Analyst III, Financial Planning and Analysis

Liberty Utilities; Oakville; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading utility provider in Canada is seeking an experienced Analyst III for Financial Planning and Analysis. This role involves supporting budgeting, forecasting, and financial reporting, requiring strong financial modeling skills and analytical capability. The ideal candidate will have a Bachelor's degree in Finance, 5+ years in corporate finance, and proficiency in financial systems like SAP. The position promotes collaboration across teams and offers a hybrid working environment, reflecting a commitment to employee well-being and development.

Benefits

Flexible working policy

Defined contribution savings plan

Leadership Development Program

Employee Assistance Program

Health & Wellness programs

Discount and Perks program

Qualifications

• 5+ years of experience in a highly analytical environment, particularly in corporate finance.
• Strong experience with financial modeling, including driver-based models.
• Excellent communication skills, both verbal and written.

Responsibilities

• Support budgeting, forecasting, and reporting processes.
• Monitor and analyze financial performance, identify trends.
• Collaborate with stakeholders for budget alignment and strategic recommendations.

Skills

Financial modeling

Analytical skills

Problem-solving

Collaboration

Attention to detail

Education

Bachelor's degree in Business, Finance, Accounting, or a related field

CPA/CFA/MBA or relevant financial designations

Tools

SAP

HFM

SAC

Job description

Analyst III, Financial Planning and Analysis

Algonquin Power & Utilities Corp. (AQN), parent company of Liberty, is a diversified international generation, transmission, and distribution utility. AQN is committed to providing safe, reliable, and cost-effective energy and water solutions through our portfolio of utility investments to over one million customer connections, largely in the United States and Canada.

At Algonquin, our vision is to be the most trusted utility service provider in North America – a premium regulated utility, known for our customer focus, commitment to sustainability, and strong community partnerships. Our employees are at the heart of that vision. We believe that when people are empowered to learn, grow, and contribute their ideas, we can achieve remarkable results together.

We are building a culture that values integrity, inclusivity, and innovation. By joining Algonquin, you’ll be part of a team that is shaping the future of energy and water, while creating long-term value for our customers, communities, employees, and shareholders.

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 findings 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 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.

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.

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 animpact. It guides and keeps us on the right path as we work towards fulfilling our purposes.

• Customer Centric
• Integrity
• Teamwork
• 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
• 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.