Manager, Financial Planning, Analysis, and Reporting

Swim Recruiting; Coquitlam; Hybrid; CAD 94,000 - 120,000; Full time

Benefits offered by this job

Hybrid work arrangement

Health benefits

Paid time off

Job summary

Swim Recruiting is assisting a well-established Canadian organization in Coquitlam, BC, to recruit a Manager, Financial Analysis, Planning & Reporting. This role leads FP&A, budgeting, forecasting, cash flow analysis, variance analysis, and financial system optimization after ERP implementation, with mentoring responsibilities.

The successful candidate will hold a CPA designation, have 5+ years of progressive experience, and strong ASPE-based reporting.

Qualifications

• CPA designation (or international equivalent) is required.
• Undergraduate degree in Accounting, Finance, or related field.
• At least 5 years of progressive work experience.
• Excellent financial reporting skills using ASPE.
• Public practice accounting experience with mid-size or multinational firm is preferred.
• Experience with a sophisticated financial system, ideally an ERP.

Responsibilities

• Develop and execute FP&A strategies aligned to corporate objectives.
• Produce monthly financial reporting packages for senior leadership and boards.
• Review intercompany activity and ensure timely, accurate financial results.
• Analyze variances against budgets and forecasts and provide actionable insights.
• Coordinate the annual budgeting cycle with the Director of Finance and business leaders.
• Mentor and lead the FP&A team and assist with system/process improvements.

Skills

Financial analysis

Financial reporting

Leadership potential

Strong technical accounting

Education

CPA designation or international equivalent

Undergraduate degree in Accounting or Finance

Tools

ERP systems

Job description

This is an excellent opportunity for a CPA designated accounting professional who wants to step into a management-level role with a very well-established organization. Managing financial analysis & planning as well as financial reporting, while supporting the overall accounting & finance function. This company is growing, which means future career development opportunities for this Manager! HYBRID. Office is based in Coquitlam.

Our client is a well-established Canadian organization headquartered in the Lower Mainland with operations across the country. With over three decades of history and a workforce supporting large and complex projects nationwide, the company has built a strong reputation for reliability and operational excellence. The organization values collaboration, accountability, and a people-first culture. Employees are supported and empowered to contribute to the company’s ongoing success.

What- the Role:

On behalf of our client, Swim Recruiting is seeking a Manager, Financial Analysis, Planning & Reporting who will play a key role on the growing finance team. Reporting directly to the Director of Finance. The new Manager will support financial reporting, forecasting, budgeting, cash flow analysis, variance analysis, financial system optimization (following a recent ERP implementation), and internal control. The Manager will work closely with another Finance Manager and will cross-train in other areas such as operational and general accounting. This is a newly created role due to business growth.

Responsibilities include:

• Develop and then execute on FP&A strategies that support and advance the organization’s broader corporate objectives.
• Produce and present comprehensive monthly financial reporting packages for senior leadership, including income statement, balance sheet, cash flow, and related financial analysis, while coordinating deliverables with the board meeting schedule.
• Ensure financial results are reported accurately and within required timelines, including the review and reconciliation of intercompany activity.
• Evaluate financial performance against budgets and forecasts, identify significant variances, and translate findings into concise, practical insights and recommendations for leadership.
• Coordinate the organization’s annual budgeting cycle in partnership with the Director of Finance and leaders across the various business lines.
• Manage the growth and performance of the company’s financial reporting and FP&A by providing mentorship, direction, ongoing feedback, training, and consistent communication through regular team meetings.
• Assist with initiatives related to the new financial system, and update process documentation and procedures.

Who- the Candidate:

We are seeking a self-motivated, hard-working, and detail-oriented accounting professional with strong technical accounting knowledge who shows strong potential to step into a people management capacity in future.

• CPA designation (or International equivalent).
• Undergraduate degree in Accounting, Finance, or a related discipline.
• At least 5 years of relevant and progressive work experience.
• Excellent financial reporting skills using ASPE.
• Public practice accounting experience, with a mid-size or multi-national accounting firm, is preferred.
• Experience using a sophisticated financial systems, ideally an ERP
• Strong analytical, organizational, and problem-solving skills.
• Ability to lead initiatives, improve processes, and support broader organizational goals.

Bonus Points…

• Ideally the new Manager will live in the TriCities area! Coquitlam, Port Coquitlam, Port Moody, Anmore, or Belcarra, or perhaps a nearby city such as Surrey, Pitt Meadows, Burquitlam, etc.
• Experience overseeing financial reporting (ASPE) and FP&A
• Experience working in a complex and project-driven operational environment, ideally in an industrial sector.
• Demonstrated ability to implement or strengthen internal controls and reporting processes.
• Proven leadership skills and ability to mentor or guide team members.
• Experience with financial system optimization and customization (this company is on a mid-tier ERP)

How Much:

Base salary in the range of $94,000 to $120,000, commensurate with financial reporting skills, relevant work experience, and when CPA designation was achieved. The company provides a competitive overall compensation package including good health benefits, paid time off, and other employee programs.

Where:

HYBRID. Coquitlam, British Columbia. The Manager will work full time in office at first, while getting to know the business and processes and to build solid in-person relationships across the company. The company has a flexible/hybrid work program in-place and eventually the Manager can start to work from home 1-2 days’ a week.