Manager, Financial Planning & Analytics

MNP; Calgary; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading national accounting and advisory firm in Canada is seeking a Manager for Financial Planning & Analytics. The ideal candidate will have over 8 years of experience in financial analysis and budgeting, with a strong proficiency in tools like Power BI and advanced Excel. You will support executive leaders, ensuring accurate forecasting and strategic decision-making. This role offers an opportunity to make a significant impact in a dynamic environment.

Qualifications

• At least 8+ years of related experience in financial analysis.
• Experience leading end-to-end budgeting processes.
• In-depth knowledge of accounting practices.

Responsibilities

• Directly support executive and senior leaders with analysis.
• Lead MNP’s budgeting and forecasting process.
• Prepare management reports with Key Performance Indicators (KPIs).

Skills

Financial analysis

Budgeting processes

KPI development

Leadership

Advanced Excel

Power BI

SQL

Python

Education

Bachelor’s degree or professional accounting designation

Tools

Power BI

Microsoft Fabric

Agresso

One Stream

Job description

Overview

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.

Make an impact as a Manager, Financial Planning & Analytics. This diverse team of professionals are committed to delivering financial solutions with expertise and precision. As a trusted advisor, you’ll deliver insightful, strategic analysis to support the goals, objectives and operations of our firm.

MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.

Responsibilities

• Directly support executive and senior leaders to provide insightful analysis that is action-oriented and aligned with strategic objectives
• Prepare detailed plans for the budget process, assign responsibilities, and communicate to relevant stakeholders
• Lead and oversee MNP’s budgeting and forecasting process
• Ensure monthly reporting processes are completed in a timely manner and manage ad hoc reporting requests
• Drive continuous improvement and automation; research, recommend and utilize tools to provide data driven insights in support of MNP’s strategic plan
• Prepare management reports with Key Performance Indicators (KPIs) of advanced complexity
• Gather strategic insights from financial and operational data and present findings to executive and business leaders
• Leverage your expertise to develop and document processes that incorporate finance best practices, and work to advise and train team members on quality of work and sustainability
• Anticipate resourcing requirements of the team and recruit new team members as required
• Provide training, coaching and mentoring to team members
• Create a learning / career plan for new and experienced team members
• Contribute to the development of new ideas and approaches to improve existing processes
• Plan, advise, and deliver on projects initiated by management / executive team which often will include strategic views with forecast, or preparing business models with future estimations

Skills and Experience

• Bachelor’s degree or professional accounting designation is preferred
• At least 8+ years of related experience working in a financial analysis role
• Experience leading end to end budgeting processes, strategic planning, KPI development and analysis / visualization
• In depth knowledge of accounting practices and experience analyzing financial statements data
• Advanced level experience with Power BI, One Stream, Agresso and data warehouses
• Advanced level experience with Microsoft Fabric, Power Apps, Power Automate, DAX / SQL, Python required
• Advanced system application skills with good understanding of RLS set up
• 2-3 years experience of managing a team and leading larger processes in an organisation
• 3+ years of using Advanced Excel, Power Query, Power Automate
• 5+ years of using PowerBI, SQL, Python
• Experience developing and presenting insights to leadership & stakeholders
• Professional services industry experience is considered an asset