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Financial Planning and Analysis Professional

2 months ago


Oakville, Ontario, Canada Liberty Utilities Full time
Job Summary

We are seeking a highly skilled Financial Planning and Analysis Professional to join our team at Liberty Utilities. As a key member of our finance department, you will play a critical role in supporting senior team members in monthly reporting, forecasting, budgeting, and planning.

Key Responsibilities
  • Conduct advanced financial analysis and modeling to support senior leadership and the Board of Directors.
  • Develop and maintain financial models, including pro forma, valuation, and EPS accretion/dilution.
  • Define, implement, and improve processes and best practices to automate financial reporting and analysis.
  • Support ad-hoc financial projects and initiatives as required.
  • Provide hands-on leadership of Liberty's integrated forecasting, budgeting, and strategic planning process.
  • Collaborate with Treasury, Tax, Accounting, and business unit FP&A to align planning assumptions with key stakeholders.
Requirements
  • Bachelor's degree in Finance, Accounting, or a related field.
  • At least 3 years of experience in financial planning and analysis, corporate finance, accounting, or a related discipline.
  • Advanced Excel-based financial modeling skills.
  • Robust understanding of corporate finance and accounting concepts.
  • Strong analytical and problem-solving skills with keen attention to detail.
  • Excellent verbal, written, and interpersonal skills.
Preferred Qualifications
  • CPA, CFA, MBA, or other relevant financial designations.
  • Prior experience in analytical roles such as corporate development, equity research, corporate finance, or transaction services.
  • Experience managing multiple initiatives in a fast-paced corporate environment.
  • Experience utilizing financial analysis techniques, tools, and concepts to analyze and draw conclusions from business data.
About Liberty Utilities

Our purpose is to sustain energy and water for life, and it is demonstrated in everything we do as a business and as an employee team. Our mission is to provide safe, secure, reliable, cost-effective, and sustainable energy and water solutions. Our vision is to better the lives of our customers and communities.