Liezel (Lee) Becker
Sr Analyst, FP&A
Calgary,AB
Summary
Diligent Senior Analyst with over ten years industry experience across Midstream, Utility, and Corporate segments. Currently managing a portfolio budget of over $170M, with excellent analytical, communication, and organizational skills. A proven problem solver with confidence to make recommendations based off data and experience.
Overview
10
10
years of professional experience
Work History
Senior Analyst, Financial Planning
AltaGas Ltd.
01.2021 - Current
- Championed the financial health and success of AltaGas' Digital and SCM departments, as a "Finance Business Partner"
- Facilitated monthly outlook process with functional management, identifying material variances to budget, key risks, and mitigation strategies
- Developed data models, reporting tools, and dashboards to track and manage financial performance and related critical factors
- Collaborated with intercompany counterparts to create consistent and effective service levels, reporting, and communication for senior leadership
- Consolidated data and created visualizations across entities to provide senior leadership and stakeholders with enterprise wide reporting, inclusive of operational and project spend (G&A, capital, and deferred expense)
- Managed annual budgeting process, communications, and submissions, providing recommendations on discretionary areas of spend and how to achieve stretch targets
- Spearheaded annual cost savings programs through regular check-ins with accountable parties, management of timelines and contracts, updating outlook upon achievement and upstream communications of met savings
- Improved complex month end activities with by leveraging ERP system fields, specialized database queries and automation, and intra-functional collaboration and training
- Provided ad hoc analysis and input for board level reporting, contract inquries, and upon request of other financial functions, and senior leadership
Specialist, Digital Financial Management
AltaGas Ltd.
01.2019 - 12.2020
- Created and implemented internal outlook process to manage to G&A budget
- Developed reporting templates, outputs, and visualizations to provide management and stakeholders with information to drive decisions
- Streamlined the procure to pay process through the development and documentation of standards and continuous mentorship of junior team members
- Produced queries for complex invoice requirements, reducing time to process and increasing accuracy on charged out items
- Championed the adoption of "Quicklaunch" and created standard GL queries for the team to provide variance analysis, month end efficiencies and accuracy of reporting
- Prepared monthly status report of Digital key performance indicators, soliciting updates from other tower leads for non-financial measures
- Implemented MS Teams folder structure and standards for "Digital Office"
Administrative Assistant, Digital
AltaGas Ltd.
10.2013 - 12.2018
- Managed procure to pay process and invoice approvals, reviewing invoices for anomalies, working with SCM and vendors to correct, and ensuring accurate coding and prompt payment
- Gained an understanding of Capital Control requirements and applied this knowledge to the creation and proofing of capital justification documentation, job forecasting, and asset management tasks
- Managed project scope and budget of annual capital digital programs - maintained spend within approved budget and proactively raised AFE supplemental requests as needed
- Organized office events and team-building activities, promoting a positive, safe, and friendly work environment
- Facilitated monthly town halls and compiled slide decks, ensuring a relevant and engaging agenda and maintaining time limitations
- Produced external IT communications to keep employees engaged and informed (onboarding manual and quarterly newsletter)
Education
CPA PEP -
CPA Western School of Business
05.2001 -
CPA PREP -
CPA Western School of Business
05.2001 -
Bachelor of Commerce -
University of Calgary
05.2001 -
Skills
PowerBI and Excel Power Query
Microsoft Office Suite and Visio
JDE and Quicklaunch
Client management and relationships
Financial planning, reporting, and analytics
Project management
Problem solving
Interpersonal and communication skills
Timeline
Senior Analyst, Financial Planning
AltaGas Ltd.
01.2021 - Current
Specialist, Digital Financial Management
AltaGas Ltd.
01.2019 - 12.2020
Administrative Assistant, Digital
AltaGas Ltd.
10.2013 - 12.2018
CPA PEP -
CPA Western School of Business
05.2001 -
CPA PREP -
CPA Western School of Business
05.2001 -
Bachelor of Commerce -
University of Calgary
05.2001 -