Analyst II, Financial Planning And Analysis
2 weeks ago
At Algonquin-Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing excellence to exceed our ambitions goals, rewarding both the goal outcome and how we achieve it.
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.
Success Attributes:
• Analytical Mindset: A strong ability to analyze data, identify trends, and provide actionable insights to guide business decisions.
• Proactive Problem-Solver: Comfortable with ambiguity and capable of developing innovative solutions to complex financial challenges.
• Cross-Functional Collaborator: Ability to work effectively with different departments and stakeholders to gather information and drive financial alignment.
• Detail-Oriented: High attention to detail, with a focus on ensuring accuracy and completeness in all financial reporting.
• Efficient Communicator: Able to communicate complex financial data clearly and concisely to various audiences, including senior management.
Education and Experience
• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• 4+ years of progressive experience in a highly analytical environment, with relevant experience in a corporate finance setting.
• Robust understanding of corporate finance and accounting concepts and principles through education and work experience.
• CPA/CFA/MBA or other relevant financial designations are strong assets.
• Prior experience in FP&A preferred, or experience with analyzing budgets, forecast and understanding variances.
• Experience managing multiple initiatives in a fast-paced corporate environment.
• Strong financial modeling skills, including developing driver-based three-statement models is an asset.
• Passion for analytics and leveraging information systems to distill complexity into clear, actionable insights. Comfort with or willingness to learn financial systems (SAP, HFM, SAC).
• Willingness to roll up sleeves and problem solve.
• High attention to detail and a desire to learn.
• Comfort with ambiguity and an approach to problems based on first principles.
• Excellent verbal, written, and interpersonal skills.
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to investigate the opportunity further.
We are an equal opportunity employer and value each person's unique background, diversity, experiences, perspectives and talents.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honour this commitment in their daily responsibilities.
-
Analyst Ii, Financial Planning and Analysis
6 months ago
Oakville, Canada Liberty Full time**At Algonquin-Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing excellence to exceed our ambitions goals,...
-
Analyst II, Financial Planning and Analysis
2 months ago
Oakville, Canada Liberty Utilities Full timeAnalyst II, Financial Planning and AnalysisAt Algonquin-Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing...
-
Analyst II, Financial Planning and Analysis
2 months ago
Oakville, Canada Liberty Utilities Full timeAnalyst II, Financial Planning and AnalysisAt Algonquin-Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing...
-
Analyst II, Financial Planning and Analysis
2 months ago
Oakville, Canada Liberty Full timeAt Algonquin-Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing excellence to exceed our ambitions goals,...
-
Financial Analyst, Financial Planning
4 months ago
Oakville, Canada Fengate Asset Management Full timeThe Financial Analyst will report into the Manager, Financial Planning & Analysis (“FP&A”) and work within a dynamic ~9-person infrastructure FP&A team. The individual will be responsible for the end-to-end financial forecasting, planning and budgeting processes, variance analyses, investor return analysis, quarterly valuations, and internal monthly...
-
Lead Analyst, Financial Planning
6 months ago
Oakville, Canada Liberty Utilities Full timePurpose The Lead Analyst will manage a team of one to two analysts and support business unit leaders and Senior Management in strategic and tactical decision-making This role involves supporting budgeting and planning, forecasting and reporting process, conducting financial analysis, and providing financial modeling support and scenario analysis. This...
-
Analyst, Financial Planning
6 months ago
Oakville, Canada FCT Full timeCompany Summary Come work for a company that’s committed to the success of each and every employee. A place where innovators and collaborators come together and build on each other’s talents. Where diversity is welcomed and celebrated. FCT provides industry-leading title insurance, default solutions and other real estate related products and services...
-
Analyst, Financial Planning
6 months ago
Oakville, Canada FCT Full timeSommaire de la compagnie Venez travailler pour une entreprise qui est engagée dans la réussite de chacun de ses employés. C’est un milieu de travail où les innovateurs et les collaborateurs se rencontrent et tirent parti des talents de chacun. Un endroit où la diversité est accueillie et célébrée. FCT offre la meilleure assurance titres de...
-
Financial Planning and Analysis Professional
4 weeks ago
Oakville, Ontario, Canada CT Bank Full timeAbout CT Bank At Canadian Tire Financial Services, we are committed to fostering a supportive and collaborative environment that enables students to develop their capabilities through meaningful projects and objectives.We believe in setting specific and measurable goals that align with our business objectives to support learning and help students achieve...
-
Senior Financial Planning Analyst
4 weeks ago
Oakville, Ontario, Canada Liberty Full timeAbout LibertyWe are a leading energy and water company that values innovation, teamwork, and customer-centricity. Our mission is to provide safe, reliable, and sustainable solutions for our customers and communities.Job OverviewThis role offers an exciting opportunity to join our team as a Sr. Financial Planning Analyst. As a key member of our financial...
-
Financial Planning and Analysis Expert
4 weeks ago
Oakville, Ontario, Canada Liberty Full timeAbout the RoleAt Liberty, we are seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our organization, you will play a pivotal role in shaping our financial strategy and providing critical insights to support business decision-making.Job SummaryWe are looking for an experienced FP&A professional with a strong...
-
Financial Planning and Analysis Expert
2 weeks ago
Oakville, Ontario, Canada Sportchek Full timeAbout SportchekSportchek is a leading retailer of sports equipment and apparel, dedicated to delivering high-quality products and exceptional customer service. Our company is committed to creating innovative and rewarding financial solutions for our customers.Estimated Salary:$90,000 - $110,000 per yearJob DescriptionWe are seeking a highly skilled Financial...
-
Financial Analyst
1 week ago
Oakville, Canada CT Bank Full time**What you'll do** The Financial Analyst is a key contributor to the Financial Planning and Analysis and Canadian Tire Financial Services (CTFS) team that provides exceptional financial planning, analytical, and financial reporting support to executives. The role plays an important part in business partnering and building relationships with the CTFS Product...
-
Financial Planning Analyst
1 week ago
Oakville, Ontario, Canada Liberty Full timeJob DescriptionWe are seeking an experienced Financial Planning Analyst to join our team at Liberty Utilities. As a key member of our corporate finance group, you will play a crucial role in financial consolidation, budgeting, forecasting, and reporting for our regulated utility business.About the RoleSupport the consolidation of financial data, ensuring...
-
Financial Planning Lead
4 weeks ago
Oakville, Ontario, Canada Liberty Utilities Full timeJob DescriptionThe Lead Analyst will manage a team of one to two analysts and support business unit leaders and Senior Management in strategic and tactical decision-making. This role involves supporting budgeting and planning, forecasting and reporting process, conducting financial analysis, and providing financial modeling support and scenario analysis.This...
-
Financial Planning
3 months ago
Oakville, Canada Human Integrity HR Full timeGreat compensation package - Take on leadership responsibilities - Great team culture and opportunity for growth! At Human Integrity HR, we are the premier recruitment firm exclusively dedicated to supporting healthcare professionals. We work closely with over 100 clinic locations across Ontario to help you find the ideal opportunity that aligns with your...
-
Financial Planning
6 months ago
Oakville, Canada Oldcastle APG Full timeJob Summary We are looking for a highly motivated individual to join our Finance team. The Manager of Financial Planning & Analysis will oversee the processes for budgeting, financial forecasting, regional and divisional analytics, and variance analysis. This position will report to the Vice President of Finance and work closely with Divisional...
-
Manager of Financial Planning
5 months ago
Oakville, Canada Fengate Asset Management Full time**Company Description**: Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. Fengate has a proven track record of successful projects and results-driven partnerships, establishing the firm as one of the most active real asset investors in North America. Through our experience,...
-
Manager of Financial Planning
6 months ago
Oakville, Canada Fengate Full time**Company Description**: Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. Fengate has a proven track record of successful projects and results-driven partnerships, establishing the firm as one of the most active real asset investors in North America. Through our experience,...
-
Oakville, Ontario, Canada Liberty Full timeJob OverviewWe are seeking an experienced Senior Financial Planning and Analysis Specialist to join our team at Liberty. As a key member of our finance department, you will play a crucial role in providing financial insights and analysis to support business decision-making.About the RoleThe ideal candidate will have a strong background in financial planning...
