Financial Planning Lead

1 month ago

Oakville, Ontario, Canada Liberty Utilities Full time
Job Description

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 high-impact, visible role offers an exciting opportunity to engage in enterprise-wide information flow and participate in strategic corporate finance decisions. The successful candidate will bring an investor's mindset, be a self-starter, and excel in collaborating with cross-functional partners.

Key Responsibilities
  • Manage the annual 5-year planning process and monthly forecasting process.
  • 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 either at the Corporate, Regulated Utility, and/or Functional Department level.
Accountabilities
  • Forecasting, Month/Quarterly Internal Reporting:
    • Participate actively in forecasting including monthly forecasts, quarterly updates, providing recommendations for continuous improvement.
    • Monitor financial performance, analyze financial data, identify trends and update short and long-term models as needed.
    • Understand variances, investigate drivers and present findings in a clear, succinct manner.
    • Ensure timely and accurate delivery of financial information to Senior Management for critical business decisions.
  • Budgeting and Planning:
    • Support the annual budget process and periodic budget reviews to ensure alignment with the company's strategic objectives.
    • Support the development, management, and continuous improvement of Algonquin's ecosystem of corporate and regulated utility models and decision tools (e.g., 1 year monthly model, 5 year annual corporate model).
    • Collaborate with Treasury, Tax, Accounting, and business unit FP&A, to align planning assumptions with key stakeholders.
    • Assist in preparing presentations for the Board of Directors, Senior Management, and various stakeholders.
  • Other Responsibilities:
    • Develop 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.
    • Extract relevant data from the planning system (SAP Analytical Cloud) and assist in developing SAC reports and dashboards over time.
    • Create clean schedules/tables to present data coherently.
    Team Leadership and Development
    • Manage, coach, 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.
    • Drive efficiencies through standardization and automation of analysis, reports, templates, and alignment around key dates and deadlines.

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