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Lead Analyst, Corporate FPA

Liberty Utilities

Jackson, MOHybridJob$110–135K/yrPosted 3mo agoSeen in employer's feed 4 days ago

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At a glance

Compensation
$110–135K/yr
Location
Jackson, MOHybrid
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

CPA Or CFA Or MBABachelor's degree

Job overview

Liberty Utilities is hiring a Lead Analyst, Corporate FPA. The Lead Analyst, Corporate FP&A partners with the Director to consolidate and evaluate monthly and quarterly forecasts, assess financial drivers, and independently challenge assumptions, delivering enterprise‑level financial narratives and executive‑ready reporting for a diversified utility company.

Key focus areas include Drive consolidation and critical evaluation of monthly and quarterly forecasts, Assess financial drivers, trends, and cross‑commodity performance dynamics, and Independently challenge assumptions and identify key risks, sensitivities, and opportunities.

Successful candidates bring Bachelor's Degree In Finance Or Accounting Or Economics, CPA, and CFA. Important skills include Complex Modeling, Challenging Assumptions, Elevating Rigor Of Enterprise Planning And Reporting, Critical Evaluation, Assessing Financial Drivers, and Identifying Key Risks. Preferred (not required): Financial Systems, Synthesizing Complex Inputs, Version Control, and Translating Diverse Inputs.

Skills & qualifications

RequiredNice to have

Skills

Complex ModelingChallenging AssumptionsElevating Rigor of Enterprise Planning and ReportingCritical EvaluationAssessing Financial DriversIdentifying Key RisksIdentifying SensitivitiesIdentifying OpportunitiesSynthesizing Complex Cross-FP&a InputsManaging Annual BudgetingMulti-Year PlanningCoordinating Enterprise TimelinesAligning Planning AssumptionsTranslating Diverse Inputs Into Integrated Enterprise NarrativeDeveloping Monthly and Quarterly Enterprise Reporting PackagesAnalyzing VariancesArticulating Forward-Looking ImplicationsPreparing Executive and Board-Level MaterialsInsight-Driven ReportingDecision-Oriented ReportingTranslating Complex Financial Data Into Clear, Concise, and Visually Compelling Executive PresentationsDistilling Large Data Sets Into Key MessagesFraming Financial Results for Strategic Decision-MakingAnticipating Executive QuestionsDeveloping Robust, Driver-Based Financial ModelsConducting Scenario AnalysisConducting Sensitivity AnalysisStrengthening Modeling TransparencyStrengthening Modeling GovernanceStrengthening Modeling ConsistencyEstablishing Best Practices in Analytical FrameworksManaging Complex WorkstreamsOperating With High Degree of AutonomyIdentifying Analytical GapsRecommending ImprovementsFinancial ModelingDriver-Based Three-Statement ModelsProblem-SolvingHigh Attention to DetailComfort With AmbiguityApproach to Problems Based on First PrinciplesExcellent Verbal CommunicationExcellent Written CommunicationExcellent Interpersonal SkillsFinancial SystemsDeveloping Driver-Based Three-Statement ModelsCommunicationInterpersonal SkillsSynthesizing Complex InputsVersion ControlTranslating Diverse InputsDeveloping Enterprise Reporting PackagesPreparing Executive MaterialsPreparing Board-Level MaterialsVisually Compelling Executive PresentationsDistilling Large Data SetsFraming Financial ResultsRobust Financial ModelsDriver-Based Financial ModelsScenario AnalysisSensitivity AnalysisModeling TransparencyModeling GovernanceModeling ConsistencyAnalytical FrameworksOperating With AutonomyAttention to DetailConsolidation and Critical Evaluation of ForecastsAssessing Financial Drivers, Trends, and Performance DynamicsIdentifying Key Risks, Sensitivities, and OpportunitiesSynthesizing Complex Inputs Into Executive-Ready Financial NarrativeManaging Annual Budgeting and Multi-Year Planning ProcessesCoordinating Enterprise Timelines and Version ControlSupporting Preparation of Executive and Board-Level MaterialsElevating Reporting From Descriptive to Insight-Driven and Decision-OrientedFraming Financial Results to Support Strategic Decision-MakingDeveloping and Maintaining Robust, Driver-Based Financial ModelsConducting Scenario and Sensitivity AnalysisStrengthening Modeling Transparency, Governance, and ConsistencyProactively Identifying Analytical Gaps and Recommending ImprovementsDeveloping/Understanding Driver-Based Three-Statement ModelsWillingness to Roll Up Sleeves and Problem-SolveWillingness to Work Long Hours During Peak PeriodsExcellent Verbal SkillsExcellent Written SkillsComfort With Financial SystemsWillingness to Learn Financial SystemsAutonomyProactively Identifying Analytical GapsStrong Financial Modeling SkillsWillingness to Roll Up SleevesConsolidation and Critical Evaluation of Monthly and Quarterly ForecastsAssess Financial DriversIdentify Key RisksIdentify SensitivitiesIdentify OpportunitiesSynthesize Complex Cross-FP&a InputsMulti-Year Planning ProcessesCoordinate Enterprise TimelinesAlign Planning AssumptionsTranslate Diverse Inputs Into Integrated Enterprise NarrativeDevelop Monthly and Quarterly Enterprise Reporting PackagesAnalyze VariancesArticulate Forward-Looking ImplicationsSupport Preparation of Executive and Board-Level MaterialsElevate Reporting From Descriptive to Insight-Driven and Decision-OrientedTranslate Complex Financial Data Into Clear, Concise, and Visually Compelling Executive PresentationsDistill Large Data Sets Into Key MessagesAnticipate Executive QuestionsDevelop and Maintain Robust, Driver-Based Financial ModelsConduct Scenario and Sensitivity AnalysisStrengthen Modeling TransparencyEstablish Best Practices in Analytical FrameworksServe as a Central Integration Point Across FP&a Teams and Corporate Finance FunctionsManage Complex WorkstreamsOperate With High Degree of AutonomyProactively Identify Analytical GapsRecommend ImprovementsAmbiguity ManagementScenario and Sensitivity AnalysisFinancial ForecastingBudgetingEnterprise ReportingAnalytical Problem SolvingCommunication SkillsStakeholder CoordinationExecutive Presentation DevelopmentForecast ConsolidationAutonomous WorkDriver-Based ModelingForecastingVariance AnalysisData VisualizationFinancial ReportingConsolidationCross-Functional Coordination

Qualifications

Bachelor’s Degree in Finance or Accounting or Economics or Related Discipline5-8+ Years Progressive Experience in Corporate Finance or Strategic FP&a or Investment Banking or Equity Research or Transaction AdvisoryCPA or CFA or MBAPrior Experience in Analytical Roles Such as Corporate Development or Equity Research or Corporate Finance or FP&a or Transaction ServicesExperience Managing Multiple Initiatives in Fast-Paced Corporate Environment

Benefits

401(k) Match
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time Off

Full job description

Lead Analyst, Corporate FPA

LU Canada Corp.

Litchfield Park, AZ, US, 85340Bryson, TX, US, 76427Merrick, NY, US, 11566Londonderry, NH, US, 03053Downey, CA, US, 90241Manchester, NH, US, 03101Joplin, MO, US, 64801Joplin, MO, US, 64801Tahoe Vista, CA, US, 96148Jackson, MO, US, 63755-0268Tyler, TX, US, 75703Gainesville, GA, US, 30501

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

Reporting to the Director, FP&A, the Lead Analyst, Corporate FPA plays a critical enterprise-level role in shaping the company’s consolidated financial outlook. This position operates at the center of enterprise financial coordination across all commodities and corporate service functions. This role synthesizes cross-commodity and corporate services financial information into a cohesive enterprise forecast and executive-ready narrative. The Director relies on this individual as a highly independent analytical partner cabable of complex modeling, challenging assumptions, and elevating the rigor of enterprise planning and reporting. This is a high-visibility role with exposure to leadership.

#LI-Hybrid

Accountabilities

  • Drive the consolidation and critical evaluation of monthly and quarterly forecasts across all commodity and corporate service FP&A teams.

  • Assess financial drivers, trends, and cross-commodity/corporate service performance dynamics.

  • Independently challenge assumptions and identify key risks, sensitivities, and opportunities.

  • Synthesize complex cross-FP&A inputs into a structured, executive-ready financial narrative supported by clear visuals and decision frameworks.

  • Play a central role in managing the annual budgeting and multi-year planning processes.

  • Coordinate enterprise timelines and version control across stakeholders.

  • Align planning assumptions across FP&A, Regulatory, Treasury, and Tax.

  • Translate diverse inputs into an integrated enterprise narrative.

  • Drive the development of monthly and quarterly enterprise reporting packages.

  • Analyze variances and articulate forward-looking implications.

  • Support preparation of executive and Board-level materials.

  • Elevate reporting from descriptive to insight-driven and decision-oriented.

  • Translate complex financial data into clear, concise, and visually compelling executive presentations.

  • Distill large data sets into key messages, framing financial results in a way that supports strategic decision-making.

  • Anticipate executive questions and ensure materials are structured to withstand senior-level scrutiny.

  • Develop and maintain robust, driver-based financial models supporting enterprise forecasting.

  • Conduct scenario and sensitivity analysis to evaluate financial impacts of evolving assumptions.

  • Strengthen modeling transparency, governance, and consistency.

  • Establish best practices in analytical frameworks across Corporate FP&A.

  • Serve as a central integration point across FP&A teams and corporate finance functions.

  • Manage complex workstreams involving multiple stakeholders.

  • Operate with a high degree of autonomy and minimal oversight.

  • Proactively identify analytical gaps and recommend improvements.

Education and Experience

  • Bachelor’s degree in Finance, Accounting, Economics, or related discipline.

  • 5-8+ years of progressive experience in corporate finance, strategic FP&A, investment banking, equity research, transaction advisory, or other highly analytical environments.

  • CPA, CFA, or MBA required.

  • Prior experience in analytical roles such as corporate development, equity research, corporate finance, FP&A, and transaction services.

  • Experience managing multiple initiatives in a fast-paced corporate environment.

  • Strong financial modeling skills, including developing/ understanding driver-based three-statement models.

  • Comfort with or willingness to learn financial systems

  • Willingness to roll up sleeves and problem- solve.

  • High attention to detail

  • Willingness to work long hours during peak periods

  • Comfort with ambiguity and an approach to problems based on first principles.

  • Excellent verbal, written, and interpersonal skills.

Compensation Data

Full base salary range $110,000.00- $135,000.00 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.

Our Guiding Principles

  • Customer Centric

  • Integrity

  • Entrepreneurial

  • Teamwork

  • Owner mindset

  • 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 focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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.

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