Manager, Financial Planning & Regulatory Reporting

EPCOR Utilities Inc.; Edmonton; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work program

Job summary

EPCOR Utilities Inc. in Edmonton, Alberta, Canada is hiring a Manager, Regulatory & Forecast to lead EDTI's budgeting, forecasting, and regulatory reporting activities.

The role involves developing revenue requirements, supporting PBR and COS applications, and coordinating with leadership to ensure accurate and timely financial reporting. You will manage a team, drive process improvements, and collaborate with EPCOR affiliates on intercompany forecasting while ensuring regulatory compliance and

Qualifications

• CPA designation and a degree in Accounting, Finance, Business, or a related field.
• Experience in budgeting, forecasting, and financial analysis (minimum 5+ years).
• Experience leading, coaching, or developing team members (minimum 2+ years).
• Advanced Microsoft Excel skills.
• Strong analytical and problem-solving skills with ability to identify key drivers.

Responsibilities

• Leading a team responsible for EDTI’s annual budget, forecasting, revenue requirement development and regulatory filing requirements.
• Developing timelines, processes and schedules for the annual budget.
• Using Adaptive Insights budgeting software to develop EDTI’s annual budget and reports.
• Reviewing budget and forecast assumptions, drivers and risks and providing recommendations.
• Leading budget review meetings with management and senior leadership.
• Preparing information for PBR and COS applications and supporting regulatory filings.
• Collaborating to forecast intercompany transactions and year-end reporting for Alberta Utilities Commission.

Skills

Advanced Excel

Budgeting

Forecasting

Regulatory reporting

Leadership

Education

CPA designation

Accounting/Finance degree

Tools

Adaptive Insights

Job description

Manager, Financial Planning & Regulatory Reporting

Organization EUI, Finance & Planning, D&T Finance

JobID 16779

Location Edmonton, Alberta, Canada

Closing Date Sep 21, 2026

Position Title Manager, Regulatory & Forecast

Weekly Hours of Work 40

Business Unit Finance & Planning

About us Department Description Clean water and reliable energy are at the heart of what we do. We proudly keep the lights on and the water flowing in over 100 communities across North America. With a rich 130-year history, EPCOR has ambitions to be one of North America's premier providers of essential services, and we have the top employer and sustainability awards to prove it. If you're looking for new opportunities, people who care and work that matters,

Highlights of the job

We are hiring two full-time permanent Manager, Financial Planning & Regulatory Reporting positions based in Edmonton, AB. Reporting to the Associate Director, Regulatory & Forecast, you will lead a team responsible for EPCOR Distribution & Transmission's (EDTI) annual budgeting, forecasting, revenue requirement development, and regulatory filing activities. This role plays a key part in supporting strategic decision-making, regulatory compliance, and financial planning across the business.

As the Manager, Financial Planning & Regulatory Reporting you will lead EDTI’s annual budget and forecasting processes, ensuring accurate and timely reporting is provided to managers and senior leadership. You will develop, analyze and review IFRS and regulatory accounting transactions to support the Distribution Performance Based Regulation (PBR) and Transmission Cost of Service (COS) regulatory filings. You are a collaborative and organized professional who takes initiative, manages competing priorities, and identifies opportunities to improve processes and reporting.

This position may be eligible for EPCOR’s hybrid work program!

What you’d be responsible for

• Leading a team responsible for delivering EDTI’s annual budget, forecasting, revenue requirement development and regulatory filing requirements, including:
  • Developing timelines, processes and schedules to support the timely and accurate completion of the annual budget.
  • Partnering with Managers and Directors to gather, analyze, and consolidate budget and forecast information for corporate budgeting and regulatory filings.
  • Using Adaptive Insights budgeting software to develop EDTI’s annual budget, calculate revenue requirements, generate ad-hoc reports, and support regulatory and financial reporting requirements.
  • Reviewing budget, forecast, assessing key assumptions, drivers and risks, and providing recommendations to support informed decision-making.
  • Leading and participating in budget review meetings with management and senior leadership.
  • Preparing financial supporting information, drafting applications evidence and narrative sections and information requests for both the PBR and COS applications.
• Collaborating with EPCOR affiliates to forecast intercompany transactions and Service Level Agreements. Additionally, supporting compilation of year end reporting requirements for submission to the Alberta Utilities Commission.
• Developing, implementing and enhancing budgeting, forecasting and regulatory reporting processes to ensure compliance with policies, standards, and regulatory requirements.
• Leading, coaching, and developing a high-performing team, including recruitment, employee development, and succession planning.
• Arranging training to ensure that technical knowledge of employees is current, and that all employees have the technical skills they require.
• Ensuring team deliverables are aligned and integrated, with EPCOR D&T Finance’s performance metrics and strategic plan.

What’s required to be successful

• CPA designation and a degree in Accounting, Finance, Business, or a related field.
• Experience in budgeting, forecasting, and financial analysis (minimum 5+ years) .
• Experience leading, coaching, or developing team members (minimum 2+ years).
• Advanced Microsoft Excel skills.
• Strong analytical and problem-solving skills, with the ability to assess results, identify key drivers, and provide meaningful insights.
• Experience with budgeting and forecasting systems, including a solid understanding of financial reporting structures and general ledger design.
• Strong organizational skills with the ability to manage competing priorities and meet deadlines.
• Knowledge of utility regulation, regulatory accounting and the Alberta electricity industry is considered an asset.

This position requires a proactive individual with strong analytical, problem-solving, and critical thinking skills. You possess a high attention to detail, work effectively across cross-functional teams, and demonstrate sound judgment, influence, and strong interpersonal and leadership skills. A strong work ethic and commitment to continuous improvement are essential.

Other important facts about this job

Jurisdiction: Management

Hours of work: 80 hours biweekly

Please note the following information:

• A requirement of working for EPCOR is that you are at least 18 years of age, successfully attained a high school diploma (GED, or equivalent level of secondary education) and legally entitled to work in Canada. (A copy of a valid work permit may be required.)
• If you are considered for the position, clearance is required on all applicable background checks (which may include criminal, identity, educational, and/or credit) and professional reference checks. Some EPCOR positions require an enhanced level of background assessment, which is dictated by law. These positions require advanced criminal record checks that must also be conducted from time to time after commencement of employment.
• A technical/practical assessment may be administered during the selection process and this exercise will be used as a part of the selection criterion.
• To meet the physical demands required of some positions, candidates must be in good physical condition and willing to work in all weather conditions. Clearance on pre-placement medical and drug and alcohol testing may be required.
• Prior infractions for unsafe driving behaviours will be evaluated and considered for non-selection regardless of current demerits on file.
• If you are required to provide your own personal reliable vehicle: Successful applicants must provide their own vehicles with appropriate insurance in accordance with EPCOR’s Employee Mileage Reimbursement Policy. You will be reimbursed in accordance with EPCOR’s Employee Mileage Reimbursement Policy.
• Use of AI: Our recruitment process may use technology assisted tools, including artificial intelligence, to support application screening and certain assessment steps. All recruitment activities, including hiring decisions, are led by our hiring managers and talent acquisition team.