Director, Financial Planning and Analysis

GSL Group; Vancouver; On-site; CAD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Financial Planning and Analysis to manage the financial needs of ultra-high net worth individuals. This pivotal role involves overseeing cash flow, budgeting, and investment strategies while liaising with external advisors. The ideal candidate will possess strong analytical skills, emotional intelligence, and a CPA designation, ensuring effective management of complex financial matters. Join a dynamic team that values diversity and fosters an inclusive culture, where your expertise will contribute to strategic financial planning and risk mitigation. If you are ready to take the next step in your career, we want to hear from you!

Qualifications

• Undergraduate degree in finance or accounting required.
• Master's degree preferred; CPA designation ideal.

Responsibilities

• Oversee CEO's personal and family financial needs.
• Create financial reports and analyze complex data.
• Liaise with external advisors for wealth management.

Skills

Financial Analysis

Budgeting

Tax Strategy

Investment Management

Interpersonal Skills

Emotional Intelligence

Problem-Solving

Education

Bachelor's Degree in Finance or Accounting

Master's Degree in Finance or Accounting

Chartered Professional Accountant (CPA)

Job description

We innovate | We have tenacity | We empower | We get things done | We are unique | We have fun

You are an excellent communicator with enviable interpersonal skills. You leverage your high attention to detail and problem-solving ability to analyze data and distill it into digestible information. In the complex world of ultra-high net worth individuals’ finances, you rely on your emotional intelligence, discretion, and ability to manage confidential matters to translate complex financial issues and concepts.

As the Director, Financial Planning and Analysis, you will oversee and guide our CEO’s personal and family financial needs. This includes managing cash flow and spending, budgeting, tax strategy, planning and preparation, investment and benevolence, and providing reporting, analysis, and financial advice. The role will be accountable for:

• Liaising with external professional advisors and experts in wealth management, banking, tax, estate planning, and legal professionals.
• Creating financial reports and in-depth analysis, including annual spend, personal and family tax planning, RESP, RRSP, TFSA, FHSA, credit card spending, donation strategies, and monitoring cash flow.
• Analyzing financial data and preparing reports, statements, projections, and complex financial models.
• Establishing and maintaining financial control safeguards.
• Developing a 12–24-month outlook to strategically plan quarterly and annual objectives.
• Performing due diligence on potential venture capital investments and working with existing venture capital advisors to monitor current positions.
• Assisting in managing personal investments, financial obligations, and philanthropic initiatives.
• Designing and implementing plans to mitigate risk and enhance reputation.
• Optimizing banking relationships and developing strategies to enhance cash positions.
• Additional responsibilities aligned with our CEO’s financial needs.

To succeed, you should have completed an undergraduate degree in finance or accounting, with a master’s degree preferred. Ideally, you are a Chartered Professional Accountant (CPA) with significant industry experience in finance or accounting, complemented by several years in consulting.

If you possess a relentless work ethic, a strong understanding of specialized financial concepts, love a challenge, and are ready for the next step in your impressive career, we’d love to hear from you! Apply today!

The GSL Group of Companies is proud to be an equal opportunity employer. We value diversity and are committed to providing a work environment free from harassment and discrimination. All employment decisions are based on qualifications, job requirements, and business needs. GSL is passionate about fostering an inclusive culture where talented individuals of all backgrounds want to work.