PRIMARY PURPOSE
Provides financial and business advice to assigned clients by reviewing and analyzing departmental and corporate historical and statistical cost and revenue information; assesses operational performance and assists clients in preparing their assigned operating and capital budgets. Develops various financial reports in order to support the business units achieve their enterprise objectives.
KEY ACCOUNTABILITIES
Provides consolidated financial data and related resources for the development and reporting of annual operating budget, capital program, 10-Year Investment Plan and quarterly forecasts; identifies opportunities to enhance financial outlooks, and other financial analysis tasks and projects.
Advises department/project managers on financial issues and assumptions that will impact budget and capital requirements; develops detailed budget instructions; provides guidance and direction to relevant staff members on operating and capital related matters.
Identifies opportunities to enhance financial outlooks, other tasks and projects; forecasts and plans resources for complex projects or initiatives and prepares various monthly reports and executive dashboards to assist in insightful decision making. Develops various reports such as those related to projects, programs and other corporate financial reports in order to support the business units achieve their enterprise objectives.
Works closely with business units/project managers on their submitted financial information and other data, ensuring accuracy, completeness and compliance with corporate guidelines and determining reasons for change from previous year’s budget; provides ongoing support to the units by responding to their financial data requests and addresses any related matters.
Analyzes financial impacts of opportunities for improving efficiencies; creates financial models to analyze and track key business drivers and initiatives and prepares recommendations to relevant managers; reviews and analyzes financial and performance metric variances against historic trends, strategic plan, budget and forecast to develop business cases for process improvements.
Prepares executive briefing material; assists in preparing drafts for the annual operating budget, quarterly forecasts, and capital reports to the Board; participates in special projects, including providing financial analysis services to various project teams.
