Lead Business Analyst, Financial Planning

2 months ago

Oakville, Ontario, Canada Liberty Utilities Full time
Job Summary

We are seeking a highly skilled and experienced Financial Planning Manager to join our team at Liberty Utilities. As a key member of our finance department, you will be responsible for managing a team of analysts and providing strategic and tactical financial planning support to business unit leaders and senior management.

Key Responsibilities
  • Manage the annual 5-year planning process and monthly forecasting process, ensuring timely and accurate delivery of financial information to senior management.
  • Develop and maintain current year and long-term corporate models, as well as utility-level planning models, to support strategic decision-making.
  • Evaluate the impact of strategic initiatives, investments, and financing structures on the company's financial performance.
  • Participate in forecasting, including monthly forecasts and quarterly updates, and provide recommendations for continuous improvement.
  • Monitor financial performance, analyze financial data, and identify trends to update short and long-term models as needed.
  • Ensure timely and accurate delivery of financial information to senior management for critical business decisions.
  • Support the annual budget process and periodic budget reviews to ensure alignment with the company's strategic objectives.
  • Collaborate with treasury, tax, accounting, and business unit FP&A teams to align planning assumptions with key stakeholders.
  • Develop and maintain a strong understanding of the company's structure and the economics of the utilities business.
  • Build and develop corporate and regulated utility financial models and analyses to provide accurate financial pictures.
  • Create insightful presentations to summarize analyses and facilitate decision-making for leadership.
  • Ensure all processes are well-documented with appropriate controls in place.
  • Support the implementation of financial systems, processes, and tools that increase efficiency and accuracy of financial planning and analysis.
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or a related field.
  • 5+ 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.
  • 1+ years of leadership experience, with the ability to successfully coach and mentor junior team members.
  • Experience managing complex and multiple initiatives in a fast-paced corporate environment.
  • Strong financial modeling skills, including developing driver-based three-statement models.
  • 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.
What We Offer
  • Collaborative environment with a genuine flexible working policy.
  • Share purchase/match plan.
  • A defined contribution savings plan.
  • Leadership Development Program.
  • Volunteer paid days off.
  • Employee Assistance Program.
  • Achievement fund.
  • Group Benefit Plan.
  • Variety of Health & Wellness programs.
  • Discount and Perks program.

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