Our client, one of the largest electrical energy suppliers in Canada, has an immediate need for a Financial Planning Analyst to manage capital portfolio system of 100mm/year in technology projects . This is a contract position for one (1) year located in Vancouver, British Columbia.
Description
The Financial Planning Analyst assists in maintaining a capital portfolio of initiatives for the Technology group and integrating this function into Integrated Planning framework. This includes surfacing, capturing, and shaping needs for capital IT investments. A balance of hard and soft skills is necessary to maintain a high-quality portfolio among many interested parties. A balance of IT and finance knowledge is necessary to translate uncertain IT needs into sensible plans and control a dynamic portfolio and investment workflow.
Accountabilities
- Manage capital portfolio system - ~100mm/year in technology projects
- Capture of demands of those projects, and prioritizing and executing the portfolio throughout the year.
- Work within the Portfolio Management team, Technology Planning & Performance on a range of financial planning and analysis tasks.
- Apply a business mindset in support of team objectives related to capital investment portfolio management, capital planning, business case reviews, benefits realization, and regulatory work.
- Work closely with Technology managers, planners and other staff to surface, capture and shape the changing demand for capital projects and with Finance Support to produce consolidated forecasts.
- Support the ongoing management of the capital portfolio and historical record, enabling ongoing budget management, reporting, and trend analysis.
- Participate in monthly capital management meetings to report budget performance, release projects for initiation, and process ex-plan project requests.
- Support capital planning over multiple time horizons, ensuring continuous alignment with the capital portfolio.
- Work with asset owners and advisors across technology on topics such as project complexity and risk assessment, asset health and criticality, cost escalation, estimation, and benefits analysis.
- Advise on process and tool improvement to aid better portfolio optimization.
- Assist with training of IT advisors and asset owners on capital processes.
Requirements
- 9 to 12 years of financial management work experience or equivalent.
- CPA designation or MBA preferred
- Strong financial skills including capital planning, business case writing and financial modeling.
- Comfortable creating, managing and improving datasets, workflows, and tools that support investment decision making.
- Previous experience with Financial management, and information technology and/or business management, in a large organization or professional services environment
- Experience with forecasting, budgeting, and performance management
- Utilities or public service experience would be an asset.
- Strong ability with Microsoft Office (Excel, Word, PowerPoint) and SharePoint.
- Strong service orientation and focus on outcomes.
- Strong people skills including building professional relationships, working across disciplines, and ‘leading without authority’.
- Strong communication skills including writing, presenting, and facilitation.
If you're a technical professional, you know that it can be difficult to find fulfilling work that advances your career. At the Ian Martin Group, we exist to connect professionals like you with meaningful work at industry-leading companies in your field. And we walk the walk, too: as a Certified B Corporation, we believe in using business as a force for good for people, our communities, and the environment.
We value diversity and inclusion and encourage all qualified people to apply. If we can make this easier through accommodation in the recruitment process, please contact us at recruit@ianmartin.com
We encourage all qualified candidates to apply; however, only those selected for an interview will be contacted.
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