Analyst III, Financial Planning and Analysis

Liberty Utilities; Joplin, Northern (MO, KY); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

401k Plan with matching

Share purchase/match plan

Volunteer paid days off

Health & Wellness programs

Job summary

Liberty Utilities, based in Joplin, Missouri, seeks an Analyst III in Financial Planning and Analysis to deliver budgeting, forecasting, and reporting. This is a high-visibility role partnering with senior leaders to drive data-driven decisions in a fast-paced utility environment.

You will build financial models, support rate case analyses, coordinate with treasury, tax, accounting, and FP&A, and help maintain KPIs and process improvements.

Qualifications

• 5+ years of accounting or finance experience.
• Strong knowledge of accounting, finance and management accounting; reporting skills.
• Advanced analytics/modeling and spreadsheet/database creation skills.
• SAP SAC experience is a plus.
• Experience in utilities or regulated industries is a plus.
• MS Office: Excel (advanced), PowerPoint and Word.
• Excellent verbal, written and interpersonal communication.
• Team player with continuous improvement mindset.

Responsibilities

• Support budgeting, forecasting, and financial reporting processes.
• Analyze data, monitor performance, and build short- and long-term financial models.
• Perform variance analysis and communicate insights to stakeholders.
• Provide analytical support for rate cases and regulatory data requests.
• Collaborate with Treasury, Tax, Accounting, and FP&A teams.
• Assist in annual budgeting and quarterly budget reviews.
• Partner with business leaders to drive financial performance.

Skills

Analytics

Advanced Excel

PowerPoint

Word

Spreadsheet Creation

Tools

SAP SAC

Job description

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Analyst III, Financial Planning and Analysis

LU Service Corp.

Joplin, MO, US, 64801

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 plays a key role in supporting budgeting, forecasting, and financial reporting processes. This position delivers actionable financial insights through detailed analysis, financial modeling, and scenario planning to support strategic decision-making.As a highly visible and high-impact role, you will partner closely with business leaders, providing data-driven recommendations, identifying risks and opportunities, and driving financial performance across the organization. The ideal candidate is analytical, proactive, and comfortable engaging with senior stakeholders in a fast-paced environment.

#LI-Hybrid

Accountabilities

• Actively support forecasting activities, including monthly forecasts and quarterly updates, and provide recommendations to enhance forecast accuracy and process efficiency.
• Monitor financial performance by analyzing data, identifying trends, and maintaining short- and long-term financial models.
• Perform variance analysis, investigate key drivers, and communicate insights in a clear, concise, and actionable manner.
• Deliver timely and accurate financial insights and report to Senior Management to support informed decision-making.
• Act as a key liaison between Operations, Utility Leads, and cross-functional teams to ensure alignment on financial assumptions and outcomes.
• Provide analytical and data support for rate cases, including preparation of analyses and responses to regulatory data requests. Lead the planning, forecasting, and monitoring of capital budgets, and tracking spending against budgets.
• Manage revenue planning and forecasting, analyze key drivers, and provide actionable insights to support decision-making and regulatory compliance.
• Support the annual budgeting process and periodic budget reviews to ensure alignment with strategic objectives.
• Collaborate closely with Treasury, Tax, Accounting, and Corporate FP&A to align planning assumptions and ensure consistency across stakeholders.

Other Responsibilities:

• Assist in maintaining and developing company-wide KPIsTake 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.
• Provide input and guidance on strategic financial issues
• Develop various management presentations as requiredOther tasks as assigned

Education and Experience

• 5 years + of experience in accounting and/or finance roles
• Strong knowledge of principles of accounting, finance and management accounting requiredAbility 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 assetExperience 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

Compensation Data

Full base salary range $85,000.00- $105,000.00 per year*Liberty considers several factors when extending an offer, including but not limited to, the role and responsibilities, a candidate's work experience, education, training and skills, and geographic location.

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 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
• 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 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.