Team Manager, Financial Planning - 1.0 Regular

Ottawa-Carleton District School Board; Ottawa; On-site; CAD 118,000 - 139,000; Full time

Job summary

Ottawa-Carleton District School Board (OCDSB) is seeking a Team Manager of Financial Planning to lead the board’s budgeting, forecasting, and reporting efforts. You will supervise staff, manage the chart of accounts, and collaborate with ERP teams to ensure accurate financial information and compliance with Ministry requirements.

The role reports to the General Manager of Finance and operates in a union-exempt, 12-month work year.

Qualifications

• Post-secondary degree or diploma in Business Administration or a related field; CPA designation is required.
• Eight years of experience in a complex accounting environment, including 4 years in a supervisory role.
• Knowledge of Acts and Regulations governing financing of public education in Ontario and accounting practices.
• Experience with ERP systems; designing and implementing business processes and internal controls.
• Strong managerial, hiring, directing and evaluating staff capabilities.

Responsibilities

• Leads annual budget development, compensation modeling, cost allocation and forecasting.
• Participates in annual audits, grant reporting, actuarial valuations and internal controls.
• Prepares financial reports, forecasts, and Ministry filings for trustees and officials.
• Partners with ERP teams to enhance reporting tools and update processes.

Skills

Budgeting

Forecasting

Leadership

Communication

Analysis

ERP knowledge

Education

CPA designation

Business Administration/Accounting degree

Tools

ERP systems

EFIS reporting

Google Workspace

Microsoft Office

Job description

About the OCDSB: The Ottawa-Carleton District School Board is the largest school board in Eastern Ontario and offers students and parents a world of choice for learning. Our nearly 150 schools offer a wide range of programs to promote learning excellence and meet the individual needs of students, parents, and the community at large. Our schools are teaching communities where principals, vice-principals, teachers and support staff nurture student well-being and challenge students to achieve their best.

TEAM MANAGER, FINANCIAL PLANNING

Location: OCDSB Administration Building; 133 Greenbank Road, Nepean ON
Position Status: 1.0 Regular Full-time, 12 Month Work Year
Hours of Work: Monday to Friday, 35 hours per week
Affiliation: Union-Exempt
Salary Range: $117,995 to $138,845 per annum (Level 9)

Job Summary

Reporting to the General Manager of Finance, and working with internal and external partners, the Team Manager of Financial Planning oversees the support and delivery of financial planning activities. Responsible for planning, developing and reporting on the Board’s annual budget; managing the chart of accounts; supervising and directing staff; ensuring ERP systems are operating as intended for the assigned portfolio, and interpreting and implementing regulations, policies and procedures.

Key responsibilities include but are not limited to:

• Leads annual budget development, compensation modeling, cost allocation and management, and financial forecasting while maintaining the District's chart of accounts and budget ledger.
• Participates in annual consolidated financial statement audits, manages specific grant reporting, overseas actuarial valuations, and enforces internal controls.
• Prepares and presents financial reports, forecasts, and Ministry filings (via EFIS) at public meetings to trustees, community stakeholders, and Ministry officials.
• Partner with ERP teams to manage financial software enhancements, implement new reporting tools, and update business processes in line with changing guidelines and legislation.
• Directs the Financial Planning division; hiring, mentoring, appraising staff, and aligning team workflows with District goals and Ministry requirements.
• Collaborates across departments, union representatives, vendors, and external groups to cost collective bargaining proposals, resolve cross-functional issues, and present business cases.

Qualifications

• Post-secondary degree or diploma in Business Administration or a related field. Eight (8) years of experience working in a complex accounting environment, including 4 years in a supervisory role. An equivalent combination of education and experience may also be considered.
• Chartered Professional Accountant (CPA) designation is required.
• Knowledge of Acts and Regulations governing the financing of public education in Ontario as well as accounting practices/principles, compensation analysis and trends particularly as they relate to the education sector.
• Knowledge and use of enterprise resource planning (ERP) systems; including designing and implementing business processes and internal controls.
• Managerial skills, including hiring, directing and evaluating staff; demonstrates leadership for leading, coaching and motivating teams and goal setting.
• Exceptional written and verbal communication skills, with a proven ability to consult, convey complex information clearly, and build strong interpersonal relationships across diverse stakeholders.
• Ability to use tact and diplomacy.
• Oral communication skills for making presentations, in a large or small group setting.
• Organizational skills, as well as time management techniques for organizing and planning work/projects; juggling multiple demands and working within short and conflicting deadlines.
• Project management skills, including analytical and problem-solving skills; Significant judgment for making decisions, resolving problems and conflicts.
• Demonstrates analytical skills, attention to detail and accuracy.
• Advanced proficiency in Google Workspace and Microsoft Office Suite, including spreadsheet, database, accounting and other software applications.

If you require accommodations at any point in the selection process, please send an email to [e-mail] at any time.

Use of Artificial Intelligence in Recruitment

In compliance with theWorking for Workers Four Act, 2024, the Ottawa-Carleton DistrictSchool Board discloses that artificial intelligence (AI) technology may be used to assist our hiring team in screening or assessing applicants.

OCDSB employees serve students, colleagues, families and community partners. We invite people of all abilities, orientations, faiths, ethnicities, races, genders and ages to join us as we create learning and working spaces that honour the unceded and unsurrendered land of the Algonquin people, and respect, value and increasingly reflect the diversity of Ottawa. Your lived experience is an essential contribution to deliver the education every student deserves with dignity.

EDUCATING FOR SUCCESS - BUILDING BRIGHTER FUTURES TOGETHER