Reporting to the SVP, FP&A, the Senior Director, Financial Planning & Analysis provides strategic leadership across the consolidated planning, forecasting, and performance management processes. This role serves as a senior thought partner and trusted advisor to the SVP, helping to elevate the quality, insight, and rigor of financial analysis while ensuring operational excellence across the FP&A function.
As a key member of the FP&A leadership team, the Senior Director acts as a senior reviewer and mentor to the FP&A team, driving best practices, reducing complexity, and strengthening financial decision-making across the organization. This role plays a critical part in enhancing consolidated reporting, enabling executive-level insights, and improving forecasting accuracy and governance.
Accountabilities
Strategic Financial Leadership:
- Provide senior oversight of consolidated short- and long-term forecasting, including the annual budget, long-term plan, and rolling forecasts.
- Serve as a key reviewer of consolidated financial models, including earnings, cash flow, balance sheet, working capital, and financing forecasts.
- Lead enhancements to forecasting capabilities, including the development of rolling forecasts and expanded 24-month cash flow planning.
- Act as a senior partner to the Finance Leadership Team in elevating executive-level financial storytelling and insight.
Consolidated Forecasting and Reporting:
- Ensure completeness, reasonableness, and accuracy of forecasts prior to SVP review.
- Strengthen consolidated variance analysis across business divisions and support actionable performance insights.
- Partner closely with Treasury on financing metrics (including FFO to Debt analysis) and tax planning activities.
Provide independent senior review of:
Current Year Model (CYM)
Monthly management reporting
Board and Business Performance Committee materials
Budget and long-term planning presentations
EPS build-ups and bridge analyses
Oversee consolidated assumptions for items below EBIT, including:
Interest expense
Financial costs and amortization
Corporate capital expenditures
Tax and dividends
Other corporate-level financial items
Planning Systems & Continuous Improvement:
- Provide leadership oversight for the implementation and optimization of SAP Analytics Cloud (SAC) and other planning tools.
- Drive adoption, change management, and continuous enhancement of forecasting systems and processes.
- Identify and implement best practices in modeling, analytics, and reporting to enhance decision support and reduce manual complexity.
Leadership:
- Mentor and develop Director-level leaders and FP&A team members.
- Foster a high-performance, engaged, and collaborative FP&A organization enabling working relationships with internal/external partners & departmental interfaces.
- Provide senior guidance on controls environment, ensuring timely, complete, and auditable financial processes.
- Support integration of acquisitions and major business transitions.
- Assist the SVP in managing prioritization of ad hoc executive requests and enterprise initiatives.
Education and Experience
- University - Bachelor degree or equivalent
- 15+ years of progressive experience in corporate FP&A, financial planning, or related finance leadership roles.
- Demonstrated experience leading consolidated planning processes in a complex, multi-entity organization.
- Strong executive presence and ability to influence senior stakeholders.
- Deep expertise in financial modeling, forecasting, and performance analysis.
- Experience implementing or optimizing enterprise planning systems (e.g., SAP Analytics Cloud, similar platforms).
- Proven ability to mentor senior finance professionals and drive organizational effectiveness.
- Professional certification CPA-CA/CFA/MBA is strongly preferred.
- Ability to effectively present information and respond to questions from team members and various partners. Must have ability to communicate effectively with executive level management and employees on all levels.
Liberty
Ontario Canada
www.libertyutilities.com
