The Manager, Finance Business Partner serves as the strategic finance leader supporting the CAO (Chief Administrative Officer) organization, providing financial oversight and ownership for operating and capital expenditures. This role partners closely with Customer Operations, IT, Supply Chain, Operations, Accounting, Regulatory, and FP&A teams to strengthen financial performance, support investment decisions, improve efficiency, and ensure disciplined management of O&M and capital spending. Acting as a trusted advisor, this position translates operational activities and business decisions into financial outcomes, helping leaders understand cost drivers, risks, opportunities, and investment tradeoffs. The role focuses on financial stewardship, business performance, capital governance, planning, forecasting, and regulatory support while providing operational inputs into enterprise financial planning processes led by FP&A.
Accountabilities
Serve as the primary financial advisor to CAO leadership, supporting operational and strategic decision-making on all matters relating to O&M expenditures, capital investments, productivity initiatives, and financial performance.
Partner with leaders to evaluate initiatives, identify opportunities to improve cost efficiency, workforce investments, technology enhancements, service improvement programs and overall business performance.
Translate operational activities and service performance metrics into financial impacts and business insights.
Influence decision-making through financial analysis, scenario planning, and business case development.
Lead budgeting, forecasting, and financial planning activities.
Own O&M and capital expenditure forecasts and provide assumptions, spending outlooks and business drivers to FP&A to support integrated financial planning and enterprise forecasts.
Identify risks, opportunities, and emerging business trends affecting financial performance.
Develop operational financial scenarios to support strategic and tactical decision-making.
Provide financial leadership and oversight for capital planning, project prioritization, and capital execution activities.
Lead monthly capital reviews, ensuring appropriate project governance, forecasting accuracy, and spending discipline.
Partner with Engineering and Operations to evaluate project business cases, investment priorities, and funding requirements.
Monitor project performance against authorized budgets and forecast completion costs.
Evaluate the financial impact of workforce planning decisions, staffing models, customer growth trends, and service initiatives.
Support financial planning related to each business function within the CAO organization
Develop business cases and financial analysis for investments and process enhancements.
Deliver financial reporting and performance analysis to Customer Care leadership and executive stakeholders.
Analyze spending trends, service delivery metrics, productivity measures, and operational performance indicators.
Provide actionable insights and recommendations to improve efficiency, financial performance, and resource allocation.
Lead monthly operational and financial performance reviews.
Ensure adherence to financial policies, governance standards, internal controls, and SOX requirements.
Support regulatory filings, information requests, and related analyses required for rate proceedings and regulatory requests through detailed financial analysis and documentation.
Monitor financial transactions, accruals, allocations, and expenditure reporting to ensure accuracy and compliance.
Lead financial evaluation of process improvement, automation, digital transformation, and customer experience initiatives.
Identify opportunities to strengthen financial visibility, reporting effectiveness, and operational efficiency.
Support implementation of enterprise initiatives.
Education and Experience
- Bachelor's Degree
- 10+ years of related experience, 3 of which or more in Lead/Management role.
- CPA, CMA, MBA, or equivalent professional designation preferred.
- Demonstrated experience managing O&M budgets and capital investment portfolios.
- Strong financial planning, budgeting, stakeholder management, and business partnership capabilities.
- Financial experience within utilities, telecommunications, or other regulated environments a plus.
Liberty
Ontario Canada
www.libertyutilities.com
