Financial Planning and Analysis Manager

ZipRecruiter; Nanaimo; On-site; CAD 90,000 - 120,000; Full time

Job summary

A prominent post-secondary institution in BC seeks a Financial Planning & Analysis Manager to lead a team of financial analysts. The role requires strong leadership, CPA designation, and expertise in financial planning and analysis. Responsibilities include managing budgets, forecasts, and stakeholder relations to support various business functions. Ideal candidates will have advanced Excel skills and experience in financial reporting tools.

Qualifications

• 8+ years of financial planning, budgeting, forecasting experience.
• Previous leadership experience managing teams of 5+ people.

Responsibilities

• Collaborates on budgets, forecasts, and financial analyses.
• Translating data into meaningful insights and developing business cases.

Skills

Leadership

Financial Planning

Budgeting

Forecasting

Business Intelligence

Communication

Detail Orientation

Education

Bachelor's in a related field

Chartered Professional Accountant (CPA)

Tools

Excel

Power BI

Python

Job description

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 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 the team

Must-Haves:

• 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 a Bachelor’s in a related field
• Previous leadership experience managing teams of 5+ people and stakeholder relations is required.
• Possess advanced Excel skills, specifically in Power Query and advanced equations
• Experience with designing and evaluating financial data and reporting tools
• Experience with financial systems and databases for data extraction and performance analysis
• Strong communication and detail skills

Plusses:

• Previous experience working in a post-secondary institution
• Previous experience managing union relations
• Experience with Python, Power BI, and AI.