163 Financial Planning jobs in Canada

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.

Job Description

Manager, Financial Planning & Analysis (FP&A)

Lambert Nemec Group is partnering with a respected and innovative organization in their search for a Manager, Financial Planning and Analysis (FP&A) who is ready to step into a visible role where financial insights directly shape business strategy and performance.

This is a career-building FP&A role for someone ready to go beyond analysis and make a measurable impact.

What You’ll Do

• Lead planning, forecasting, and analysis for a significant operation
• Provide reporting and insights that influence executive decisions
• Partner with leaders on performance tracking and strategic initiatives
• Bridge finance and operations, bringing numbers to life for the business

Who You Are

• 5+ years of FP&A or financial analysis experience
• Strong understanding of P&L and financial statements
• Confident communicator with executive presence
• Ambitious, analytical, and looking for long-term growth

Compensation & Rewards

• Base Salary: $90K – $115K
• Bonus: 15% target
• High visibility with senior leadership and a clear path for career progression

To Apply:

If you are interested in this opportunity, please forward your resume (in Word format) directly to , referencing “Manager, Financial Planning and Analysis” in the subject line of your email. To view other opportunities currently available, please visit: -opportunities/index.html#/jobs

We thank all applicants in advance; however, only those individuals who best meet our client’s specifications will be contacted. All other resumes will be kept on file for future consideration.

Job Description

Agency Financial Planning Manager - Desjardins Insurance Office

Location:
Type: Full Time

Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of financial planning Manager- Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals.
• Successfully complete projects from time to time with the Insurance company.
• Meet monthly sales quota's.
• Maintain book of business/portfolio in a complaint manner. Follow all corporate guidelines.

Requirements:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• IFIC license
• LLQP license
• Must be able to work under pressure and excel in a team oriented enviornment

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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:

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.