Financial Planning and Analysis Manager

Diploma Healthcare Group; Mississauga; Vor Ort; CAD 110.000 - 140.000; Vollzeit

Benefits dieser Stelle

Health, dental and vision

Flexible hours

Great benefits

Professional growth opportunities

Zusammenfassung

Somagen Diagnostics Inc. seeks a senior financial planning and analysis leader to drive forecasting, budgeting, variance analysis and strategic planning.

You will work with senior management to build annual budgets and forecasts and translate results into actionable business insights for decisions. The ideal candidate brings extensive data analytics experience, ERP exposure, and strong Excel, Power BI and SQL skills.

Qualifikationen

• Post-secondary education in a quantitative field such as Mathematics/Statistics, Economics, Accounting or Finance.
• Minimum 5 years of progressive experience in data analytics, management reporting, or financial planning and analysis.
• Experience in an ERP environment.

Aufgaben

• Lead budgeting and forecasting processes and ensure alignment with business goals.
• Develop financial models to support annual budget, forecasts, and strategic decisions; analyze trends and variances.
• Report monthly results versus budget/forecast with variance analysis and risk/opportunity insights.
• Partner with Commercial teams to assess profitability of equipment sales and long-term rentals; manage revenue and margins.
• Support ERP implementation, data cleansing and migration.
• Assist in financial close, deliver accurate results and recommended improvements.
• Develop models for sales compensation and monthly performance calculations.
• Build dashboards and reports with IT to enable timely decision making.
• Foster cross-functional collaboration to drive operational and strategic decisions.

Kenntnisse

ERP experience

SQL

Power BI

Advanced Excel

Financial modeling

Data analytics

Budgeting & forecasting

Management reporting

Ausbildung

Post-secondary education in finance/economics/quantitative field

Tools

ERP systems

Power BI

SQL

Excel

PowerPoint

Jobbeschreibung

Somagen Diagnostics Inc. was founded +30 years ago in Edmonton and has grown steadily to become Canada's largest independent provider of medical diagnostic technology to laboratories, hospitals and clinics. Somagen is the exclusive Canadian distributor for many of the world’s most respected diagnostic product suppliers such as Polymedco, Phadia, and Sakura. We pride ourselves on being a highly technical sales organization providing leading support solutions to our clinical customers. Our proven business model has consistently achieved sustained growth even through challenging economic times.

Vantage Endoscopy and AMT Surgical are leading sales focused distribution organizations specializing in high tech niche diagnostic and therapeutic medical products focused on Endoscopy/GI Suite, GI Clinics and Hospital Operating Rooms across Canada.

Representing suppliers of innovative diagnostic and therapeutic products devices from around the world, we are a leader in medical product and device distribution in Canada.

The Position

The successful candidate will play a lead role in developing the Company's financial forecast, annual budgeting process, operating plan variance analysis, and special projects. This role will liaise with senior management to prepare the business' financial and strategic plans and work with the business to build annual budgets and forecasts while analyzing financial and operational results to support business decision making and execution of company performance.

What you'll do:

This role is responsible for a variety of functions that include, but are not limited to:

• Lead the budgeting and forecasting process, ensuring alignment with business goals.
• Develop financial models to support annual budget process, periodic forecasting process and strategic business decisions by senior management, and use analytics to identify trends and variances to provide proactive recommendations.
• Report monthly results versus budget/forecast and provide thorough analysis and investigation into the variances while bringing forward risks and opportunities to senior leadership.
• Partner with Commercial team to provide profitability assessments of equipment capital sales and long-term rental projects as well as revenue and margin management and provide appropriate recommendations.
• Play a key role in upcoming ERP implementation, supporting the planning and coordination of data cleansing and migration.
• Assist in the financial close process, delivering accurate financial results and reports, and providing variance analysis and recommendations to improve financial performance and profitability.
• Support commercial teams with development of models to support the build of sales compensation models, analysis of plans throughout fiscal year, and monthly calculation of sales commissions.
• Build financial models and dashboards, in partnership with IT Business Analyst, to provide timely and accurate data that drives business decision making.
• Develop and maintain effective relationships with business partners and cross‑functional teams and collaborate to provide financial insights that support operational and strategic decisions.
• Identify opportunities for automation and process enhancements to improve financial operations.

Requirements:

• Post- Secondary Education in related field e.g., Mathematics/Statistics. Economics, Accounting, Finance, or other quantitative disciplines
• Minimum 5 years of progressive experience in data analytics, management reporting, or financial planning and analysis.
• Experience in an ERP environment.
• Advanced working knowledge of Microsoft Office Suite (specifically Excel and PowerPoint)
• Understanding of databases, SQL, and other technology; knowledge of Power BI is required.
• Innovative thinker with a passion for quantitative analysis and desire to continually add value and help achieve business results.
• Demonstrated experience in financial reporting, budgeting, forecasting, and business modeling.
• Strong understanding of financial metrics, forecasting, and analytical tools.
• Strong business acumen and critical thinking skills, including data and system analysis skills to draw conclusions effectively.
• Excellent written and verbal communication skills with the ability to influence at senior levels.
• Proven ability to manage multiple priorities and deliver results under tight timelines.
• High level of accountability, adaptability, and ownership.
• Collaborative mindset with the ability to build effective cross‑functional relationships.
• Continuous improvement orientation with a focus on efficiency and value creation.

What's in it for you:

• Brand new facility in Mississauga close to 401 and/or 407
• Great benefits including health, dental and vision.
• Diverse and dynamic teams with challenging and exciting work
• An opportunity to have a real impact on our business.
• A great range of social activities
• Employee referral program
• And so much more!!

Hours and Locations:

• Flexible 7.5-hour shift within office hours 8:00 AM - 5:00 PM.
• Mississauga (Meadowvale area)

Health & Safety Responsibilities:

• Maintaining safe systems of work for manual handling, vehicle movements, storage, and equipment use (if applicable).
• Reporting incidents, near misses, and unsafe conditions and assisting with investigations.
• Follow site rules, safe working procedures, and use PPE as required.

Note: The successful candidate must be eligible to work in Canada and will be subject to a background check and references.

This job posting is an existing vacancy

We rely on people, not algorithms. Our recruiters personally review every application no AI screening is used at any stage.

In accordance with the Accessibility for Ontarians with Disabilities Act (AODA) 2005, should you require any accommodation during the recruitment process, please indicate this on your application and we will gladly work with you to meet your accessibility needs.