Financial Planning

2 weeks ago


Toronto, Canada Neighbourly Pharmacy Full time

Neighbourly Pharmacy Inc. is Canada’s largest and fastest growing network of independent pharmacies. We are seeking a highly motivated Financial Planning & Analysis Manager.

**About Us**:
Since 2015, Neighbourly has expanded its diversified national footprint to include 284+ locations, reinforcing the Company's reputation as the industry's acquirer of choice. You will directly contribute to our rapid growth which has regularly been recognized externally, including receiving the following accolades.
- Ranked #1 fastest growing company in Canada (Globe and Mail, 2020)
- Requalified on the Globe and Mail’s Top Growing Companies list in each of 2021 and 2022.
- Named as one of Canada’s Best Managed Companies for three consecutive years (2021, 2022 and 2023)
- Recognized on the 2022 New Innovators list (by Canadian Business magazine in partnership with the Brookfield Institute for Innovation + Entrepreneurship)
- Recognized on Canadian Business’ 2020 Growth List.

**Job Summary**:
**RESPONSIBILITIES**:

- Financial Analysis: Conduct in-depth financial analysis of pharmacy operations, with a focus on retail metrics such as sales per square foot, inventory turnover, and gross margin analysis, as well as operational costs such as labour, occupancy and general expenses.
- Budgeting and Forecasting: Lead the budgeting and forecasting processes for the operations group, incorporating retail-specific factors and market trends into financial plans.
- Performance Reporting: Provide regular performance updates in a clear and concise manner to key stakeholders, providing insights into retail performance metrics and identifying areas for improvement.
- Cost Management: Identify opportunities to optimize costs and improve efficiency in retail operations, collaborating with operational teams to implement cost-saving initiatives.
- Strategic Planning: Provide financial insights and support to senior management in retail strategy development, including store expansion plans, store closures, and market penetration strategies.
- Financial Modeling: Develop and maintain financial models to support business planning, including new store pro forma analysis, ROI calculations, and scenario planning.
- Forecast Accuracy: Monitor and assess the accuracy of retail sales forecasts, identifying and addressing any discrepancies or variances to improve forecast reliability.
- Cross-Functional Collaboration: Collaborate with cross-functional teams, including retail operations, marketing, and central operations, to align financial plans with overall business objectives and drive coordinated execution.
- Process Improvement: Identify opportunities to streamline financial processes, improve efficiency and enhance the quality of financial reporting and analysis.
- Ad-Hoc Analysis: Conduct ad-hoc financial analysis and projects as required, providing actionable insights and recommendations to support retail initiatives and strategic decision-making.

**QUALIFICATIONS**:

- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or advanced degree preferred).
- Proven experience (5+ years) in financial planning and analysis, with a focus on retail operations and merchandising.

**SKILLS**:

- Strong analytical skills with the ability to interpret complex financial data and retail performance metrics.
- Experience in the retail sector, with a deep understanding of retail-specific financial metrics and analysis techniques.
- Advanced proficiency in Microsoft Excel, PowerPoint and financial modeling.
- Experience with MicroStrategy a plus.
- Excellent communication and interpersonal skills, with the ability to effectively collaborate with remote teams.
- Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced retail environment.
- Proactive mindset with a commitment to continuous improvement and driving results in a retail setting.

**Disclaimer**:
While all responses are appreciated, only those being considered for interviews will be acknowledged.



  • Toronto, ON, Canada International Financial Group 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 Manager with a financial services background. As a Financial Planning and Analytics Manager, your duties will include but not be limited to: #...


  • Toronto, ON, Canada International Financial Group 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 Manager with a financial services background. As a Financial Planning and Analytics Manager, your duties will include but not be limited to: ...


  • Old Toronto, Canada International Financial Group 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 Manager with a financial services background. As a Financial Planning and Analytics Manager, your duties will include but not be limited...


  • Old Toronto, Canada International Financial Group 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 Manager with a financial services background. As a Financial Planning and Analytics Manager, your duties will include but not be limited...


  • Old Toronto, Canada International Financial Group 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 Manager with a financial services background. As a Financial Planning and Analytics Manager, your duties will include but not be limited...


  • Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning...


  • TORONTO, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • Toronto, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • Toronto, Canada Scotiabank Full time

    Purpose of Job:  The primary purpose of the Financial Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation. Accountabilities: 1. Proactively support the planning needs of...

  • Financial Advisor

    4 weeks ago


    Toronto, Canada Educators Financial Group Full time

    **Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...


  • Old Toronto, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • Old Toronto, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • Old Toronto, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Analyst

    1 month ago


    Toronto, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 500 Lakeshore Blvd. West, Toronto, Ontario, M5V 2V9 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type...

  • financial analyst

    4 weeks ago


    Toronto, Canada CMLS Financial Ltd. Full time

    Education: Expérience: EducationBachelor's degree or equivalent experienceWork settingBusiness and/or industryTasksExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondenceProvide...


  • 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 &...


  • Toronto, Canada Robert Half Full time

    Robert Half is partnered with our client in their search for a Director of Financial Planning & Analysis. We are seeking a seasoned finance professional to join their team. This role will be responsible for leading the financial planning and analysis function, providing critical insights and strategic guidance to senior management, and driving financial...


  • Toronto, Canada Robert Half Full time

    Robert Half is partnered with our client in their search for a Director of Financial Planning & Analysis. We are seeking a seasoned finance professional to join their team. This role will be responsible for leading the financial planning and analysis function, providing critical insights and strategic guidance to senior management, and driving financial...


  • Toronto, Canada Robert Half Full time

    Robert Half is partnered with our client in their search for a Director of Financial Planning & Analysis. We are seeking a seasoned finance professional to join their team. This role will be responsible for leading the financial planning and analysis function, providing critical insights and strategic guidance to senior management, and driving financial...