Financial Planning Analyst

T-Net British Columbia; Vancouver; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

An established industry player is seeking an intermediate Finance Professional to join their dynamic Technology group. This role involves maintaining a capital portfolio of initiatives and integrating financial planning into the company's Integrated Planning framework. The ideal candidate will possess a blend of hard and soft skills, allowing them to navigate the intersection of IT and finance effectively. You will work closely with various stakeholders to ensure that capital investments align with organizational goals. This position offers a unique opportunity to influence capital project management and drive strategic financial decisions in a collaborative environment. If you are passionate about finance and technology, this role is perfect for you.

Qualifications

• 5-8 years of financial management experience in large organizations.
• Bachelor's degree in Business or Finance and CPA designation required.

Responsibilities

• Manage and analyze capital investment portfolios and budgets.
• Collaborate with technology managers to shape capital project demands.
• Participate in capital management meetings and support ongoing budget management.

Skills

Financial management

Information technology knowledge

Budgeting

Forecasting

Financial planning and analysis

Capital planning

Business case writing

Financial modeling

Microsoft Office (Excel, Word, PowerPoint)

SharePoint

Education

Bachelor's degree in Business or Finance

Professional accounting designation (CPA)

Tools

Financial management tools

Data management tools

Job description

Our client is looking for an intermediate Finance Professional to maintain a capital portfolio of initiatives for the company's Technology group and integrate this function into their Integrated Planning framework.

The Financial Planning Analyst assists in maintaining a capital portfolio of initiatives for the company's Technology group and integrating this function into their Integrated Planning framework. This includes surfacing, capturing and shaping needs for capital IT investments.

A balance of hard and soft skills is necessary to maintain a high-quality portfolio among many interested parties. A balance of IT and finance knowledge is necessary to translate uncertain IT needs into sensible plans, and control a dynamic portfolio and investment workflow.

Responsibilities:

• Work within the Portfolio Management team, Technology Planning & Performance on a range of financial planning and analysis tasks.
• Apply a business mindset in support of team objectives related to capital investment portfolio management, capital planning, business case reviews, benefits realization, and regulatory work.
• Work closely with Technology managers, planners and other staff to surface, capture and shape the changing demand for capital projects and with Finance Support to produce consolidated forecasts.
• Support the ongoing management of the capital portfolio and historical record, enabling ongoing budget management, reporting, and trend analysis.
• Participate in monthly capital management meetings to report budget performance, release projects for initiation, and process ex-plan project requests.
• Support capital planning over multiple time horizons, ensuring continuous alignment with the capital portfolio.
• Work with asset owners and advisors across technology on topics such as project complexity and risk assessment, asset health and criticality, cost escalation, estimation, and benefits analysis.
• Advice on process and tool improvement to aid better portfolio optimization.
• Assist with training of IT advisors and asset owners on capital processes.

Required Experience:

• Financial management, and information technology and/or business management, in a large organization or professional services environment.
• Forecasting, budgeting, and performance management.
• Financial planning and analysis.
• Utilities or public service experience would be an asset.

Education and Skills:

• Bachelor's degree in Business, Finance, or other related disciplines.
• Five (5) to eight (8) years of financial management work experience or equivalent.
• Professional accounting designation such as the Chartered Professional Accountant (CPA).
• Strong financial skills including capital planning, business case writing and financial modeling.
• Comfortable creating, managing and improving datasets, workflows, and tools that support investment decision making.
• Strong ability with Microsoft Office (Excel, Word, PowerPoint) and SharePoint.
• Strong service orientation and focus on outcomes.
• Strong people skills including building professional relationships, working across disciplines, and 'leading without authority.'
• Strong communication skills including writing, presenting, and facilitation.

1-year initial contract that may extend based on workload and performance.

WFH and Office based schedule, 2 days a week expected to be in the office, downtown Vancouver.