Analyst III, Financial Planning and Analysis

Purpose

The Senior Financial Analyst III will support budgeting, forecasting and reporting, conduct financial analysis, and provide 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, as well as helping to support reporting and ad hoc analysis for the Regulated Utility Business (Water, Gas, Electric). 

The successful candidate will bring 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. The Senior Financial Analyst will manage work streams involving multiple stakeholders, perform complex financial analyses, and build strong relationships across various teams. 

#LI-Hybrid

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 finding 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 eco system of corporate and regulated utility models and decision tools 
• 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 decisionmaking 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.

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.
         • Robust understanding of corporate finance and accounting concepts and principles through education and work experience.
         • CPA/CFA/MBA or other relevant financial designations are strong assets.
         • Prior experience in analytical roles such as corporate development, equity research, corporate finance, FP&A, and transaction services.
• Experience managing complex and multiple initiatives in a fast-paced corporate environment.
• 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. Comfort with or willingness to learn financial systems (SAP, HFM, SAC).
• Willingness to roll up sleeves and problem solve.
• High attention to detail and a desire to learn.
• Comfort with ambiguity and an approach to problems based on first principles.
• Excellent verbal, written, and interpersonal skills.