47 Financial Consulting jobs in Canada
Financial Analyst - Consulting Firm
Posted today
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Job Description
Job Description
Financial Analyst
About Us: Our client, a reputable consulting firm, is seeking a diligent Financial Analyst to join their team. This role offers an excellent opportunity to apply financial expertise in a dynamic and collaborative environment.
Position Summary: The Financial Analyst will support financial operations, including budgeting, forecasting, and financial analysis. This role requires strong analytical skills and attention to detail to drive informed decision-making.
Key Responsibilities:
- Assist in budgeting and forecasting processes.
- Analyze financial data and prepare reports for management.
- Conduct variance analysis and identify areas for improvement.
- Support ad-hoc financial projects and initiatives.
- Collaborate with cross-functional teams to ensure financial objectives are met.
Qualifications and Experience:
- Bachelors degree in Finance, Accounting, Economics, or related field.
- Strong analytical skills and attention to detail.
- Proficiency in Microsoft Excel and financial software.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
Benefits: Our client offers a competitive salary and benefits package, including:
- Health insurance
- RRSP matching
- Opportunities for professional development
- Hybrid work
Financial Analyst - Consulting Firm
Posted 23 days ago
Job Viewed
Job Description
Financial Analyst
About Us: Our client, a reputable consulting firm, is seeking a diligent Financial Analyst to join their team. This role offers an excellent opportunity to apply financial expertise in a dynamic and collaborative environment.
Position Summary: The Financial Analyst will support financial operations, including budgeting, forecasting, and financial analysis. This role requires strong analytical skills and attention to detail to drive informed decision-making.
Key Responsibilities:
- Assist in budgeting and forecasting processes.
- Analyze financial data and prepare reports for management.
- Conduct variance analysis and identify areas for improvement.
- Support ad-hoc financial projects and initiatives.
- Collaborate with cross-functional teams to ensure financial objectives are met.
Qualifications and Experience:
- Bachelors degree in Finance, Accounting, Economics, or related field.
- Strong analytical skills and attention to detail.
- Proficiency in Microsoft Excel and financial software.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
Benefits: Our client offers a competitive salary and benefits package, including:
- Health insurance
- RRSP matching
- Opportunities for professional development
- Hybrid work
Consulting Chief Financial Officer
Posted today
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Join The CFO Centre as a Portfolio CFO – Central Ontario Region
Location: Central Ontario (Ajax, Oshawa, Durham, Kawartha Lakes, Peterborough, Northumberland, Hastings, Prince Edward County, Lennox & Addington)
Type: Self-Employed | Remote (Must reside in or near the region)
Commitment: Minimum 3 days/week | Flexible Hours
Earnings: Based on portfolio size
Become Part of Our Dynamic Portfolio CFO Team
Are you a seasoned CFO ready for a new challenge? Whether you're transitioning from corporate life, already working independently, or seeking more flexibility as a working or returning parent — this could be the perfect next step in your career.
At The CFO Centre, we’re building a new team in Central Ontario and looking for top-tier CFOs to join us in transforming the future of fast-growing businesses.
What We Do
We provide part-time CFO services to ambitious small and mid-sized businesses ($2M–$100M in revenue), offering them strategic financial leadership at a fraction of the cost of a full-time hire. Our mission is to make a meaningful difference in the lives of our clients — and in yours.
Why Join Us?
- Global Reach, Local Impact : Part of the world’s #1 provider of part-time CFOs, with 750+ CFOs in 18 countries.
Consulting Chief Financial Officer
Posted today
Job Viewed
Job Description
The CFO Centre is actively looking for CFOs to join our team in and around Halton & Peel, which includes Burlington, Oakville, Mississauga, Brampton, Bolton.
*This is a remote based role, but you must be within the region
*Min commitment 3 days a week
*Flexible Hours
*The earnings potential of the CFO role is dependent on the size of the individual’s portfolio of clients
Become Part of Our Dynamic Portfolio CFO Team
Start an amazing new career as a portfolio CFO supporting exciting fast growth businesses. If you’re a top quality Chief Financial Officer and you’re looking for something different, or you’re an independent CFO who’s already made the break from corporate life, or a working or returning CFO parent who wants more work flexibility and work life balance, then read on, this might be for you
What we do?
We’re looking for top quality CFOs who are looking for a new challenge. Joining the CFO Centre will allow you the opportunity to provide CFO services to ambitious small to mid-size businesses with revenues of $2-$100 million. Our model provides them with a flexible, affordable option to acquire this skill set from a business whose purpose is making a real difference to our worldwide client base. Whether you come from corporate, SME, independent, parent returning to work background – we have opportunities that will allow you to achieve work flexibility and work life balance.
About the CFOC
The CFO Centre Canada has thrived since it was established in 2011, catering to clients across 10 regions nationwide with a powerhouse team of nearly 100 CFOs, and we're primed for exponential growth in the coming year. The CFO Centre Canada is part of the CFO Centre Group, which began its journey in the UK in 2001.
Today the CFO Centre Group:
• Is the number 1 provider of part-time CFOs
• Operates globally from 90+ locations in 18 countries and 5 continents
• Has over 750+ colleagues all across the globe, including Canada, UK, USA, Netherlands, Germany, Ireland, Belgium, Italy, Australia, New Zealand, Hong Kong, Singapore, India, Dubai and South Africa.
What sets us apart?
We define and deliver the numbers that really matter. We help clients identify figures that drive real impact—not just in business, but in their lives. Whether it's fostering growth, facilitating acquisitions, streamlining operations, or enabling desired lifestyles.
What Makes a Successful Portfolio CFO?
Our team consists of highly experienced, like-minded CFOs with hands-on CFO experience. Together we build and nurture a portfolio of diverse clients while you enjoy variety, freedom, and work-life balance.
You can create a successful portfolio CFO career with The CFO Centre if you are energetic, have entrepreneurial drive, and care deeply about helping business leaders thrive.
The life of a portfolio CFO is not just about changing the lives of our clients, it’s about helping you find meaning in your career as well.
You’ll work on a self-employed basis
With the full support from our wider operational team and your fellow CFOs, supporting you to build your portfolio client base.
Access to global support network
You can get the best of both worlds – 750+ global CFOs to support each other. That’s an incredible amount of knowledge and experience to share.
Dedicated regional support team
To work closely with, giving you strategic capability. Building you bespoke campaigns and building your portfolio.
Enjoy comprehensive onboarding, mentoring and a global network of colleagues to share best practices and client experiences.
Do you have experience in some of the following?
Selling/exiting businesses
Identifying risks
Reviewing Business plans
Sourcing funding
Improving systems and controls
Implementing KPI reporting
Increasing profit
Improving cash flow
Tightening up compliance
Optimizing tax and legal
Driving strategic direction of a business
Mergers and acquisitions
The ideal candidate will possess the following:
- Be a self-starter with ambition, energy, and a ‘can do’ attitude
- Fully engage with our ‘purpose’ of wanting to make a real difference to our clients
- Desire to work closely as part of a team together with our Regional Directors in a collegiate environment
- Exceptional interpersonal and relationship-building skills
- Track record of excellence, achievement, and entrepreneurial drive
- Desire to work directly with business owners, with a passion for making a real difference
- Well networked
- Confidence and gravitas
- Excellent presentation skills
- Able to develop a strong alignment with the company’s culture
- The role is self-employed whilst operating in a defined model. You must be able to support yourself financially during the build-up phase
What do you need to have?
- You have worked as a CFO for a minimum of 5+ years during your finance career – commercial and strategic
- You are highly networked and love to meet new people, develop business and ensure client satisfaction.
- Food and beverage, Manufacturing, Transportation would be an asset
Desired Accreditations
- Qualified with one of the major accounting institutes CPA, CMA
- MBA asset
If providing part-time CFO services to ambitious entrepreneurs and their businesses sound exciting to you and if you would like to have the autonomy of growing your own portfolio of clients and be supported by an incredible network-please submit your CV.
Consulting Chief Financial Officer
Posted today
Job Viewed
Job Description
The CFO Centre is actively looking for CFOs to join our team in and around Halton & Peel, which includes Burlington, Oakville, Mississauga, Brampton, Bolton.
*This is a remote based role, but you must be within the region
*Min commitment 3 days a week
*Flexible Hours
*The earnings potential of the CFO role is dependent on the size of the individual’s portfolio of clients
Become Part of Our Dynamic Portfolio CFO Team
Start an amazing new career as a portfolio CFO supporting exciting fast growth businesses. If you’re a top quality Chief Financial Officer and you’re looking for something different, or you’re an independent CFO who’s already made the break from corporate life, or a working or returning CFO parent who wants more work flexibility and work life balance, then read on, this might be for you
What we do?
We’re looking for top quality CFOs who are looking for a new challenge. Joining the CFO Centre will allow you the opportunity to provide CFO services to ambitious small to mid-size businesses with revenues of $2-$100 million. Our model provides them with a flexible, affordable option to acquire this skill set from a business whose purpose is making a real difference to our worldwide client base. Whether you come from corporate, SME, independent, parent returning to work background – we have opportunities that will allow you to achieve work flexibility and work life balance.
About the CFOC
The CFO Centre Canada has thrived since it was established in 2011, catering to clients across 10 regions nationwide with a powerhouse team of nearly 100 CFOs, and we're primed for exponential growth in the coming year. The CFO Centre Canada is part of the CFO Centre Group, which began its journey in the UK in 2001.
Today the CFO Centre Group:
• Is the number 1 provider of part-time CFOs
• Operates globally from 90+ locations in 18 countries and 5 continents
• Has over 750+ colleagues all across the globe, including Canada, UK, USA, Netherlands, Germany, Ireland, Belgium, Italy, Australia, New Zealand, Hong Kong, Singapore, India, Dubai and South Africa.
What sets us apart?
We define and deliver the numbers that really matter. We help clients identify figures that drive real impact—not just in business, but in their lives. Whether it's fostering growth, facilitating acquisitions, streamlining operations, or enabling desired lifestyles.
What Makes a Successful Portfolio CFO?
Our team consists of highly experienced, like-minded CFOs with hands-on CFO experience. Together we build and nurture a portfolio of diverse clients while you enjoy variety, freedom, and work-life balance.
You can create a successful portfolio CFO career with The CFO Centre if you are energetic, have entrepreneurial drive, and care deeply about helping business leaders thrive.
The life of a portfolio CFO is not just about changing the lives of our clients, it’s about helping you find meaning in your career as well.
You’ll work on a self-employed basis
With the full support from our wider operational team and your fellow CFOs, supporting you to build your portfolio client base.
Access to global support network
You can get the best of both worlds – 750+ global CFOs to support each other. That’s an incredible amount of knowledge and experience to share.
Dedicated regional support team
To work closely with, giving you strategic capability. Building you bespoke campaigns and building your portfolio.
Enjoy comprehensive onboarding, mentoring and a global network of colleagues to share best practices and client experiences.
Do you have experience in some of the following?
Selling/exiting businesses
Identifying risks
Reviewing Business plans
Sourcing funding
Improving systems and controls
Implementing KPI reporting
Increasing profit
Improving cash flow
Tightening up compliance
Optimizing tax and legal
Driving strategic direction of a business
Mergers and acquisitions
The ideal candidate will possess the following:
- Be a self-starter with ambition, energy, and a ‘can do’ attitude
- Fully engage with our ‘purpose’ of wanting to make a real difference to our clients
- Desire to work closely as part of a team together with our Regional Directors in a collegiate environment
- Exceptional interpersonal and relationship-building skills
- Track record of excellence, achievement, and entrepreneurial drive
- Desire to work directly with business owners, with a passion for making a real difference
- Well networked
- Confidence and gravitas
- Excellent presentation skills
- Able to develop a strong alignment with the company’s culture
- The role is self-employed whilst operating in a defined model. You must be able to support yourself financially during the build-up phase
What do you need to have?
- You have worked as a CFO for a minimum of 5+ years during your finance career – commercial and strategic
- You are highly networked and love to meet new people, develop business and ensure client satisfaction.
- Food and beverage, Manufacturing, Transportation would be an asset
Desired Accreditations
- Qualified with one of the major accounting institutes CPA, CMA
- MBA asset
If providing part-time CFO services to ambitious entrepreneurs and their businesses sound exciting to you and if you would like to have the autonomy of growing your own portfolio of clients and be supported by an incredible network-please submit your CV.
Financial Planning & Analysis Manager
Posted 1 day ago
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Job Description
Insight Global is looking for a well-versed Financial Planning & Analysis Manager to support a prominent post-secondary institution in BC. The successful candidate will be overseeing a team of 8 financial analysts along with managing stakeholder relations across 35 departments strong leadership and people skills are required. This individual must have relevant post-secondary experience along with their Chartered Professional Accountant (CPA) designation. The successful candidate needs to be an expert in financial planning, budgeting, forecasting, financial analysis, building strategic models and business intelligence to support various business functions throughout the university from a financial standpoint. Further, the successful candidate will be aiding in the translation of complex financial and operational data into customized reports and dashboards to support with planning, oversight, and departmental improvements. To include some day to day responsibilities include:
- Collaborates with the Director of Financial Planning and Analysis on budgets, forecasts, and financial analyses
- Ensures regulatory compliance
- Leading unionized staff
- Utilizing financial models for program viability
- Translating data into meaningful insights and developing business cases
- Providing financial training and support to team
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form ( . The EEOC "Know Your Rights" Poster is available here ( .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
Skills and Requirements
- 8+ years of financial planning, budgeting, forecasting, and business intelligence experience in a financial setting
- Candidate must have their Chartered Professional Accountant (CPA) designation and Bachelors in related field
- Previous leadership experience managing teams of 5+ people and stakeholder relations are required.
- Possess advanced Excel skills specifically in Power Query and advanced equations
- Experiencce with designing and evaluating financial data and reporting tools
- Experience with financial systems and databases for data extration and performance analysis
- Strong communication and detail orientation skills - Previous experience working in a post-secondary institution
- Previous experience managing union relations
- Experience with Python, PowerBI, AI. null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
Manager, Financial Planning & Analysis
Posted today
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Job Description
Manager, Financial Planning & Analysis
Employment Type
Permanent
Location
Toronto, Ontario
Apply SHARE THIS JOBJob Description:
Are you an outgoing and analytical finance professional who is looking to join a dynamic, global organization with a great work culture?
If so, this is the opportunity for you!
The primary responsibility of this role is to provide the business and finance teams with detailed and accurate financial analysis, reporting, and forecasting. Additionally, the Manager, FP&A must ensure that information in the budgeting and planning system (TM1) is complete, accurate and entered in a timely manner.
SPECIFIC RESPONSIBILITIES
Systems
Budgeting and Forecasting
Financial Reporting and Analysis
Other
TMGNY
Job Requirements:
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Director - Financial Planning & Analysis
Posted today
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Job Description
The successful candidate will lead and direct the development and maintenance of multi-year financial modelling, future period forecasting, support for executive briefing notes and reports among other activities.
The role will report to the Vice President FP&A and will also work closely with Finance and Operations personnel.
Responsibilities and Performance Expectations:
- Provide management and leadership to a core team of financial analysts ensuring coordination and alignment with overarching goals and objectives.
- Overseeing Multiyear Financial model building in MS Excel at a business unit level, including full financial statements at the business unit level. (Balance sheet, income statement, cash flows).
- Lead future period forecasts leveraging rolling historical performance combined with future market driven metrics to create long term plans.
- Lead financial trend analysis and associated forward forecasts including development and maintenance of public industry level data and related metrics.
- Provide oversight for the reporting framework for capital expenditures including measurement against long term capital plans and related KPI’s.
- Assisting in the development of briefing notes and reports for presentation to senior management, select committees, and to the Board of Directors
- Providing financial support and expertise in evaluating various business initiatives and reinvestment strategies.
- Analysis may include DCF Analysis, Proforma Financial Statements, Capacity Planning, Capital Expenditures, and Model Sensitivity analysis and any other financial analysis required by senior management.
- Ad-hoc analysis, projects and other assignments as required
Qualifications:
- Minimum (15) years of recent related experience in FP&A, Business Modeling, Corporate Level Financial Analysis, preferably in the packaging industry. Manufacturing experience considered a strong asset.
- Previous experience with ERP Systems, BI Tools, not limited to Amtech, Prophix or Baan and database skills with the ability to enhance the financial planning process.
- University Degree in Finance or Business Administration, CMA, CGA, CMA, or CA designation and or MBA considered a strong asset.
- Adaptive and demonstrates an ability to solve problems and apply a high level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
- Proficiency in MS Office and computer systems are desired with advanced knowledge of MS Excel
- Good organizational and team skills with the ability to prioritize.
- Ability to work independently and with little supervision in a high volume, fast-paced environment.
- Excellent written and oral communication skills and ability to present themselves in a professional manner.
- Experience working cross functionally.
- Ability to understand plant processes and correlate with performance improvements initiatives.
- Demonstrated ability to adapt to various working environments.
- High level of autonomy and sense of personal responsibility in achieving success. Strong desire for expansion of knowledge and a willingness to learn.
Competencies:
Customer Focus - Personally demonstrates that external and internal customers are a high priority. Identifies customer needs and expectations and responds to them in a timely and effective manner. Anticipates and prevents delays or other things that can adversely affect the customer. Keeps customers informed about the status of pending actions and audits customer satisfaction with products or services.
Decision Quality - Gathers enough information to allow a pragmatic assessment of risks and benefits of alternative approaches in any decision. Stays focused on objectives and considers both the short-term and longer-term impact of decisions and keeps objectives in mind throughout the process. Communicates the impact and implications of decisions. Completes the appropriate level of due diligence required to make a quick, accurate decision.
Drive for Results - Achieves results within established timelines. Understands and demonstrates that intentions, activities and results are not the same. Pursues everything with energy, drive, and a need to finish; does not give up after finishing, even in the face of resistance or setbacks; consistently challenges self and others for results.
Leadership - The expectation of leadership is not reserved solely for only those who are in positions of authority, but from all employees. They demonstrate high integrity and are motivated by wanting to make a real difference to people by delivering a high-quality service for their customer and the organization. In positions of authority they: invest in development for the right people and identify and develop future leaders, and coach and provide candid feedback to others. They are visible and they model behaviors, competencies and values expected and inspire others to undertake challenging tasks and projects.
Teamwork - Is an effective team player who adds complementary skills and contributes valuable ideas, opinions and feedback. Communicates in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team. Ensures the right stakeholders are informed and involved where necessary. Is ready to “roll up their sleeves” as necessary.
Think and Act like an owner - Thinks and cares about the organization like an owner. Commits to and upholds organizational values, and core behaviors even under difficult circumstances. Demonstrates a strong sense of responsibility and dedication to the success of the organization. Takes appropriate risks, holds self and others accountable for measurable, high-quality, timely, and cost-effective results and openly raises a challenge even if others don’t.
Manager, Financial Planning & Analysis
Posted today
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Job Description
Work. Wonders.
Get inspired - Adjust Your Altitude in Alberta, Canada come and be a part of this amazing organization.
At Travel Alberta, we are redefining what it means to be a tourism and economic development leader in Canada. As the provincial destination management organization, we’ve embraced an ambitious goal: doubling Alberta’s tourism sector to $25 billion in annual visitor spending by 2035. This bold vision reflects our commitment to transforming Alberta into a premier destination for both visitors and investors, driving sustainable economic growth while creating unforgettable itineraries and experiences that showcase our breathtaking landscapes, vibrant cities, and rich cultural heritage.
Position Summary
Reporting to the Director of Finance, our Manager, Financial Planning & Analysis leads Travel Alberta’s financial planning and analysis function, including budgeting, forecasting, and financial insight generation. This position is responsible for delivering accurate forecasts, building financial models, and providing meaningful analysis to support strategic decision-making.
Our manager oversees the annual budget cycle and rolling forecasts, ensuring alignment with organizational goals and enhancing the accuracy and efficiency of financial planning. By analyzing financial trends and performance metrics, the Manager offers clear, actionable insights that inform executive decisions and support the achievement of key business objectives.
In partnership with internal stakeholders, our manager champions process improvement initiatives, applies strong accounting knowledge to strengthen financial practices, and ensures the organization’s financial planning aligns with its long-term strategic direction.
Leadership and Collaboration
Our Manager, Financial Planning & Analysis demonstrates strong people leadership by fostering a high-performance culture built on trust, accountability, and collaboration. This role demonstrates leadership by fostering strong relationships across the Finance team and with internal business partners. Through collaboration, influence, and clear communication, the manager creates a supportive environment where team members are empowered to grow, take initiative, and deliver exceptional results.
Key Responsibilities
Budgeting, Forecasting, and Financial Planning:
Manage the annual budgeting, forecasting, and long-range financial planning processes.
Lead budgeting and forecasting activities that align with organizational goals and priorities.
Provide training and support to internal teams on financial planning practices, fostering a culture of continuous improvement.
Ensure complex projects are adequately funded and monitored throughout execution.
Translate strategic objectives into actionable financial plans that support sustainable growth.
Financial Modelling and Decision Support:
Lead the financial performance analysis process, including insight generation and management reporting.
Prepare and present detailed financial reports to senior management and internal stakeholders.
Support effective financial administration and ensure compliance with funding requirements and grant utilization.
Promote transparency and accountability through timely, accurate, and meaningful financial reporting.
Financial Governance for Project Delivery:
Oversee key vendor relationships and financial administration to ensure alignment with project scopes, timelines, and contractual obligations.
Monitor and track total project costs against approved budgets and actual spend to date, enabling accurate variance analysis and proactive financial reporting.
Collaborate with cross-functional teams to maintain financial integrity of project scopes, ensuring detailed cost tracking and compliance with internal controls.
Grant Financial Management and Compliance:
Oversee financial administration of grants, ensuring alignment with funding agreements, approved budgets, and organizational policies.
Review grant expenditure tracking and financial reports prepared by team, assessing accuracy and working with internal stakeholders to resolve discrepancies to ensure compliance.
Coordinate with program and finance teams to ensure compliance with grant terms, proper allocation of funds, and audit readiness.
Process Improvement and Systems Enhancement:
Automate and streamline financial processes to enhance efficiency and accuracy.
Refine workflows to align with organizational goals and industry best practices.
Eliminate unnecessary administrative tasks to simplify procedures.
Enhance reporting tools and systems to support better decision-making.
Maintain and regularly update documentation for financial processes and tools.
Support strategic vendor relationships through consistent financial management practices.
Foster continuous improvement and learning through updated systems and tools.
Stakeholder Engagement:
Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
Partner with tourism investment program managers and business units to streamline financial procedures.
Promote a collaborative environment that supports effective communication, problem-solving, and knowledge sharing.
Engage with internal stakeholders to support financial literacy and foster alignment across departments.
Education, Skills, Experience & Qualifications
Education:
Bachelor's degree in Accounting, Economics, Finance or a related discipline.
Certifications:
CPA or CFA qualification required.
MBA is considered an asset.
Experience:
Minimum 5 years of experience in financial planning and analysis.
At least 2 years of experience in a leadership role.
Experience in financial planning and performance monitoring for complex projects.
Technical Skills:
Experience and an understanding of financial management software (e.g., MS Dynamics, NAV, SAP, QuickBooks).
Advanced knowledge of Microsoft Excel and MS Office 365.
Expert financial modeling and analytical skills.
In-depth knowledge of accounting principles, financial performance analysis, and management reporting.
Strategic and Analytical Skills:
Ability to align financial planning, budgeting, and forecasting with Travel Alberta’s strategic objectives.
Experience analyzing financial data to identify trends, risks, and growth opportunities that inform long-term decision-making.
Skilled at translating complex financial information into actionable insights for senior leadership.
Demonstrated capability to support organizational goals through effective resource allocation and financial scenario planning.
Strong understanding of the business environment and its impact on financial performance and planning.
Communication Skills:
Exceptional communication and presentation skills.
Able to effectively communicate financial information to non-technical stakeholders.
Effective communicator with the ability to present complex financial data in clear and compelling ways while communicating financial matters effectively to senior leadership and external stakeholders.
Collaborative, with strong interpersonal skills and a consultative approach to stakeholder engagement.
Workplace Effectiveness:
Excellent organizational skills and the ability to meet deadlines.
Must be able to adapt quickly and operate effectively within new and challenging environments.
Strong attention to detail and problem-solving abilities.
Results-driven mindset focused on achieving performance goals.
*We kindly thank all agency partners, we will NOT require support to fill this role. We kindly request no phone calls nor emails*
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Manager, Financial Planning & Analysis
Posted today
Job Viewed
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Job Description
Are you an outgoing and analytical finance professional who is looking to join a dynamic, global organization with a great work culture?
If so, this is the opportunity for you!
Are you an outgoing and analytical finance professional who is looking to join a dynamic, global organization with a great work culture?
If so, this is the opportunity for you!
The primary responsibility of this role is to provide the business and finance teams with detailed and accurate financial analysis, reporting, and forecasting. Additionally, the Manager, FP&A must ensure that information in the budgeting and planning system (TM1) is complete, accurate and entered in a timely manner.
SPECIFIC RESPONSIBILITIES
Systems
- Obtain superior knowledge of database file structure and how each module relates to specific clients
- Obtain understanding of client accounting structures within the system
- Provide input into account structure setups to ensure that revenue and billings is recorded correctly in the system
- Mentor and develop Financial Analysts
- Complete month end journal entries to ensure that the revenue and billings reported are accurate and complete
- Review month end accruals prepared by Financial Analysts
Budgeting and Forecasting
- Lead the company’s budget and planning process and cycles
- Collaborate with other departments to collect information
- Responsible for the maintenance and enhancements of revenue reporting within TM1
- Develop and maintain BI Reporting / Dashboarding
- Analyze the TM1 data input by the contributors and follow up with the managers with any queries and updates required
- Work with the TM1 team in corporate to maintain best practices and advance current financial processes
- Maintain all data sets in TM1
Financial Reporting and Analysis
- Responsible for monthly variance analysis and revenue tracking reports
- Provide Reporting for External and Internal Audits and Foreign Exchange calculations
- Reporting client billings and revenue in HFM for both actuals and forecast including all supporting schedules
- Ensure Hyperion information ties into TM1 and D365 data
- Assist in addressing issues/questions raised by corporate
- Prepare ad-hoc reporting as required
Other
- Manage Financial Analysts to meet key deliverables
- Assist in the review of client fee reconciliations
- Assist with preparation of client profitability and present to key stakeholders
- Assist with various new business requests and maintain client tracker
- Responsible for GL account reconciliations
- Respond to special revenue related requests
- Other duties as assigned
TMGNY
- CPA designation or MBA
- 4+ years of progressive experience in FP&A
- Excellent communication skills, including being a good listener and the ability to articulate complex issues in a clear and insightful manner