Manager of Financial Planning & Analysis

J.L. Richards & Associates Limited; Ottawa; On-site; CAD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Manager of Financial Planning & Analysis to lead their financial practice. This role involves developing budgets, forecasting, and financial modeling to guide strategic decisions. You will track financial performance, identify trends, and prepare comprehensive reports for leadership. Join a supportive, employee-owned firm that values innovation and collaboration, offering a friendly atmosphere and opportunities for career growth. If you are a resourceful leader with a passion for financial excellence and community engagement, this is the perfect opportunity for you.

Benefits

100% employee owned

Share ownership opportunities

Merit and profit bonus program

Competitive salaries reviewed annually

Immediate health and dental benefits

RRSP/DPSP matching program

Parental leave top-up program

Fun Funds for social events

Qualifications

• 10+ years of experience in financial planning and analysis.
• Strong leadership skills with a focus on team performance.
• Expertise in budgeting, forecasting, and financial modelling.

Responsibilities

• Develop and manage annual budgets and financial forecasts.
• Track financial performance and prepare reports for leadership.
• Oversee project billing and ensure accurate financial tracking.

Skills

Financial Modelling

Forecasting

Budgeting

Performance Monitoring

Trend Analysis

Project Billing Operations

Team Management

Education

Bachelor's Degree in Finance or related field

Master's Degree in Business Administration (MBA)

Tools

Financial Software

Excel

Job description

Manager of Financial Planning & Analysis

Apr 11, 2025

• Are you a true leader with a personal vision and a big-picture mindset?
• Are you a master at financial models and forecasting?
• Are you a resourceful, dynamic, and driven professional with at least 10 years of experience in financial planning and analysis in a field related to engineering, construction, or infrastructure?
• Does providing guidance, advice, and tools to a team of engineering, architectural, and planning staff excite you?

We’ve opened a role for a talented, entrepreneurial candidate to lead and develop our financial planning and analysis practice alongside the exceptional people in JLR’s Corporate Services team. You’ll be supported by a Platinum Club member of Canada’s Best Managed Companies program, 100% employee-owned firm that has a long-established reputation for quality services in multiple sectors, while you help support engineers, architects, and planners deliver world-class, innovative solutions that support community building and growth in our cities.

JLR is a creative, tight-knit, and mentorship-focused community with unique opportunities for driven people with tenacity and spirit. Our organization is made up of diverse employee owners with specialized expertise in a wide range of disciplines. Joining the JLR team means joining a dynamic group of innovative architecture, engineering, and planning professionals and support staff.

If you’re innovative and collaborative, thrive when presented with new challenges, and are eager to take your career in new directions, then JLR is the right environment for you.

Your Role

Let’s talk about how your skills, experience, goals, and passions can find a home at JLR. Your role will include:

Budgeting, Forecasting, and Financial Modelling:

• Developing detailed annual budgets and monthly financial forecasts to guide the company’s financial planning.
• Involving key stakeholders in budget and forecasting cycles, collecting information on important drivers of success.
• Creating financial models to support strategic decision making and long-term planning.

Performance Monitoring, Trend Analysis, and Reporting:

• Tracking and analyzing financial performance, identifying variances, and providing insights to improve profitability and efficiency.
• Conducting analysis of financial and project trends to anticipate potential challenges and opportunities.
• Preparing comprehensive financial reports for corporate leadership as well as Design Services and Client Services management teams highlighting trends and financial risks to be used in monitoring and decision making.

Project Billing Operations:

• Developing and managing the corporate project billing process.
• Ensuring that project billing occurs efficiently and effectively each month.
• Collaborating with other leaders in the company on process improvements.
• Overseeing project accounting and analysis to ensure accurate financial tracking and reporting.

Managing Assigned Finance Staff:

• Setting goals and creating plans to meet them, including resource allocation and timelines.
• Ensuring team members have the necessary tools and resources.
• Encouraging team members to perform, ensuring the team is aligned with the goals and addressing and resolving issues within the team as they arise.
• Monitoring individual staff and team performance and providing continuous improvement feedback.
• Ensuring team members comply with company policies and regulations.

Why Join Us?

We live, work, breathe, sleep, and thrive in the communities we build. We love northern Ontario and the glorious bounty of the natural world and we’re proud of our reputation and longevity in the National Capital and Kingston regions. Furthermore, we’re growing our presence in southwestern Ontario and all along the Great Lakes of Ontario.

We foster a friendly, welcoming, and team-oriented atmosphere that encourages innovation and collaboration. We have an established depth of technical and support resources that can efficiently and effectively deliver small and large multidisciplinary projects. We provide flexible career direction with opportunities to choose your own path and interesting and exciting assignments ranging in size and type.

Employee Ownership and Career Growth

• 100% employee owned
• Share ownership opportunities at all levels
• Merit and profit bonus program
• Competitive salaries reviewed annually

Work-life Balance and Employee Wellness

• Immediate health and dental benefits
• RRSP/DPSP matching program
• Parental leave top-up program
• Fun Funds to plan extracurricular social events

Community Engagement and Social Responsibility

• Diversity, Equity & Inclusion Committee
• Environmental Sustainability Committee
• Reconciliation Action Plan Committee
• Local fundraising and community building events

Application Instructions

Interested in joining our team? This posting is for a current vacancy, but we’re always open to great talent, even if it’s not exactly what we’ve posted. Send us a cover letter and resume outlining your skills, qualifications, and the specific experiences that make you an ideal candidate for the position by emailing [e-mail].

JLR welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

At JLR, each of us contributes to inclusion and we all have a role to play. Our culture is the result of our behaviours, our personal commitment, our curiosity, how we collaborate, and the ways that we courageously share our perspectives and encourage others to do the same. In turn, our environment inspires us to try new things, speak openly, and be bold. It brings us together in ways that help us stand out. Our inclusive culture empowers all of us to connect, belong, and grow.