Financial Planning and Analysis Manager

Stevenson & White; Ottawa; Hybrid; CAD 116,000 - 145,000; Full time

Benefits offered by this job

Annual incentive plan

4 weeks’ vacation and 15 sick days

Great group benefits package

Hybrid schedule: 3 days in office

Job summary

Stevenson & White in Ottawa seeks a senior financial planning leader to manage budgeting, forecasting, and analysis across the organization.

You will lead a small team, ensure compliance with regulatory standards, and partner with business units to drive smarter decisions. The role requires IFRS experience, advanced Excel, and strong communication skills.

Qualifications

• Post‑secondary education in finance and/or accounting.
• Minimum 5+ years of progressive accounting experience.
• Previous supervisory experience.
• IFRS experience is a strong asset.
• Advanced Excel skills including pivot tables and modelling.
• Strong communication skills are essential.

Responsibilities

• Lead the annual budgeting and financial forecasting processes.
• Collaborate with business unit leaders to assess financial performance and risks.
• Develop forecasts, dashboards, and reports for project planning.
• Oversee financial reporting for capital projects and pension plan statements.

Skills

Leadership

IFRS

Excel modelling

Forecasting & budgeting

Communication

Power BI

Education

Post-secondary education in finance and/or accounting

Tools

ERP systems

Power BI

Excel

Job description

Do you enjoy turning numbers into big-picture thinking? In this role, you will take the lead in financial planning, uncover insights, and help guide smarter decisions across the organization. Reporting to the Director of Finance, you will manage a small team and oversee all financial planning, budgeting, and analysis activities. Drawing on your leadership skills and strong knowledge of financial regulations and compliance standards, you will build strong partnerships throughout multiple business units. This is an immersive and engaging role that will allow you to have an impact on business decision‑making. The main responsibilities include:

• Lead the annual budgeting and financial forecasting processes, ensuring alignment with the organization’s priorities and financial commitments
• Work closely with business unit leaders to understand financial performance, identify risks and opportunities, and support informed decisions
• Develop forecasts, financial dashboards, and reports to support business planning for specific projects
• Oversee financial reporting for capital projects and pension plan statements, including audits and regulatory requirements
• Improve financial processes, data accuracy, and reporting by using systems and tools such as ERP, Power BI, and Excel.
• Lead and support team members through coaching, mentoring, and professional development

Our client has built an excellent reputation in Ottawa as a stable and resilient organization that offers interesting and diverse work, a modern work environment, and a healthy work-life balance. If you want to build a career where your daily impact is recognized, supported, and rewarded,

Qualifications:

The main qualifications for this role include:

• Post‑secondary education in finance and/or accounting
• Minimum 5+ years of progressive accounting experience
• Previous supervisory experience
• IFRS experience is a strong asset
• Advanced Excel skills, including pivot tables and modelling
• Strong communication skills are a must

How You Will Be Rewarded:

• $116,000 – $145,000 salary range
• Annual incentive plan
• 4 weeks’ vacation and 15 sick days
• Great group benefits package
• Potential to work a hybrid schedule, 3 days a week in office, after 3 months