Current jobs related to Financial Planning - Hamilton - Canonical - Jobs

  • Financial Planning Specialist

    6 days ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Job SummaryTianxin Financial Services Corp is seeking a skilled Financial Planning Specialist to join our team. As a key member of our investment team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients,...

  • Financial Planning Specialist

    6 days ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Job SummaryTianxin Financial Services Corp is seeking a skilled Financial Planning Specialist to join our team. As a key member of our investment team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients,...

  • Financial Planning Specialist

    6 days ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Tianxin Financial Services Corp.Key ResponsibilitiesClient Needs Assessment: Identify clients' financial goals and objectives, and develop personalized financial plans to meet their needs.Financial Analysis: Analyze clients' financial records to provide informed...

  • Financial Planning Specialist

    6 days ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Tianxin Financial Services Corp.Key ResponsibilitiesClient Needs Assessment: Identify clients' financial goals and objectives, and develop personalized financial plans to meet their needs.Financial Analysis: Analyze clients' financial records to provide informed...

  • Financial Planning Expert

    3 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    About the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Needs Assessment: Identify clients' financial goals and objectives, and develop...

  • Investment Specialist

    2 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    About the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Needs AssessmentIdentify and understand clients' financial goals, risk tolerance, and...

  • Investment Specialist

    2 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    About the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Needs AssessmentIdentify and understand clients' financial goals, risk tolerance, and...

  • Investment Specialist

    2 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    About the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Needs AssessmentIdentify and understand clients' financial goals, risk tolerance, and...

  • Investment Specialist

    2 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    About the RoleWe are seeking a highly skilled Investment Specialist to join our team at Tianxin Financial Services Corp. As an Investment Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Needs AssessmentIdentify and understand clients' financial goals, risk tolerance, and...

  • Regional Vice President

    3 months ago

    Hamilton, Canada BMO Financial Group Full time

    50 Bay Street South Hamilton Ontario,L8P 4V9 Provides the organizational leadership of the branch network investment sales team with the overall objective of increasing BMO’s market share in financial planning and investment products and services within his/her assigned Region through customer acquisition, retention, and increased share of wallet as well...

  • Financial Planning Expert

    3 weeks ago

    Hamilton, Ontario, Canada Hamilton Health Sciences Full time

    Job SummaryHamilton Health Sciences is seeking a highly skilled Senior Advisor, Financial Services to join our team. As a key member of our Financial Services department, you will play a critical role in providing financial guidance and support to our organization.Key ResponsibilitiesProvide financial analysis and planning support to senior leadership and...

  • Financial Planning Expert

    2 weeks ago

    Hamilton, Ontario, Canada Hamilton Health Sciences Full time

    Job SummaryHamilton Health Sciences is seeking a highly skilled Senior Advisor, Financial Services to join our team. As a key member of our Financial Services department, you will play a critical role in providing financial guidance and support to our organization.Key ResponsibilitiesProvide financial analysis and planning support to senior leadership and...

  • Financial Planning Specialist

    1 week ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at BMO. As a Financial Planner, you will be responsible for providing financial and investment planning advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct needs-based assessments to identify opportunities for growth and...

  • Financial Planning Specialist

    1 week ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at BMO. As a Financial Planner, you will be responsible for providing financial and investment planning advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct needs-based assessments to identify opportunities for growth and...

  • Financial Planning Analyst

    3 days ago

    Hamilton, Canada Mohawk College Full time

    **Financial Planning Analyst** Status**: Full Time **Hours**: Monday - Friday, 35 hours/week **Home Campus**: Fennell (hybrid work arrangements available) **Rate of Pay**: Payband 10 ($85,528 - $106,911 per year) **Posting Date**: September 27th, 2024 **Closing Date**:October 13th, 2024 at 7:00 pm EST We believe the rich diversity among our students...

  • Financial Planning Supervisor

    1 month ago

    Hamilton, Ontario, Canada Chennai Caters Inc. Full time

    Minimum QualificationsEducation: Bachelor's degree in Finance or related fieldExperience: 2 to 3 years in a similar roleWork EnvironmentConsumer goods sectorManufacturing industryFinancial OversightBudget range: $500,001 - $1,500,000Key ResponsibilitiesDevelop and manage budgets and financial expendituresCreate and enforce financial policies and...

  • Financial Coordinator

    4 months ago

    Hamilton, Canada City of Hamilton Full time

    **About the City of Hamilton** **Contribute to the City of Hamilton, one of Canada’s largest cities - home to a diverse and strong economy, an active and inclusive community, a robust cultural and dining scene, hundreds of kilometres of hiking trails and natural beauty just minutes from the downtown core, and so much more. Join our diverse team of...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Hamilton, Canada Outright Consulting Full time

    Reporting to the CFO, the FP&A Manager will be responsible for financial planning, budgeting, KPI and variance reporting, financial modelling, and forecasting. The FP&A Manager will work jointly with department managers and provide analysis to improve the decision-making process and contribute to the organization’s financial health and operational...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Hamilton, Canada Outright Consulting Full time

    Reporting to the CFO, the FP&A Manager will be responsible for financial planning, budgeting, KPI and variance reporting, financial modelling, and forecasting. The FP&A Manager will work jointly with department managers and provide analysis to improve the decision-making process and contribute to the organization’s financial health and operational...

  • Financial Analyst

    3 weeks ago

    Hamilton, Ontario, Canada CB Canada Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at CB Canada. As a Financial Analyst, you will play a key role in providing financial insights and strategic recommendations to support business growth and decision-making.Key ResponsibilitiesConduct financial modeling and analysis to identify trends and opportunities for...

Financial Planning

4 months ago

Hamilton, Canada Canonical - Jobs Full time

Canonical is a leading provider of open source software and operating systems to the global enterprise and technology markets. Our platform, Ubuntu, is very widely used in breakthrough enterprise initiatives such as public cloud, data science, AI, engineering innovation and IoT. Our customers include the world's leading public cloud and silicon providers, and industry leaders in many sectors. The company is a pioneer of global distributed collaboration, with 1000+ colleagues in 70+ countries and very few office based roles. Teams meet two to four times yearly in person, in interesting locations around the world, to align on strategy and execution.

The company is founder led, profitable and growing.

We are hiring a Financial Planning & Analysis Lead to play a key part leading our monthly business reviews, quarterly forecasting, annual planning, and drive cross-functional business alignment. Our ideal candidate is a highly analytical independent thinker and mentor, who has a proven record of leadership and the intrinsic motivation to use data to advise on critical financial, commercial and strategic decisions.

As a global software company delivering the entire open source portfolio, our business is much more complex than an equivalently sized regional or national company in other industries. That complexity is warranted because of the scale of the opportunity we have to become a significant part of the Global 2000 software supply chain for infrastructure and applications. We also choose to work in a truly distributed, truly global fashion, which requires us to work in many currencies and again requires additional sophistication in our financial planning, modelling and analysis. We are investing in FP&A to give ourselves a competitive advantage and insights that will shape strategy and operations in multiple teams.

Location: Our finance team is based in EMEA and Americas time zones, this position is home based anywhere between UTC/GMT+2 and GMT-6.

What your day will look like
  • Develop dashboards and reports including Board materials, monthly financial results and other management presentations
  • Analyse & report monthly results, leading indicators and KPIs to support monthly forecasting and annual plan attainment
  • Provide commercial analysis, develop growth targets, and evaluate strategic initiatives
  • Work with product managers to produce, aggregate, and distribute market insights and competitive intelligence
  • Manage financial models, including budget, forecast and long range plans
  • Design processes, methodologies, and models to ensure low variance budget to actual
  • Support month end close, flux review processes, and financial reports
  • Design and drive initiatives to enhance systems, processes, and data accuracy
  • Support the IPO process, including the production of investor materials and public filings
  • Develop and mentor colleagues within the FP&A team, as well as peer teams
  • Review department spend, procurement strategies, and business wide process efficiency
What we are looking for in you
  • Exceptional academic track record from both high school and university
  • Undergraduate degree in a technical subject or a compelling narrative about your alternative chosen path
  • Confidence to respectfully speak up, exchange feedback, and share ideas without hesitation
  • Track record of going above-and-beyond expectations to achieve outstanding results
  • Experience and a deeply rooted passion to mentor team members, and aid in peer career growth
  • Have operated in a high growth, multi currency/geography technology business with a mixed go-to-market motion
  • Strong problem-solving and analytical abilities
  • Highest ethical standards, integrity, authenticity, credibility, and character
  • Curiosity and willingness to work on a wide range of projects
  • Proficiency in spreadsheets and financial modeling
  • Understanding of core accounting principles
  • The work ethic and confidence to shine alongside motivated colleagues
  • Professional written and spoken English with excellent presentation skills
  • Excellent interpersonal skills, curiosity, flexibility, and accountability
  • Passionate, thoughtful, and self-motivated
  • Appreciative of diversity, polite and effective in a multi-cultural, multi-national organisation
  • Thoughtfulness and self-motivation
  • Result-oriented, with a personal drive to meet commitments
  • Ability to travel internationally twice a year, for company events up to two weeks long
Nice-to-have skills
  • MBA or equivalent combination of professional certifications and experience
  • Previous experience as a subject matter expert in Financial Planning & Analysis
  • Experience with Business Intelligence reporting, CRM and ERP systems
What we offer colleagues

We consider geographical location, experience, and performance in shaping compensation worldwide. We revisit compensation annually (and more often for graduates and associates) to ensure we recognise outstanding performance. In addition to base pay, we offer a performance-driven annual bonus or commission. We provide all team members with additional benefits, which reflect our values and ideals. We balance our programs to meet local needs and ensure fairness globally.

  • Distributed work environment with twice-yearly team sprints in person
  • Personal learning and development budget of USD 2,000 per year
  • Annual compensation review
  • Recognition rewards
  • Annual holiday leave
  • Maternity and paternity leave
  • Employee Assistance Programme
  • Opportunity to travel to new locations to meet colleagues
  • Priority Pass, and travel upgrades for long haul company events
About Canonical

Canonical is a pioneering tech firm at the forefront of the global move to open source. As the company that publishes Ubuntu, one of the most important open source projects and the platform for AI, IoT and the cloud, we are changing the world of software. We recruit on a global basis and set a very high standard for people joining the company. We expect excellence - in order to succeed, we need to be the best at what we do. Most colleagues at Canonical have worked from home since its inception in 2004.​ Working here is a step into the future, and will challenge you to think differently, work smarter, learn new skills, and raise your game.

Canonical is an equal opportunity employer

We are proud to foster a workplace free from discrimination. Diversity of experience, perspectives, and background create a better work environment and better products. Whatever your identity, we will give your application fair consideration.

#LI-remote