Financial Planning
2 weeks ago
Responsible to evaluate, organize, plan, analyze, manage and report on revenue processes, budgeting and projections - aiding the organization to provide structure and transparency on Product Line revenue, in collaboration with Sr. Director, Financial Planning & Analysis and Finance. Process company analysis and forecasting of key financial deliverables (e.g. revenue, profitability, backlog, sales forecasting, expenses etc.) for all Product Lines to formulate decisions with executive management team on current and future financial health. Participate in the development and implementation of organizational strategies, technologies, and best practices to ensure fluid and active revenue forecasting for the organization, in collaboration with Sr. Director, Financial Planning & Analysis. Financial Planning & Analysis Work with Sr. Director, Financial Planning & Analysis, and internal stakeholders in making the revenue collection, expense budgeting, and projection process more efficient. Coordinate with Finance, Legal, Business Development and Product Line owners to coordinate and identify trends and patterns that provide transparency to current and projected revenue and expenses. Work with project teams and various Product Line groups to create standard reports and analysis around revenue recognition, budgeting, projections, and other financial planning associated reports. Take action and investigate revenue discrepancies at the Product Line level and provide appropriate training to functional groups to resolve errors and provide practices and recommendations for avoiding future potential errors. Financial Reporting Collaborate with Information Technology (IT) and internal stakeholders in the reporting of revenue, budgeting, and other financial data within analytics software in a defined and reproducible method monthly for executive, project groups and Product Line Owners. Manipulate and draw conclusions for large datasets of information in order to generate revenue reports and financial statements for management review. Generate revenue projections reports and financial statements for management review. Develop reports that help aidnew strategies to achieve revenue optimization and expense control Product Line Support Structure formalized trainings in collaboration with Finance and Financial Planning & Analysis group, for Project groups, line managers and Product Line owners on efficient and accurate interpretation of financial data. Assist Finance and Financial Planning & Analysis group in internal or IT initiatives relating to the departments that may aid the improved reporting or financial activities of the related groups Qualifications MINIMUM EXPERIENCE REQUIREMENTS: 1 - 3 years of related experience PREFERRED EXPERIENCE REQUIREMENTS: 4 - 6 years of related experience MINIMUM EDUCATION REQUIREMENTS: (Honors) Bachelor’s degree PREFERRED EDUCATION REQUIREMENTS: (Honors) Bachelor’s or master’s degree and a professional designation Additional Knowledge/Skills Accounting designation and/or finance post-secondary education preferred. Skilled in use of spreadsheets, database, analytics software (powerBI) and/or data-mining software. Contract Research Organization or professional services industry experience preferred. Salary: $69,000 - $115,500 a year + Bonus #J-18808-Ljbffr
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Senior Associate Financial Advisor
2 weeks ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeA financial planning firm in Calgary is seeking an experienced Associate Financial Advisor to manage client portfolios and provide financial planning services. The ideal candidate should have a strong background in financial advising with certifications like CSC and CPH, alongside excellent communication skills and attention to detail. Salary is negotiable...
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Director, Financial Planning
2 weeks ago
Calgary, Alberta, Canada Western Financial Group Full timeProudly Canadian. Driven by Purpose. Rooted in Care.Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada.Director, Financial...
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Director, Financial Planning and Analysis
2 weeks ago
Calgary, Canada Western Financial Group Full timeProudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Director, Financial...
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Director, Financial Planning and Analysis
2 weeks ago
Calgary, Alberta, Canada Western Financial Group Full timeProudly Canadian. Driven by Purpose. Rooted in Care.Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada.Director, Financial...
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Director, Financial Planning and Analysis
2 weeks ago
Calgary, Alberta, Canada Western Financial Group Full time US$115,000 - US$160,000Proudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Director,...
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Director, Financial Planning and Analysis
2 weeks ago
Calgary, Alberta, Canada Western Financial Group Full time US$115,000 - US$160,000Proudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Director,...
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Experienced Associate Financial Advisor
2 weeks ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeOverview Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 400m in assets. The Griffith &...
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Experienced Associate Financial Advisor
2 weeks ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeAbout the Job:Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 400m in assets.The...
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Experienced Associate Financial Advisor
2 weeks ago
Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeAbout the Job: Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 400m in assets.The...
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Investment Advisor: Shape Portfolios
2 weeks ago
Calgary, Canada CI Financial Full timeA financial services firm in Calgary is seeking a diligent Investment Advisor to manage client portfolios and provide exceptional financial support. You will develop financial strategies and analyze market trends. The ideal candidate has post-secondary education, relevant financial licenses, and experience in wealth management. This role offers competitive...
