Manager, Business Planning & Performance

Essential Duties/Responsibilities

:

· Deliver monthly, quarterly, and annual planning and performance reporting for Canada Home, ensuring timely and insightful analytics to support decision-making.

· Serve as a thought partner to leadership and internal stakeholders to help shape the business to deliver future growth through insight and analytics.

· Support financial decision support for pricing, customer growth, cost optimization, and investment evaluation initiatives.

· Translate strategy into financial targets, guardrails, and performance narratives for leadership decision‑making.

· Apply artificial intelligence–based solutions (e.g., advanced analytics, forecasting automation) within a financial planning and analysis (FP&A) context to improve insight quality and efficiency.

· Develop, enhance, and maintain driver-based forecasting and valuation models, including scenario analysis, quarterly updates, opportunity and risk evaluation, and stakeholder communication.

· Deliver consolidated financial performance reporting for the Regulated and Competitive businesses, integrating margin performance and market movements.

· Support inter-affiliate financial governance and ensure compliance with all corporate policies.

· Pre-emptively assess risks and opportunities within each portfolio; develop mitigation or acceleration plans as required.

· Deliver insights on customer behavior (e.g., payment patterns, attrition risk, lifetime value) to drive commercial and operational actions.

· Develop and track key performance indicators (KPIs) to monitor financial and operational performance and support accountability.

· Prepare and deliver clear, compelling executive‑level presentations, translating complex financial analyses into actionable insights for senior leadership.

· Drive continuous improvement of forecasting accuracy through post‑mortem analysis, bias identification, and model refinement.

· Own variance analysis versus plan, forecast, and prior periods, including root‑cause analysis and corrective action recommendations.

· Ensure data integrity, reconciliation, and governance across financial and operational reporting.

· Coach, mentor, and develop analysts, fostering strong FP&A fundamentals and business acumen.

· Support assessments of M&A opportunities in collaboration with corporate and regional teams.

Minimum Requirements:

• 10+ years of experience in FP&A, strategy, finance, or corporate development related roles.
• Demonstrated ability to lead change, influence adoption, and embed new tools, processes, and ways of working.
• Advanced modelling skills including NPV, scenario analysis, financial forecasting, and valuations.
• Advanced expertise in Microsoft Excel and PowerPoint.
• Experience working with SAP or comparable enterprise financial systems.
• Proficiency with business intelligence and data visualization tools (Power BI, Tableau).
• Experience building FP&A tools from scratch (i.e corporate models, monthly reporting packages).

Key Attributes:

· Work independently with minimal supervision, managing priorities and deliverables in a dynamic, multi-disciplinary environment with tight deadlines.

• Proven ability to lead without authority and influence across organizational levels while achieving cross-functional alignment.
• Practical understanding of emerging artificial intelligence, advanced analytics techniques, and how to apply them in FP&A and business performance contexts.
• Comfortable working in fast-paced, matrixed environments with competing priorities and a high degree of ambiguity.
• Research-driven mindset that is anchored in curiosity, learning, and balanced with excellent analytical, problem solving and project management/organization skills.
• Strong work ethic, with an effective combination of sound judgement, effective decision-making, and a bias for action.
• Ability to act in a decisive, urgent, and committed way to achieve results; remain focused on deliverables and leverage resources to reach goals.
• Excellent relationship building and collaborations skills with a willingness to engage stakeholders and foster an enterprise leadership approach.
• Ability to prioritize, and to manage multiple projects simultaneously with a high degree of accuracy.
• Exceptional communicator (written and verbal), able to present a story and strategic options in a clear, concise manner.
• Elevated level of motivation and aptitude for problem solving, with a strong attention to detail.
• Intellectual curiosity and continuous improvement drive.
• Demonstrated ability to work overtime as required to meet critical deadlines and support special projects.

Preferred Qualifications:

• Experience in retail energy and/or consumer‑focused businesses (e.g., subscription‑based or recurring‑revenue models).
• Working knowledge of Canada’s deregulated energy markets, including regulated and competitive frameworks.
• Experience using SQL for data extraction, analysis, and performance reporting.
• Familiarity with large, complex data environments and integrating multiple data sources to support analytics and decision‑making.

Education:

• Bachelor degree in Commerce, Finance, Mathematics, Engineering, Economics, or related quantitative field.
• MBA, CFA, CPA or equivalent advanced degree.

Physical Requirements:

• Occasionally requires lifting as appropriate to perform duties and responsibilities.
• Ability to work using a laptop and computer screens.

Working Conditions:

• Hybrid environment (office and home).
• Some overtime required as special projects arise.
• Some travel <20%.