Manager, Financial Planning

2 months ago

Port Hope, Canada Municipality of Port Hope Full time

The Manager, Financial Planning is responsible to provide financial leadership for Municipal Asset Management Planning, the capital budget process and capital asset accounting. Responsible for funding strategies for capital and other projects from grants, development charges, and reserves, as well as financing through inter-fund loans or external debentures. Financial lead for the development, tracking and review of Municipal plans; including Strategic Plan, Development Charge plan, Utility Financial plan, Department and other Corporate plans; identifies financial impacts, and aligns the significant impacts into a consolidated Municipal financial planning model.

**Benefits and Perks**
- OMERS Pension Plan from the date of hire
- Professional Development and Skill Based Training Opportunities
- Alternate Work Arrangements
- Wellness, Social and Staff Ambassador Committees
- Employee and Family Assistance Plan
- Perks and Savings Partnerships

**Compensation**
$49.08 - $57.41 per hour. Contract term of twelve (12) months. Starting approximately May 2024.

**Qualifications**
- University Degree in Accounting, Finance or Commerce required; Chartered Professional Accountant designation would be considered an asset.
- Accredited Asset Manager or Certified Asset Management Professional designations required.
- Five (5) or more years of work experience, including: Financial Analysis and Modelling; Reserve and Reserve Fund Accounting; Capital Asset Accounting; Utility and Development Charge Long Term Plan and Rate Studies; Deferred Revenue and Obligatory Reserve Fund Accounting; Loan Structure and Financing Calculations; Grant Review and Reporting.
- Knowledge in Public Sector Accounting Standards; Generally Accepted Accounting Principles; Provincial legislation (e.g., Municipal Act, Development Charges Act).
- Advanced computer skills including Accounting/Financial software reporting software, Microsoft Excel, WORD and PowerPoint; Great Plains financial software and Citywide Asset Management software experience would be an asset.

**Responsibilities**
**Capital Assets**
- Provide financial leadership for Municipal Asset Management Planning, as a facilitator of the Asset Management Steering Committee, and co-chair of the Asset Management Team. Work with operations on the ongoing development of the Municipal Asset Management Plan, including data validation, condition assessments, levels of service, service risks, lifecycles, operations, maintenance, and replacement costs in accordance with Provincial legislation. Establish funding and financing strategies to financially support the plan and integrate into the budget process.
- Manage the annual capital budget process, provide oversight and review of all department capital budget submissions; inclusion of associated operating budget impacts, inclusive of amortization expense projections; ensure alignment with Municipal plans (E.g. Development Charge and Utility 10 year plans), policies and procedures.
- Responsible for Municipal capital asset accounting, including oversight of funding, financing, capitalization, amortization and disposal of capital assets in accordance with Public Sector Accounting Standards. Coordination of asset registry to align with tangible capital asset recording and operational asset management requirements.

**Funding Sources**
- Responsible for overseeing the collection and utilization of Municipal Development Charges; associated reporting in accordance with Provincial legislation; obligatory reserve fund accounting for Development Charges and associated financing; account for developer agreements; as well as Municipal administration of County Development Charges.
- Lead for Municipal Reserves and Reserve Funds. Ensure accuracy of accounting and budgeting for funding and utilization; associated reporting in accordance with Provincial legislation. Recommend use framework, multi-year commitments, and ensure restrictions are adhered to.

**Financing**
- Responsible for analysis and projection of existing and future external debentures; monitoring of Municipal and Provincial debt limits; execution of external debenture issuances; ensure accuracy of accounting and budgeting for principal and interest payments, including accruals.
- Establish inter-fund loan strategies as required to meet cash flow requirements of funding sources; maintain compliance with Provincial legislation and Municipal policy; ensure accuracy of accounting and budgeting for principal and interest payments, including accruals.

**Financial Plans**
- Financial lead for the development, tracking and review of Municipal plans; including Strategic Plan, Development Charge plan, Utility Financial plan, Department and other Corporate plans’ financial impacts.
- Consolidation of significant financial impacts of Municipal plans into Corporate Financial Planning Model. Analysis of impacts on funding and financing, establishment of strategies to inform decision making.

**For all are

  • Financial Analyst

    2 months ago

    Port Hope, Canada Municipality of Port Hope Full time

    The Municipality of Port Hope, **Finance Department**, is currently seeking a **Full Time Permanent Financial Analyst**to join their team. About Us Benefits and Perks - Employer paid Group Health, Dental and Life Insurance after three months of employment - OMERS Pension Plan from the date of hire - Professional Development and Skill Based Training...

  • Financial Analyst

    3 weeks ago

    Port Hope, Ontario, Canada Municipality of Port Hope Full time

    The Financial Analyst is responsible for the administration, review, reconciliation and analysis of the key functional areas including capital assets, development charges, reserves and reserve funds, grants, investments and debt.Benefits and PerksOMERS Pension Plan from the date of hireProfessional Development and Skill Based Training OpportunitiesAlternate...

  • Financial Analyst

    17 hours ago

    Port Hope, Canada Municipality of Port Hope Full time

    The Financial Analyst is responsible for the administration, review, reconciliation and analysis of the key functional areas including capital assets, development charges, reserves and reserve funds, grants, investments and debt. **Benefits and Perks** - OMERS Pension Plan from the date of hire - Professional Development and Skill Based Training...

  • Financial Services Representative Ii

    2 months ago

    Port Hope, 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

    3 days ago

    Port Moody, Canada Komatsu Full time

    Komatsu is an indispensable partner to the construction, mining, forestry, forklift, and industrial machinery markets, maximizing value for customers through innovative solutions. With a diverse line of products supported by our advanced IoT technologies, regional distribution channels, and a global service network, we tap into the power of data and...

  • Branch Manager

    1 week ago

    Hope, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Branch Manager to join our Envision Financial team at our Hope branch. The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and First West within the community; providing sales and service leadership to...

  • Financial Planning

    1 month ago

    Port Alberni, BC, Canada Bank of Montreal Full time

    time type Full time 3550 Johnston Road, Unit 130 Job Family Group: Retail Banking Sales & Service 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...

  • Financial Planning

    1 month ago

    Port Coquitlam, BC, Canada Bank of Montreal Full time

    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). Takes a lead in proactively engaging with new and existing customers and...

  • TD Bank Careers Near Me – Financial Planner

    2 months ago

    Port Hope, Canada TD Bank Full time

    Job Description: Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services. [ads1] Job Responsibilities: Identify, recommend and effectively execute standard practices applicable to the discipline Consistently exercise discretion in managing...

  • TD Bank Careers Near Me – Financial Planner

    2 months ago

    Port Hope, Canada TD Bank Full time

    Job Description: Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services. [ads1] Job Responsibilities: Identify, recommend and effectively execute standard practices applicable to the discipline Consistently exercise discretion in managing...

  • TD Bank Careers Near Me – Financial Planner

    2 months ago

    Port Hope, Canada TD Bank Full time

    Job Description: Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services. [ads1] Job Responsibilities: Identify, recommend and effectively execute standard practices applicable to the discipline Consistently exercise discretion in managing...

  • Jr. Project Manager

    2 months ago

    Port Hope, Canada Priestly Demolition Full time

    **Primary Purpose of Position**: **Priestly Demolition Inc. (PDI) is looking for a dynamic individual who is passionate about Jr. Project Management with more than 2 years of experience in the construction industry!** **In this position, the Jr. PM is responsible for directing the planning, coordination, and safe execution of jobs in accordance with the...

  • Planning Manager

    2 days ago

    Port Coquitlam, Canada Live to Play (LTP) Sports Group Full time

    **Key Responsibilities**: Since 1964, Live to Play Sports Inc. has been Canada’s leading distributor of premium bicycles, parts and accessories, selling over 80 world-class cycling brands. Live to Play Sports also owns and operates several proprietary brands, including Norco Bicycles and Axiom Cycling Gear. Norco Bicycles is a high-performance brand of...

  • Manager, Human Resources

    17 hours ago

    Port Hope, Canada Municipality of Port Hope Full time

    The Manager, Human Resources is responsible for the development and management of Human Resource services for the Municipality, providing proactive leadership, guidance, and support. Areas of responsibility include employee and labour relations, recruitment and selection, performance management, Human Resources policy and procedures, organizational...

  • Financial Planner, Investment and Retirement Planning

    2 weeks ago

    Port Moody, Canada RBC - Royal Bank Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...

  • Financial Planner, Investment and Retirement Planning

    2 weeks ago

    Port Moody, Canada RBC - Royal Bank Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...

  • Financial Planner, Investment and Retirement Planning

    2 weeks ago

    Port Moody, Canada RBC - Royal Bank Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...

  • Planning Technician

    1 month ago

    Port Hope, Canada Municipality of Port Hope Full time

    **Benefits and Perks** - Employer paid Group Health, Dental and Life Insurance after three months of employment - OMERS Pension Plan from the date of hire - Professional Development and Skill Based Training Opportunities - Work-life Balance Initiatives - Wellness, Social and Staff Ambassador Committees - Employee and Family Assistance Plan - Perks and...

  • Brand Manager- Port Hope Onroute

    2 weeks ago

    Port Hope, Canada ONroute Full time

    845 HWY 401 EASTBOUND PORT HOPE L1A 3W3 ONroute Brand Manager ONroute is a Canadian company that provides a clean, safe & friendly environment at our 23 travel centres along the busy 401 and 400 highways in Ontario. We are open 24/7/365 to proudly serve over 40 million customers each year who stop in to our plazas for our quick service food brands and...

  • Purchasing and Risk Management Coordinator

    1 month ago

    Port Hope, Canada Municipality of Port Hope Full time

    **EMPLOYMENT OPPORTUNITY** The Municipality of Port Hope, **Finance Department**, is currently seeking a **Full Time Permanent** **Purchasing and Risk Management Coordinator** to join their team. **About Us** The Municipality of Port Hope is a remarkably picturesque community located on the shore of Lake **Benefits and Perks** - Employer paid Group...