John Lee
Worcester
Summary
Senior Financial Analyst with 9 years of FP&A experience at a Fortune 500 utility, responsible for budgeting, forecasting, and financial reporting across multiple state-regulated subsidiaries — with a track record of delivering precise projections under close executive and regulatory scrutiny.
Overview
9
9
years of professional experience
Work History
Senior Financial Analyst
Eversource Energy
04.2024 - Current
- Held full FP&A ownership of the company's gas utility subsidiaries in Massachusetts and Connecticut, operating under two separate state regulatory bodies — covering budgeting, reforecasting, and reporting.
- Incorporated budgets from specialized business area teams into the consolidated company's reported plan, then reforecasted these items throughout the year based on actual results, changing targets, and regulatory filings.
- Created financial statements and supporting schedules for a newly acquired gas company, modeling the structure on the existing MA gas subsidiary, and integrated it into the budget and reforecast process.
- Developed and maintained shadow reconciliation models as a control check on monthly reporting and regulatory filings, surfacing issues ahead of close and regulatory deadlines.
- Presented the consolidated month and YTD variance drivers at the FP&A department's monthly close meetings, attended by the CFO.
- Delivered precise monthly projections for one of my owned gas subsidiaries, informing leadership decisions that kept year-end results within 5 basis points of the regulatory ROE cap (~$0.5M on $90M pre-tax earnings) — avoiding an earnings-sharing refund and reputational exposure from over-earning.
- Provided pre-tax income projections exceeding $2B across 30+ subsidiary entities to the tax department, then incorporated entity- and quarter-specific tax rates into our monthly projections.
- Served as the One-Year-Plan team's primary contact with the Planning Analytics team — setting up the initial plan, bringing actuals into our reforecast projection, saving frozen versions, and ensuring data accuracy throughout.
- Wrote and maintained system rules within Planning Analytics, and led a training session for the team on rule syntax and structure.
- Mentored a new college graduate, training them to independently own interest expense, market investments, and a gas subsidiary previously managed within my role.
Financial Analyst
Eversource Energy
07.2017 - 04.2024
- Owned the full budget, reforecast, and variance analysis for over $1B in interest expense.
- Automated and redesigned Excel workbooks to enhance data presentation and minimize manual input requirements.
- Oversaw budgeting, reforecasting, and variance analysis for a $100M market investment portfolio, ensuring accurate financial oversight.
- Utilized Planning Analytics, Excel, and PowerPlan to develop budgets and perform detailed variance analysis, collaborating with accounting and regulatory teams to validate and clarify discrepancies.
Education
Bachelor of Science - Finance
Miami University
Oxford, OHSkills
- FP&A ownership
- Financial Modeling & Reporting
- Variance Analysis
- Budgeting & Forecasting
- Planning Analytics
- Excel automation
- PowerPlan
- Data visualization
- Regulatory Compliance
- Cross-Functional Collaboration
Timeline
Senior Financial Analyst
Eversource Energy
04.2024 - Current
Financial Analyst
Eversource Energy
07.2017 - 04.2024
Bachelor of Science - Finance
Miami University