Manager, Financial Planning and Analysis

CPA Ontaro; Toronto; Hybrid; CAD 85,000 - 115,000; Full time

Job summary

CPA Ontario is seeking a Manager for Financial Planning & Analysis who will focus on reporting and analyzing people costs. This key role supports strategic initiatives and collaborates with leaders on budget processes and forecasts. Ideal candidates are experienced professionals with strong analytical and presentation skills, proficient in report generation, and familiar with HR and finance systems in a hybrid work environment.

Benefits

Industry-leading benefits

Ongoing learning and career growth

Healthy lifestyle allowance

Mental health resources

Diversity and inclusion initiatives

Qualifications

• Minimum 5 years progressive experience in HR reporting and analysis.
• Enrolled or completed CPA certification program preferred.
• Experience with advanced Excel functions.

Responsibilities

• Develop and report on organizational people costs and provide monthly analysis.
• Manage the budget and forecast process for people costs.
• Prepare presentations for quarterly financial reporting.

Skills

Analytical Skills

Data Analysis

Reporting

Presentation Skills

Education

Post-secondary degree in Human Resources or Finance

Tools

Microsoft Office

HRIS and Finance ERP systems

Job description

Bring Your Reporting and Analysis Skills to Our Finance Team

CPA Ontario is currently in search of a Manager, Financial Planning & Analysis, a unique role that will focus reporting and analysis on our biggest asset, our People, while also having oversight and reporting of our transformational initiatives. In this role you will support our leaders, both finance and human resources with reporting and analytics, trending data, and status updates for strategic initiatives that are changing the operations of CPA Ontario. As a key member of the FP&A team, you will also maintain and support a variety of existing reports, collaborate with the team on monthly and quarterly reporting, in addition to annual planning and forecasting related people costs and strategic expenditures.

What You’ll Be Doing :

Developing and reporting on organizational people costs by category and by business unit with insightful analysisthat supports people-related decision making. Providing monthly analysis of people costs to leadership, detailing variances from plan, forecast and historical results, trends, and metrics.

Coordinating and managing the budget and forecast process for people costsincluding analysis of data, assessing and validating assumptions and identifying risks and opportunities.

Collaborating with leaders to understand and translate strategic initiativesand establish and track progress on projects, key performance indicators, and scorecard measures for the organization overall and various departments as required.

Preparing presentations for quarterly financial reporting packages, budgets and forecasts,supported by very detailed complex census files, data sheets and collaborative templates.

Attend and contribute at quarterly review and planning meetings with CEO, supporting our Chief People Officer, the owner of people cost financial results.

Supporting future system changes that integrate HRIS and finance reporting systemsfor effective sharing of people data included in current reporting and future forecasting and modelling, maintaining data integrity, up-to-date assumptions and researching and resolving any issues or complex problems ensuring system optimization.

Supporting the review and approval of people costs, tracking and accruing project costs and third party contracting, and preparing reconciliations as necessary.

Who You Are :

A post-secondary graduate preferably in human resources or finance, with a minimum 5 years of progressive experience, and a deep understanding of HR reporting and analysis.

Enrolled in or in the process of completing the CPA certification program; a completed CPA designation and current member in good standing is strongly preferred.

Experienced with both HRIS and Finance ERP system and can navigate required data and reporting of data contained in both systems and future integrations.

Proficient with Microsoft Office products including Word, PowerPoint, Outlook, and Teams with advanced Microsoft Excel functions and data manipulation techniques, including but not limited to, VLOOKUP, pivot tables, arrays, other formulas, and macros.

Able to demonstrate superior analytical skills with excelled attention to accuracy and detail while working with ambiguity in a fast-paced, deadline-oriented environment with last-minute changes in plans.

Experienced at extracting data, creating queries, developing complex reports and providing detailed analysis.

A skilled presenter, experienced at interacting and presenting to senior leaders, ensuring clarity and alignment.

Able to work independently while appreciating the value of working as part a team and collaborating with others across multiple departments.

What We Offer :

A fast-paced environment. Collaboration, innovation and passionate professionals are at our core. We relentlessly pursue what’s next to unlock the full potential of you and us together.

Hybridwork environment. As part of our Hybrid work culture, weinclude a portion of remote work within an overall approach that places a high value on in-office teamwork and collaboration.

Diversity and inclusion. We recognize the value in our differences and prioritize inclusivity to bring together the best talent to protect the public, advance the profession and enable CPAs to lead business and society forward.

Ongoing learning andcareer growth. We want your career to skyrocket. We support career advancement and professional development opportunities with learning investments to promote your future growth. Thrive with us.

Focus on your well-being. With industry leading benefits and wellness programs, including a healthy lifestyle allowance, mental health resources and more, we’re committed to your well-being.

Who We Are :

We protect the public. We advance the profession. We enable CPAs to lead business and society forward. We ensure that our 100,000 members and 21,000 students meet the highest standards of integrity and expertise. We help them stay ahead of global market trends and abreast of regulatory change. CPAs represent a globally recognized, premium designation. Our Chartered Professional Accountants are valued by organizations in all industries for their financial expertise, strategic thinking, management skills and leadership. We believe that success happens when both business and society benefit. For information on the profession visit : cpaontario.ca

We Appreciate Your Interest In CPA Ontario And This Position :

At CPA Ontario, we are committed to building high-performance teams. Our selection process is thorough, and all candidate applications are reviewed. Should your qualifications and experience meet the requirements of this role, a member of our recruitment team will contact you. We encourage you to set up CPA Ontario job alerts for positions that align to your experience and career goals.

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