Description:
As the Manager of Investments, you will report to the Director, Financial Analysis and Investments, overseeing financial assessments, modeling and support in negotiating third party arrangements for all Alectra Energy Solutions and Services' business units, as well as M&A opportunities. Your role is key to expanding Alectra’s competitive business and supporting M&A activities related to the regulated business.
What You’ll Do Financial Modeling and Analysis
- Manage coordination and support for business discussions across ESS departments, integrating new parameters and scenarios into financial models.
- Lead and supervise the construction of complex financial models to assess investment opportunities (M&A, project development, organic growth initiatives) and financing proposals, enhancing financial transparency and quality.
Strategic Leadership and Coordination
- Lead and coordinate with Corporate Finance, Treasury, ESS Business units, and other internal stakeholders to develop strategies that support growth across current and future business lines.
- Guide the development of financial assessments for business opportunity evaluations, including counterparty, project assessments, and M&A growth opportunities.
- Oversee the work of analysts and / or third-party advisors supporting M&A and project development processes.
Project Management and Collaboration
- Collaborate with project managers and technical partners to oversee progress reports for new business lines.
- Oversee the review and evaluation of initial data room documents and coordinate due diligence with internal experts and external advisors
Stakeholder Engagement
- Regularly update internal stakeholders through meetings and presentations.
- Engage with external parties like developers, financial advisors and commercial banks to stay informed about market conditions and generate new project opportunities.
- Monitor energy policy changes to advance Alectra’s competitive business growth goals.
Financial Reporting and Compliance
- Lead support for financial models related to new projects for year-end reporting, including purchase price allocations and annual goodwill impairment assessments.
- Review monthly, quarterly, and annual actual versus budget variance analysis and financial reporting packages for executive and board reporting.
- Ensure compliance with legislative, regulatory, and Health & Safety policies, procedures, and standards.
Process Improvement
- Identify and implement process improvement initiatives, ensuring changes are appropriately implemented, documented, and communicated.
Corporate Values and Conduct: Demonstrate professional conduct and align with Alectra’s core values of safety, teamwork, and customer focus.
Other Duties: Perform additional tasks as assigned to support operational objectives
Who You Are Education & Technical Knowledge
- Post-secondary education in Business Administration, Finance, or Accounting.
- CBV preferred; CPA, CFA, MBA considered an asset.
- Extensive knowledge of the energy and utility industries in Ontario, Canada, and North America.
- Advanced proficiency in Excel, complex financial modeling, business valuation, and investment returns analysis.
Experience
- Minimum 5-7 years of relevant financial evaluation experience within the energy industry, focusing on leadership roles.
- Extensive experience with complex financial modeling, including modeling load profiles, contractual revenue streams, and financial components, including tax, debt, leases, etc.
- Experience in financial reporting or budgeting and preparing analyses and reports for senior management.