Financial Planning

2 weeks ago

Montréal, Canada MSP Corp Full time

MSP Corp. is seeking a **Senior Financial Planning & Analyst** to join our growing team. You will become an important member of the newly merged MSP Corp and Groupe Access family of companies. We have become a Pan-National MSP powerhouse with the abilities to deliver modern and relevant IT services across Canada. With all our offices being powered by MSP Corp we can leverage the collective intelligence of over 420 team members to enhance the employee and customer experience. Great things happen when the best minds in the industry come together to achieve a common goal. Together, we will make our brand the most trusted name in MSPs across Canada.

**Full-Time; Hybrid position**

**_Qualifications / Requirements:_**
- CPA/CFA
- Experience in PE invested business, an asset
- Familiar with ERP systems and data extraction of such
- Experience with Business Intelligent Tools - Power BI, Access
- Strong work ethic and self-starter who is able to identify, quickly analyze, communicate and solve problems
- Posses at least 5 years experience in a Financial Planning & Analyst role

**_Responsibilities:_**
- Perform monthly financial analysis and forecasting in relation to budget and targets
- Investigate and provide monthly analysis of business unit performance and highlight drivers of variances
- Work with both Finance and non-Finance teams to review results of analysis and develop rolling forecasts
- Financial Reporting - provide best-in-class reporting and analysis
- Extract, aggregate and quality assurance data from the multiple sources in support of performing operational, financial and executive reporting
- Ongoing development of financial reporting and analysis tool - including AI which can improve business processes and accounting policies to maintain and strengthen internal controls
- Collaborate with IT and business units to advance the group's reporting capabilities and improve accuracy of data
- KPI - Development, tracking, analysis, and reporting
- Monitor trends and drivers
- Prepare and develop BU scorecards and dashboards
- In collaboration with the Global CFO - lead and coordinate the annual budget and quarterly forecasting process
- Treasury
- Cashflow tracking and forecasting
- Banking covenant calculations & forecasting
- Prepare financial related analysis and research in area such as financial and costs saving performance measures
- Provide key financial information and support ad-hoc reports as directed by management
- Prepare draft Board presentations
- Assist with due diligence, financial analysis and assessment of business viability of acquisition targets
- Participate in business integrations of acquired businesses
- Involvement with the IT integration Team, making sure we are adding the right reporting capabilities and correctly measuring the identified KPI as we integrate new businesses with ConnectWise (within the last bullet of the Responsibilities section), e.g., participate in the monitoring and testing of IT systems' integration

**_Benefits:_**
- Vacation & Wellness days
- Life insurance
- Dependent Life Insurance
- Employee & Family Assistance
- Critical Illness
- Short Term Disability
- Long-term Disability
- Health care spending account & Wellness program
- Vision, Health & drugs
- Dental
- RRSP matching

If you or someone you know might be interested in this incredible career opportunity, send us your updated CV.- 'Communication with out of province clients/vendors will occur, therefore good use of the English language written & spoken is required.'_
- _

MSP Corp. est à la recherche d'un(e) analyste principal(e) en planification financière pour se joindre à son équipe en pleine croissance. Vous deviendrez un membre important de la famille d'entreprises nouvellement fusionnée de MSP Corp et du Groupe Access. Nous sommes devenus une puissance MSP pan-nationale avec la capacité de fournir des services informatiques modernes et pertinents à travers le Canada. Avec tous nos bureaux alimentés par MSP Corp, nous pouvons tirer parti de l'intelligence collective de plus de 420 membres de l'équipe pour améliorer l'expérience des employés et des clients. De grandes choses se produisent lorsque les meilleurs esprits de l'industrie se réunissent pour atteindre un objectif commun. Ensemble, nous ferons de notre marque le nom le plus digne de confiance dans les MSP à travers le Canada.

**Position hybride**

**Qualifications / Exigences**:

- CPA/CFA
- Expérience dans le domaine du capital-investissement, un atout
- Familiarité avec les systèmes ERP et l'extraction de données de ces systèmes
- Expérience des outils d'intelligence économique - Power BI, Access
- Forte éthique de travail et esprit d'initiative, capable d'identifier, d'analyser rapidement, de communiquer et de résoudre les problèmes
- Vous avez au moins 5 ans d'expérience dans un poste d'analyste et de planification financière

**Responsabilités**:

- Effectuer des analyses et des prévisions financière

  • Investment Specialist

    1 month ago

    Montréal, Canada BMO Financial Group Full time

    5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

  • Financial Planning Specialist

    1 month ago

    Montréal, 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...

  • IT Financial Planning Analyst

    1 hour ago

    Montréal, Canada Ubisoft Full time

    **Company Description** Ubisoft’s 19,000 team members, working across more than 30 countries around the world, are bound by a common mission to enrich players’ lives with original and memorable gaming experiences. Their commitment and talent have brought to life many acclaimed franchises such as Assassin’s Creed, Far Cry, Watch Dogs, Just Dance,...

  • Analyst, Financial Planning and Budgets

    1 month ago

    Montréal, Canada Concordia University Full time

    **Position Number**: 50000272 **Department**: Financial Planning and Budgets **Grade**: GR12 **Campus**: Sir George Williams (Downtown) **Salary**: $76,468.50 - $91,341.36 per annum **Union/Association/HR Policy**: CUPEU **Posting deadline**: July 4, 2023 Recognized as Canada’s top university under the age of 50, and one of Montreal’s top Employers,...

  • Manager, Financial Planning and Analysis

    1 month ago

    Montréal, Canada SimpleFi inc. Full time

    Work Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: Bachelor's degree - Experience: 5 years or more - Business administration and management, general **Tasks**: - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Monitor financial control systems - Manage contracts - Oversee the...

  • Financial Planning

    1 month ago

    Montréal, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: The Financial Planning and Analysis department is the sole provider of actionable financial reports and analysis to assist GBIS and SG management in steering the financial performance of the Americas. In this end, FPA consolidates the financials for management reporting, leads the Americas Budget process, prepares...

  • Financial Planning and Analysis Manager

    1 month ago

    Montréal, QC, Canada Valsoft and Aspire Operating Group Full time

    We are hiring at Aspire Software for a highly skilled and experienced Financial Planning and Analysis Manager to join our growing team in Montreal! We are seeking a highly skilled and experienced Financial Planning and Analysis Manager who possesses a deep understanding of financial analysis, forecasting, and strategic planning across multiple businesses,...

  • Financial Planning and Analysis Manager

    22 hours ago

    montréal, Canada Inditex Full time

    Financial Planning and Analysis ManagerDo you like the dynamics of the fashion retail industry? Do you want to thrive in a fast-paced environment? In an internationally recognized company? Then do not miss this great opportunity!About UsInditex is one of the largest fashion retail groups in the world, with eight commercial brands: Zara, Pull&Bear, Massimo...

  • Financial Planning and Analysis Manager

    14 hours ago

    montréal, Canada Inditex Full time

    Financial Planning and Analysis ManagerDo you like the dynamics of the fashion retail industry? Do you want to thrive in a fast-paced environment? In an internationally recognized company? Then do not miss this great opportunity!About UsInditex is one of the largest fashion retail groups in the world, with eight commercial brands: Zara, Pull&Bear, Massimo...

  • Financial Planning and Analysis Manager

    20 hours ago

    Montréal, Canada Inditex Full time

    Financial Planning and Analysis ManagerDo you like the dynamics of the fashion retail industry? Do you want to thrive in a fast-paced environment? In an internationally recognized company? Then do not miss this great opportunity!About UsInditex is one of the largest fashion retail groups in the world, with eight commercial brands: Zara, Pull&Bear, Massimo...

  • Financial Analyst II

    1 day ago

    Montréal, Canada Intact Financial Corporation Full time

    Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you're bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are- here, diversity is a strength. You have...

  • Cibc - Financial Planning Specialist - Montreal

    1 month ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Planning

    1 month ago

    Montréal, QC, Canada Banque Nationale du Canada Full time

    Advisory services, Personal banking 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. You can join a Bank where you will be recognized and where you can make a positive impact! ...

  • Financial Planning

    4 days ago

    Montréal, QC, Canada Inditex Full time

    Financial Planning and Analysis Manager Do you like the dynamics of the fashion retail industry? Inditex is one of the largest fashion retail groups in the world, with eight commercial brands: Zara, Pull&Bear, Massimo Dutti, Bershka, Stradivarius, Oishi and Zara Home. Teamwork, passion, curiosity, diversity, sustainability, creativity and humility are the...

  • Manager Financial Planning Associates

    6 days ago

    Montréal, QC, Canada Fluid - Solutions de Talents Full time

    Director of Finance / Financial Controller About the job Director of Finance / Financial Controller Director of Finance / Financial Controller Permanent Position Our client is an R&D and innovation design house. They tackle pressing problems through the development and application of cutting-edge technologies. Reporting to the Chief Financial Officer...

  • Manager Financial Planning Associates

    1 month ago

    Montréal, QC, Canada Fluid - Solutions de TalentsWorkforce Solutions Full time

    Director of Finance / Financial Controller Permanent Position Our client is an R&D and innovation design house. They tackle pressing problems through the development and application of cutting-edge technologies. Reporting to the Chief Financial Officer (CFO), the Director of Finance / Financial Controller will be responsible for supporting the...

  • Financial Planning and Analysis Manager

    1 day ago

    Montréal, QC, Canada Inditex Full time

    Financial Planning and Analysis ManagerDo you like the dynamics of the fashion retail industry? Do you want to thrive in a fast-paced environment? In an internationally recognized company? Then do not miss this great opportunity!About UsInditex is one of the largest fashion retail groups in the world, with eight commercial brands: Zara, Pull&Bear, Massimo...

  • Financial Planning and Analysis Manager

    2 days ago

    Montréal, QC, Canada Inditex Full time

    Financial Planning and Analysis ManagerDo you like the dynamics of the fashion retail industry? Do you want to thrive in a fast-paced environment? In an internationally recognized company? Then do not miss this great opportunity!About UsInditex is one of the largest fashion retail groups in the world, with eight commercial brands: Zara, Pull&Bear, Massimo...

  • Financial Planning

    4 weeks ago

    Montréal, Canada OneSpan Full time

    The future of work is flexible, and so is OneSpan. Our teams have proven that they are able to achieve their goals together while being apart throughout the global pandemic, and we are embracing work flexibility. Many positions and locations will provide you with the choice of in office work, distributed or hybrid. We collaborate with each employee to...

  • Junior Financial Planning

    1 month ago

    Montréal, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with a local presence. Our core mission in the Americas involves delivering sound financial reports, supporting Business Units, Service Units and General Management with financial and strategic steering, effectively...