Senior Manager, Financial Planning

7 days ago

Toronto, Ontario, Canada CAAT Pension Plan Full time

Direct message the job poster from CAAT Pension Plan

Experienced recruiter specializing in sourcing and securing high-caliber candidates.

Our mission is to provide a secure, valuable, and sustainable workplace retirement solutions for Canadians. At CAAT, we live our values of integrity, impact, and teamwork every day.

The Senior Manager, Financial Planning & Analysis is integral to the success of the Finance team, and to CAAT's guiding mission and growth strategy.

The Senior Manager, Financial Planning & Analysis will play a key part in evolving CAAT Pension Plan's financial planning & analysis capabilities and supporting departments across the organization in making informed business decisions. The Senior Manager will support the Director, Financial Planning & Analysis with the growth and development of the financial planning & analysis team within the finance department.

We are looking for someone with:

  • Bachelor's degree, major in accounting or finance or equivalent.
  • CPA designation is required, or an advanced degree or certification that focuses on data analytics and/or data science (i.e., master's degree, continuing education program, CFA etc.).
  • A minimum of five (5) years of experience in financial planning and analysis roles or roles with similar/transferrable experience.
  • Strong financial analysis and modeling skills, with experience creating complex financial projections and budgets.
  • Experience with SAP S4Hana and/or implementing an FP&A tool is an asset but not required.

The successful candidate will demonstrate:

  • Excellent business partnering and communication skills, with the ability to communicate complex financial information to non-financial stakeholders in a clear and concise manner including senior leadership teams and internal operations committees.
  • Ability to see the bigger picture but still able to dive deep into the weeds when necessary.
  • Possesses creative thinking skills, with a proven ability to approach problems and challenges in new and innovative ways.
  • Strategic thinking and a proven ability to drive change and implementation of new initiatives.
  • Excels in navigating ambiguity and is comfortable adapting to evolving priorities.

Once here you will:

  • Support the Director, Financial Planning & Analysis with developing and executing the long-term strategy of the FP&A function at CAAT.
  • Act as an independent thinker, problem solver and critical thinker to be able to provide insights and recommendations that others may typically miss.
  • Provide CFO level support to business partners through delivering key financial analyses, aligning budget requests with organizational objectives and through providing strategic insights and actionable recommendations.
  • Recommend and implement improvements to existing FP&A processes by identifying and implementing best practices, driving operational efficiencies, and ensuring scalability of FP&A processes as the organization grows.
  • Support the annual budgeting process, working cross-functionally with different teams to ensure alignment on timelines, deliverables and most importantly, the annual strategic plan.
  • Support the development and assessment of departmental budget requests to ensure alignment with CAAT's strategy and support the preparation of the annual budget proposal document that ultimately goes to the Board of Trustees for approval.
  • Develop processes to determine the return on investment of various projects and initiatives across CAAT and oversee project costs tracking to ensure appropriate cost attribution.
  • Apply creative-thinking skills to solution for business decisions/questions that require ad-hoc financial analysis, modeling, and reporting while overseeing the execution of your solution, ensuring development of robust financial modelling and storytelling/communication skills across the team.
  • Build and/or lead the building of forecasting models to help provide financial insights and recommendations to inform business decisions by collaborating cross-functionally to collect and analyze data, financial and non-financial, to develop accurate financial projections.
  • Review quarterly budget variance reporting for the Board, oversee cost allocations in SAP S4Hana, maintain allocation methodology to reflect inter-department consumption, and lead meetings with departments to discuss actual spend, budget risks and opportunities to ensure accurate forecasting.

Step into CAAT - where your work is both rewarding and meaningful, growth is a constant, fun is the way we roll, and your impact is real If you meet most of the criteria above, we would love to connect with you.

Our commitment to you as a CAATster:

We're about growing together and creating impact in a collaborative and caring environment

Comprehensive & Holistic Care: Your dedication deserves appreciation At CAAT, we celebrate the complete you, prioritizing your well-being above all. Our all-encompassing employee programs are designed to cater to every aspect of your life and well-being, ensuring you feel cherished and valued. We provide a competitive Total Rewards program based around your physical, mental, and financial wellness. This includes, but is not limited to, your compensation, paid time off, health and dental benefits, wellness programs, wellness incentives, and (of course) a defined benefit pension plan.

Growth Opportunities: Embrace a vibrant, ever-evolving environment at CAAT, where growth is not just a goal, but our way of life We're expanding and transforming constantly, which means endless opportunities for you to adapt, innovate, and learn. As we grow, so do you. Let's make a difference together

A Culture of Collaboration and Fun: We're a team that works, grows, and celebrates together. At CAAT, you belong to a collaborative, inclusive and lively environment that sparks creativity and fosters open communication.

Making a Difference, Together:We're on a mission to secure a better future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts

But don't just take our word for it We've consistently been recognized as one of Canada's Most Admired Corporate Cultures, as one of Greater Toronto's Top Employers, and one of the Best Places to Work.

Learn more about us by visiting www.caatpension.ca/careers

Diversity, Equity, Inclusion, and Belonging:

Diversity, Equity, Inclusion, and Belonging (DEIB) at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance
  • Pension Funds
#J-18808-Ljbffr

  • Senior Financial Planning Manager

    2 days ago

    Toronto, Ontario, Canada Equitable Group Full time

    Company OverviewWe are a leading financial institution that values innovation and creativity. Our team is made up of inquisitive and agile minds that find smarter ways of doing things.The JobThis role will play a pivotal part in the Financial Planning and Reporting team, using financial modeling and analytical skills to drive key management decisions.Key...

  • Senior Financial Planning Manager

    1 day ago

    Toronto, Ontario, Canada Lifemark Full time

    About the RoleWe are seeking a highly-skilled Senior Manager to join our finance team as a key member in driving accurate financial reporting and strategic financial planning.The ideal candidate will oversee aspects of financial reporting, analysis, and planning, and play a vital role in a dynamic and committed team where each individual's contribution has a...

  • Senior Manager, Financial Planning

    2 weeks ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    Being a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. Overall we serve...

  • Senior Manager, Financial Planning

    5 hours ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    We're one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands. Driven by core values and a shared purpose, we're fierce champions for better retirement security, known for our can-do...

  • Senior Manager, Financial Planning

    4 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Title: Senior Manager, Financial Planning & Analysis (Global Asset Management Finance)Requisition ID: 220938Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth...

  • Senior Manager, Financial Planning

    4 weeks ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things....

  • Senior Financial Planning Manager

    1 day ago

    Toronto, Ontario, Canada Scotiabank Full time

    Company Overview:Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services.Job Description:The Senior Manager, Financial Planning & Analysis supports the strategic direction, leadership and...

  • Senior Manager, Marketing Planning

    1 day ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Senior Manager, Marketing Planning (Office of the CMO)5700 Yonge St, North York, ON M2M 4K2, Canada Req #2873 Friday, August 9, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly...

  • Senior Manager, Financial Planning

    4 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 215751Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth Management (GWM) finance business partners, ensuring business strategies, plans and...

  • Senior Manager, Financial Planning

    3 weeks ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things....

  • Senior Manager, Financial Planning

    1 week ago

    Toronto, Ontario, Canada Equitable Group Full time

    Join a ChallengerBeing a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things....

  • Senior Financial Planning Manager

    7 days ago

    Toronto, Ontario, Canada Ocean State Job Lot Full time

    CAMH is a leading healthcare provider, and we are seeking an experienced professional to join our team as a Senior Financial Planning Manager.The successful candidate will be responsible for various aspects of Project Cost Control and Reporting, balance sheet accounting, preparation and delivery of year end and audit schedules and documentation, and setting...

  • Senior Manager, Financial Planning

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 220938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth Management (GWM) finance business partners, ensuring business strategies, plans and...

  • Senior Financial Planning Specialist

    4 weeks ago

    Toronto, Ontario, Canada Supply Ontario Full time

    Salary Range: $ 82,217 – $121,155 per yearAs the Senior Financial Planning Specialist, you will be accountable for leading strategic business and fiscal planning, and provide financial advice, expertise and leadership on development and implementation of financial design and strategy including financial planning, financial policy development and...

  • Senior Manager, Financial Planning

    13 hours ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    At CAAT, we're passionate about what we do. And it showsHere, you'll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the...

  • Senior Manager, Financial Planning

    10 hours ago

    Toronto, Ontario, Canada CAAT Pension Plan Full time

    At CAAT, we're passionate about what we do. And it shows Here, you'll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the...

  • SMFPA-Senior Manager, Financial Planning

    7 days ago

    Toronto, Ontario, Canada Lifemark Full time

    Title: Senior Manager, Finance, Clinic OperationsType: Permanent full-timeLifemark Health Group (LHG) is a market leader in customized healthcare solutions. With over 20 years of service excellence, LHG is one of the largest, most trusted, and most comprehensive providers in Canada. As a national healthcare company, LHG employs over 5,000 highly-trained...

  • Senior Financial Planning Manager

    3 days ago

    Toronto, Ontario, Canada CAPREIT Apartments Full time

    Job OverviewThe Financial Analyst will be part of the Financial Planning & Analysis team, working on the coordination and preparation of periodic forecasts for all CAPREIT managed properties. The position will also be working closely with regional and corporate finance teams to conduct quantitative analysis to provide business insights to key...

  • Senior Manager of Financial Planning

    5 hours ago

    Toronto, Ontario, Canada Abiona Centre For Infant & Early Mental Health Full time

    Job SummaryWe are seeking a seasoned finance professional to serve as the Director of Finance and Corporate Services at the Abiona Centre For Infant & Early Mental Health. As a key member of our leadership team, you will be responsible for leading and managing the Finance and Corporate Services department, ensuring the effective and efficient operation of...

  • Senior Financial Planning Analyst

    3 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleThe Senior Financial Planning Analyst will play a key part in developing and maintaining data reporting frameworks to support financial analysis and forecasting. You will work closely with senior management to ensure timely completion of quarterly results and regional quarter-end reporting packages.