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Financial Planning

3 months ago

Markham, Ontario, Canada Serruya Private Equity Full time

Position summary


The Corporate Manager, FP&A position in Serruya Private Equity (SPE) will work closely with the VP of Finance to support the long-term operational and growth objectives of the group.

The Manager will lead in developing, implementing robust and scalable reporting processes that drive the business decision making backed with analytics.

You are a key member in SPE to ensure timely reporting of financial results, operational and sustainability KPIs, performance dashboards and in overseeing the planning cycles.

The incumbent requires excellent leadership, communication skills, systems savvy, and the ability/willingness to collaborate with all business areas.

Responsibilities and duties:

  • Assist the VP of Finance to develop the corporate annual operating plan, consolidation & submission process. Prepare consolidated monthly/quarterly actual reports, budget to actual reporting, variance analysis. Develop & utilize various analytical frameworks to highlight opportunities & decision support. And identify key drivers and initiatives for strategic and business growth.
  • Develop and lead the annual budget process, working collaboratively with a multifunctional team. Challenge key assumptions based on actual trends, knowledge of the business model, and the need to continuously improve overall profitability for all major operating sectors.
  • Partner with accounting team to refine sector reporting templates, training and coaching accountants to ensure accurate and timely submission of the sector reports and the complete profitability analysis across different business segments are covered.
  • Manage the review and analysis of various joint venture reports maintained by partners or external accountants and ensure information prepared is reasonable and completed by the specified deadline date.
  • Respond to inquiries for data extraction, review and analysis from Investment team.
  • Assist VP of Finance for EFP system selection and implementation and streamline the reporting function of monthly financial and nonfinancial information, e.g. budget vs. actual, revenue and margin by product line, inventory level monitoring.
  • Document workflow and control process for all financial related areas and assist VP of Finance to review and refine the process.
  • Work together with the Controller and provide support to VP of Finance of building corporate policies.
  • Other adhoc tasks as assigned, and as operationally required.

Employment requirements:

  • Excellent communication skills.
  • Demonstrated analytical skills to interpret information and provide recommendations
  • Advanced Excel skills, tech savvy, adaptive to new technologies and tools. ERP system implement experience is an asset.
  • Solid track record of meeting tight working deadlines, and prioritizing workload are essential.
  • Knowledge/experience of corporate income tax returns (US or Canada) will be an asset.


SPE is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability or any other characteristic protected by law.

Accommodation is available upon request for applicants and colleagues with disabilities.

Job Types:
Full-time, Permanent

Benefits:

  • Casual dress
  • Dental care
  • Extended health care
  • Life insurance
  • Onsite parking
  • Paid time off
  • Vision care

Flexible Language Requirement:

  • French not required

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Markham, ON L3R 8V2: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Your salary expectations for this role (preferably a range):

Work Location:
In person