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Senior Analyst, Financial Planning and Analysis (Analyst III)

Oakville, ON, CA, L6J 2X1

At 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. 

Purpose

 

The Financial Analyst III (Senior Financial Analyst) contributes significantly to the development, coordination and consolidation of all reporting deliverables, financial models, monthly variance analysis and forecasts.  The tasks include data gathering, consolidation, business analysis and will partner with various business groups to achieve results.  This position will also be working with internal and external auditors.


The FP&A Senior Financial Analyst is responsible for performing processes within the FP&A and Finance team to: 

 

  • Assist with all forecast, budget and long-term forecast requirements for review by the FP&A Manager/Senior Manager 
  • Implement the team process and assist with preparation of MD&A notes including supporting documentation
  • Work with the FP&A Manager and Senior Manager to develop and maintain short and long-term financial projections of the organization
  • Ensure all internal controls processes are followed and evidenced
  • Identify and implement process improvement changes

#LI-Hybrid

Accountabilities

 

Quarterly Reporting:

 

 

  • Assist the FP&A team in completing the quarterly and annual MD&A disclosures in a timely and accurate manner
  • Understand the business activities and link back to financial variances
  • Coordinate the efforts with various parties within the organization ensuring the completeness and accuracy of information being disclosed
  • Manage the preparation of informative board materials while ensuring accuracy and consistency with the MD&A   
  • Work with Internal and External auditors providing support for management reporting, external reporting and controls 

 


Financial Planning and Analysis:

 

 

  • Assist in developing and maintaining short-term and long-term financial models
  • Work with regional FP&A teams to better understand financial results as well as risks and opportunities to our current forecast. Effectively communicate these findings to the rest of the team 
  • Provide assistance in developing monthly business performance presentation materials
  • Provide variance analysis and explanations on business activities and issues
  • Assist in developing business performance presentation materials for senior management teams to facilitate proactive decision-making on performance KPIs 
  • Develop strong understanding of company’s utilities and renewable business
  • Provide support in maintaining and coordinating internal control efforts within FP&A teams
  • Develop and review various deliverables including business performance presentations for management teams 
  • Create and build process documentation and look for ways to improve the existing processes

 


Other Responsibilities:

 

 

  • Assist in maintaining and developing company-wide KPIs
  • Develop strong understanding of the company’s structure and working knowledge in various areas of business including but not limited to HLBV income, project financing, utility and renewable energy modeling
  • Take initiative to develop an in-depth understanding of FP&A and reporting systems in order to find ways to improve processes and address any control gaps. 
  • Support business development and investor relations teams
  • Provide input and guidance on strategic financial issues
  • Develop various management presentations as required
     

Education and Experience

 

  • Bachelor’s degree or greater (e.g. Business, Accounting, Economics, Commerce, etc.)
  • An accounting designation such as CPA (CA, CMA, CGA) is required
  • 3 years + of experience in accounting and/or finance roles
  • Strong knowledge of principles of accounting, finance and management accounting required
  • Ability to create reports, business correspondence, and procedure manuals and effectively present information and respond to questions from internal and external groups
  • Strong skills in the areas of analytics/modeling and spreadsheet/database creation and maintenance through formal training and/or experience
  • Prior experience with SAP SAC is an asset
  • Experience working in the utilities, energy and/or other regulated industries is an asset
  • Strong organizational skills and ability to manage multiple tasks while maintaining attention to detail required with a desire to learn
  • Must have excellent knowledge of Microsoft Office Programs including; Excel (advanced level required), PowerPoint and Word
  • Excellent verbal, written and interpersonal skills
  • Ability to work as a team member with peers and management to help drive continuous improvement

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

Free parking, including free electrical charging

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.

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