Senior Manager Financial Planning & Analysis

Chartwell Retirement Residences; Mississauga; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading company in the retirement sector is seeking a Senior Manager for Financial Planning & Analysis. This role involves driving budgeting and forecasting processes, building financial models, and collaborating with senior leadership. The ideal candidate will have extensive experience in financial planning and reporting, strong analytical skills, and proficiency in financial modeling tools. Join a dynamic team dedicated to strategic decision-making and financial excellence.

Qualifications

• 7+ years of experience in financial planning, reporting, forecasting, or analysis.
• Experience building and maintaining complex corporate financial models.

Responsibilities

• Drive and coordinate budgeting and forecasting processes.
• Build and maintain corporate financial models and dashboards.
• Lead monthly reporting process for consolidated results.

Skills

Financial Modeling

Critical Thinking

Analytical Skills

Communication

Education

Post-secondary education in Accounting, Finance, Economics

CPA

CFA

CMA

Tools

OneStream

Hyperion

Power BI

Excel

Job description

Join to apply for the Senior Manager Financial Planning & Analysis role at Chartwell Retirement Residences.

The Opportunity

Chartwell is seeking a Senior Manager, Financial Planning & Analysis who will bring financial modeling expertise, strong business acumen, and critical thinking skills to support our organization’s financial planning, reporting, and strategic decision-making processes. This corporate leadership role reports to the Senior Director, Financial Planning & Analysis and partners closely with stakeholders across Finance, Operations, Treasury, IT, and Strategic Planning.

Job Responsibilities

1. Drive and coordinate Chartwell’s monthly, quarterly, and annual budgeting and forecasting processes, including reporting to the Board and senior management.
2. Build and maintain corporate financial models and dashboards to support performance monitoring and key financial metrics.
3. Lead the monthly reporting process for consolidated results for the Board and senior management, delivering actionable insights and recommendations.
4. Perform ad hoc financial analysis to support senior leadership and key business areas across the organization.
5. Collaborate closely with Treasury on capital structuring, debt and equity strategies, and funding analysis.
6. Support senior leadership in external communications that effectively tell Chartwell’s financial story.
7. Streamline and enhance reporting systems and planning tools, including Hyperion, OneStream, and Power BI.
8. Support the implementation, testing, and optimization of FP&A system upgrades and enhancements.
9. Prepare financial materials for senior management and the Board of Directors as required.

Qualifications

• Post-secondary education in Accounting, Finance, Economics, or a related field.
• CPA, CFA, or CMA designation preferred.
• 7+ years of experience in financial planning, reporting, forecasting, or analysis.
• Experience building and maintaining complex corporate financial models.
• Experience with financial systems such as OneStream, Hyperion, or SmartView.
• Strong skills in building dashboards or data visualizations in Power BI or similar tools.
• Proven analytical and modeling capabilities with attention to detail and accuracy.
• Advanced Excel skills, including working with large datasets.
• Excellent interpersonal and communication skills to convey complex financial data to non-financial stakeholders.
• Self-motivated, organized, and able to manage multiple priorities in a fast-paced environment.

Additional Information

This position is based at Chartwell’s corporate office. Occasional travel may be required.