Financial Analyst, Financial Planning & Capital

Toronto, Ontario Home Trust

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Job Description

Job Description

Salary:

Come join Home Trust Company as a Financial Analyst, Financial Planning & Capital in our Finance team!

Home Trust Company has developed a track record of success as Canadas leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.

FIRST THING WHAT YOU NEED TO SUCCEED?

We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!

WE CARE ABOUT OUR EMPLOYEES WELL-BEING, WHAT WE OFFER:

  • Base salary, with yearly incentive performance bonus
  • Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays
  • Comprehensive benefit packages, offered through Manulife
  • Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match
  • $1000 Employee Referral Program
  • Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks
  • Education Assistance program

ABOUT THE ROLE:

To support the Companys financial planning process and assist in the development and delivery of a timely and relevant financial plan aligned with the Companys three-year strategic plan. Additionally provide input for timely, proactive monthly forecasting and stress/sensitivity testing, specifically for the Companys mortgage lending and ELV business.

This position supports the financial planning, forecasting and strategic analysis process. The position is involved in helping prepare materials related to financial information and analysis to senior management, Board of directors, regulators, and the public. Accordingly, the role requires working with and safeguarding highly confidential and sensitive financial information. Responsibilities include liaison with business units to understand strategic initiatives, work with team management to translate them into appropriate financial analyses and provide recommendations on complex and non-routine issues. This area of knowledge is technical and requires developing specialist expertise.

In addition:

  • Support the annual the financial planning process including:
  • Assistance in the delivery of 3-year financial plan for Board of Directors approval.
  • Assistance in the preparation and review of the 12-month rolling monthly forecasting
  • process and quarterly in-depth forecast.
  • Support the development of the monthly forecast for senior management and quarterly forecast to Board of Directors.
  • Review and update models for scenario and sensitivity testing, as required for the Companys EWST and OSFIs MST program requirements.
  • Gathering and updating and challenging line of business (LOB) assumptions for models.
  • Support the build, design and maintenance of financial tools used in financial planning and forecasting, including processes to automate working papers using RPA, and making updates as required by management and new initiatives.
  • Use financial tools to generate profitability analysis and metrics.
  • Continuous assessment of and improvement to control activities related to assigned activities and
    within finance.
  • Maintaining process and control documentation associated with assigned activities.
  • Adhering to all control requirements.
  • Assist in the preparation of quantitative and qualitative financial analysis to assess the feasibility of potential opportunities and transactions, which involves working with complex financial models and analytics, relevant assumptions, business framework, risks and methodology.
  • Assist in the preparation of business analysis and valuation functions, as assigned.





WHAT WE REQUIRE:

  • Authorized to work in Canada
  • Great communication skills
  • Post-secondary degree or diploma, preferably in business management, finance, or related field (university an asset)
  • 3-5 years in financial planning/forecasting role or equivalent experience within professional services or, 3-5 years financial services experience
  • Strong organizational, time-management skills
  • Strong interpersonal relationship building and listening skills
  • Excellent written / verbal communication skills
  • Maintains a positive attitude
  • Flourish in deadline driven environment
  • Customer focus with strong sense of urgency
  • Advanced Excel skills and proficiency with PowerPoint.


PREREQUISITE: Maintain a positive supportive attitude, help to maintain an inclusive and supportive
company
culture!

Follow us on LinkedIn: Home Trust Company: My Company | LinkedIn

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Financial Analyst, Financial Planning & Analysis

Mississauga, Ontario SOTI Inc. North America

Posted 2 days ago

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SOTI is committed to providing its employees with endless possibilities; learning new things, working with the latest technologies and making a difference in the world.

Job Title : Financial Analyst, Financial Planning & Analysis
Location : Mississauga, Ontario, Canada
Work Model: Hybrid

Who We Are?

It all started with a classic story about one developer’s vision. In 1995, Carl Rodrigues, President and CEO of SOTI, has developed solutions for managing mobile device screens from a desktop. An innovation that has put him ahead in what is now one of the largest growing markets - Enterprise Mobility Management (EMM). At SOTI, we have demonstrated commitment to staying at the forefront of mobility management and security. We are deeply committed to researching and developing solutions that address today’s toughest mobility challenges. We strive to go where nobody has gone before.

What we're looking for?

We’re looking for a Financial Analyst, FP&A to become a key member of our Financial Planning and Analysis team. Within this role, you will prepare and analyze business results on periodic basis and foster strong working relationships with your internal clients/partners.

What’s in it for you?

The People - From our humble origins in our founder’s basement to our industry-leading position today, SOTI has worked hard to foster a company culture that we can all believe in. A culture that emphasizes personal growth, continuous innovation and fun.
The Growth - Our environment fosters new ideas, fresh perspectives, and the ability to take them over the goal line. SOTI is a fast-paced environment with a global reach that encourages you to make your mark and be part of something big!
The Technology - You’ll get the chance to take on complex and innovative AI projects, as part of highly collaborative and agile teams. You will work alongside SOTI’s partners, including leading tech giants, keeping you at the forefront of emerging technologies.

What You’ll Do?
Maintain and improve financial models to support monthly management reports and analysis, forecasting process and strategic business decisions

Monitor and provide insights based on analyses, key metrics activities and financial results to drive business decisions

Proactively identify and monitor P&L risks and opportunities, develop models and provide recommendations to aid business leaders with their strategic decisions

Play an active role in budget cycle

Identify and take initiatives to resolve areas of improvement in current processes

Ad-hoc analyses as required

Experience You’ll Bring
3-4 years of progressive experience in a finance role in a fast-paced matrix environment supporting multiple stakeholders

Degree in accounting/business/commerce, with preference for those working towards or completed CPA designation

Strong business fundamentals and financial acumen, logical and efficient, with keen attention to details

Ability to work independently with roll-up-your-sleeves attitude

Flexibility to adapt to changing priorities as required on an ad-hoc basis

Ability to work in ambiguous environment with competing priorities and quick turnaround time

Excellent written and verbal communication, strong interpersonal skills

Service excellence with client-first mindset, and work to deliver solutions that meet your internal clients’ needs

Experience working with senior leaders and effective collaboration with cross-functional teams

Result-oriented, thrive in fast-paced environment and see value in continuous improvement

Advanced Excel and PowerPoint skills required

Excellent financial modeling and analysis skills

Experience with SFDC, Power BI is an asset

Experience with SaaS industry is an asset

About SOTI
SOTI is a proven innovator and industry leader for simplifying business mobility solutions by making them smarter, faster and more reliable. With SOTI’s innovative portfolio of solutions, organizations can trust SOTI to elevate and streamline their mobile operations, maximize their ROI and reduce device downtime. Globally, with over 17,000 customers, SOTI has proven itself to be the go-to mobile platform provider to manage, secure and support business-critical devices. With SOTI’s world-class support, enterprises can take mobility to endless possibilities. For more information, visit soti.net.

At SOTI, we celebrate the uniqueness of our global teams and are proud to be an equal opportunity workplace. We are curious problem solvers who are committed to bringing the best mobile and IoT management solutions to market. We offer careers with #EndlessPossibilities.

So, what are you waiting for? Apply today!

#LI-DK2

If you want to bring your ideas to life, apply at SOTI today.
We are committed to providing accessible employment practices that are in compliance with the requirements under the Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation during any stage of the recruitment process, please notify People & Culture at
Please note that SOTI does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Services Agreement with agency/recruiter, SOTI will not consider or agree to payment of any referral compensation or recruiter fee.

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Senior Financial Planning Analyst

Toronto, Ontario Mitacs

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Job Description

Salary:

Do you want to be part of our innovative and entrepreneurial team?


Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?


Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.


To get a better understanding of Mitacs and read more about our values, please visit our website .



Senior Financial Planning Analyst



KEY RESPONSIBILITIES


Strategic financial planning

  • Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
  • Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
  • Prepare financial schedules and documentation in support of the consolidated budget
  • Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
  • Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
  • Support the operationalization of funding contract management from a budgeting and analysis perspective


Performance monitoring and forecasting

  • Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
  • Prepare, analyze, and interpret the budgetary results on a monthly basis
  • Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
  • Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
  • Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
  • Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions


Other

  • Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
  • Comfortable in taking on tasks beyond formal job responsibilities
  • Other duties as assigned



TRAINING

  • CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
  • Bachelors degree in business (accounting or finance) or related area


EXPERIENCE

  • Minimum 5-7 years of progressive accountancy experience
  • 5 years relevant experience working with budgets; specifically modelling analysis and contract management
  • Have excellent technical accounting skills and detailed understanding of GAAP standards
  • Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
  • Experience with Microsoft Dynamics Finance & Operations considered an asset


ESSENTIAL SKILLS

  • Self-motivated with the ability to motivate others
  • Ability to work independently with minimal supervision
  • Strong communication skills both written and oral with all levels of stakeholders
  • Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
  • Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
  • Attention to detail and accuracy are essential
  • High level of business acumen and strong analytical and decision-making skills
  • Ability to make recommendations and communicate with senior management
  • Ability to build and maintain strong cross-functional working relationships
  • Solid knowledge of current accounting practices and technologies
  • A proven ability with developing multi-faceted models and budgets
  • Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information


Hiring Range: $79,520- $94,930


Hiring and Salary Range Transparency

Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.

The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.

Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.


Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs:
Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.



Mitacs is proud to have been named as a2024 Workplace Impact Award WinnerbyDiversiothe leading global platform for workplace inclusion. The award recognizes organizations that are making measurable, systems-level progress in embedding equity, diversity, and inclusion (EDI) across their operations, and leading change in how people experience work.



remote work

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Financial Planning Intern

Brampton, Ontario IG Wealth Management

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Job Description

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Job Description

Looking for an exciting internship opportunity?

Eager to find out more about a career as a financial planner?

If you answered yes to all these questions, you could be the person we’re looking for to join our Winter 2026 internship program!

Nothing beats learning from the pros! At IG Wealth Management, we offer paid internships so university students can discover a wonderful career opportunity , backed by financial planning professionals and successful mentors .

About the internship

  • During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
  • You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
  • Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
  • Could be recognized as practical experience subject to CPA Order approval.

What’s in it for you?

  • Acquire hands-on experience.
  • Build skills in client relationship management.
  • Help clients achieve their financial goals.
  • Put theory into practice.
  • Get mentored by an experienced team of financial planners.
  • Establish the foundations for building a prosperous career.

Roles and responsabilities

Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work: forging sustainable client relationships, managing client portfolios, understanding/analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting/outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to:

  • Observe and take part in a Financial Planner’s day-to-day activities.
  • Participate in creating, updating and optimizing financial plans.
  • Assist the Financial Planner in the personalized financial planning process.
  • Contribute to development goals by identifying new business opportunities.
  • Use situational analysis to determine favourable conditions for financial transactions.
  • Carry out the required analyses, diagnose the overall context and assess related risks.
  • Apply financial and tax planning concepts.
  • Prepare and present recommendations to the supervisor and the management team.
  • Undergo specialized financial planning training and complete the investment funds course.
  • Contribute to statistical analysis and other special projects.
  • *Tasks may be adapted to take into account the successful applicant’s skills.

Qualifications and desired skills

  • Be in at least the second year of a bachelor's program: financial planning, finance, accounting, or business administration.
  • Relationship-building and networking skills.
  • Desire to positively impact clients’ lives.
  • Ability to work well in a team environment.
  • Competitive and highly motivated to deliver or exceed your personal best.
  • Excellent communication skills and ability to present complex information.
  • Independent with an entrepreneurial spirit.
  • Self-confidence and leadership skills.
  • Strong interest in pursuing a career in financial and tax planning.

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

This advertiser has chosen not to accept applicants from your region.

Financial Planning Intern

Toronto, Ontario IG Wealth Management

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Job Description

Job Description

Job Description

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Job Description

Looking for an exciting internship opportunity?

Eager to find out more about a career as a financial planner?

If you answered yes to all these questions, you could be the person we’re looking for to join our Winter 2026 internship program!

Nothing beats learning from the pros! At IG Wealth Management, we offer paid internships so university students can discover a wonderful career opportunity , backed by financial planning professionals and successful mentors .

About the internship

  • During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
  • You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
  • Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
  • Could be recognized as practical experience subject to CPA Order approval.

What’s in it for you?

  • Acquire hands-on experience.
  • Build skills in client relationship management.
  • Help clients achieve their financial goals.
  • Put theory into practice.
  • Get mentored by an experienced team of financial planners.
  • Establish the foundations for building a prosperous career.

Roles and responsabilities

Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work: forging sustainable client relationships, managing client portfolios, understanding/analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting/outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to:

  • Observe and take part in a Financial Planner’s day-to-day activities.
  • Participate in creating, updating and optimizing financial plans.
  • Assist the Financial Planner in the personalized financial planning process.
  • Contribute to development goals by identifying new business opportunities.
  • Use situational analysis to determine favourable conditions for financial transactions.
  • Carry out the required analyses, diagnose the overall context and assess related risks.
  • Apply financial and tax planning concepts.
  • Prepare and present recommendations to the supervisor and the management team.
  • Undergo specialized financial planning training and complete the investment funds course.
  • Contribute to statistical analysis and other special projects.
  • *Tasks may be adapted to take into account the successful applicant’s skills.

Qualifications and desired skills

  • Be in at least the second year of a bachelor's program: financial planning, finance, accounting, or business administration.
  • Relationship-building and networking skills.
  • Desire to positively impact clients’ lives.
  • Ability to work well in a team environment.
  • Competitive and highly motivated to deliver or exceed your personal best.
  • Excellent communication skills and ability to present complex information.
  • Independent with an entrepreneurial spirit.
  • Self-confidence and leadership skills.
  • Strong interest in pursuing a career in financial and tax planning.

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

This advertiser has chosen not to accept applicants from your region.

Senior Analyst, Financial Planning & Analysis

Toronto, Ontario The Talent Company

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Job Description

Job Description

POSITION SUMMARY
Our client is a global leader chemical manufacture with a focus on innovation, quality, and performance, they are poised for continued growth under new strategic initiatives. This is an opportunity to be part of a company transforming its financial operations and business support functions from the ground up.

This newly created Senior FP&A Analyst role is ideal for a strategic and detail-oriented finance professional who thrives in a fast-paced, manufacturing environment. Reporting to the Director of Finance , this role will be instrumental in shaping the financial planning cycle, business performance insights, and cross-functional reporting frameworks. This is a builder role, not maintenance. You will help design and implement the FP&A infrastructure needed to support scalable growth.

RESPONSIBILITIES

  • Own the FP&A reporting cycle: month-end packages, forecasts, and financial dashboards
  • Lead monthly results analysis and present insights to senior leadership and the board
  • Drive S&OP processes with a focus on sales forecasts, demand planning, and inventory management
  • Support cash flow and working capital management strategies
  • Build financial models for CapEx planning and scenario analysis
  • Collaborate with Sales, Plant Operations, Supply Chain, and Accounting to drive profitability
  • Develop KPIs and dashboards to support performance management
  • Lead SG&A reporting, run monthly spend reviews, and improve data clarity
  • Take ownership of new reporting processes, analytics, and financial health initiatives
  • Contribute to establishing a PMO to monitor and report on key finance projects
  • Identify gaps in current processes and implement improvements across reporting, forecasting, and control

QUALIFICATIONS & SKILLS
  • 5+ years of progressive FP&A, cost accounting, or corporate finance experience
  • Bachelor’s degree in finance, Accounting, Economics, or related field
  • Chartered Professional Accountant (CPA) designation and/or Certified Management Accountant (CMA) designation is an asset
  • Manufacturing industry experience is required
  • Consulting background or experience in private equity-backed environments is an asset
  • Advanced Microsoft Excel and financial modeling skills required
  • Proven experience designing and improving FP&A processes from the ground up
  • Strong communication skills with the ability to present financial insights to executive stakeholders
  • Hands-on experience with ERP systems (Infor M3 preferred) and BI tools (Power BI or similar)
  • High degree of business acumen, ownership, and a collaborative approach to cross-functional partnerships
  • Experience working in dynamic, mid-sized companies with evolving financial processes are an asset

WORK ENVIRONMENT
  • Hybrid model: Currently 1 day per week in-office (Tuesdays); likely to increase to 2–3 days/week
  • Office location: North York, ON
  • Collaborative, transparent, and performance-driven culture
  • Leadership encourages autonomy, growth, and open communication

This job description represents the general responsibilities and duties of our client’s position but should not be construed as an all-inclusive detailed job description.

Confidentiality Note
This search is being conducted confidentially . Details regarding the organization and its operations will be shared with qualified candidates during the interview process.

At The Talent Company, we recognize the value of different perspectives and experiences to prompt innovation, spark creativity, and solve problems. As an equal employment opportunity organization, we do not discriminate against any employee or applicant for employment based on race, Aboriginal peoples, members of visible minorities, sex, age, national origin, religion, sexual orientation, gender identity, persons with disabilities and all other categories protected by law.

We are committed to Equal Opportunities and welcome applications from all sections of the community. Please let us know if an adjustment or adaptation is required at any stage to support you during the recruitment journey.

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Manager, Financial Planning & Analysis

Toronto, Ontario Corby Spirit and Wine

Posted 1 day ago

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Join Corby Spirit and Wine Limited and Hiram Walker & Sons Ltd.,: Where Moments Matter

At Corby and Hiram Walker, we’re more than a company - we’re curators of unforgettable moments. Our portfolio boasts some of Canada’s most iconic and award-winning brands, including J.P. Wiser’s, Lot No. 40, Pike Creek, and Gooderham & Worts Canadian whiskies, Polar Ice vodka, Lamb’s rum, Ungava gin, McGuinness and Cabot Trail liqueurs, Ace Beverage Group’s Cottage Springs, Cabana Coast, Liberty Village, and Good Vines, and Foreign Affair wines. But that’s just the beginning.

Through its affiliation with Pernod Ricard SA, Corby represents leading international brands such as Absolut vodka, Jameson and Redbreast Irish whiskies, The Glenlivet, Chivas Regal, Ballantine’s and Aberlour Scotch whiskies, , Altos tequila, Malibu and Havana Club rums, Kahlua liqueur, Skrewball Peanut Butter whiskey, Jefferson’s and Rabbit Hole bourbon whiskies, Del Maguey Single Village mezcal, Beefeater and Malfy gins, and Perrier-Jouët and Mumm champagnes, – making our portfolio the most comprehensive in the market.

Why Choose Us?

Igniting Conviviality: Derived from the French word “convivialité,” our ethos centres on human connection, authenticity, and friendliness. We create moments that matter, starting with how we work together.

Progressive Opportunities: Fuel your ambition with outstanding career prospects and rewards. Whether you’re a seasoned professional or just starting your journey, we’re invested in your growth.

Guided by our 4 core values: (1) grounded in the real; (2) fiercely authentic; (3) passion for challenge; and (4) connected beyond borders; we are team players, dream makers, trailblazers, movers and (cocktail) shakers. We have a passion for living life to the fullest, making new friends every day, and realizing our potential as people and as a business!

Learn about our rich heritage by clicking **HERE**for Corby and **HERE** for Hiram Walker.

Join us at Corby and Hiram Walker, where every day is an opportunity to make a difference.

**Position Summary**

- Reporting to the Senior Director of Business, Financial Planning and Analysis, the Financial Planning & Business Analysis Manager will coordinate the preparation and perform a first review of internal financial reports and analysis of monthly business performance, as well as play a key role in the management of budgeting & forecasting processes and in business partnering with Brand teams.
- The FP&A Manager will also act as a genuine business partner with Sales, Marketing and Supply Chain departments to prepare P&Ls business commentaries for actuals and rolling forecast with strong autonomy through regular interaction with Senior Management roles.
- The FP&A Manager will also support the innovation launches through New-to-market P&L forecast and manage the Advertising & Promotion (‘A&P’) spend along the year.
- Lastly, the FP&A Manager will take an active part in delivering on the Group’s Transformation agenda in the fields of Finance and assisting the FP&A Senior Director in ad-hoc analyses and presentations to be shared with Top-Management.

**Key Responsibilities**

- Coordinate the preparation and perform a first review of monthly business-oriented financial presentations and reports for various levels of senior leadership to measure the Company’s Profit and Loss results against Company objectives.
- Identify, analyze, and communicate underlying business trends and financial implications of strategic decisions to take adequate decisions.
- Prepare the monthly P&Ls business commentaries on Actuals and review it in a timely manner.
- Take an active participation in monthly rolling forecast (S&OP cycles) and business modeling preparation (by brand, strategic clusters and by market) to monitor the longer-term marketing investments of the Company, through regular interaction with Marketing teams and Senior Management roles.
- Act as a genuine business partner with the Marketing teams at Corby to manage our investment spends and with Sales team to acquire a deep business acumen and improve the quality of the business commentaries.
- Supervise the preparation and manage Corby Structure Costs actuals and forecasts, as well as develop an in-depth understanding of key Structure Costs longer-term stakes to challenge Business Unit Directors in the making of their budgets and provide Senior Management levels with efficient and accurate forecasts with the active support of the FP&A Director.
- Provide value-added business support and insights to other stakeholders to facilitate and influence strategic decision making, notably regarding regular operating expenses and new-to-market product launch process.
- Demonstrate logic and creative approach to problem solving while providing insights.
- Actively participate in ad-hoc business analyses and requests, such as regular business review presentations building and finance transformation project roll-out, with a particular focus on BI dashboarding and planning tools.
- Indirectly manage a pool of 3 business analysts with leadership and care, participate in the recruitment and development of FP&A analysts.

**Competencies**

- *Leadership:*

- **Entrepreneurship:** Proactively takes initiative, bold steps and calculated risks in broad autonomy to develop the business while assuming responsibility for decisions.
- **Results Orientation:** Delivers results and empowers others by setting clear objectives, providing adequate resources and feedback and ensuring focus on results achievement.
- **Live the Values:** Embodies and enthusiastically conveys Pernod Ricard’s key values, with adherence to ethics and a strong commitment to CSR initiatives.

- *Core Business & Finance:*

- **Reporting & Analysis:** Ability to produce, analyze, review and communicate timely accurate financial information in order to monitor and present performance to Senior Management levels and support decision-making.
- **Business Acumen:** Ability to deeply understand the key business stakes from a holistic perspective.
- **Project Management:** Ability to lead, plan, monitor and deliver projects in line with objectives.
- **Relationship Building:** Ability to build, nurture and leverage quality and trusting relationships. Ability to work and communicate effectively with internal and external stakeholders at all levels of the organization.
- **Processes & Information Systems:** Ability to drive change and proactively support the implementation and utilization of business processes and related information systems, improve business efficiency and support decision making.

- *Strong financial background:*

- **Finance Accounting & Consolidation:** Ability to generate and provide timely, accurate and auditable accounting records and financial statements in compliance with both statutory and Group standards in broad autonomy.
- **Cash Management & Financing:** Ability to understand and analyze cash flows and comment on cash generation business drivers.
- **Risk Management & Internal Control:** Ability to identify and evaluate Business Risks, design and implement appropriate risk-mitigation plan. Ability to implement and review controls to ensure compliance with external regulations/internal policies, reliability of financial information, and security of assets, whilst maintaining business efficiency.
- **Legal for Finance:** Ability to understand legal matters (contracts, intellectual properties) to analyze and consider their financial and operational impacts.

**Required Skills & Abilities**

- Self-motivated with demonstrated initiative to achieve goals and objectives.
- Self-starter who can work efficiently with limited supervision.
- Deep business acumen and established analytical skills with attention to detail - ability to analyze, evaluate, review and summarize financial information for accuracy and conformance to Group requirements.
- Strong critical thinking and complex problem-solving abilities.
- Strong influencing skills, proactive in challenging and influencing the business based on insight, knowledge and fact.
- Deep collaborative mindset to work and interact with other teams/stakeholders.
- Ability to manage numerous work streams simultaneously to tight timelines.
- Excellent communication skills with ability to communicate at all levels.
- Growth mindset, with openness to change.
- Proven leadership skills with the immediate potential to manage a small team.
- Strong interpersonal skills (both written and verbal).
- Reckoned ability to build up nice-looking slides to better convey key messages.
- High proficiency in MS Office products (Excel, PowerPoint, Word, PowerBI).

**Education**

- Management/Finance Degree.
- MBA preferred.
- Accounting designation (CA/CPA/CMA/CGA) seen as a plus.

**Experience**

- Previous experience in consulting firm; minimum 5 years of experience.
- Previous planning & reporting experience; minimum 7 years of experience in a financial reporting, planning or related environment.
- Fundamental deep knowledge of accounting and financial concepts.
- Previous industry experience would be an asset.
- Previous experience with Essbase, Tagetik, Anaplan, and PowerBI-based reporting systems would be an asset.

At Corby and Hiram Walker, we’re committed to fostering a workplace that reflects the diversity of the communities we serve. We welcome applications from all qualified individuals and Indigenous peoples, visible minorities, individuals with a disability, and 2SLGBTQIA+ individuals are encouraged to apply.

**Our Commitment: Accessible Employment Practices**

Pernod Ricard, alongside it’s Canadian affiliates Corby and Hiram Walker, is dedicated to providing accessible employment opportunities. If you require accommodation due to a disability or a medical need during any phase of the recruitment process or want to review our accommodation policies, please reach out to our Human Resources Department at

**Ontario Applicants:** Our practices align with the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code.

Join us in creating a vibrant, inclusive workplace where everyone’s voice matters. Apply today!

**Job Posting End Date:**

**Target Hire Date***:**



**Target End Date**:
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Manager, Financial Planning & Analysis

Brampton, Ontario Solutions 2 Go

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Job Description

Job Description

Job Description

About Us

Are you ready to move distribution forward?

Solutions 2 GO is a premier global distributor of video game products. With operations reaching 19 countries in North, Central and South America, and partnerships that further extend to Europe, Africa, Australia and Asia, Solutions 2 GO represents all publishers in the Canadian market, offers coast-to-coast distribution in the USA and is the exclusive distribution partner for Sony PlayStation in Latin America. Our leadership, processes and partnerships have earned us a reputation as the premier provider of flexible, dynamic distribution solutions for publishers, manufacturers and retailers around the world.

We are a remarkable team that delivers remarkable results. Our people help move Solutions 2 GO forward every day, through a shared commitment across every facet of our business. At Solutions 2 GO, we are moving distribution forward. If you are an achiever who is relentless in ensuring that we achieve business results and create a great company culture while doing it, then we’re looking for you!

Scope:

The Manager, Financial Planning & Analysis will play a key role to support organization’s planning, forecasting and analysis activities for a mid-size multinational company. This position reports directly to the VP, Financial Planning & Analysis, but is required to interface closely with all managers and senior management, both in Finance and in the Business.

Duties & Responsibilities:

  • Financial reporting and analysis activities including period and quarterly reporting of balance sheets, income statements and cash flows for both performance and non-performance entities, including but not limited to, the consolidated financial statement and notes, annual report, etc.
  • Coordination and preparation of the yearly budgets for all legal entities.
  • Coordination and preparation of monthly and quarterly forecasts.
  • Lead monthly reporting & consolidation process.
  • Leverage new analysis and presentation tools to simplify the presentation of complex information.
  • Coordinate, prepare and review management and cost-centre reporting.
  • Establish relationships and communicate effectively with persons across a variety of departments, at all levels within the organization.
  • Provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required.
  • Actively contribute as a member of the Finance team and ensure ongoing communication with the broader Finance management team on the status / progress of projects and issues / points of interest that are relevant to the team / individuals.
  • Provide timely and constructive development feedback including holding regular 1:1s and team meetings, and preparation and delivery of mid-year and year-end performance evaluations.
  • Perform other ad-hoc financial, accounting, and capital analysis as required.

Skills & Qualifications:

  • 5-7 years of financial management (minimum 3 years post qualification management experience).
  • Bilingual Spanish is an asset.
  • University degree and Accounting designation required, MBA an asset.
  • Strong accounting, control and audit skills.
  • Advanced computer skills with an ability to manipulate large data sets in Excel.
  • Experience developing high quality executive level reporting packages.
  • Ability to handle a multi-currency environment.
  • Strong hands-on leadership skills and attention to detail.
  • Excellent communication skills.
  • Experience managing a small team.

The successful candidate will receive a conditional offer, contingent upon the successful completion of a background check conducted by our contracted third-party vendor. The specific clearance requirements vary by position and may include one or more of the following: criminal background check, credit check, employment verification, education verification, and driver’s abstract review. If you have any questions along the way, please do not hesitate to ask.

Solutions 2 GO Inc. is an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For more information on Solutions 2 GO Inc., please visit our website at:


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