Apply now »

Lead Analyst, Financial Planning & Analysis (Supervisor II)

Oakville, ON, CA, L6J 2X1

At Algonquin-Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing excellence to exceed our ambitions goals, rewarding both the goal outcome and how we achieve it. 



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, 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 Lead Analyst will manage work streams involving multiple stakeholders, perform complex financial analyses, and build strong relationships across various teams.

Key Projects:


  • Managing the annual 5-year planning process and monthly forecasting process.
  • Developing and maintaining current year and long-term corporate models, as well as Utility Level planning models.
  • Evaluating the impact of strategic initiatives, investments, various financing structures, and other sensitivity analyses either at the Corporate, Regulated Utility, and/or Functional Department level




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 (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.

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.
  • 1+ years of leadership experience, with the ability to successfully coach and mentor junior team members is an asset. 
  • 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.

Our purpose is sustaining energy and water for life, and it is demonstrated in everything we do as a business and as an employee team.


Our Mission

We provide safe, secure, reliable, cost-effective and sustainable energy and water solutions. Our mission is how we create value as an organization—it is what drives us every day to fulfill our purpose.


Our Vision

We better the lives of our customers and communities. Our vision is what we see as possible. It's where we aspire to be, what we want to achieve and how we'll make an impact. It guides and keeps us on the right path as we work towards fulfilling our purposes.

Our Guiding Principles

  • Customer Centric
  • Integrity
  • Entrepreneurial
  • Teamwork
  • Owner mindset
  • Outcome focused
  • Continuous learning

What we offer 

Collaborative environment with a genuine flexible working policy

Share purchase/match plan

A defined contribution savings plan

Leadership Development Program

Volunteer paid days off

Employee Assistance Program

Achievement fund

Group Benefit Plan

Variety of Health & Wellness programs

Discount and Perks program


We are focused on building a diverse and inclusive workforce.  If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

We are an equal opportunity employer and value each person's unique background, diversity, experiences, perspectives and talents.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honour this commitment in their daily responsibilities.

Apply now »