Manager of Financial Planning

3 weeks ago


Oakville Ontario, Halton, Canada Fengate Asset Management Full time
Description

Fengate is seeking a Manager of Financial Planning & Analysis to join their growing Corporate Finance team. This role will report to the Vice President of FP&A, Corporate Finance. The successful candidate will provide financial direction and insight to enable stakeholders to make the decisions that matter. They will be providing analysis and planning support in order to maintain and enhance the efficiency, effectiveness and performance of the business as a whole. This individual will also be responsible for providing divisional FP&A support; working closely alongside the group heads to report on the overall performance of their teams

Key Responsibilities

  • Create and maintain the following financial models:
  • Fiscal budget (at the consolidated and business unit levels)
  • Quarterly variance analysis report
  • Quarterly fiscal forecast
  • Rolling 12 month cash flow forecast
  • 5 year long-term forecast
Use data and make recommendations to influence strategic decision-making and planning.Independently align financial and operational analyses with your business partners, challenging business partner assumptions when necessaryEnsure reporting accuracy and compliance with internal and external policies, including monitor forecast accuracy, understand drivers of variances, and provide insightful commentary & analysis for both current period and future periodsUse solid financial knowledge and business acumen to build financial models and analyses with little guidance and draw conclusions and make recommendations that deliver results and drive improvementsYou challenge business partner plans and assumptions when needed. You navigate across organizations and identify the right teams to participate in discussions. You establish relationships with business partners and proactively address issuesPerform ad-hoc business analyses, and financial modeling. Present recommendations to senior management on strategic decisions, and planned future initiativesYou identify and implement opportunities to resolve finance issues, improve, scale, or simplify finance tools, technology, and processes across teams and organizations

Requirements

Key Qualifications

  • Experience of financial management reporting and planning
  • Analytical with strong data and excel skills
  • Strong communication and presentation skills
  • Business partnering & stakeholder management
  • Solution focussed and forward thinker
  • Commercially astute
  • Experience in a complex business
  • Qualified Accountant (CPA and/or CA)

Preferred Qualifications

  • Advanced Excel modelling skills, ability to construct professional PowerPoint presentations and then present them to senior stakeholders, internal and external
  • Strong written and verbal communication skills with the ability to articulate complex financial concepts in a simple and concise manner for presentation and discussions with senior management and other nonfinancial business leaders
  • Experience with NetSuite is beneficial but not required

CORE COMPETENCIES

  • Being Authentic –Inspiring trust and being courageous.
  • Focusing on Performance –Being accountable and driving results.
  • Understanding Stakeholders – Knowing the needs of those who rely on you.
  • Building Effective Relationships – Collaboration and communication.

Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in.

We are committed to providing accommodation for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.
  • Financial Planning

    17 hours ago


    Oakville, Ontario, Halton, Canada Oldcastle APG Full time

    Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning portfolio that enables customers to Live Well Outside. Inspiring endless possibilities with enduring performance, its collection of premier building products create inviting outdoor spaces where people connect, reflect and recharge. The...

  • Financial Analyst

    1 day ago


    Oakville, Ontario, Halton, Canada Imploy Full time

    Job Title: Financial AnalystIndustry: Financial Services & ConsultingEmployment Type: Full-time and In-PersonReports To: Manager, Advisory Services & Divisional PartnerLocation of Work: Oakville, Ontario,At our client’s company, their entrepreneurial spirit guides their commitment to maximizing outcomes for their team and clients. They cultivate a culture...

  • Financial Analyst

    3 weeks ago


    Oakville, Ontario, Halton, Canada HUB International Full time

    ABOUT USAt HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. Hiinte0023753 As a global firm, we offer employees...

  • Financial Planner

    3 days ago


    Oakville, Ontario, B8B, Halton, Canada National Bank Full time

    A career as a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your...


  • Oakville, Ontario, Halton, Canada Staffix Professional Staffing Full time

    About Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...

  • Staff Accountant

    2 weeks ago


    Oakville, Ontario, Halton, Canada Bevertec Full time

    Job Title: Staff Accountant (Audit and Assurance)Location: Oakville, ON.Permanent, full-time.On-Site.Our client, a public accounting firm is hiring a Staff Accountant.Responsibilities:Work with the Assurance team to Complete audits and reviews.Assistance on larger audit engagements and tax assignments.Prepare and maintain payroll and related government...


  • Oakville, ON, B8B, Halton, Canada Banque Nationale Full time

    Une carrière en tant que planificateur financier, tu joueras un rôle important auprès de tes clients. À travers les 7 champs de la planification financière, tu travailleras en étroite collaboration avec l'équipe afin d'aider et conseiller de façon distinctive et personnalisée ton client dans l'atteinte de ses objectifs de vie par...


  • Oakville, Ontario, Halton, Canada Insight Global Full time

    Insight Global is looking for an Administrative Assistant to join an Insurance & Financial Services company in Oakville, Ontario. The successful individual for this role will have previous experience in the Life Insurance industry. They will have a welcoming and warm personality with strong communication skills to support clients via phone, email, and...


  • Oakville, Ontario, Halton, Canada The People Co. Full time

    If you are an experienced and talented Director of Procurement with strong experience in purchasing raw material food items, then this is the role for you!! Our client is a leading food company and as part of their exciting expansion plans they are now seeking to hire a dynamic procurement professional to join their team. Please note this is an in office...

  • Kitchen Team Member

    18 hours ago


    Oakville, Ontario, Halton, Canada Healthy Planet Full time

    Are you passionate about healthy living and skilled in creating positive interactions with customers? Join Healthy Planet Kitchen as a team member, where you'll utilize your exceptional people skills to promote and sell our delicious and nutritious food offerings. We are seeking enthusiastic individuals who thrive in a customer-facing environment that is...

  • Logistics Manager

    4 weeks ago


    Oakville, ON, B8B, Halton, Canada Liquid Rubber Canada Full time

    Company Profile:Liquid Rubber is a Canadian based e-commerce company that provides DIY homeowners with cost effective waterproofing and protective coating solutions through straightforward and reliable technical support using professional grade products.Most of our products are sold online and after years of consistent annual growth, we know we are just...


  • Burlington, Ontario, Halton, Canada Bilingual Source Full time

    The ideal candidate will support the full scope of Human Resources responsibilities and partner with the organization on strategic initiatives. They will maintain and enhance the organization's human resources by planning, implementing, and evaluating human resources policies, programs, and practices. ResponsibilitiesRecruit and Onboard new hires...

  • Credit Manager

    17 hours ago


    Burlington, Ontario, Halton, Canada Gerrie Electric Wholesale Ltd. Full time

    Gerrie Electric is one of the largest independent electrical distributors, with 24 key Ontario locations and over 400 employees. We are a proud family owned, Canadian company and are headquartered in Burlington, ON. We are proud to be a Platinum Club winner of Canada’s Best Managed Companies. Having been in business since 1957, we are an established and...


  • Milton, Ontario, Halton, Canada Recochem Inc. Full time

    Recochem is leading the way in offering global thermal management, emission control, vehicle care and household solutions that provide protection & safety to consumers and to the environment.Recochem excels at turning consumer insights into innovation while driving In-depth category expertise and building power brands that align to consumer preference. Our...

  • Forecast Analyst

    1 week ago


    Milton, Ontario, Halton, Canada Recochem Inc. Full time

    Recochem is leading the way in offering global thermal management, emission control, vehicle care and household solutions that provide protection & safety to consumers and to the environment.Recochem excels at turning consumer insights into innovation while driving In-depth category expertise and building power brands that align to consumer preference. Our...

  • Site Superintendent

    2 weeks ago


    Milton, Ontario, Halton, Canada ADASIM Construction Corporation Full time

    ADASIM Construction Corporation is a is a premium boutique site servicing contractor; providing a full-service contractor alternative for clients that are seeking large contractor performance on a smaller scale with executive level expertise and service. ADASIM is signatory to IUOE, Local 793 & LiUNA, Local 183.We are expanding and seeking a skilled and...

  • Business Analyst

    4 days ago


    Burlington, Ontario, Halton, Canada Häfele Canada Inc. Full time

    Title: Business Analyst – Sales (Contract Role 14 months-Maternity Leave)About us:Hafele is a global market leader in providing hardware solutions and innovation to the furniture, kitchen cabinet, architectural millwork and hospitality industries. We are a privately held company with a long and rich history that began in 1923. We have over 8,000 employees...


  • Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a top 5 Bank in Canada, is looking for a Financial Planning and Analytics Manager for a 4-month contract located in Scarborough. This is an excellent opportunity for a Financial Planning and Analytics Managerwith a financial services background As a Financial Planning and Analytics Manager your duties will include but not be limited to: ...


  • Ontario, Canada Corporation of the City of Thunder Bay Full time

    Work Term: Permanent Work Language: English Hours: 35 hours per week Education: Bachelor's degree Experience: 5 years or more Work setting: Municipal government Tasks: Coordinate the organization's financial operations and budget activities in order to optimize financial performance Direct staff Plan and control budget and expenditures ...


  • Northwestern Ontario, Canada Corporation of the City of Thunder Bay Full time

    Work Term: Permanent Work Language: English Hours: 35 hours per week Education: Bachelor's degree Experience: 5 years or more Work setting: Municipal government Tasks: Coordinate the organization's financial operations and budget activities in order to optimize financial performance Direct staff Plan and control budget and expenditures Review budgets and...


  • Northwestern Ontario, Canada Corporation of the City of Thunder Bay Full time

    Work Term: Permanent Work Language: English Hours: 35 hours per week Education: Bachelor's degree Experience: 5 years or more Work setting: Municipal government Tasks: Coordinate the organization's financial operations and budget activities in order to optimize financial performance Direct staff Plan and control budget and expenditures Review budgets and...


  • Northwestern Ontario, Canada Corporation of the City of Thunder Bay Full time

    Work Term: Permanent Work Language: English Hours: 35 hours per week Education: Bachelor's degree Experience: 5 years or more Work setting: Municipal government Tasks: Coordinate the organization's financial operations and budget activities in order to optimize financial performance Direct staff Plan and control budget and expenditures Review budgets and...


  • Oakville, Canada Fengate Asset Management Full time

    DescriptionFengate is seeking a Manager of Financial Planning & Analysis to join their growing Corporate Finance team. This role will report to the Vice President of FP&A, Corporate Finance. The successful candidate will provide financial direction and insight to enable stakeholders to make the decisions that matter. They will be providing analysis and...


  • Oakville, Canada Fengate Asset Management Full time

    DescriptionFengate is seeking a Manager of Financial Planning & Analysis to join their growing Corporate Finance team. This role will report to the Vice President of FP&A, Corporate Finance. The successful candidate will provide financial direction and insight to enable stakeholders to make the decisions that matter. They will be providing analysis and...


  • Oakville, Canada Fengate Asset Management Full time

    DescriptionFengate is seeking a Manager of Financial Planning & Analysis to join their growing Corporate Finance team. This role will report to the Vice President of FP&A, Corporate Finance. The successful candidate will provide financial direction and insight to enable stakeholders to make the decisions that matter. They will be providing analysis and...


  • Oakville, Canada Fengate Asset Management Full time

    DescriptionFengate is seeking a Manager of Financial Planning & Analysis to join their growing Corporate Finance team. This role will report to the Vice President of FP&A, Corporate Finance. The successful candidate will provide financial direction and insight to enable stakeholders to make the decisions that matter. They will be providing analysis and...


  • Oakville, Canada Fengate Asset Management Full time

    Fengate is seeking a Manager of Financial Planning & Analysis to join their growing Corporate Finance team. This role will report to the Vice President of FP&A, Corporate Finance. The successful candidate will provide financial direction and insight to enable stakeholders to make the decisions that matter. They will be providing analysis and planning support...

  • Financial Planning

    15 hours ago


    Oakville, Canada Oldcastle APG Full time

    Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning portfolio that enables customers to Live Well Outside. Inspiring endless possibilities with enduring performance, its collection of premier building products create inviting outdoor spaces where people connect, reflect and recharge. The...

  • Financial Planning

    18 hours ago


    Oakville, Canada Oldcastle APG Full time

    Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning portfolio that enables customers to Live Well Outside. Inspiring endless possibilities with enduring performance, its collection of premier building products create inviting outdoor spaces where people connect, reflect and recharge. The...

  • Financial Planning

    14 hours ago


    Oakville, Canada Oldcastle APG Full time

    Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning portfolio that enables customers to Live Well Outside. Inspiring endless possibilities with enduring performance, its collection of premier building products create inviting outdoor spaces where people connect, reflect and recharge. The...

  • Finance Manager

    5 days ago


    Ontario, Canada Northwest Employment Works Full time

    Ø HOOPP pension plan with company contributions The Chief Financial Officer (CFO) is a member of the executive team at Kenora Chiefs Advisory. Core aspects of the CFO include financial strategy and planning, reporting and analysis, forecasting, risk management, capital management, financial compliance, and a strong collaborative approach. Administration...


  • Ontario, Canada Buss Financial Full time

    Buss Financial Group Inc. is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm in London, Ontario. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in a culture that embraces work life balance then this may be the...


  • Oakville, ON, Canada Fengate Asset Management Full time

    Description Fengate is seeking a Manager of Financial Planning & Analysis to join their growing Corporate Finance team. This role will report to the Vice President of FP&A, Corporate Finance. The successful candidate will provide financial direction and insight to enable stakeholders to make the decisions that matter. They will be providing analysis and...

  • Financial Planning

    16 hours ago


    Oakville, ON, Canada Oldcastle APG Full time

    Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning portfolio that enables customers to Live Well Outside. Inspiring endless possibilities with enduring performance, its collection of premier building products create inviting outdoor spaces where people connect, reflect and recharge. The...

  • Financial Planning

    15 hours ago


    Oakville, Canada CRH Full time

     Job ID:  497019 Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning portfolio that enables customers to Live Well Outside. Inspiring endless possibilities with enduring performance, its collection of premier building products create inviting outdoor spaces where people connect, reflect...

  • Financial Planning

    22 hours ago


    Oakville, Canada CRH Canada Full time

    Job ID: 497019 Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning portfolio that enables customers to Live Well Outside. Inspiring endless possibilities with enduring performance, its collection of premier building products create inviting outdoor spaces where people connect,...


  • 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....