Purpose

This 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