Specialist, Financial Planning & Analysis

WWF-Canada; Toronto; Hybrid; CAD 62,000 - 67,000; Full time

Job summary

WWF-Canada seeks a Permanent, Full-time Specialist, Financial Planning & Reporting to support budgeting, forecasting, and financial analysis across the organization. The role coordinates planning activities, maintains reporting systems, and provides timely insights into risks and opportunities for informed decision-making.

The incumbent will collaborate with multiple departments, manage procurement-related processes, and ensure compliance with internal policies and controls.

Qualifications

• 2–4 years of experience in FP&A, budgeting, financial reporting.
• 2–4 years of experience preparing and analyzing financial reports, budgets, forecasts, and variance analyses.
• Experience with financial systems and advanced spreadsheet applications including Excel, financial modelling, and budgeting platforms such as Vena.
• Experience collaborating with internal stakeholders to support financial planning and operational reporting.
• Postsecondary education in Accounting, Finance, Business Administration, Economics, or a related field; CPA or MBA/CFA is an asset.
• Not-for-profit sector experience is considered an asset.
• Strong analytical, problem-solving, organizational, and communication skills.

Responsibilities

• Prepare and distribute financial reports and analyses on organizational performance and trends.
• Support annual budgeting and forecasting by coordinating inputs and schedules.
• Maintain and enhance financial models, planning tools, and reporting systems.
• Analyze data to identify variances, risks, and opportunities and provide recommendations.
• Collaborate with departments to develop budgets, forecasts, funding reports, and business cases.
• Coordinate procurement activities and assist with vendor evaluations and selections.
• Review procurement and contract documents for compliance and risk.
• Administer contract/workflow processes and maintain records.

Skills

Analytical skills

Problem solving

Organizational skills

Communication

Education

Accounting/Finance/Business or Economics degree

Tools

Excel

Financial modelling

Reporting tools

Vena budgeting platform

Job description

Location: Hybrid – Working from any WWF-Canada office

Department: Finance & Planning

Reporting to: Senior Specialist, Financial Planning & Reporting

Position Type: Permanent, Full-time

Starting Salary: $62,400 - $67,000 (commensurate upon related experience and skills)

Position Description

The Specialist, Financial Planning & Reporting supports organizational financial planning and performance by coordinating budgeting and forecasting activities, maintaining financial reporting systems, and delivering timely analysis that identifies risks, opportunities, and emerging trends. The role also supports procurement and contract management processes through vendor engagement, contract administration, and the maintenance of standardized workflows, helping ensure effective stewardship, compliance, and operational efficiency across the organization.

Key Responsibilities

• Prepare and distribute financial reports and analyses that support management decision-making through accurate monthly, quarterly, and ad hoc reporting on organizational performance, trends, risks, and opportunities.
• Support the annual budgeting and forecasting processes by coordinating departmental inputs, maintaining planning schedules, updating assumptions, and assisting with budget and rolling forecast preparation.
• Maintain and enhance financial models, planning tools, and reporting systems to ensure the integrity, accuracy, and efficiency of budgeting, forecasting, and management reporting processes.
• Analyze financial and operational data to identify variances, trends, risks, and opportunities, providing recommendations that support organizational objectives and financial sustainability.
• Collaborate with departments across WWF-Canada to develop budgets, forecasts, funding reports, business cases, and other financial analyses that support program and operational planning.
• Coordinate procurement activities by assisting departments in sourcing services, obtaining quotations, supporting vendor evaluations, and selecting vendors that best meet organizational requirements.
• Review procurement and contractual documentation for compliance and risk, ensuring adherence to organizational policies, standards, and delegated authorities, and escalating concerns as appropriate.
• Administer contract and agreement workflows by coordinating approvals, maintaining contract records, and ensuring key documentation is complete, accurate, and accessible.
• Provide training, guidance, and operational support to staff on budgeting, financial reporting, procurement processes, templates, tools, and related procedures.
• Assist the Finance team, as required, with other related duties contributing to the successful operation of the department and organization.

What We Are Looking For

• 2-4 years of experience in financial planning and analysis, budgeting, financial reporting, accounting, or a related finance function.
• 2-4 years of experience preparing and analyzing financial reports, budgets, forecasts, variance analyses, and other management reporting.
• 2-4 years of experience working with financial systems and advanced spreadsheet applications, including Microsoft Excel, financial modelling, reporting tools, and budgeting platforms such as Vena.
• Experience collaborating with internal stakeholders to support financial planning, decision-making, budget development, and operational reporting.
• Experience supporting procurement activities, vendor management, contract administration, or purchasing processes is considered an asset.
• Postsecondary education in Accounting, Finance, Business Administration, Economics, or a related field.
• Progress toward a professional accounting designation (CPA) or other relevant designation such as MBA or CFA is considered an asset.
• Experience in the charitable or not-for-profit sector is considered an asset.
• Strong analytical, problem-solving, organizational, and communication skills, with the ability to translate financial information into meaningful business insights.
• Familiarity with First Nations Principles of OCAP, BC First Nations Data Governance Initiative, or other similar data sovereignty guidelines an asset.
• Identify & align with WWF’s core values: Courage, Integrity, Respect, and Collaboration

Other Information

• This job posting is for a new role.
• This is a hybrid role, requiring a minimum of 1 in-office day per week.
• The successful candidate will regularly work with sensitive financial, vendor, donor, and employee information and must exercise a high degree of discretion and confidentiality.

Please note that this position is being recruited directly by WWF-Canada's People & Culture team. We are not partnering with external recruitment agencies for this search. If approached by a third party claiming to represent WWF-Canada, we encourage you to use your discretion.

Commitment to Diversity and Accessibility

Our vision is a Canada with abundant wildlife where nature and people thrive and we value and rely on diversity of thought, knowledge, expertise, and lived experience to help bring our vision to life.

We recognize that experience comes in many forms and skills are transferable. If you feel that your unique experiences can enhance our vision, we encourage you to apply – even if you don’t meet 100% of the requirements.

We encourage applications from candidates who have been historically disadvantaged and marginalized, including applicants who identify as First Nations, Métis or Inuk (Inuit), Black, racialized, a person with a disability, women and/or 2SLGBTQ+.

We are committed to a barrier-free and equitable recruitment & selection process. If you are contacted in relation an opportunity to join our team and require an accommodation at any point in the process, please advise the recruiter of your specific needs. We commit to managing these requests in a confidential manner.