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Team Lead, Financial Planning
3 months ago
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Team Lead, Financial Planning (Operations)Trans Mountain operates Canada's only pipeline system transporting oil products to the West Coast. We deliver approximately 300,000 barrels of petroleum products each day through 1,150 kilometres of pipeline in Alberta and British Columbia, and 111 kilometres of pipeline in Washington state.
Our Core Values
Trans Mountain's core values – Safety, Integrity, Respect and Excellence – guide our every step. Each obstacle we've overcome or success we've experienced has been the result of a shared commitment to living these values every day. Together, we're focused on doing the right thing for each other and our communities.
As a Team Lead, Financial Planning (Operations) with Trans Mountain, you'll have the opportunity to work with a progressive and fast-paced group of experts. The Team Lead, Financial Planning (Operations) is responsible for leading the annual budget preparation and quarterly forecast updates with the operational functional areas of Trans Mountain. Leading a team of three direct reports, the individual will collaborate with operations leaders to ensure budget and forecasts meet Company objectives, proactively investigate cost variances and identify cost trends, savings opportunities and efficiencies. This individual is also responsible for providing guidance & training to operations RC owners on use of budget / forecast tools and collaborate with Team Lead, Financial Planning (Corporate) on standardization of budget / forecast process and documentation.
This position is based in our Calgary Head Office and reports to the Director, Finance.
Key Responsibilities
- Lead the process for annual budget preparation with operations responsibility center (RC) owners.
- Lead quarterly forecast updates with operations RC owners and provide guidance and training to operations RC owners on the use of budget and forecasting systems and tools.
- Analyze and report on cost information, and identify cost trends, saving opportunities, and efficiencies.
- Oversee, guide, and train a team, including the allocation and distribution of work.
- Proactively analyze and investigate cost variances to budget and forecast and deliver ad hoc cost analysis and reporting.
- Ensure consistent application of finance policies across operations RCs and seek guidance from finance colleagues when needed. Collaborate with Team Lead, Financial Planning (Corporate) on standardization of budget/forecast process and associated documentation.
- Proactively communicate with operations leaders to ensure financial information needs are being met.
Qualifications and Professional Experience
- Post-secondary education in Accounting / Commerce / Finance.
- Minimum of 10 years' experience in accounting preferably in an oil and gas environment.
- Completion of Professional accounting designation (CA, CMA, CGA - CPA).
- Management/leadership experience managing a team would be considered an asset.
- Budgeting and Forecasting, and Variance Analysis experiences are preferred.
- Broad Knowledge of Generally Accepted Accounting Principles (GAAP) and financial reporting standards.
- Prior experience in a multi-currency accounting environment, and/or consolidation accounting is considered an asset.
- Able to prioritize and handle multiple tasks simultaneously.
- Ability to work well under pressure and handle strict deadlines.
- Strong organizational and leadership skills.
- Ability to attend to detail and accuracy and work in a time-conscious and time-effective manner in a high-paced, agile and multi-task environment .
- Excellent verbal and written communications skills are essential.
- Must be a team player with a positive attitude.
- Self-motivated, capable of performing tasks with minimal supervision.
- Strong interpersonal skills, with an ability to work collaboratively with others.
Other Requirements and Information
- May need to provide support outside of regular business hours and/or on the weekend.
- Travel to satellite offices is required (
