Senior Financial Planning Analyst

Altis Recruitment; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading healthcare organization is seeking a Senior Financial Planning Analyst in Toronto. This full-time, permanent role involves financial reporting, analysis, and collaboration with internal partners. The position offers a hybrid schedule and excellent benefits, contributing to a dynamic industry.

Qualifications

• Minimum of 5 years of full-cycle financial planning and analysis experience.
• Experience presenting to senior management and executives is an asset.

Responsibilities

• Manage financial records through continuous monitoring, reconciliation, analysis, and reporting.
• Collaborate with internal partners to assess new business initiatives.

Skills

Analytical Skills

Problem Solving

Communication

Education

CPA designation

Tools

Microsoft Office

Job description

Direct message the job poster from Altis Recruitment

Our client, a leading healthcare organization, is seeking a highly skilled Senior Financial Planning Analyst (SFPA). In this role, the SFPA will provide data governance, financial reporting, analysis, budgeting/forecasting, and identification of risks and opportunities for assigned projects and portfolios.

This full-time, permanent role is based in Toronto with a hybrid schedule (2 days on-site) and offers excellent benefits. It provides an opportunity to be part of a dynamic and expanding industry.

Key Responsibilities:

• Manage financial records through continuous monitoring, reconciliation, analysis, and reporting of data.
• Handle month-end processes, including variance reviews, quarterly forecasts, and annual budget preparation across multiple portfolios.
• Collaborate with internal partners to assess new business initiatives, identifying risks and opportunities that could impact the organization.
• Support compliance deliverables by conducting detailed analyses to produce accurate and timely financial and statistical reports.
• Enhance collaboration across finance and other departments by maintaining open communication and providing constructive feedback.
• Work with sensitive financial information related to programs, patients, departments, and personnel, ensuring internal controls, adherence to policies (such as MIS guidelines, PSAB standards), and regulatory compliance.

Qualifications:

• CPA designation or near completion.
• Minimum of 5 years of full-cycle financial planning and analysis experience.
• Strong analytical, problem recognition, and problem-solving skills.
• Proficiency in data manipulation, database analysis, and understanding of relational databases. Working knowledge of accounting systems, patient information systems, HR applications, and Microsoft Office suite.
• Attention to detail, critical thinking, and ability to report relevant, value-added findings.
• Excellent verbal and written communication skills, with the ability to liaise effectively with internal and external stakeholders.
• Ability to work in a consultative, facilitative role with strong interpersonal skills, sound judgment, discretion, tact, and courtesy.
• Commitment to high-quality work, with the ability to organize and prioritize multiple tasks in a dynamic environment.
• Self-starter with the capacity to work independently and collaboratively.
• Experience presenting to senior management and executives is an asset.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Industries

• Hospitals and Health Care