Analyst II, Financial Planning and Analysis

Purpose

The Analyst will support senior team members in monthly reporting, forecasting, budgeting, and planning. The role involves conducting financial analysis, financial modeling, creating presentations 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 have advanced financial modeling skills, an investor’s mindset, be a self-starter, and excel in collaborating with cross-functional partners. Key attributes for success include problem-solving, innovative thinking, and creating effective solutions.
 

#LI-Hybrid

Accountabilities

Monthly & Quarterly Internal Reporting and Forecasting:

•    Analyze monthly and quarterly financial results, focusing on variance analysis, key drivers, and reporting on key financial metrics to senior leadership, the Audit Committee, and the Board of Directors.
•    Perform advanced financial modeling in Excel, including pro forma, valuation, EPS accretion/dilution, credit metrics and bridging to previous versions.
•    Define, implement, and improve processes and best practices to automate financial reporting, financial models and analysis, utilizing tools such as Power BI, Excel, and SAC.
•    Support ad-hoc financial projects and initiatives as required.

Budgeting and Planning:

•    Provide hands-on leadership of Liberty’s integrated forecasting, budgeting, and strategic planning process. Responsibilities include coordination, financial modeling, variance analysis, and development of presentation material for senior leadership and the Board of Directors.
•    Become a power user 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.

Other Responsibilities:

•    Extract and upload relevant data from and to the planning system (SAP Analytical Cloud) and prepare various checks and assist in developing SAC reports and dashboards over time.
•    Create clear schedules, tables and bridges to present data coherently.

Education and Experience

•    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 (for example 3-statements).
•    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.
•    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).
•    Experience in the utilities industry.