Senior Financial Planning Analyst

Altis; Toronto; Hybrid; CAD 90,000 - 110,000; Full time

Job summary

Altis partners with a large healthcare organization in Toronto to recruit a Senior Financial Planning Analyst. This permanent role blends FP&A, accounting, analysis, and business partnership within a complex environment.

Reporting to the Manager of FP&A, you will manage budgeting, forecasting, and reporting for a designated portfolio, perform month-end close and variance analysis, and build financial models to support executive decisions.

Qualifications

• 5–8+ years of progressive FP&A, financial analysis, or related finance experience.
• CPA designation or active enrolment in the CPA program.
• At least 1–2 years of hands-on accounting experience, with budgeting, forecasting, and business-partnering expertise.
• Advanced Excel and data-analysis skills, including experience with large datasets and complex financial systems.
• Oracle experience is an asset; other ERP experience is acceptable.
• Healthcare or complex organizational background is an asset.

Responsibilities

• Manage budgeting, forecasting, and financial reporting for an assigned portfolio while contributing to organization-wide planning.
• Complete month-end reporting, reconciliations, quarterly forecasts, annual budgets, and detailed variance analysis.
• Independently investigate material variances exceeding $50,000 and explain the underlying business drivers.
• Prepare business cases, program-funding analysis, and practical financial models to support decision-making.
• Partner with operational leaders to identify financial risks, opportunities, and emerging needs.
• Analyze large datasets using Oracle and other financial reporting tools.
• Support internal controls and compliance with applicable accounting standards and policies.

Skills

Financial analysis

Budgeting

Forecasting

Business partnering

Advanced Excel

Data analytics

Education

CPA designation or CPA program

Tools

Oracle

Job description

Location: Toronto, ON, Hybrid, 3 days onsite per week

Compensation: $90,000 to $110,000 annually, based on experience

Language: Advanced written and spoken English communication skills required

About the Opportunity

Our client, a large and respected healthcare organization, is seeking a Senior Financial Planning Analyst to support organization-wide planning while managing a designated financial portfolio. This permanent opportunity combines FP&A, accounting, analysis, and meaningful business partnership within a complex and purpose-driven environment.

Reporting to the Manager of Financial Planning and Analysis, you’ll work closely with finance leaders, program managers, directors, and senior executives. You’ll help stakeholders understand their financial results, identify risks and opportunities, and make informed decisions that support essential programs and services.

What’s In It for You

You’ll join an established team of finance professionals, including highly tenured Senior Financial Analysts who will help you learn the organization and your assigned portfolio. This is an excellent opportunity for an experienced analyst seeking stability, professional growth, executive exposure, and a collaborative workplace that values independent thinking.

Your Responsibilities

• You’ll manage budgeting, forecasting, and financial reporting for an assigned portfolio while contributing to organization-wide planning.
• You’ll complete month-end reporting, reconciliations, quarterly forecasts, annual budgets, and detailed variance analysis.
• You’ll independently investigate material variances exceeding $50,000 and clearly explain the underlying business drivers.
• You’ll prepare business cases, program-funding analysis, and practical financial models to support decision-making.
• You’ll partner with operational leaders to identify financial risks, opportunities, and emerging business needs.
• You’ll analyze large datasets using Oracle and other financial reporting tools.
• You’ll support effective internal controls and compliance with applicable accounting standards, policies, and regulatory requirements.

Skills and Qualifications

• 5- 8+ years of progressive FP&A, financial analysis, or related finance experience.
• CPA designation or active enrolment in the CPA program.
• At least 1 to 2 years of hands-on accounting experience, combined with budgeting, forecasting, and business-partnering expertise.
• Advanced Excel and data-analysis skills, including experience working with large datasets and complex financial systems.
• Oracle experience is an asset, although candidates with comparable ERP experience and strong technical aptitude are welcome.
• Healthcare, hospital, financial services, telecommunications, or another complex organizational background is an asset.

Note from the Hiring Manager

“We’re looking for someone who already has a strong foundation in both FP&A and accounting. Our team will teach you the portfolio, but we need someone who can independently investigate the numbers, partner with the business, and confidently explain what is driving the results.”