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Lead Analyst, Corporate FPA

Liberty Utilities

Loma Linda, MOHybridJob$110–135K/yrPosted 3mo agoSeen in employer's feed 2 days ago

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At a glance

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

Requirements

Credentials this posting asks for.

CPACFABachelor's degree

Job overview

Liberty Utilities is hiring a Lead Analyst, Corporate FPA. The Lead Analyst, Corporate FP&A at Liberty Utilities reports to the Director of FP&A and serves as an independent analytical partner, driving consolidation, evaluation, and forecasting across commodity and corporate service teams while developing executive‑ready narratives and robust financial models.

Key focus areas include Drive 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, and Independently challenge assumptions and identify key risks, sensitivities, and opportunities.

Successful candidates bring Bachelor's Degree In Finance, Bachelor's Degree In Accounting, and Bachelor's Degree In Economics. Important skills include Complex Modeling, Challenging Assumptions, Elevating Rigor Of Enterprise Planning And Reporting, Consolidation And Critical Evaluation Of Forecasts, Assessing Financial Drivers, and Assessing Trends. Preferred (not required): Comfort With Financial Systems, Willingness To Learn Financial Systems, Critical Evaluation, and Synthesizing Complex Inputs.

Skills & qualifications

RequiredNice to have

Skills

Complex ModelingChallenging AssumptionsElevating Rigor of Enterprise Planning and ReportingConsolidation and Critical Evaluation of ForecastsAssessing Financial DriversAssessing TrendsAssessing Cross-Commodity/Corporate Service Performance DynamicsIdentifying Key RisksIdentifying SensitivitiesIdentifying OpportunitiesSynthesizing Complex Cross-FP&a InputsManaging Annual Budgeting ProcessManaging Multi-Year Planning ProcessesCoordinating Enterprise TimelinesCoordinating Version ControlAligning Planning AssumptionsTranslating Diverse Inputs Into Integrated Enterprise NarrativeDeveloping Monthly and Quarterly Enterprise Reporting PackagesAnalyzing VariancesArticulating Forward-Looking ImplicationsSupporting Preparation of Executive and Board-Level MaterialsElevating Reporting From Descriptive to Insight-Driven and Decision-OrientedTranslating Complex Financial Data Into Clear, Concise, and Visually Compelling Executive PresentationsDistilling Large Data Sets Into Key MessagesFraming Financial Results to Support Strategic Decision-MakingAnticipating Executive QuestionsDeveloping and Maintaining Robust, Driver-Based Financial ModelsConducting Scenario and Sensitivity AnalysisStrengthening Modeling TransparencyStrengthening Modeling GovernanceStrengthening Modeling ConsistencyEstablishing Best Practices in Analytical FrameworksServing as Central Integration Point Across FP&a Teams and Corporate Finance FunctionsManaging Complex WorkstreamsOperating With High Degree of AutonomyProactively Identifying Analytical GapsRecommending ImprovementsFinancial ModelingDeveloping Driver-Based Three-Statement ModelsWillingness to Roll Up Sleeves and Problem-SolveHigh Attention to DetailWillingness to Work Long Hours During Peak PeriodsComfort With AmbiguityApproach to Problems Based on First PrinciplesExcellent Verbal SkillsExcellent Written SkillsExcellent Interpersonal SkillsComfort With Financial SystemsWillingness to Learn Financial SystemsCommunicationInterpersonal SkillsCritical EvaluationSynthesizing Complex InputsManaging Annual BudgetingMulti-Year PlanningVersion ControlTranslating Diverse InputsDeveloping Enterprise Reporting PackagesPreparing Executive MaterialsPreparing Board-Level MaterialsInsight-Driven ReportingDecision-Oriented ReportingVisually Compelling Executive PresentationsDistilling Large Data SetsFraming Financial ResultsRobust Financial ModelsDriver-Based Financial ModelsScenario AnalysisSensitivity AnalysisModeling TransparencyModeling GovernanceModeling ConsistencyAnalytical FrameworksOperating With AutonomyIdentifying Analytical GapsFinancial SystemsProblem-SolvingAttention to DetailDriver-Based Three-Statement ModelsFirst Principles ApproachProblem SolvingAssessing 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 ControlStrengthening Modeling Transparency, Governance, and ConsistencyProactively Identifying Analytical Gaps and Recommending ImprovementsDeveloping/Understanding Driver-Based Three-Statement Models

Qualifications

Bachelor's Degree in Finance, Accounting, Economics, or Related Discipline5-8+ Years Progressive Experience in Corporate Finance, Strategic FP&a, Investment Banking, Equity Research, Transaction Advisory, or Other Highly Analytical EnvironmentsCPACFAMBAExperience Managing Multiple Initiatives in a Fast-Paced Corporate EnvironmentPrior Experience in Analytical Roles Such as Corporate Development, Equity Research, Corporate Finance, FP&a, and Transaction Services

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Life Insurance

Full job description

Lead Analyst, Corporate FPA

LU Canada Corp.

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

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.

At Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing excellence to exceed our ambitions goals, rewarding both the goal outcome and how we achieve it.

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.

Algonquin Power & Utilities Corp. is a growing renewable energy and utility company with over $15 billion of assets across North America and internationally.

For more than 30 years, Algonquin has demonstrated an unwavering commitment to delivering clean energy and water solutions. Our rapid growth has led both our regulated utility services and renewable energy business groups into different geographies and commodities, but our purpose remains unchanged – Sustaining Energy and Water for Life.

Through our operating business (Liberty), we provide regulated electricity, water, and natural gas utility services to over 1 million customer connections, primarily in North America. And, our growing portfolio of clean, renewable wind, solar, hydro and thermal power generation facilities represent over 3 GW of renewable generation capacity in operation and under construction.

With our robust, diversified, and growing presence in communities across North America and internationally, we are continually demonstrating our “Think Global, Act Local” business model.

What we offer

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

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

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 of our employees and expect each of our employees to honor this commitment in their daily responsibilities.

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