Financial Planning, Analysis and Taxation Manager

3 weeks ago

Toronto, Canada HomeEquity Bank Full time

WHO WE ARE

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.

Our Values, Our Passion
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

We Are Customer-Focused, Passionate Advocates.

We Have the Courage to Act and Do the Right Thing.

We Are One Team, with One Vision.

We Think Long-Term, We Are Ever-Evolving.

We Strive to Be Exceptional and Inspire Greatness.

***:
The role will work closely with the Director FP&A and Taxation, VP, FP&A and CFO to lead the Bank’s budgeting, planning, and forecasting cycles, and will also manage the Bank’s tax compliance and tax planning.

**MAJOR ELEMENTS OF THE ROLE**:
The role is a critical resource to the Bank in providing financial analysis to support decision making throughout the enterprise. The incumbent will assist in the design and continued development of the processes and best practices for the analytics of the Bank.

Annual budget
- Preparation of the annual budget working closely with multiple stakeholders
- Analysis of the budgeted profitability and overhead expenses
- Manage and analyze the FTE and salary budget with H/R
- Reporting and analysis of operational metrics, KPIs
- Preparation of budget reports and packages for executives and board
- Managing the bank’s long term financial model and preparation of the five-year financial projection

Financial Forecasting
- Supports the month end process including financial statement analysis and associated reporting of budget and reforecast variance
- Preparing and reporting monthly forecast and projecting the full year results
- Assisting with tracking and reporting on budget/ forecast to actual results, with high attention to details, along with proactively actioning on variances
- Periodic (quarterly, monthly) preparation and presentation of drivers and metrics with analysis and insights on achievement of financial objectives
- Analysis of changes to forecast through all P&L line items
- Preparation of executive management and board reports

Budget and Forecasting System
- Leading the development and maintenance of financial modules and reports in the Banks’ budgeting and reporting software
- Work to increase depth and accuracy of P&L forecasting through development of robust sub processes
- Development of new financial reports and dashboards to meet business needs
- Participate in the assessment of the current system’s functionality

Enterprise Decision Support
- Participation in strategic project teams across the Company
- Support business decision making through the provision of finance and commercial insight, challenging assumptions and preconceptions, and supported with relevant and effective analysis
- Business and contribution analyses to highlight areas of strategic and tactical focus.

Income and Commodity Taxes
- Preparation of monthly tax provision (current and future taxes), quarterly financial statement tax disclosures, quarterly tax rate reconciliation
- Preparing and filing of annual commodity tax returns (along with all supporting calculations) for all group legal entities
- Ensure that income and commodity tax compliance filings are completed within filing deadlines
- Develop, analyze and execute recurring tax planning strategies and assess its financial impact for the business
- Monitor and report on changes to Canadian and provincial income tax

**SKILLS AND EXPERIENCE REQUIRED**:

- A University Degree with Major in business or accounting
- A Professional Accounting or Management Designation
- 7-10 years of experience in management accounting and reporting roles
- Tax (corporate, commodity tax) experience preferred (not mandatory)
- High level of Excel modeling development
- Excellent analytical skills
- IFRS - existing and future requirements
- Knowledge of MS Office suite of products
- Experience in cross-function interactions
- Excellent verbal and communication skills
- Excellent business and problem solving skills
- Well organized and effective time management skills

WHY WORK AT HOMEEQUITY BANK?

Great Environment
HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility - an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.
We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.

A Dynamic Culture - With People at the Centre
We believe our people make all the difference, and our tireless commitment to inclusivity, professional development, and employee engageme

  • Manager, Financial Planning and Analysis

    1 month ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio. Supports the monitoring...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Toronto, Canada Telna Full time

    Telna is a leading provider of global connectivity solutions, specializing in delivering reliable, innovative telecommunications services to businesses worldwide. With a commitment to technological excellence and customer satisfaction, Telna is revolutionizing the way businesses stay connected in today's rapidly evolving digital landscape. Position...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Toronto, Canada Telna Full time

    Telna is a leading provider of global connectivity solutions, specializing in delivering reliable, innovative telecommunications services to businesses worldwide. With a commitment to technological excellence and customer satisfaction, Telna is revolutionizing the way businesses stay connected in today's rapidly evolving digital landscape. Position...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Toronto, Canada Telna Full time

    Telna is a leading provider of global connectivity solutions, specializing in delivering reliable, innovative telecommunications services to businesses worldwide. With a commitment to technological excellence and customer satisfaction, Telna is revolutionizing the way businesses stay connected in today's rapidly evolving digital landscape. Position...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Toronto, Canada Telna Full time

    Telna is a leading provider of global connectivity solutions, specializing in delivering reliable, innovative telecommunications services to businesses worldwide. With a commitment to technological excellence and customer satisfaction, Telna is revolutionizing the way businesses stay connected in today's rapidly evolving digital landscape.Position...

  • Manager - Financial Planning & Analysis

    3 weeks ago

    Toronto, Ontario, Canada Kinross Gold Corporation Full time

    Start Date ASAP Contract Full-Time, Permanent Hybrid Work Environment (3 days in office, 2 days remote with flexible hours) Dress Code Business Casual Location Downtown Toronto, Outside of Union Station (TTC & GO accessible) A Great Place to Work Who We Are Kinross is a Canadian-based global senior gold mining company with operations and projects in the...

  • Manager, Financial Planning

    4 weeks ago

    Toronto, Canada AMS Full time

    **About Us**: We are AMS. We are a talent solutions business. Working with clients across the globe, we have learned what it takes to be a high performing employer. It starts with talent; sourcing, selecting and keeping the right people in the right jobs. To do this well, you need unmatched expertise in digital innovation, and a deep understanding of the...

  • Manager, Financial Planning

    1 month ago

    Toronto, Canada MCAP Full time

    The Role A key member of the MCAP’s Finance team in managing financial budgeting and analytical processes. This is a management reporting and financial planning oriented role, the key mandate is to support the delivery of MCAP budget to actuals analysis, key performance metrics dashboards and commentary to senior management. The individual will...

  • Analyst, Financial Planning

    2 weeks ago

    Toronto, Canada Four Seasons Hotels and Resorts Full time

    About Four Seasons: Four Seasons is powered by our people. We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return. Our team members around the world create amazing experiences for our guests, residents, and partners through a commitment to luxury with...

  • Manager Financial Planning and Analysis

    1 week ago

    Old Toronto, Canada hays-gcj-v4-pd-online Full time

    Your new opportunity: Your new company, Hays Specialist Recruitment, has partnered with a point of sales provider located in Toronto, ON. We are looking to hire a Financial Planning and Analysis Manager to join their team on a contract basis of 6 months, which has the possibility of extension. The successful candidate will be working fully remote. Your new...

  • Manager Financial Planning and Analysis

    1 week ago

    Old Toronto, Canada hays-gcj-v4-pd-online Full time

    Your new opportunity: Your new company, Hays Specialist Recruitment, has partnered with a point of sales provider located in Toronto, ON. We are looking to hire a Financial Planning and Analysis Manager to join their team on a contract basis of 6 months, which has the possibility of extension. The successful candidate will be working fully remote. Your new...

  • Manager Financial Planning and Analysis

    4 days ago

    Toronto, ON, Canada hays-gcj-v4-pd-online Full time

    Your new opportunity: Your new company, Hays Specialist Recruitment, has partnered with a point of sales provider located in Toronto, ON. We are looking to hire a Financial Planning and Analysis Manager to join their team on a contract basis of 6 months, which has the possibility of extension. The successful candidate will be working fully remote. Your...

  • Manager Financial Planning and Analysis

    1 week ago

    Old Toronto, Canada hays-gcj-v4-pd-online Full time

    Your new opportunity: Your new company, Hays Specialist Recruitment, has partnered with a point of sales provider located in Toronto, ON. We are looking to hire a Financial Planning and Analysis Manager to join their team on a contract basis of 6 months, which has the possibility of extension. The successful candidate will be working fully remote. Your new...

  • Manager Financial Planning and Analysis

    2 days ago

    Old Toronto, Canada hays-gcj-v4-pd-online Full time

    Your new role: Managing (for a key segment of the business) the forecast, budget, strategic plan, profitability analysis and financial systems integration. Owning and evolving the corporate financial model for the company for purposes of evaluating business sensitivities, funding requirements, and potential fundraising. Participating...

  • Manager Financial Planning and Analysis

    3 days ago

    Old Toronto, Canada hays-gcj-v4-pd-online Full time

    Your new role: Managing (for a key segment of the business) the forecast, budget, strategic plan, profitability analysis and financial systems integration. Owning and evolving the corporate financial model for the company for purposes of evaluating business sensitivities, funding requirements, and potential fundraising. Participating...

  • Manager Financial Planning and Analysis

    3 days ago

    Old Toronto, Canada hays-gcj-v4-pd-online Full time

    Your new role: Managing (for a key segment of the business) the forecast, budget, strategic plan, profitability analysis and financial systems integration. Owning and evolving the corporate financial model for the company for purposes of evaluating business sensitivities, funding requirements, and potential fundraising. Participating...

  • Manager Financial Planning and Analysis

    3 days ago

    Toronto, ON, Canada hays-gcj-v4-pd-online Full time

    Your new role: Managing (for a key segment of the business) the forecast, budget, strategic plan, profitability analysis and financial systems integration. Owning and evolving the corporate financial model for the company for purposes of evaluating business sensitivities, funding requirements, and potential fundraising. Participating in the evaluation of...

  • Manager, Financial Planning

    4 weeks ago

    Toronto, Canada Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...

  • Manager, Financial Planning

    2 weeks ago

    Toronto, ON, Canada Canadian German Chamber of Industry and Commerce Inc. Full time

    Company Profile The Canadian German Chamber promotes bilateral economic relations between Canada and Germany and is recognized as an official German Chamber of Commerce abroad by the Association of German Chambers of Industry and Commerce, Berlin. The Chamber is the primary contact for German and Canadian companies, organizations and individuals interested...

  • Director, Taxation

    2 days ago

    Old Toronto, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As Director, Taxation you will join the RBC Taxation Group and serve as a key contact and resource for insurance taxation. The business is global in nature covering Canada, the U.S. and other international jurisdictions. You will provide business-oriented solutions to tax issues and provide corporate...