Director, Financial Planning

6 months ago

Toronto, Canada Aviso Wealth Full time

**Aviso Wealth**:
**The Opportunity**:
We’re looking for a Director, Financial Planning & Analysis to join our Finance team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Reporting to the Vice President, Financial Planning and Analysis the Director Financial Planning & Analysis will drive financial performance, provide strategic and financial insights, supporting shared services and business lines. This role will lead and manage the budget and forecast preparation, shared service model, internal reporting, business decision support initiatives and project management for FP&A projects. Strong business acumen, ability to influence and make sound recommendations as well as build and maintain solid relationships with stakeholders are key success factors in this role.

**Who you are**:

- **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
- **Leadership** - You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

**What your day looks like**:

- Leads planning, budgeting, reporting, and forecasting processes through close collaboration with shared services and lines of business
- Partner with senior leadership of shared services to develop and support strategic financial plans
- Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes
- Prepare and present financial reports, presentations and analysis to senior management, stakeholders, and Board of Directors
- Support the Vice-President, Financial Planning & Analysis in identifying and analyzing the impact of cross-functional financial decisions across the lines of businesses and support functions
- Create and implement the annual Shared Service Allocation Methodology to ensure fair and accurate distribution of cost centers across business lines
- Work with Accounting to ensure accuracy, integrity, and reliability of data for analysis and decision making
- Prepare regular reporting of financial performance and metrics for department leaders, communicating financial results and trends
- Collaborate with Project Managers to track, report and monitor key strategic initiatives on budget, capitalization, and performance relative to plans
- Drive continued evolution of budgeting, financial forecasting, operating plans, and modeling tools
- Perform special projects and ad-hoc financial analysis as required

**Requirements**:
**Your experience and skills**:

- Bachelor’s degree in Finance, Business, Economics or other relevant field. A Master’s degree is an asset
- Professional designation (CA, CGA CMA/CPA)
- Minimum of 10 years progressive experience in financial roles, with at least 5 years of management experience.
- Significant experience in budgeting, reporting, planning, analysis and integrating financial systems. Sage Intacct and Workday experience an asset
- Experience working in complex organization, with a preference for experience in the financial services industry
- Project management experience, including leading and managing delivery and documentation, specifically experience where there have been multi-department impacts
- Strong financial modeling, analytical and problem-solving skills with attention to detail
- Mastery skills in Microsoft Excel
- Strong understanding of data mining techniques and principles
- Familiarity with enterprise planning tools to facilitate budgeting and forecasting activities
- Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments
- Proven ability to anticipate business needs

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