Analyst III, Financial Planning and Analysis

Liberty Utilities - Massena, NY

Full-time - Mid Level

Massena, NY

1,001-5,000 employees

Utilities

About the position

As an Analyst III in Financial Planning and Analysis at Liberty, you will play a crucial role in the development of key financial targets, including the five-year business plan, annual budget, and periodic forecasts. This position requires you to provide managerial oversight and conduct complex analyses to ensure the achievement of financial targets while supporting decision-making from a financial perspective. You will be part of a professional team that is dedicated to sustaining energy and water for life, reflecting the company's commitment to excellence and continuous improvement. In your role, you will manage the development, coordination, and consolidation of all aspects of the five-year business plans, which must be prepared under both GAAP and IFRS methodologies. This includes strategy formulation, quarterly forecasts, and providing supporting financial data to enable business partners to effectively manage their capital and operational expenditures. You will also be responsible for preparing budgets and conducting analyses related to forecasting, cost control, performance measurement, benchmarking, and operational metrics. Additionally, you will ensure that the financial functions performed within the business unit align with corporate strategic plans, policies, procedures, and internal controls. This alignment is essential for contributing to the achievement of corporate goals. With limited support from your manager, you will develop financial and allocation recommendations that provide business partners with design solutions that significantly impact operational performance in both the short and long term. Your analytical capabilities and communication skills will be vital in presenting and interpreting financial performance information to management teams and ensuring compliance with financial policies.

Responsibilities

• Manage the development, coordination, and consolidation of the five-year business plans under GAAP and IFRS methodologies.
• Prepare budgets and conduct analyses related to forecasting, cost control, performance measurement, benchmarking, and operational metrics.
• Ensure financial functions align with corporate strategic plans, policies, procedures, and internal controls.
• Develop financial and allocation recommendations to provide business partners with impactful design solutions.
• Present and interpret financial performance information to business management teams.

Requirements

• Bachelor's degree or equivalent in a relevant field.
• Minimum of 5 years of experience in financial analysis or a related field.
• Strong analytical capabilities and communication skills.
• Proficient in Microsoft Office, particularly Excel and PowerPoint.
• Ability to establish confidence with management personnel.
• Experience in preparation, presentation, and interpretation of financial performance information.
• Demonstrated ability to work in a large global organization under GAAP and IFRS disciplines.
• Extensive knowledge of accounting, finance, and treasury issues.
• Strong understanding of financial methodologies, including financial analysis and utility/rate-based economics.
• Strong spreadsheet and analytical skills.

Nice-to-haves

• Experience in the renewable energy sector.
• Familiarity with utility services and regulations.
• Knowledge of advanced financial modeling techniques.

Benefits

• Company funded Pension program
• 401k with Company match
• Full insurance benefits (health/dental/vision/life)
• Collaborative environment with a genuine flexible working policy
• Share purchase/match plan
• Defined Contribution savings plan
• Top Talent Program
• Volunteer paid days off
• Employee Assistance Program
• Achievement fund