Manager Strategic Planning & Decision Support

Chartwell Retirement Residences; Mississauga; On-site; CAD 80,000 - 100,000; Full time

Job summary

Join a leading company as a Manager in Strategic Planning & Decision Support. This role involves combining accounting expertise with planning experience to drive departmental goals, support budgeting processes, and enhance operational efficiencies. Ideal candidates will have a strong analytical background and experience in financial reporting tools.

Benefits

Career development opportunities

Competitive pay and benefits

Inclusive workplace

Qualifications

• 5+ years of experience in financial planning, budgeting, forecasting.
• Strong technical accounting knowledge, IFRS experience preferred.
• Experience in seniors housing, health care, or real estate sector preferred.

Responsibilities

• Participate in the execution of the overall business plan of the SPDS team.
• Support the annual IFFO budget and forecast process.
• Prepare financial and business-related analyses and research.

Skills

Analytical Skills

Interpersonal Communications

Process Improvement

Education

CPA, CMA, CGA, CA, CFA

Tools

PowerBI

Hyperion

OneStream

Excel

Job description

Manager Strategic Planning & Decision Support

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Manager Strategic Planning & Decision Support

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The Opportunity

Reporting to the Senior Manager, Strategic Planning & Decision Support, the incumbent will combine their functional accounting expertise, systems knowledge and planning experience to ensure the success of departmental goals and objectives, business intelligence and data analytics related systems projects by representing the needs of the user and user groups.

Job Description

Reporting to the Senior Manager, Strategic Planning & Decision Support, the incumbent will combine their functional accounting expertise, systems knowledge and planning experience to ensure the success of departmental goals and objectives, business intelligence and data analytics related systems projects by representing the needs of the user and user groups.

What You’ll Do

• Participate in the execution of the overall business plan of the SPDS team.
• Participate in business requirement prioritization.
• Partner with Senior Manager to lead efficiency initiatives and projects related to property operational reporting, budgeting, forecasting and NOI related processes.
• Partner with Senior Manager to lead the annual property NOI budget process.
• Partner with Senior Manager to lead detailed monthly property NOI forecast process.
• Support the annual IFFO budget and forecast process and the Strategic Planning process as required.
• Analysis, review, and internal reporting as it relates to property NOI.
• Be a key contributor and support for Operations business partners for operational reporting and analysis, budget and forecast processes and projects related to financial initiatives and efficiencies.
• Be a key contributor for accounting and analysis for internal audit and external audit requirements.
• Partner with Senior Manager team to develop formal process documentation.
• Provide support to the Information Services team for OneStream, Hyperion applications, Service Now, PowerBI and projects impacting NOI and operational processes, as required.
• Prepare financial and business-related analyses and research as assigned.
• Support SPDS team in the best practice and utilization of Operational finance tools, Service Now, PowerBI, Hyperion and OneStream Analysis and Financial Reporting Studio.
• Develop strong working relationships throughout all levels of the organization.
• Partner with all functional areas of the organization.
• Collaborate with external partners to assist with data collection and reporting when necessary.
• Other duties as required.

Reporting and analysis:

• Preparation of monthly and/or quarterly financial reports as follows:
• Consolidated operational NOI reporting (variance reporting and analysis)
• Consolidated operational NOI management and Board reporting
• NOI related consolidated detailed monthly budget and forecast analysis

Analyze NOI monthly results to budget and/or forecast, provide insights and recommendations as necessary.

Partner with Senior Manager to support, analyze and monitor monthly budget and forecast results.

Adhere to corporate reporting policies, guidelines, and timetables.

Assist with the analysis of business processes and business problems.

Partner with Senior Manager in reporting for those items that are relevant to monitoring the effective execution of Strategy and Budget.

SME for leveraging PowerBI, OneStream and Hyperion Analysis and Financial Reporting for NOI and related operational financial reporting.

Provide guidance on areas requiring financial expertise as necessary.

Partner with Senior Manager to contribute to the development and improvement and/or automation of:

• detailed property NOI annual budget process
• NOI detailed monthly forecast process
• NOI and operational Metrics reporting process
• Occupancy budget and forecast process and reporting
• consolidated financial reporting and analysis

Budgeting & Forecasting:

• Participate in the NOI annual budget and monthly forecast processes.
• Partner with Senior Manager to develop agreed upon timelines and templates.
• Preparation of consolidated NOI annual budgets, monthly and quarterly forecasts.
• Participate in the NOI budget working group activities to ensure milestones are achieved.
• Preparation, review and analyze NOI budgets for completeness and reasonability, explaining material variances.
• Preparation of NOI budget and forecast material presented to senior management and/or owners.
• Key contributor in financial forecasting activities.

Strategic planning:

• Participate in the execution of departmental strategic plans and business plans.
• Support the divisional and functional budget process, both operating and capital.

Information Capital:

As it relates to our budgeting, planning, forecasting, internal reporting and analysis function and applications:

• Key contributor in the implementation of financial and operational systems and processes.
• Understand OneStream, Hyperion Planning (NOI and related metrics), the detailed technical aspects, features, and functionality.
• Understand Financial operational reporting tools such as Service Now, PowerBI (NOI and related metrics), the detailed technical aspects, features, and functionality.
• Assist Senior Manager in the management and development of new functionality from the user perspective and help to ensure that schedule, budget and quality goals are met.
• Understand how the various projects will fit together and make recommendations for design improvements.
• Work with Senior Manager to improve performance and value of existing reports, as well as design, develop and support reporting tools and support production of reporting processes.
• Key contributor of NOI documentation for procedures, user training material, test plans, and test scripts.

What You’ll Bring

• Post-Secondary education with preference to CPA, CMA, CGA, CA, CFA or equivalent experience
• 5+ years of experience in financial planning, budgeting, forecasting or analysis capacity
• Strong technical accounting knowledge. Experience with IFRS preferred.
• Experience in seniors housing, health care or real estate sector preferred
• Experience with OneStream Consolidations, Planning and Quickviews, Oracle Hyperion Essbase, Planning, Financial Reporting Studio and SmartView preferred
• Functional experience with ERP’s required
• Financial model development experience required
• Aptitude towards systems and process improvements and re-engineering.
• Proven analytical skills and possess a natural interest towards analytical activities and investigation.
• Ability to effectively transfer knowledge.
• Strong proficiency in Excel is highly preferred.
• Easily adapts to changes, delays, or unexpected events in the work environment.
• Process improvement and/or automation experience in the planning area is an asset.
• Must have the ability to be persuasive, encouraging, influential and able to motivate others. This position requires someone that is able to work with various levels of business and technical staff.
• Knowledgeable about how the organization works and knows how to get things done through formal channels and informal networks.
• Excellent interpersonal communications and the ability to present ideas in a user friendly format.
• Self-motivated and directed, with the ability to effectively prioritize and execute tasks; seeks help when needed.
• Ability to absorb and retain information quickly in a dynamic and fast-paced environment.
• Demonstrates Chartwell’s values of RESPECT.
• Flexibility in work hours will be required during peak periods, which may be somewhat unpredictable due to the nature of the team’s role.

What We Offer

• Meaningful work that makes a real difference
• A warm, welcoming culture guided by our RESPECT values
• Career development and learning opportunities
• Competitive pay and benefits (role-specific)
• A safe, inclusive workplace where you’re supported and appreciated

Additional Requirements

• Criminal Reference Check required.
• Flexibility during high-demand business cycles.
• Direct Reports: 4 Co-Ops / students

About Us

At Chartwell, we’re all about Making People’s Lives BETTER: the lives of our residents and their families, and the lives of our employees. Join an exceptional group of diverse, inspiring, and caring people who are empowered to provide personalized, human experiences for our residents and staff through the connections they make every day within our communities.

Chartwell’s commitment to diversity and inclusivity is a commitment to hiring people whose skills and abilities contribute the most to the success of the organization and who reflect the communities in which we live and work. We are an equal opportunity employer and welcome applications from a wide range of qualified candidates, including people with disabilities. If you have questions or require assistance with the application process, please email [e-mail] or call 1-888-663-6448.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.