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)
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