Senior Financial Planning Analyst

Altis Recruitment; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading healthcare organization in Toronto is hiring a Senior Financial Planning Analyst. This full-time role focuses on financial reporting, analysis, and budget forecasting, ensuring compliance with internal controls. It offers a hybrid schedule and excellent benefits, fostering collaboration across teams.

Qualifications

• CPA designation or near completion.
• 5+ years of full-cycle financial planning and analysis experience.
• Proficiency in relational databases and major software tools.

Responsibilities

• Manage financial records and reporting for multiple portfolios.
• Conduct variance reviews and annual budget preparation.
• Collaborate to identify risks and opportunities for new business initiatives.

Skills

Analytical skills

Problem-solving

Data manipulation

Attention to detail

Communication

Education

CPA designation

5 years of financial planning experience

Tools

Excel

Access

Word

PowerPoint

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 identify risks and opportunities for assigned projects/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 monitoring, reconciliation, analysis, and reporting of data.
• Handle responsibilities related to 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 impacting the organization.
• Support compliance deliverables by conducting detailed analysis to produce accurate financial and statistical reports on a monthly or quarterly basis.
• Enhance collaboration across teams by maintaining open communication and providing constructive feedback.
• Work with sensitive financial information related to programs, patients, departments, and personnel, ensuring internal controls, policy adherence, and regulatory compliance.

Qualifications:

• CPA designation or near completion.
• At least 5 years of full-cycle financial planning and analysis experience.
• Strong analytical, problem-solving, and data manipulation skills, with proficiency in relational databases and major software tools (Excel, Access, Word, PowerPoint).
• Attention to detail, critical thinking, and relevant reporting skills.
• Excellent communication skills, with experience liaising across departments and presenting to senior management.
• Ability to work independently and collaboratively in a fast-paced environment.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance
• Industries: Hospitals and Health Care

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