Senior Financial Planning Analyst

ZipRecruiter; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading healthcare organization in Toronto is seeking a Senior Financial Planning Analyst to manage financial records, support compliance, and collaborate across departments. This full-time, hybrid role offers excellent benefits and opportunities for professional growth.

Qualifications

• Minimum of 5 years of full-cycle financial planning and analysis experience.
• Professional designation of CPA and/or nearing completion.

Responsibilities

• Manage financial records through monitoring, reconciliation, and reporting.
• Handle month-end processes including variance reviews and budget preparation.
• Collaborate with internal partners to assess new business initiatives.

Skills

Analytical Skills

Problem Solving

Communication

Attention to Detail

Education

CPA

Tools

Microsoft Office

Job description

Job Description

Our client, a leading healthcare organization, is seeking a highly skilled Senior Financial Planning Analyst (SFPA). In this role, the SFPA will provide data governance, financial reporting, analysis, budgeting/forecasting, and identification of risks and opportunities for assigned projects/portfolios.

This full-time, permanent role is based in Toronto with a hybrid schedule (2 days on-site) and offers excellent benefits. It provides an opportunity to be part of a dynamic and expanding industry.

Key Responsibilities:

• Systematically manage financial records through continuous monitoring, reconciliation, analysis, and reporting of data.
• Handle responsibilities related to month-end processes, including variance reviews, quarterly forecasts, and annual budget preparation across multiple portfolios.
• Collaborate with internal partners to assess new business initiatives, identifying risks and opportunities that could impact the organization.
• Support compliance deliverables on a monthly or quarterly basis by conducting detailed analyses to produce accurate and timely financial and statistical reports.
• Enhance collaboration across the finance team and other departments by maintaining open communication and providing constructive feedback.
• Work with high-level, sensitive financial information related to programs, patients, departments, and personnel. This includes evaluating internal controls, ensuring adherence to policies and procedures (such as policies, MIS guidelines, PSAB standards from the CICA Handbook), and meeting regulatory compliance requirements.

Qualifications:

• Professional designation of CPA and/or nearing completion
• Minimum of 5 years of full-cycle financial planning and analysis experience
• Excellent analytical, problem recognition, and problem-solving skills
• Proficiency in data manipulation, analysis of major databases, and understanding of relational databases
• Working knowledge of computerized accounting systems, patient information systems, HR applications, and Microsoft Office (Word, Excel, Access, PowerPoint)
• Strong attention to detail, critical thinking, and reporting skills that add value
• Excellent verbal and written communication skills, with the ability to liaise effectively across departments
• Demonstrated ability to work in a consultative, facilitative role with strong interpersonal skills, sound judgment, discretion, tact, and courtesy
• Ability to organize and prioritize multiple tasks in a dynamic environment
• Self-starter with the ability to work independently and collaboratively
• Experience presenting to Senior Management and Executives is an asset