role.
- Demonstrated ability to partner authentically with cross-functional stakeholders and influence decision-making through data-driven insights.
- Strong analytical and problem-solving skills, with a track record of accountability and attention to detail.
- Ability to operate effectively in a fast-paced, evolving environment while managing multiple priorities with agility.
- Clear and confident communication skills, with the ability to present complex financial information to diverse audiences.
Preferred Skills & Experience
- MBA and/or PMP certification.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word; experience with Power BI preferred.
- Advanced working knowledge of Oracle Cloud EPM Planning or a similar cube-based planning and reporting platform.
- Experience building and managing financial models to drive insight, support scenario planning, and identify optimization opportunities.
- Comfort challenging the status quo, influencing change, and driving continuous improvement in a collaborative, innovative culture.
- Strong organizational skills and the ability to drive progress in a hybrid work environment (virtual and in-office).
Benefits Info:
This position also includes a competitive benefit package including; financial, social, health and wellbeing programs, paid vacation, 401k matching, employee stock purchase program, hybrid work schedule, and more!
The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills and experience and may vary by location. The base salary is $75,000-124,500 annually. This position is eligible for our annual bonus program.
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Itron is committed to building an inclusive and diverse workforce and providing an authentic workplace experience for all employees. If you are excited about this role but your past experiences don't perfectly align with every requirement, we encourage you to apply anyway. In the end, you may be just who we are looking for!
The successful candidate's starting wage will be determined based on permissible, non-discriminatory factors such as skills and experience.
Itron is proud to be an Equal Opportunity Employer. If you require an accommodation to apply, please contact a recruiting representative at 1-800-635-5461 or email [email protected].
Itron is transforming how the world manages energy, water and city services. Our trusted intelligent infrastructure solutions help utilities and cities improve efficiency, build resilience and deliver safe, reliable and affordable service. With edge intelligence, we connect people, data insights and devices so communities can better manage the essential resources they rely on to live. Join us as we create a more resourceful world: www.itron.com