Under the general direction of the Senior Manager Finance, the Manager Financial Planning and Performance will work on a variety of assignments, ideating new ways to complete deliverables and lead the team through a strategic finance transformation. This role will be key in implementing strategies to deliver value-added analysis and meaningful financial/operational reporting that leads to insightful business decision making and effective performance management. DUTIES &

RESPONSIBILITIES INCLUDE (but not limited to):

Leadership: Provide leadership, manage, coach, and motivate a team of Financial Planning Advisors; this includes providing direction, expertise and advice to employees, identifying employee training requirements, and formally managing the performance of employees. Work closely with Human Resources to manage all elements of employee relations, including hiring, terminations, training, and performance appraisals for the employee file, administering progressive discipline, and resolving labour relations issues and/or grievances. Drive resource and capacity management across the teams to support projects and allocation of assignments.

Be a positive force for change, identify opportunities to partner with the business unit teams to continually improve the company’s financial performance, including financial statement planning. Identify and leverage individual strengths and potential within the team. Facilitate team discussions around departmental plans and their contributions toward common goals.

Set explicit expectations and allow team members to take ownership of their areas of responsibility. Evaluate recommendations from the team to resolve challenging issues and generate new ideas to streamline or automate processes to continuously improve service delivery while maintaining controls.

Financial

Accounting and Planning Lead in-depth financial analysis to provide valuable insights into the company's financial performance, identifying trends and generating reports that inform business decision-making. Provide recommendations for improvements based on thorough analysis, this includes leading changes to processes, or strategies to enhance overall business performance, including, but not limited to the enhancement and automation of reporting by leveraging technology.



Contribute to the organization’s operational and strategic objectives, along with strategic projects and initiatives in a manner which ensures compliance with legislative and regulatory frameworks and generally accepted accounting principles, ensuring that sound internal controls are in place to manage risk.

Lead and delegate the month-end and quarter-end close processes and ensure that all accounting allocations are appropriately made and documented. Review monthly, quarterly, and annual Internal Controls Over Financial Reporting (“ICFR”), including balance sheet reconciliations. Provide leadership to business units to optimize capital and operating budgets (i.e. cost management), drive improvements to capital cost management and track program progress.

Lead and review the monthly forecasting and annual budgeting process for various portfolios. Accurately translate operational changes into a financial forecast to provide business insights. Identify key drivers while gaining a thorough understanding of the business model.

Provide insight into financial results regarding revenue, operating expenses, and net earnings. Prepare budgets and variance analyses and work closely with business and regulatory teams to ensure budget and regulated funding level compliance. Support the finance team’s assessment of migration to SAP S/4HANA.

Annual Business Plan Preparation

Lead the end-to-end development of the organization’s annual business plan, including timelines, frameworks, assumptions, and deliverables. Partner with cross-functional teams to translate strategic priorities into a cohesive, financially aligned business plan. Establish planning guidelines, key assumptions, and financial targets to ensure consistency, rigor, and alignment.

Oversee the consolidation, review, and validation of business unit inputs, ensuring accuracy and completeness. Implement tools, models,



and processes to enhance the efficiency, transparency, and scalability of the planning cycle. Monitor progress against the approved plan throughout the year, highlighting variances and recommending course corrections as needed.

Continuously improve the planning process based on feedback, outcomes, and evolving business needs. Special projects and other duties as assigned. KNOWLEDGE, SKILLS & ABILITIES Demonstrated verbal, written and presentation communication skills, including the ability to clearly present information to various audiences in both formal and informal settings.

Advanced proficiency in Microsoft Excel and PowerPoint, specifically utilizing Excel for data analysis and modeling. Technical proficiencies in applying generally accepted accounting principles; US GAAP or IFRS knowledge. Proficiency in SAP or other large ERP system and supporting data analysis software.

Superior organizational skills and ability to manage time and deliverables autonomously, as well as a demonstrated track record of taking initiative and recognizing opportunities for improvement. Demonstrated ability to build effective partnerships with all levels of employees and industry peers through intuitive business insight and personal credibility; this includes the ability to make recommendations and influence outcomes. Proven quantitative and qualitative analytical skills to perform independent analysis with attention to detail.

Demonstrated commitment to seek in-depth knowledge of the business along with their processes and data flows to support the finance teams’ ability to provide financial insights and identify improvement opportunities. Proven ability plan to engage continuous improvement efforts that allow the team to be as efficient as possible, enabling value-add analysis while maintaining workload.

EDUCATION &

EXPERIENCE: Degree with a major in Accounting or Finance plus a minimum of 10 years of related experience; an equivalent combination of education and experience may be considered. Professional accounting designation (CPA) is required. A minimum of 7 years of leadership experience is required.

Experience with rate regulated industries and related accounting in energy and utilities is preferred.

📌 Manager, Financial Planning and Performance (Calgary)
🏢 FortisAlberta
📍 Calgary