Specialist, Financial Planning

1 week ago

Mississauga, Canada Alectra Utilities Full time

The Opportunity

Job Posting Number:
**2024-187**

Position:
**Specialist, Financial Planning & Analysis**

**Location**:
**Mississauga (Derry Rd) **(Hybrid: Remote/In-office)**

Reports to:
**Supervisor, Financial Planning & Analysis**

Business Unit:
**Finance & Regulatory**

Division:
**Finance**

Hours per Week:
**35**

Rate of Pay:
Number of Openings:
**1**

Union:
**No**

Open:
**June 18, 2024**

Close:
**July 2, 2024**
- Alectra is committed to putting our people first in providing a positive employee experience and a safe work environment. Our Hybrid Workplace policy allows for an effective balance for employees with the opportunity to work in a hybrid environment; a combination of Remote / In-office work based on operational requirements._

**Position Purpose**:
The Specialist, Financial Planning & Analysis executes the budgeting and forecasting process, and variance analysis. Additional responsibilities include developing financial models, identifying areas for improvement, and providing proactive guidance to achieve financial targets.

**Responsibilities**:

- Collaborates with business leaders to understand their financial needs, providing financial insights and guidance, and assisting in the decision-making process
- Preparation of annual budget and quarterly financial statements forecast
- Coordinate all annual budgeting and quarterly forecasting activities with business units throughout the organization
- Provides direction to management on budgeting process and assumptions
- Prepares financial reports, dashboards, and presentation to communicate financial performance, key metrics, and insights to business leaders
- Prepares monthly variance analyses and supporting documentation to compare actual financial results against budgets, forecasts, and performance targets
- Identifies and investigates key drivers of variances to provide accurate insight and recommendations to management
- Gathers and analyzes confidential payroll information for analysis, budgeting, and forecasting activities
- Develops reporting templates and tools for financial planning, forecasting, and analysis
- Liaises with internal stakeholders to support reporting and provision of financial data as required for the budgeting and forecasting
- Ensures the accuracy, integrity, and completeness of financial data by maintaining data models used for financial analysis, planning, and reporting
- Provides technical expertise in the planning, design, and implementation of projects and key initiatives
- Identifies opportunities to enhance financial planning, analysis, and reporting processes that streamline workflows, automate repetitive tasks, and/ or implement new tools and technologies
- Responsible for preparation of annual burden and shared services, quarterly review, and true-up of these allocations
- Ensures compliance to legislative, regulatory, and Health & Safety policies, procedures and standards
- Performs other duties as assigned

**Education & Specialized Knowledge**
- Post-secondary education in Business Administration, Finance, or Accounting
- CMA/CGA/CA/CPA designation
- Extensive knowledge of budgeting and forecasting principles,
- Strong technical accounting knowledge of IFRS
- Experience with IBM Cognos TM1 Platform / IBM Planning Analytics is an asset
- Advanced level of knowledge and experience in financial modeling and management reporting
- Knowledge of the energy and utility industries, including a solid understanding of the regulatory environment
- Superior proficiency with IT-based automated budgeting and reporting tools

**Experience**
- A minimum of 3-5 years related work experience, including financial reporting and variance analysis
- Experience in developing, supporting and using detailed financial models and demonstrated project management skills
- Experience working with IBM Cognos TM1, JDE, Microsoft BI, or other ERP systems and databases is an asset
- Experience in a unionized utility environment an asset

**Skills/Abilities/Competencies**
- Highly self-motivated and directed
- Ability to follow established processes with a high level of attention to detail and accuracy
- Solid problem-solving and analytical skills with the ability to provide practical and/or innovative solutions to complex technical issues
- Strong written and presentation skills, with the ability to explain technical information in an organized and concise way
- Ability to plan, prioritize and execute multiple projects and initiatives within established timelines
- Ability to build and maintain collaborative working relationships with internal and external stakeholders

How to Apply

If you would like to be considered for this position and meet the qualifications, please submit your resume by clicking on the button below.

We thank all applicants for their interest in a career with Alectra. Only those selected for an interview will be contacted.

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