Analyst, Corporate Development
3 weeks ago
Purpose
The Financial Analyst (FP&A) will play a key role in the financial consolidation, budgeting, forecasting, and reporting for Liberty Utilities. This position provides essential insights to support strategic decision-making, financial modeling, and scenario analysis for the regulated utility business (Water, Gas, Electric). The Analyst will collaborate with cross-functional teams, support business analysis, and drive continuous process improvements to enhance financial accuracy and efficiency.
Accountabilities
- Financial Reporting, Budgeting, and Forecasting:
• Support the consolidation of financial data, ensuring accuracy and completeness for reporting across Liberty Utilities.
• Develop financial models, budgets, and forecasts, conducting variance analysis against prior year, budget, and forecast.
• Support the production of monthly reporting packages with variance analysis and projections to guide key business decisions, ensuring that financial information is recorded accurately and completely.
• Prepare and analyze financial performance, identify trends, and provide actionable insights for management and stakeholders.
• Conduct detailed cost allocation analysis and track changes and trends in key performance indicators (KPIs), expenses, returns, and capital expenditures. - Strategic Financial Analysis and Scenario Modeling:
• Support the development of strategic plans, performance indicators, and target benchmarks in line with business objectives.
• Perform detailed research on historical financial data to identify trends and support strategic decisions.
• Conduct special financial studies such as cost of service analysis, return on equity, capital structure, depreciation, and feasibility studies for capital investments. - Cross-Functional Collaboration Process Improvement:
• Partner with operations and corporate functions to collect data for financial reports.
• Collaborate with Treasury, Tax, and business unit FP&A teams to align planning assumptions and ensure consistent financial reporting. - Process Improvement and Systems Support:
• Ensure all processes are well-documented with proper controls in place.
• Support the implementation of financial systems and tools to improve the efficiency and accuracy of financial planning and analysis.
• Identify opportunities for process improvement in financial reporting and analysis, leveraging tools such as Excel, SAP, SAC, and S&P Capital IQ. - Ad-Hoc Projects and Reporting:
• Prepare financial presentations for the Board of Directors, Senior Management, and regulatory bodies, translating complex financial data into clear, actionable insights.
• Assist management with special projects, including financial studies related to capital investments, rate cases, and strategic initiatives.
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