Analyst III, Financial Planning and Analysis

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

Financial Planning & Analysis:

• 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

• Bachelor’s degree or greater (e.g. Business, Accounting, Economics, Commerce, etc.)
• 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