PurposeThis Director, Financial Planning & Analysis leads the reporting, analysis and forecasting for Liberty Utilities commodities.
#LI-Hybrid
Accountabilities- Lead the preparation of monthly management reporting of financial and operational results for the Region of the Distribution Business Group (DBG), including: P&L, balance sheet, capital expenditures, cash flow, key performance indicators (e.g. return on equity) and balanced scorecard metrics.
- Deliver value-added analysis and insight to all stakeholders (DBG Leadership, Regional Leadership, Corporate Finance and state utility functions - Regulatory, Operations, Engineering, etc).
- Explain results against budget and prior year, ensuring stakeholder understanding of root causes of performance and driving action to improve future performance and manage risk.
- Provide ad hoc financial support to Regional and State stakeholders
- Continuously develop and improve reporting and analysis to advance understanding of company performance
- Working with regional financial reporting and accounting teams, ensure accuracy and completeness of monthly financial results by comparing preliminary results against budget
- Lead and manage the preparation of the Region's rolling forecast, ensuring it is updated at least quarterly.
- On an annual basis, use the rolling forecast to prepare the Region's input to the Long Term Model and Budget (each delivered to the Board of Directors).
- Working with the Regional leadership team, communicate and present the forecast/budget to DBG Leadership and Corporate Finance.
- As part of the Region's rolling forecast, lead and manage the preparation of the Region's capital plan, ensuring it is updated at least quarterly and for all regulatory outcomes.
- Working with state utilities, proactively manage the timing of capital expenditures, prioritizing projects to ensure the Region achieves its ROE targets.
- Support Regulatory filings possibly including but not limited to providing and reviewing input and draft responses for filings appropriate for gov't agency requests
- Develop and monitor a strong control environment, ensuring adherence to internal controls, company policies, procedures, SOX requirements and GAAP. Expedite remediation of any control deficiencies.
- Provide support for external and internal audits, resolving issues in a proactive manner.
- Coach and Develop direct reports with regular performance reviews related to SMART goal setting and achievement
- Foster an environment of excellence and teamwork
- Actively participate in the identification and execution of process improvement/best practice initiatives
Education and Experience- More than 10 years of FP&A experience with strong leadership skills
- Strong knowledge of accounting theory, generally accepted accounting principles and the Code of Federal Regulations
- Utility accounting experience an asset
- Ability to analyze, interpret and report financial information
- Strong problem solving skills
- Strong computer skills in word processing, spreadsheets and database applications
- Experience with Great Plains system would be an asset
- University Degree and CPA/CMA designation
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.
As the successful candidate
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
401k Plan with matching
Share purchase/match plan
Leadership Development Program
Volunteer paid days off
Employee Assistance Program
Achievement fund
Free parking
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.
