Manager, Financial Planning

6 months ago

Bedford, Canada Resolute Health - Main Account Full time

As Canada’s largest independently owned obstructive sleep apnea treatment group, Resolute Health delivers a patient-centric health care experience through its clinic operations across the country. We have patients, not customers; clinics, not stores; and an unwavering commitment to improve the lives of everyone who allows us the privilege of participating in their health care. Built on a model of continuing care, we believe that if we do right by a patient, we will create a lifetime relationship. If you aspire to change the lives of those we serve, then we may have a wonderful opportunity for you.

Reporting to the CFO, we are seeking a Manager, Financial Planning and Analysis (FP&A) to join our team. This role requires a seasoned finance professional with a strong interest in operational metrics and business drivers. As the Senior Manager, you will lead the design and implementation of our budgeting and forecasting process, providing crucial insights through monthly budget-to-actual analysis, operational KPIs, and financial perspectives to support key decision-making.

**Key Responsibilities**
- Analyze and report financial data to identify trends, potential opportunities and potential risk areas
- Collaborate with cross-functional operational teams to understand business trends and provide clear financial insights for decision-making.
- Participate in strategic planning and long-term financial goal-setting
- Oversee monthly P&L variance reporting and review with operational managers
- Develop and prepare reporting packages and a reporting cadence with Senior Management and Operational Management to ensure all stakeholders have the appropriate level of operational and financial data.
- Lead the annual budgeting process for all business units, working closing with Senior Management and business unit management teams
- Create financial forecasts and analyze variances to actual performance throughout the fiscal year
- Provide insight to CEO, CFO and COO through regular reporting and analysis of results/trends in relation to budgets and forecasts
- Evaluate strategic initiatives, mergers, acquisitions, and capital expenditures, including working with the Corporate Development team on modelling
- Conduct scenario and sensitivity analysis to assess potential outcomes of new business initiatives
- Advise on resource allocation and cost optimization
- Lead, mentor, and develop a high-performing team, providing guidance, coaching, and support as needed.

**Qualifications**:

- Demonstrate expertise in financial planning, collaboration, analysis, and strategic decision-making.
- Undergraduate Degree in Accounting or Finance or relevant equivalent.
- Professional accounting designation such as CPA, CA, or CMA would be considered an asset but not required.
- 10+ years of progressive work experience in accounting, finance, and FP&A.
- Minimum of 2 years of relevant FP&A experience which must including collaborating with cross-functional teams, preparing budgets/forecasts, analyzing business performance and reporting on business operations.
- Strong analytical skills with the ability to interpret complex data and drive actionable insights.
- Excellent communication skills, with the ability to translate financial information into business terms.
- A strategic thinker with a keen interest in learning the operations of the business and understanding what drives operating results.

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Vision care

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Application question(s):

- What are your salary expectations for this position?
- How did you hear about this opportunity?

**Experience**:

- Financial Planning and Analysis: 2 years (preferred)

Licence/Certification:

- CPA, CA, or CMA (preferred)

Work Location: Hybrid remote in Bedford, NS B4B 0V2

  • Financial Planning and Analysis Manager

    5 months ago

    Bedford, Canada Truck It Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year - Experience: 1 year to less than 2 years - or equivalent experience **Work setting**: - Relocation costs not covered by employer - Transportation, communication and utilities **Budgetary responsibility**: - 0 - $100,000 **Tasks**: -...

  • Client Experience Specialist

    6 months ago

    Bedford, Canada Investment Planning Counsel Full time

    **Client Experience Specialist** Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. **About Us** We specialize in financial planning for individuals,...

  • Personal Assistant

    6 months ago

    Bedford, Canada J. Gregory Burke Investment & Financial Planning Ltd Full time

    J. Gregory Burke Investments is a proven dynamic successful Financial Advisory office that offers their clients the most modern compressive Investment tools in the industry. We have an immediate opening for a Personal Administrative Assistant to join my **Office **on a permanent position as self employed contractor **willing to be trained in a fast pace...

  • Junior Financial Advisor

    5 months ago

    Bedford, Canada Trinity Wealth Partners Full time

    Job Overview: We are seeking a motivated and detail-oriented individual to join our team as a Junior Financial Advisor. In this role, you will provide support to senior financial advisors and assist with various financial planning tasks. This is an excellent opportunity for someone looking to start their career in the financial services...

  • Financial Services Officer

    4 weeks ago

    Bedford, Canada Teachers Plus Credit Union Full time

    Teachers Plus Credit Union is a community based full-service financial institution located in Bedford, Nova Scotia, serving approximately 2700 members. We are committed to our community and offer a workplace that strives to live its values everyday. Reporting to the Manager Financial Services, the Financial Services Officer is responsible for examining,...

  • Financial Advisor

    5 months ago

    Bedford, 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 Analyst, Global Markets

    6 months ago

    Bedford, Canada Clearwater Seafoods Ltd Full time

    **Clearwater Seafoods** is one of the world's largest vertically integrated seafood companies with over 1,900 employees in offices, plants, and vessels across the globe. The Canadian company operates from ocean-to-plate, owning its own fishing licenses, vessels, and processing facilities, while also providing delivery to its customers worldwide. Clearwater...

  • Associate Financial Advisor

    3 months ago

    Bedford, Canada Trinity Wealth Partners Full time

    Job Overview: We are seeking a motivated and detail-oriented individual to join our team as an Associate Financial Advisor. In this role, you will provide support to the senior financial advisor and assist with various financial planning and administrative tasks. This is an excellent opportunity for someone looking to start their career in the financial...

  • Financial Analyst. Corporate Reporting

    5 months ago

    Bedford, Canada Clearwater Seafoods Full time

    Clearwater Seafoods is one of the world's largest vertically integrated seafood companies with over 1,900 employees in offices, plants and vessels across the globe. The Canadian company operates from ocean-to-plate, owning its own fishing licenses, vessels and processing facilities, while also providing delivery to its customers worldwide. Clearwater is...

  • Financial Operations Associate

    3 weeks ago

    Bedford, Quebec, Canada Health Association Nova Scotia Full time

    Job Title: Financial Operations AssociateWe are seeking an experienced Financial Operations Associate to join our team at Health Association Nova Scotia.About the Role:This position will be responsible for processing accounts payable and accounts receivable for our Early Childhood Education members. On a day-to-day basis, you will be expected to answer...

  • Client Service Administrator

    5 months ago

    Bedford, Canada Assante Financial Management Full time

    **Summary of Role**: **Duties and Responsibilities**: - Answer incoming telephone calls, assist caller if applicable, forward and transfer calls to appropriate parties in a professional manner - Greet clients and visitors of office in a professional manner. Provide responsive and friendly customer service - Provide excellent customer service by responding...

  • Financial Analyst, Corporate Reporting

    5 months ago

    Bedford, Canada Clearwater Seafoods Ltd Full time

    **Clearwater Seafoods** is one of the world's largest vertically integrated seafood companies with over 1,900 employees in offices, plants and vessels across the globe. The Canadian company operates from ocean-to-plate, owning its own fishing licenses, vessels and processing facilities, while also providing delivery to its customers worldwide. Clearwater is...

  • Financial Clerk

    3 weeks ago

    Bedford, Quebec, Canada SATONYING MANAGEMENT LTD. Full time

    We are seeking a skilled Financial Clerk to join our team at SATONYING MANAGEMENT LTD. in a permanent position. The ideal candidate will have 1 year to less than 2 years of experience in accounting and be able to work independently with attention to detail.Key ResponsibilitiesCalculate and prepare cheques for payrollCalculate fixed assets and...

  • Financial Accountant Specialist

    2 weeks ago

    Bedford, Quebec, Canada SATONYING MANAGEMENT LTD. Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant Specialist to join our team at SATONYING MANAGEMENT LTD.Company OverviewSATONYING MANAGEMENT LTD. is a dynamic organization dedicated to providing exceptional services in financial management and accounting.SalaryThe estimated annual salary for this position is $55,000-$65,000 CAD, depending...

  • Customer Service Representative

    4 weeks ago

    Bedford, Canada BMO Financial Group Full time

    1525 Bedford Highway Bedford Nova Scotia,B4A 1E3 **This is a part time position with 18.75 guaranteed hours per week; some weeks could be between 18.75-24 hours depending on the branch need.** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the...

  • Client Service Assistant

    6 months ago

    Bedford, Canada BMO Financial Group Full time

    90 Western Parkway, 2nd Floor Bedford Nova Scotia,B4B 2J3 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website,...

  • Senior Financial Clerk

    4 days ago

    Bedford, Quebec, Canada SATONYING MANAGEMENT LTD. Full time

    Job Title: Senior Financial ClerkWe are seeking a highly skilled Senior Financial Clerk to join our team at SATONYING MANAGEMENT LTD. in a permanent position. The successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, and ensuring the integrity of our financial systems.The ideal candidate will have...

  • Financial Services Representative

    5 months ago

    Bedford, 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...

  • Finance Manager

    5 months ago

    Bedford, Canada Xentek Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years - Economics, general - Business/commerce, general - Business administration and management, general - Accounting and finance **Work setting**: - Information technology (IT) consulting **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and...

  • Client Service Administrator

    2 months ago

    Bedford, Canada Assante Financial Management Full time

    **Summary of Role**: **Duties and Responsibilities**: - Answer incoming telephone calls, assist caller if applicable, forward and transfer calls to appropriate parties in a professional manner - Greet clients and visitors of office in a professional manner. Provide responsive and friendly customer service - Provide excellent customer service by responding...