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Manager, Financial Modeling & Analytics

Mississauga, Ontario goeasy

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Job Description

Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy ! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as Waterstone Canada’s Most Admired Corporate Cultures , Canada’s Top Growing Companies , and the TSX30 , highlighting us as one of the top performers on the TSX. We’re also honored to be named a Greater Toronto Top Employer and recognized by Great Place to Work® as having the Best Workplaces for Women , and having one of the Most Trusted Executive Teams , and included on TIME Magazine’s 2025 list of Canada’s Best Companies .  These honors reflect our commitment to fostering an inclusive, high-performance culture where talent thrives and innovation drives us forward.

As one of Canada’s leading alternative consumer lenders, we’re passionate about helping everyday Canadians create a brighter future. Our vision is to provide a path to a better tomorrow, today. We offer a full range of products, including non-prime leasing, unsecured and secured loans, and point-of-sale financing through easyhome , easyfinancial , and LendCare .

If you're seeking an exciting, high-growth environment where your contributions truly matter, we want to hear from you! Join us, and together, let's create a future of financial empowerment.

Overview

We are seeking a Manager, Financial Modeling & Analytics to play a pivotal role in shaping our company’s capital allocation strategy and long-term growth trajectory. In this highly visible position, you will design and lead sophisticated analytics that influence how we invest, manage risk, and unlock value across our portfolio.

This role goes far beyond traditional FP&A: you will build advanced financial decision models, including Monte Carlo simulations and optimization frameworks, that provide the Board and executive leadership with clear, data-driven answers to complex questions. Should we deploy capital into M&A or internal projects? How much risk exposure is acceptable on a new product suite? What’s the optimal balance between growth investments and return of capital? You will bring the analytical structure to answer these questions with precision.

You will be at the intersection of strategy, finance, and operations, collaborating with leaders across Corporate Development, FP&A, Treasury, and Product to ensure our capital is deployed with maximum efficiency. This is an opportunity to build decision-making frameworks from the ground up, while presenting your findings directly to senior executives who rely on your insights to guide multi-million-dollar decisions.

Key Responsibilities 1. Design & Optimize Financial Decision Models
  • Build and refine optimization models (e.g., linear programming, Excel Solver) to support capital planning, budget allocation, and resource optimization across business units.
  • Develop risk-weighted analytics that clearly communicate potential upside and downside exposure to senior leadership.
  • Build dynamic scenario-based models to assess the impact of macroeconomic factors (market trends, inflation, regulatory changes) on investments, M&A, and capital strategy.
  • Apply Monte Carlo simulation techniques to forecast variability and improve the resilience of capital allocation decisions.
2. Support Capital Allocation & Portfolio Strategy
  • Provide decision frameworks for capital allocation at the Board and executive level, including ROI, loss-rate assumptions, and probability-adjusted outcomes.
  • Partner with FP&A and Corporate Development on M&A evaluations, assessing portfolio fit and financial viability.
3. Visualize Insights for Executive Stakeholders
  • Translate complex analytics into intuitive dashboards and visualizations using Power BI, Tableau, or OneStream.
  • Present clear, data-backed recommendations to executives and other senior decision-makers.
4. Integrate with Forecasting & Planning
  • Incorporate advanced analytics into forecasting, budgeting, and long-range planning, working closely with the FP&A team.
  • Build models that align strategic initiatives with operational realities.
5. Drive Special Projects
  • Lead and support ad hoc and high-impact financial analytics projects, including product suite evaluations, loss-rate analysis, and portfolio optimization initiatives.
Qualifications
  • Bachelor’s degree in Finance, Statistics, Economics, Engineering, Mathematics, or a related field (MBA or CFA preferred).
  • 5–8 years of experience in FP&A, corporate finance, capital planning, or strategy, with strong hands-on modelling experience.
  • Advanced proficiency in Excel, including Solver, scenario analysis, and Monte Carlo simulations.
  • Strong experience with data visualization tools: Power BI, Tableau, or OneStream.
  • Knowledge of capital budgeting, investment valuation, and risk-adjusted return methodologies.
  • Exceptional analytical and problem-solving skills with the ability to simplify complex data for senior leaders.
  • Strong communication and storytelling skills, with experience presenting to executive leadership or Boards.

Work Environment: We offer a Flexible Work Program that provides you the ability to work three days onsite per week , from our Mississauga office.

Internal Applicants: please apply through the link and provide written endorsement from your current manager.

Why should you work for goeasy?

In keeping with our mission to create better tomorrows for our employees, each year goeasy commits to continuously enhancing its total rewards. Here are some of the perks we offer…

Financial Benefits:

  • Leverage our RRSP match and Employee Share Purchase Plan programs.
  • Annual bonus that rewards your hard work and dedication.
  • Employee discounts on furniture, electronics, and appliances.
  • MAT & PAT leave top-up.
  • Expand your financial knowledge through engaging Financial Literacy Learning opportunities.

Health and Lifestyle:

  • Enjoy company-paid volunteer days to give back to the community.
  • Access 24/7 healthcare with Virtual Doctor Appointments.
  • Personalize your benefits with a flexible modular benefits package.
  • Stay fit and energized with exclusive access to our on-site private gym at our head office.

Employee Perks:

  • Fuel your growth with the Tuition Assistance Program.
  • Double the impact of your generosity with Company Matched Charitable Donations.
  • Internal development training programs and platforms including job-specific training, career coaching, leadership excellence, mentorship, and many others.
  • Enjoy a state-of-the-art office space with perks like a games room, a healthy snack program, a fitness studio, free gated parking, and more!

Diversity, Inclusion, and Equal Opportunity Employment :

At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. goeasy is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. As an equal opportunity employer, we are committed to providing accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Please let the talent acquisition team know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs. 

Additional Information:

All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. We thank all interested applicants; however, we will only be contacting those for interview who possess the skills and qualifications outlined above. 

#LI-RU1

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Financial Planning Coach

Toronto, Ontario TD Bank

Posted 1 day ago

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Job Description

**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD General
**Pay Details:**
$76,800 - $115,200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
Additional Job Description
**Department Overview:**
As a member of TD Private Wealth Management (PWM), the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners. The team's mission is to support the wealth planning process by providing knowledge, tools and planning support that empowers advisors to make sound and proactive recommendations that are tailored to each client's unique objectives. The Wealth Planning process is fundamental to the way we do business. It is a thorough and consistent approach that can help guide client relationships. Our goal is to help advisors create integrated and customized solutions for clients by focusing on their unique objectives.
Financial Planning Coaching is a team within the WPS team. Financial Planning Coaching consists of financial planning subject matter experts with an overarching objective of supporting TD Wealth (TDW) advisors with delivering on our 4 Pillar Value Proposition. The Financial Planning Coaching team provides financial planning expertise to the Financial Planning Line of Business through proactive coaching. The team's mandate is to support TDW advisors with increasing and elevating planning within their book of business. This team is focused on elevating financial planning acumen, best practices with TD Wealth Architect, application of Wealth Planning Standards, and soft skills.
**Job Description:**
As a member of TD Wealth Advice, the Financial Planning Coach is responsible for coaching and mentoring with TD Wealth Financial Planners deliver high value financial planning to TD's Mass Affluent clients. Specifically, the Financial Planning Coach has accountability for:
a) Provide coaching and expertise to TD Wealth Financial Planners to bolster their financial planning acumen and deliver comprehensive financial planning to all clients
b) Elevating the level of quality contained within financial plans aligned, with TD's Standards; and
c) Support a dedicated region in driving the strategic vision of delivering wealth planning to TD's clients.
The Financial Planning Coach is an experienced practitioner who has a strong understanding of trends and regulatory matters that impact an advisor's practice. He/she/they possesses and can train/ coach to soft skills and technical knowledge required to deliver high quality financial planning.
Key responsibilities include:
- Proactively meet with all Financial Planner's within a dedicated Region on a regular cadence - individual and team-based
- Determine where the FP is in their learning journey and proficiency as it relates to executing on our value proposition and the full financial planning process
- Coach and train to the individual needs of Financial Planner's to elevate proficiency and acumen
- Curate resources to enable Financial Planner to execute on their development plans
- Create and deliver training on various financial planning topics and TD's financial planning software (TD Wealth Architect) at branch and regional level
- Proactively meet with all Senior Regional Manager's to identify gaps and opportunities to train/ coach to and provide feedback loop on outcomes of individual Financial Planner meetings
- Conduct spot checks on plans to ensure they are meeting the requirements of the Wealth Planning Standards
**Education/Accreditations:**
- Undergraduate degree
- Expertise in Coaching
- Experience in Adult Learning/ Instructional Design
- Certified Financial Planner (CFP) designation
- 8 years of relevant experience in all aspects of Wealth Planning
- Complex Financial Planning experience
- Computer skills: Microsoft Office, Voyant (Financial Planning software)
- Strong understanding of financial planning process including Discovery, Analysis, Plan Presentation, and Implementation
- Understanding of trends and regulatory matters that impact an advisor's practice
**Other** **Qualifications/Skills/Experience:**
- Minimum 8 years of financial or wealth planning experience
- A self-starter with the ability to work independently and to provide high quality services to clients
- Excellent people and relationship building skills
- Strong communication, presentation, time management, and organizational skills
- Computer proficiency (Word, Powerpoint, Excel, etc.)
- Professional designation such as CA, CGA, CMA and/or LL.B an asset
- Investment and insurance industry knowledge strong assets
- Willingness to travel within Canada
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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Financial Planning Intern

Toronto, 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

Brampton, Ontario IG Wealth Management

Posted today

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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.

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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Manager, Financial Planning & Analysis

Toronto, Ontario Corby Spirit and Wine

Posted 13 days 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

Posted today

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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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Consultant, Financial Planning & Analysis (Contract)

Toronto, Ontario McDonald's

Posted 3 days ago

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Job Description:
Company Description:
At McDonald's, we are committed to being the best, and that starts with finding the best people. We have built a team of extraordinary people from around the world. We are problem solvers, risk takers, innovators, and thought leaders that take our work seriously, but have fun doing it. We challenge ourselves to get smarter and sharper every day, we value personal and professional growth, and believe in rewarding and celebrating our successes.
The Opportunity
How would you like to work for the #1 quick service restaurant operation in the world! We currently have an 11-month contract opportunity as a Consultant, Financial Planning & Analysis available in the Financial Reporting and Planning team. This position will report to the Director of Financial Reporting and Planning. We are looking for a professional that is motivated to learn, develop, and grow within our Finance organization.
Duties
+ Maintain and develop effective processes for month-end close, quarterly projections, annual plan, and analysis.
+ Prepare accurate, timely financial analysis and reporting for senior management and for our U.S. parent.
+ Review reports for completeness, accuracy, consistency, and comparability.
+ Assess and improve reports, processes and analysis to make sure that they meet stakeholders' needs.
+ Provide insightful commentary on monthly variances vs. projection and plan.
+ Work with stakeholders and management to understand the numbers and provide insights and opportunities within the P&L.
+ Review/analyze/reconcile select balance sheet accounts.
+ Participate in the development of quarterly projections and 3-year plan.
+ Participate in the preparation of annual non-consolidated Canadian financial statements.
+ Prepare ad hoc reporting, forecasts and projections, and analysis for local management and U.S. parent on an as-needed basis.
+ Oversee SG&A cost department level planning process and the company-wide annual planning process.
+ Participate in / lead special projects and analysis as required; independently take projects to completion.
+ Participate in / support the GF Modernization project as needed (deployment, testing, training, hypercare, etc.)
+ Take ownership of personal development with a focus on learning, development, and growth to drive personal and team performance.
+ Ensure that financial practices are sound and in accordance with accounting rules (GAAP, etc.) as well as company guidelines, policies, and procedures.
+ Maintain and enhance internal control procedures to safeguard corporate assets.
Qualifications
The ideal candidate will possess the following skills and qualifications:
+ Bachelor's degree in a related discipline with a CPA/CA/CMA/CGA designation is required.
+ 3 or more years of relevant work experience as a Finance Manager or Senior Financial Analyst.
+ Strong two-way communication skills - both written and verbal.
+ Excellent analytical skills including proficiency with various analytic software tools.
+ Strong interpersonal skills for developing and maintaining effective working relationships and building a network for future growth.
+ Positively influences others and collaborates with a one-team mindset.
+ Ability to independently complete finance projects, including decision-making and ownership of deliverables.
+ Excellent organization, time management and documentation skills.
+ Ability to identify opportunities and challenge established practices to gain efficiencies in a high-performance environment.
+ Highly motivated with the ability to balance conflicting priorities.
+ Strong technical skills: MS Excel, PowerPoint, and Word - knowledge of Vena, Hyperion, Oracle, Power BI, and SharePoint are an asset.
+ A proven catalyst that drives business performance by achieving personal goals and objectives that are aligned to the organization's strategy.
+ Seeks opportunities for development and growth within the team and the broader finance organization.
+ Ability to understand the numbers through the lens of the underlying business activity.
+ Confidence to craft and communicate key messages to management and stakeholders (storytelling).
+ Financial reporting and /or planning experience preferred.
+ Understanding of U.S. GAAP is an asset.
Additional Information:
McDonald's Canada and Owner/Operators are committed to a diverse and inclusive workplace for all. Our workplaces have a long-standing policy of providing fair, equitable, and accessible opportunities for all employees and prospective employees. Accommodations during the application process are available upon request.
Requsition ID: 2061
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