Financial Planning Analyst

Milton SE; Milton; Hybrid; CAD 89,000 - 112,000; Full time

Benefits offered by this job

Payment in lieu of benefits

Employee Assistance Program

OMERS Pension plan participation

Paid time off (vacation & incidental)

Job summary

The Town of Milton is seeking a Financial Planning Analyst to deliver program-specific financial support across budgeting, reporting, and business case analysis for departments and project managers. The role emphasizes financial modeling, variance analysis, and collaboration with internal teams to ensure compliant, accurate reporting.

The position is hybrid, offering an annual salary range of $89,204 to $111,503, with benefits like OMERS pension eligibility, paid time off, and employee perks.

Qualifications

• Post-secondary degree in Business, Finance and/or Accounting
• 3 years’ experience in financial analysis, budget preparation, capital asset accounting, variance tracking and developing and working with financial models
• Knowledge of Municipal Act, PSAS, and related regulations

Responsibilities

• Provides consultation and integrated financial services to departments and project managers.
• Recommends and implements policy and process improvements for efficient operations.
• Coordinates the annual operating and capital budgeting process and builds financial models.

Skills

Advanced Excel

Financial analysis

Budgeting

Variance analysis

Education

Post-secondary degree in Business, Finance and/or Accounting

Tools

Excel

Workday

FMW

Job description

Financial Planning Analyst# Careers## Financial Planning AnalystApply: Hybrid work arrangement: Town Hall: Full time: Posted Yesterday: End Date: November 24, 2026 (20 days left to apply): JR26-1392Job Type:Contract**Department:****Salary:**$89,204.00 - $111,503.00**Close Date** ***(closes at 12:00 am on date noted below):***November 24, 2026**Hours per Week:**35Openings:1# # **Position Summary**About Milton Join one of Ontario’s fastest-growing and most dynamic municipalities. The Town of Milton is proud to deliver high-quality, sustainable municipal services that support a vibrant, inclusive, and forward-looking community where residents thrive, businesses succeed, and nature is respected and protected. Our vision is to foster a safe, diverse, and welcoming environment—one that honours its natural landscapes and rich heritage, supports thriving and inclusive neighbourhoods, nurtures a strong and balanced economy, and offers exceptional opportunities to live, learn, work, and play. What We Offer? This contract position is eligible for the following: •Annual Salary Range: $89,204 - $111,503 •Payment in Lieu of Benefits (for contracts over 12 months) •Employee Assistance Program •Eligibility to participate in the OMERS pension plan •Paid time off, including vacation and incidental days (for contracts over 6 months) •Employee perks/discounts: Discount on Active Living Pass and Perkopolis •Flexible work arrangements, including hybrid work options and participation in the Town’s compressed work-week program (for eligible positions) Position Summary Under the supervision of the Supervisor, Financial Reporting, the Financial Planning Analyst is responsible for providing program specific financial support in the areas of budget, reporting, and business case analysis to Departmental and Divisional management teams and Project Managers.# # **Major Job Responsibilities**Provides consultation and integrated financial services, ensuring required financial supports are in place for departments to achieve their business goals and objectives.* Acts as first point of contact for departments and project managers for day-to-day issues with financial implications.* Recommends and executes policy, process, and procedure improvements to enhance operations of respective departments, working with Departmental staff to understand needs and provide expert advice, and developing communication strategies to ensure department staff are informed.* Participates in new department initiatives (new systems, new business initiatives, rate setting, etc.), ensuring integration of financial systems.* Provides commentary to departments on draft Council reports including financial impacts.* Provides training to departmental staff to foster teamwork and maintain standards.Provides financial and budget analytical support, working with departmental program/project managers.* Completes monthly and/or quarterly variance analysis.* Builds models, and develops internal financial reports to assist departments in managing their business on an on-going basis as well as to help them forecast projections of revenues and expenses* Coordinates the annual budgeting process (operating and capital), building models and providing guidance on required assumptions to assist in the preparation of budgets of revenues and expenses. Analyzes and reviews budget submissions for compliance with Council approved guidelines* Maintains information related to tangible capital assets including all transactions for acquisitions and disposals* Liaises with external auditors annually for all audit procedures and supports the year end reporting process* Provides financial analysis and reporting related to procurement matters* Liaising with and providing functional guidance to Department staff in compliance with the Council approved by laws and policies* Assists with the preparation of report to Council.Prepares program specific external reporting such as provincial and federal grant fund reporting as well as responding to requests from agencies such as Statistics Canada* Leads the coordination, preparation and submission of external documents to the respective agencies in accordance with agreements* Collaborates with Departments to ensure complete and accurate submissions* Liaises with program specific agencies as needed to clarify and provide information.Acts as a financial liaison on various projects and studies such as Asset Management Planning, Fiscal Impact Studies, Development Charges Study, Equipment Rate Reviews and User Fee updates* Develops financial models and performs analysis in alignment with strategic objectives and financial policies* Coordinates the preparation of consultant information requests with Departments and reviews data for reasonability* Reviews and comments on analysis and reports prepared by the consultantIdentifies opportunities for process improvements.* Investigates and leads process improvements, economies of scale, etc. that provide financial benefit to the department and taxpayer, conducts analyses and recommends actions to be taken.* Researches issues/best practices, and develops recommendations to be applied in both financial reporting and business processes# **Education & Experience****Minimum Qualifications*** Post-secondary degree in Business, Finance and/or Accounting* Three (3) years’ experience in financial analysis, budget preparation, capital asset accounting, variance tracking and developing and working with financial models* Knowledge of external regulations, such as the Municipal Act, the Public Sector Accounting Standards, and all other regulations impacting the accounting and reporting of municipalities* Advanced analytical skills* Proficient in Windows based software including Microsoft applications, advanced proficiency in Excel**Preferred Qualifications*** Three (3) years’ experience in municipal finance* Professional accounting designation (CPA) or progressing toward completion of designation* Experience with financial software (such as FMW and Workday)* Excellent communication and interpersonal skills* Strong time management, organization and problem solving skills* Ability to work well independently and as a team member or leader with equally successful results**Note to Applicants**This posting is for an existing job vacancy.The Town is an equal opportunity employer, committed to fostering a diverse, inclusive, accessible, and respectful workplace. We encourage applications from all qualified individuals and are dedicated to fair and transparent hiring practiceWe thank all who apply, however only those selected to move forward in the process will be contacted. **Accommodations**Should you be selected to participate in the recruitment process, please inform Human Resources of any accommodations you may require. We will work with you to ensure your full participation in the process.**How to Apply**Interested applicants are invited to apply online at www.milton.ca under the Employment Opportunities section. Please ensure your application is submitted by 11:59 pm on November 23, 2026.***If you are currently employed with the Town of Milton, please apply internally through the Jobs Hub app of your Workday account in order for your application to be processed as an internal applicant.***In accordance with the Freedom of Information and Privacy legislation, applicant information is collected under the authority of the Municipal Act and will be used strictly for candidate selection.