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Lead Analyst, Financial Planning and Strategy

2 months ago


Oakville, Ontario, Canada Liberty Full time
About the Role

We are seeking a highly skilled and experienced Lead Analyst, Financial Planning and Strategy to join our team at Liberty. As a key member of our Finance department, you will play a critical role in supporting business unit leaders and Senior Management in strategic and tactical decision-making.

Key Responsibilities
  • Financial Planning and Analysis: Develop and maintain current year and long-term corporate models, as well as Utility Level planning models. Evaluate the impact of strategic initiatives, investments, various financing structures, and other sensitivity analyses.
  • Forecasting and Reporting: Participate actively in forecasting, including monthly forecasts, quarterly updates, and provide recommendations for continuous improvement. Monitor financial performance, analyze financial data, identify trends, and update short and long-term models as needed.
  • Budgeting and Planning: 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 to align planning assumptions with key stakeholders.
  • Team Leadership and Development: Manage, coach, and develop a team of one to two Analysts. Build a team culture of customer service excellence for both internal and external customers of the FP&A team.
Requirements
  • Education and Experience: 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.
  • Skills and Qualifications: Robust understanding of corporate finance and accounting concepts and principles. 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.
About Liberty

At Liberty, we are committed to sustaining energy and water for life. Our purpose is demonstrated in everything we do as a business and as an employee team. We provide safe, secure, reliable, cost-effective, and sustainable energy and water solutions. Our mission is to create value as an organization, and our vision is to better the lives of our customers and communities.