Financial Planning Specialist

3 weeks ago

Calgary, Alberta, Canada Enbridge Full time
Job Summary

The Financial Planning Specialist will oversee the day-to-day activities of the LP Operating Cost FP&A functions under the guidance of the Manager Operating Costs.

Key Responsibilities
  • Lead the development of the annual LP O&A budget, LRP, and monthly forecasts, coordinating with multiple stakeholders and ensuring consistency between budget, forecast, and actual results.
  • Lead the development of the annual workforce budget, engaging with Human Resources, balancing variances, and providing timely solutions to HCC owners.
  • Prepare communication materials for the budget, forecast, and workforce for LP executive leadership.
  • Prepare monthly O&A reporting for VP Finance, ensuring consistency with ongoing forecast activities and monthly summaries.
  • Assist in preparing monthly O&A flash and VP O&A summaries, coordinating variance communication with regional accountants.
  • Support the creation of Regional Oil Sands shipper budgets and annual true-up process.
  • Ensure findings in actuals are reflected in forward-looking forecasts and vice-versa.
  • Accountable for the accuracy of LP BU Allocation drivers used in the monthly actual BU Allocation process.
  • Apply professional skepticism and critical thinking to develop reasonable conclusions for routine deliverables and ad-hoc requests.
  • Act as an indirect leader to junior staff members, providing coaching and mentoring.
  • Build and maintain positive relationships with different groups within LP to ensure valid financial projections.
Requirements
  • Designated accountant (CPA) or certified financial analyst (CFA) with 7+ years of experience.
  • Strong analytical skills to validate and challenge information provided by various sources.
  • Strong communication skills, both written and oral.
  • Strong leadership and mentorship skills.
  • Prior experience in EPBCS, Workforce Budgeting Tool or other financial planning tools an asset.
  • Prior experience with modelling sophisticated organizations an asset.
  • Solid understanding of U.S. GAAP an asset.
  • Strong project management and team skills, including the ability to handle multiple concurrent projects.
Working Conditions
  • Office Environment.
  • Occasional Travel.
  • Flex-Work: Enbridge provides competitive workplace programs that differentiate us and offer flexibility to our team members.
Mental Requirements

The ability to understand, remember and apply oral and/or written instructions or other information, understand complex problems and collaborate/explore alternative solutions, organize thoughts and ideas into understandable terminology, organize and prioritize work schedule on a short-term basis, make decisions which have moderate impact on the immediate work unit and monitor impact outside this area, understand and follow basic instructions and guidelines, complete routine forms, compose letters, outlines, memoranda and basic reports and communicate with individuals via telephone.

Diversity and inclusion are important to us. Enbridge is an Equal Opportunity and Affirmative Action Employer. We are committed to providing employment opportunities to all qualified individuals, without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, marital status, family status, veteran status, Indigenous/Native American status, or disability. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance by contacting us.

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key...

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Planning SpecialistJ&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the insurance industry.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and wealth management.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a strong background in financial planning, wealth management, and insurance industry expertise.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial...

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    J&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a bachelor's degree and at least 1 year of experience in the...

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning SpecialistYK Freightways Inc is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.Key...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Financial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning SpecialistYK Freightways Inc is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and planning, with the ability to evaluate financial risk and develop risk management plans.Key Responsibilities:Evaluate financial risk and develop strategies to...

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning Specialist at YK Freightways IncWe are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesConduct thorough financial analyses to identify clients' goals and objectivesDevelop...

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning Specialist at YK Freightways IncWe are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning SpecialistAt YK Freightways Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial ConsultantJoin J&H Financial Corp as a Financial Consultant and take on a challenging role that requires expertise in financial planning, wealth management, and insurance industry knowledge.Key Responsibilities:Identify clients' financial goals and objectives, and develop personalized financial plans to achieve them.Analyze clients'...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada beBee Professionals Full time

    Job Title: Financial Planning SpecialistJob Description:beBee Professionals is seeking a Financial Planning Specialist to develop and maintain financial models that support the company's decision-making process.Key Responsibilities:* Develop and maintain financial models* Analyze financial data to identify trends and opportunities* Provide financial advice...