Fleet Financial Analyst

FortisBC; Surrey; On-site; CAD 65,000 - 87,000; Full time

Job summary

FortisBC is seeking a Fleet Finance Analyst to provide financial analysis and support for Fleet services. The role involves managing contracts, preparing forecasts, and ensuring SAP billing aligns with agreements.

You will work with cross-functional teams to monitor costs, prepare budgets, and support management with financial reports and analyses for decision making.

Qualifications

• Diploma in Accounting, Finance or related field is required.
• 2.5 years (30 months) of direct relevant experience in finance or fleet accounting.
• Working knowledge of SAP and MS Office suite required.
• Strong communication and interpersonal skills; ability to work independently.
• Valid British Columbia driver’s license or equivalent is preferred.

Responsibilities

• Administers fleet contracts including tracking criteria and expirations.
• Prepares draft contracts and related FortisBC documents for review.
• Analyzes fleet expenses and prepares financial projections for management.
• Maintains SAP billing, cost allocations and workflow for fleet activities.

Skills

Cost-Benefit Analysis

Financial Analysis

Contract Management

Communication Skills

Independent Work

Education

Diploma in Accounting, Finance, or related field

Tools

SAP

MS Office

Job description

Branch: Gas
Affiliation: MoveUP
Employment Status: Full-Time Regular
Salary: $2,926.00 Bi-weekly
Short-term Incentive Eligible: No
Workplace Flexibility: No
Posting End Date: Open until filled

As the province’s largest energy provider with more than 100 years of knowledge and experience, we proudly deliver renewable energy, natural gas, electricity and propane to 1.3 million customers.

We're actively seeking new talent to join our mission of delivering a stronger energy future in B.C. As one of BC's Top Employers with a diverse team of over 2,700 employees, we are committed to a safe and inclusive culture where each of us can connect, belong, and grow. Join us, and together, let's shape a brighter future for B.C.

Position Overview

This role provides financial analysis and support to Fleet services.

Responsibilities

• Administers, coordinates and monitors Fleet contracts including:
• compiling contract selection criteria and tracking results;
• maintaining contract files, requests for proposals, proposals, contract documents and contract expirations;
• receiving and responding to internal and external contract related enquiries;
• preparing draft contracts and other FortisBC documents and forms for Business Leader’s and Manager’s review, using contract models and standards, and other FortisBC documents and forms;
• Liaising with service and supply contractors concerning financial items relating to contracts including auditing fleet company financials for accuracy;
• Ensuring company policies and procedures are followed;
• Ensuring billings are processed within SAP and comply with terms of the agreement and are supported by appropriate documentation, including
• ensuring signed receipt of services in on file;
• ensuring receipted goods are covered by the contract;
• investigating those items which appear inappropriate; and,
• referring unresolved items to appropriate Business Leader or Manager.
• Scheduling meetings to discuss fleet issues and problems.
• Reviews and updates budget guidelines for the vehicle section. Analyzes vehicle activity rates for FortisBC during annual budget process. Prepares and distributes the annual vehicle requisitions via the web, replacement vehicle schedule and budget projections supplied by the fleet management company by collecting budget year vehicle requirements and obtaining management approvals.
• Completes the following day-to-day tasks:
• administers fuel and maintenance credit cards and documents to request new cards, lost/stolen cards and renewal cards;
• responds to vehicle trouble calls and refers calls to the fleet management company as required by arranging for emergency repairs and temporary vehicles, monitoring service requests and repairs, modifications and upgrades and ensuring adherence to the PM Program, and arranges for delinquent “Air Cares”;
• administers the requests for temporary/loaner vehicles, documents and monitors temporary vehicle status, ensures surplus vehicles are returned, and coordinates swing vehicles for internal customers;
• coordinates activities and acts as a liaison between the fleet management company and FortisBC vehicle operators by reviewing vehicle mileage process for accuracy, ensuring applicable documentation is filled out and forwarded for accidents;
• providing vehicle transfer notifications (VTN) to the fleet management company detailing all vehicles. Ensures a table is maintained within SAP that allocates individual vehicle costs to cost centres;
• coordinates radio and cell phone installs and transfers;
• maintains and administers a variety of fleet related activities such as maintaining vehicle graphics standards, arranging insurance, license and municipal decal renewals, determining requirements for a variety of vehicle permits and assisting the fleet management company with CVIP and NDT inspections;
• interfaces with the fleet management company to proritize and schedule new vehicles, shipping new vehicles and returning surplus vehicles; and,
• provides records and support for executive lease/allowance and provides information to the FortisBC tax department.
• Reviews monthly financial reports that may include revenues, leases, services costs, fuel expenses, depreciation, and overhead allocations. Provide financial updates. Preparing financial projections for management review and approval. Ensuing appropriate costing and coding. Ensures that fleet revenues cover operational expenditures. Recommends actions to reduce costs and improve service quality.
• Prepares financial variance reviews of overall FortisBC fleet costs and pool car costs to ensure the allocation of costs is appropriate. Maintains and adjusts budget and actual activity rates accordingly within SAP. Prepares special analyses of trends of activities and unit costs for operating, maintenance, capital and performance results on fleet activities and costs that have been identified as measurements, including:
• compiling and maintaining various records and statistical data; and,
• creating templates for use by Business Leaders, Managers and Business Unit Financial Analysts for standard reporting.
• Participates in the development and maintenance of financial and management reports in the Business Warehouse (BW) system, including:
• providing user input on system and information
• analyzing and testing modifications or enhancements;
• recommending enhancements to reports and system features; and,
• performing system administration duties when required.
• Maintains and balances the fleet G/L account in SAP, including:
• reconciling fleet interface files to invoices and payments;
• ensuring data accuracy of the interface file;
• reviewing all documentation for accuracy and appropriate approvals;
• reviewing for compliance with various tax laws; and,
• maintaining and processing recurring invoice requirements.
• Maintains a current knowledge of applicable accounting and financial systems, policies, coding and procedures. Advises the operational group regarding the application of accounting and financial procedures to aid in the understanding and effective use of financial reports and other activity related information.
• May provide direction to temporary staff during vacation relief.
• Performs duties of a minor nature related to the above duties which do not affect the rating of the job.

Requirements

• Education: Successful completion of Diploma in Accounting, Finance, or related field from a recognized accredited post-secondary institution.
• Experience: 2.5 years (30 months) of direct related relevant experience.
• Working knowledge of computer systems operations, environment and peripherals and various applications software in use in the department (SAP & suite of MS Office products).
• Organizational, oral and written communication and interpersonal skills.
• Ability to work independently and without direct assistance from the immediate supervisor.
• Working knowledge of cost benefit analysis and related analytical techniques.
• Basic knowledge of computer systems operation, environment and peripherals. Sound working knowledge of word processing and spreadsheet software in use in the department. Knowledge of SAP and BW reporting system.
• Valid British Columbia drivers license

Our engaging workplace offers a wide range of challenging opportunities, while being safe, inclusive, and diverse. We offer a competitive salary and benefits package, while supporting life-long career development. We also encourage volunteerism and nourish the need to give back to your community.

FortisBC acknowledges and respects Indigenous Peoples in Canada, on whose Traditional Territories we all live and work. FortisBC is committed to Reconciliation with Indigenous Peoples and is guided by our Statement of Indigenous Principles .