Manager, Financial Planning & Analysis

  • 5-10 Year
  • Oakville
  •   Posted On: April 16, 2018
  •   Skills:  Accounting, Communication, Financial Planning, MS Excel

Job Overview

Roles & Responsibilities

Job Functions:

Manage quarterly forecast/re-forecast and annual budget cycle for the company’s business units  

Constructively challenge key budget and forecast assumptions to ensure that budgets and forecasts are unpinned by reliable assumptions

Reviews data and forecasting assumptions made by business units, validating corporate trends, changes in operating conditions and actual results into financial plans

Monthly review of the variance analyses to identify weakness, inconsistencies or incomplete analyses of the business units

Responsible for the continued development, improvements and maintenance to the Company’s organization wide Clarity based long term forecasting and budgeting application

Lead preparation of annual budgets and periodic forecasts in coordination with operational managers/department directors. Manage the Company’s annual budgeting and long term forecasting cycle

Reviews the overall accuracy and integrity of budget and forecasts for assigned business units

Manage the activities of Financial Analyst(s) to ensure the timely achievement of department goals, within prescribed policies, procedures and standard business practices

Recommend budgetary policies and best practices for the business units to

Other duties as assigned

Prepare the monthly Balanced Scorecard. Develop new analysis and KPI’s to enhance the understanding of company performance yielding new insights.

Manage the “bridge” between management reporting and external reporting, clearly documenting the reconciliation of the two, ensuring consistency and continually looking for ways to streamline both processes.

Ensure all financial information is accurate, appropriately disclosed and supports financial statement presentation and disclosure.

Prepare ad hoc analysis for LPCo’s senior management team

Act as the business owner for financial planning, budgeting and reporting systems, proactively manage the system along with all related processes

Ensure the integrity of the planning and reporting systems. Drive enhancements based on assessment of business needs and inputs from user community working directly with IT and external consultants

Ensure all processes are documented and appropriate controls are in place

Drive automation of manual reporting using various tools and working with IT

Build a team culture of customer service excellence (for both internal and external customers of Finance)

Manage 2/3 direct reports including career development, objective setting, reviews & daily guidance.

Completion of one-off projects of significant importance for the entire FP&A team (reporting to the VP FP&A)

Minimum Qualifications:

Expertise – advanced/well-developed skills and knowledge within a specific professional discipline involving the integration of theory and principles with organizational practices and precedents 

Degree in Finance/Accounting

Minimum 5 years experience in a similar position in an analytical role

CPA designation or equivalence

Strong knowledge of MS Excel and Other MS Office applications

 Experience in deploying budgeting / forecasting models with Clarity 7 and HFM is considered an asset

Experience with Great Plains considered an asset

Ability to work under pressure and meet strict deadlines

Excellent communication and organizational skills, including the ability to clearly and concisely communicate with the Senior Management Team

 A proactive and independent individual

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