Manager, Financial Planning and Analysis (Canada)

Alimentiv; Calgary; On-site; CAD 76,000 - 127,000; Full time

Job summary

A leading financial services firm in Calgary is seeking a Manager for Financial Planning and Analysis. The role involves managing budgeting processes, providing analytics for decision-making, and leading the financial planning team. Candidates should have a Bachelor's degree, experience with budgeting software, and strong communication skills. Competitive salary and bonus offered.

Qualifications

• 1-3 years of relevant experience; preferred 4-6 years.
• Proficiency in English required.
• Mandatory experience with company-level budgeting software.

Responsibilities

• Manage the end-to-end company expense budget preparation.
• Create analytics and reports for hiring and profitability decisions.
• Enhance operational efficiencies through process improvements.

Skills

Budgeting software

Data visualization (PowerBI)

Project management skills

Strong communication skills

People management

Education

Bachelor's degree

Master's degree

Job description

Manager, Financial Planning and Analysis (Canada)

Responsible for planning, managing, organizing, evaluating, and reporting on the day-to-day operations of the Financial Planning & Analysis unit in collaboration with the Sr. Director, Financial Planning & Analysis. As part of the department's management team, participate in developing and implementing departmental and organizational strategies, provide expertise on financial data analysis and technology implementation, and oversee internal initiatives related to revenue management and expense budgeting. Ensure high-quality, timely service delivery by all team members, maintaining processes aligned with industry and corporate standards. Responsibilities include staffing, performance management, utilization, retention, and process improvements.

Financial Planning & Analysis

• Manage the end-to-end company expense budget preparation in collaboration with the Sr. Director and stakeholders, utilizing budgeting software to generate insightful reports for budget owners and finance teams.
• Create analytics and reports with IT or other stakeholders to support hiring, pricing, and profitability decisions.
• Identify and implement methods or systems to improve product line efficiency and cost savings.
• Support stakeholders by identifying improvement areas and developing solutions to meet revenue and budget goals.
• Assist in training Project Directors/Managers on activity recognition, costing, and forecasting.
• Oversee monthly project revenue recognition and verify the accuracy of product line dashboards.
• Support product line owners, finance, and business development with project profitability assessments and revenue metrics.
• Manage project governance processes and provide reporting on project financial progress.

Revenue Management Operations

• Enhance operational efficiencies through process improvements and technology upgrades.
• Verify and process change orders and statements of work promptly.
• Create technical documentation for vendor agreements, change orders, and statements of work.

Team Management and Engagement

• Determine resource needs, hire, onboard, and train new staff as needed.
• Supervise and mentor team members, setting objectives aligned with company strategies.
• Conduct performance reviews and identify training needs.
• Prioritize activities and oversee staff tasks.

Qualifications

• Minimum 1-3 years of relevant experience; preferred 4-6 years.
• Bachelor's degree required; master's preferred.
• Proficiency in English.

Additional Skills

• Mandatory experience with company-level budgeting software.
• Highly preferred CRO experience.
• Proficient in spreadsheet, data visualization (PowerBI), database, or data-mining software.
• Project management skills are an asset.
• Strong communication skills, both oral and written.
• People management experience is preferred.

Salary range: $76,000 - $127,000 annually + bonus.

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