Manager, Financial Planning and Analysis (12 month contract)

Purpose

The Financial Planning & Analysis Manager provides and supports the Customer First Program within the Transformation team at Liberty. They will actively lead a variety of financial analysis and program management activities related to project and program financial planning, monthly analysis and reporting of the program performance to Steering Committees and other internal or external stakeholders. The role also includes leading the development of all Cost Benefit Localization efforts deployed companywide which involve building frameworks for benefit review and consolidation, modeling and developing cross functional alignment with senior executives, change management and regulatory agendas for all Liberty’s individual Utilities and Regional Offices. The Manager must be familiar with a wide variety of accounting, financial planning and modeling, project management, regulatory and organizational model concepts. Cross functional collaboration is critical to success in this role.

Accountabilities

Capital Planning
 

• Prepare program capex reviews for project outlooks (+ 3 years) with full detailing by cost group, function and labour planning for various projects within Transformation Portfolio
• Prepare monthly dashboards covering key metrics and capital expenditures to be delivered and presented to various stakeholder groups within Transformation or Executive groups
• Interact with Project managers and IT stakeholders to develop project budgets and key planning metrics.
   

Reporting and Financial Modeling
 

• Build and maintain corporate financial models in order to provide accurate financial picture of the entity
• Model various sensitivities and financial analysis based on the request from the senior management team
• Participate in the development and update of Long-term Model – five year financial projection plan for Algonquin and its business groups
• Lead discussions on Cost Benefit impacts to business and regional Utilities P&L based on expected capex, opex and productivity gains
• Develop inputs, propose solutions and guidance on strategic financial issues including labour planning alternatives and org model changes/impacts from Transformation agenda
• Develop Dashboards and KPIs form Projects after Go-Live utilizing legacy system information and master data from new implemented solutions. Develop plan to generate reporting and streamline information within project structure.
   

Audit and Control
 

• Assist in development of policies, procedures, operational controls and standards pertaining to areas of responsibility
• Work with external and internal auditors in connection with SOX compliance and capital expenditure reporting
• Ensure compliance with internal controls, policies and procedures in day-to-day conduct in areas of responsibility
   

Localization & Regulatory
 

• Develop framework to review all Foundations Program expected Benefits and Cost impacts in all utilities. This includes modeling and reviewing assumptions with senior business leaders from Customer Care, Finance, Procurement, IT, HR and Operations from all regions
• Align and guarantee buy-in from Regional Presidents to Benefit Modeling and Reporting over the expected benefits, creating senior executive engagement and adoption
• Collaborate with Regulatory team (Corporate and Regional) towards current and expected Rate Cases, generating analysis and reviewing filing documentation on key aspects of the Transformation Agenda 
• Support Organization Model review with Change Management team to capture expected cost reductions and financial impacts

Education and Experience

• Bachelor degree or greater (e.g. Business, Accounting, Economics, Commerce, etc.).
• CPA, MBA or equivalent working experiences.
• 5 years + of progressive experience in similar positions.
• Candidate should possess strong skills in the areas of analytics/modeling and spreadsheet/database creation and maintenance through formal training and/or experience.
• Preference would be for a candidate who also possesses experience in power generation or utilities industries.
• Must have working knowledge of the Microsoft Office Programs including; Excel (advanced level required), Outlook, PowerPoint and Word.
• Ability to work as a team member with peers and management to help drive continuous improvement.