Financial Planning Manager

2 weeks ago


Hamilton, Ontario, Canada EightSix Network Inc Full time

This is a short term contract onsite for a Financial Planning Manager. In this role the primary function will be to perform monthly analytics, gather and coordinate information related to month-end and quarter-end close, instrumental conduit to various departments for monthly & quarterly variance analysis, quarterly forecasting, and the annual budget cycle. Assist in creating a standard reporting process for monthly and quarterly reporting. Use the data and figure out how to create reports from it to better use that data for decision making, perform variance analysis.

The ideal candidate will have the following skills and experience:

  • CPA preferred with 7+ years of relevant work experience
  • Proficiency in data analysis, budgeting, and forecasting
  • Advanced Excel skills and proficiency on other Office suite applications, such as Power Point and Word
  • Solid knowledge of local accounting policy
  • Well-organized with the ability to prioritize
  • Excellent communication and interpersonal skills
  • Attention to detail and problem-solving ability
  • Preference given to any candidate that has experience with Microsoft Dynamics Business Central
Be the first to be notified about new Financial Planning Manager jobs in Hamilton, on

I agree to receive jobs matching this search by email and I agree to the Terms. I can cancel alerts at any time.

#J-18808-Ljbffr

  • Hamilton, Ontario, Canada HOPA Ports Full time

    The Hamilton-Oshawa Port Authority (HOPA Ports) is seeking an experienced finance professional to join our high-performing team and participate in the growth of Ontario's largest port authority. What you'll do: As a senior member of the Finance and Accounting team, the Manager, FP&A is responsible for delivering key financial information and critical...


  • Hamilton, Ontario, Canada EightSix Network Inc Full time

    The Hamilton-Oshawa Port Authority (HOPA Ports) is in search of an experienced finance professional to be part of our top-performing team and contribute to the development of Ontario's largest port authority.Responsibilities:Deliver crucial financial information and business insights to senior management and stakeholders.Prepare detailed financial plans and...


  • Hamilton, Ontario, Ontario, Canada Robert Half Full time

    This is a short term contract onsite for a Financial Planning Manager. In this role the primary function will be to perform monthly analytics, gather and coordinate information related to month-end and quarter-end close, instrumental conduit to various departments for monthly & quarterly variance analysis, quarterly forecasting, and the annual budget cycle....


  • Hamilton, Ontario, Ontario, Canada Robert Half Full time

    This is a short term contract onsite for a Financial Planning Manager. In this role the primary function will be to perform monthly analytics, gather and coordinate information related to month-end and quarter-end close, instrumental conduit to various departments for monthly & quarterly variance analysis, quarterly forecasting, and the annual budget cycle....


  • Hamilton, Ontario, Canada Tandia Financial Credit Union Full time

    We invest in people.Be part of a banking experience as unique as you are.Tandia Financial Credit Union (Tandia) is seeking a passionate relationship builder to be a part-time Associate based in our branches in the Hamilton region. This permanent position will involve working at multiple branch. The work hours will vary between 18-24 hours per week, Monday...


  • Hamilton, Ontario, Canada CURO Financial Technologies Corp Full time

    Overview:If you are looking for more than a job, join Cash Money to start your careerCome and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class customer...


  • Hamilton, Ontario, Canada AutoCanada Inc. Full time

    Financial Services ManagerSubaru of HamiltonHamilton,OntarioSubaru of Hamilton is looking for a Financial Services Manager to join our growing team This role requires someone with an entrepreneurial spirit that wants to build a business and has the time and work ethic to do so The Finance Manager oversees prime and non-prime clients and assists in...


  • Hamilton, Ontario, Canada AutoCanada Inc. Full time

    Finance Service ManagerPlaza NissanHamilton, ONAre you looking to drive your career forward?We're looking for an experienced Financial Services Manager to join our team As Financial Services Manager on our team; you will consult with clients on protection programs to customize and tailor personalized coverages. As well as provide optimal purchasing solutions...


  • Hamilton, Ontario, Canada AutoCanada Inc. Full time

    Financial Services Manager - AutomotiveHamilton, ONWe're looking for an experienced- Financial Services Manager to join our growing team This role requires someone with an entrepreneurial spirit that wants to build a business and has the time and work ethic to do so The Finance Manager oversees prime and non-prime clients and assists in structuring deals in...


  • Hamilton, Ontario, Canada Collective Arts Brewing Full time

    Role ProfileA typical day as a Manager, Financial Reporting includes:Lead the monthly and annual preparation of the financial statements with thought leadership from the Controller including:Directing a streamlined and efficient month end close to ensure reporting deadlines are met. Working with Senior Leadership Team and the Innovation team to ensure the...

  • Financial Advisor

    2 weeks ago


    Hamilton, Ontario, Canada Cowan Insurance Group Full time

    Cowan Insurance Group is looking for a highly motivated Financial Advisor to join our team Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client relationships from an assigned block of business, in collaboration with associates in wealth...

  • Financial Analyst

    2 weeks ago


    Hamilton, Ontario, Canada CB Canada Full time

    Ref ID: Classification: Financial AnalystCompensation: $ to $ yearlyIf you have prior training in finance, Robert Half may have an excellent Financial Analyst opportunity for applicants with strong communication skills. An employment opportunity has become available at a Plastics Manufacturing company with a growing team. Daily functions include conducting...


  • Hamilton, Ontario, Canada Zgheib Agency Full time

    Compensation:$50, ,000+Responsibilities: Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Serve as a collaborative team player willing to further development through continued training opportunities...

  • Financial Advisor

    2 weeks ago


    Hamilton, Ontario, Canada Cowan Insurance Group Full time

    You're a sales-driven entrepreneur— proactively getting new clients and business motivates you.You're a relationship builder — striking a meaningful conversation with a client, industry partner or colleague excites you. You're a problem solver – offering unique, customized wealth & insurance solutions to meet your clients' complex needs thrills you. If...

  • Financial Coordinator

    2 weeks ago


    Hamilton, Ontario, Canada City of Hamilton Full time

    About the City of HamiltonContribute 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 talented and...

  • Financial Planner

    2 weeks ago


    Hamilton, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs an RBC Financial Planner, you will have the chance to manage a portfolio of mass affluent clients. Your role involves offering comprehensive reviews of clients' financial situations, building long-term relationships through expert advice, financial planning skills, and continuous services. Your enthusiasm to achieve goals and...

  • Financial Analyst

    2 weeks ago


    Hamilton, Ontario, Canada Stelco Full time

    Please note: this position supports both locations : Hamilton and Nanticoke, OntarioThe Financial Analyst (FA) is a member of the Finance team, responsible for providing finance business partner support in one or more of the following divisions: Coke Ovens, Ironmaking, Steelmaking, Hot Strip Mill, Cold Rolled & Coated, Maintenance, Services and Utilities...


  • Hamilton, Ontario, Canada Life Agency Full time

    Welcome to an Exciting Opportunity with Life AgencyIf you've got top-notch listening skills and a knack for business, we're looking for someone like you to dive into the financial services sector. The ideal candidate is enthusiastic about building lasting connections and delving into the world of financial information, estate planning, mutual funds, and...


  • Hamilton, Ontario, Canada BMO Financial Group Full time

    50 Bay Street South Hamilton Ontario,L8P 4V9Provides 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 as...

  • investment specialist

    2 weeks ago


    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Education: Bachelor's degreeExperience: 1 year to less than 2 years or equivalent experienceTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of...