Financial Planning and Analysis Manager

Kassen Recruitment; Peterborough; On-site; CAD 90,000 - 120,000; Full time

Job summary

A reputable organization in the healthcare sector is seeking a Manager, Financial Planning & Analysis to join their Finance team in Peterborough, Ontario. This position involves leading budgeting, forecasting, and management reporting processes while providing strategic insights to executives. Ideal candidates will have a professional accounting designation and over 5 years of progressive experience in financial analysis and reporting. Join a passionate team focused on meaningful impact within the healthcare sector.

Qualifications

• Professional accounting or finance designation (CPA, CFA) preferred.
• 5+ years of progressive experience in financial analysis and reporting.
• Experience in real estate, healthcare, or asset management is an asset.

Responsibilities

• Lead financial planning, budgeting, and forecasting processes.
• Develop financial models for scenario planning and investment analysis.
• Prepare monthly management reports and variance analyses.
• Partner with operations and executive teams to evaluate performance.

Skills

Financial analysis

Budgeting

Reporting

Financial modeling

Attention to detail

Communication

Education

CPA, CFA, or equivalent

Tools

Excel

Job description

Overview

A reputable organization in the senior living and healthcare development sector is seeking a Manager, Financial Planning & Analysis to join their Finance team.

This position offers visibility to executive leadership, involvement in strategic decision-making, and an opportunity to shape the organization’s FP&A function as it continues to expand through acquisition and development.

About the Role

Reporting to the Chief Financial Officer, this position will take ownership of budgeting, forecasting, and management reporting processes. The Manager, FP&A will play a key role in developing financial insights, improving operational efficiency, and building best practices to support a growing portfolio of healthcare and housing assets. The role is best suited to someone who enjoys working cross-functionally with senior leaders and investors in a hands-on, fast-paced environment.

What You’ll Do

• Lead and refine financial planning, budgeting, and forecasting processes across multiple business units.
• Develop and maintain financial models to support scenario planning, capital allocation, and investment analysis.
• Prepare monthly management reports, board packages, and variance analyses with clear insights and recommendations.
• Partner with operations and executive teams to evaluate performance and identify improvement opportunities.
• Support risk management and cost-reduction initiatives by analyzing cost structures and key drivers.
• Provide ad-hoc analysis and decision support to the CFO and other stakeholders.
• Help establish consistent FP&A processes and reporting frameworks as the company scales.

What You Bring

• Professional accounting or finance designation (CPA, CFA, or equivalent) or in progress preferred.
• 5+ years of progressive experience in financial analysis, budgeting, and reporting; experience in real estate, healthcare, or asset management is an asset.
• Strong technical and analytical skills, with demonstrated proficiency in Excel and financial modeling.
• Exceptional attention to detail and ability to “tell the story” behind the numbers.
• Confident communicator with the ability to engage senior stakeholders and non-finance partners.
• Self-starter who thrives in a growing, entrepreneurial environment and requires minimal supervision.

Why Join

This is an opportunity to join a purpose-driven organization experiencing significant growth through development and acquisition. The team is collaborative, hands-on, and passionate about building meaningful impact within the healthcare and housing sectors.