Current jobs related to Financial Planning Manager - Vancouver - Fresh Tracks Canada

  • Financial Planning Strategist

    1 month ago

    Vancouver, British Columbia, Canada Ventum Financial Corp Full time

    Unlock Your Potential as a Financial Planning Strategist at Ventum Financial CorpWe're a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, renowned for our client-centric approach and entrepreneurial spirit. Our company, Ventum Financial Corp, offers unbiased investment solutions, professional management, and...

  • Financial Planning Assistant

    2 months ago

    Vancouver, Canada WealthSense Financial Group Inc Full time

    **Job Title**: Financial Planning Assistant **Location**: Vancouver (Kitsilano), BC **Position**: Full-time _(with potential work-from-home options)_ **About Us**: We are a financial planning firm based in Kitsilano, Vancouver, providing comprehensive financial planning services, along with investment, individual insurance, and group insurance products to...

  • Avp, Financial Planning Specialist

    2 months ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

  • Market Leader, Financial Planning

    6 days ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 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 solutions...

  • Strategic Financial Planning and Analysis Leader

    6 days ago

    Vancouver, British Columbia, Canada Blueshore Financial Full time

    Role OverviewThe Manager, Financial Planning & Analysis (FP&A) plays a pivotal role in shaping BlueShore Financial's financial strategy.Key Responsibilities:Oversee budgeting, forecasting, financial analysis, and management reporting for BlueShore Financial and its subsidiaries.Support data-driven decision-making by analyzing business results and providing...

  • Senior Analyst

    6 days ago

    Vancouver, Canada Definity Financial Full time

    Senior Analyst - Financial Planning & AnalysisJob DescriptionSenior Analyst - Financial Planning & AnalysisReporting to the Manager, PI Operational Planning & Analysis, this person will be responsible for providing key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process for...

  • Financial Planning and Analysis Senior Analyst F/H

    4 months ago

    Vancouver, Canada Definity Financial Full time

    h3>Senior Analyst - Financial Planning & AnalysisJob DescriptionSenior Analyst - Financial Planning & AnalysisReporting to the Manager, PI Operational Planning & Analysis, this person will be responsible for providing key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process...

  • Specialist, Financial Planning and Analysis

    7 months ago

    Vancouver, Canada Definity Financial Corporation Full time

    Job ID : 6786 Category: Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Vancouver, Canada Definity includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong roots that date back to 1871,...

  • Urban Planning

    4 months ago

    Vancouver, Canada EKISTICS Town Planning Full time

    **JOB DESCRIPTION** EKISTICS is in search of a skilled Project Manager with experience in steering projects from the initial design phase through entitlement and permitting to completion. This role is a multifaceted one, blending the technical know-how of land planning with the coordination prowess required for project management. **WHAT YOU WILL DO** -...

  • Manager, Financial Planning and Analysis

    9 months ago

    Vancouver, Canada PHSA Full time

    **Manager, Financial Planning and Analysis** Business Planning Vancouver, BC Reporting to the Director, Business Planning, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operational reporting, ad hoc financial/business analysis, case costing, funding analysis, project management and financial...

  • Manager, Financial Planning and Analysis

    7 months ago

    Vancouver, Canada School District #39 (Vancouver) Full time

    At the VSB, we are proud to provide exceptional learning experiences for students. As a large, urban school district, the VSB is one of Canada’s most diverse school systems. With deep gratitude and respect, we are honoured to be learning and unlearning on the ancestral and unceded lands of the x?m?θk??y? ?m (Musqueam), S?wxwú7mesh Úxwumixw (Squamish...

  • Manager, Financial Planning and Analysis

    9 months ago

    Vancouver, Canada PHSA Full time

    **Manager, Financial Planning and Analysis** Business Planning Vancouver, BC Reporting to the Director, Business Planning Corporate, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operational reporting, ad hoc financial/business analysis, case costing, funding analysis, project management and...

  • Manager, Financial Planning and Analysis

    7 months ago

    Vancouver, Canada PHSA Full time

    **Manager, Financial Planning and Analysis** Business Planning Vancouver Reporting to the Director, Business Planning Corporate, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operational reporting, ad hoc financial/business analysis, case costing, funding analysis, project management and financial...

  • Manager, Financial Planning and Analysis

    7 months ago

    Vancouver, Canada Indochino Full time

    KEY ACCOUNTABILITY: - Reporting to the Director, Finance, the Manager, Financial Planning & Analysis contributes to the overall success of the organization by strengthening financial results and optimizing the Finance function. You will manage the budgeting and planning processes, Cash flow projections, including long - and short-term views on financial...

  • Manager, Financial Planning and Analysis

    9 months ago

    Vancouver, Canada PHSA Full time

    **Manager, Financial Planning and Analysis** PHSA Corporate Vancouver, BC Reporting to the Director, Business Planning Corporate, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operational reporting, ad hoc financial/business analysis, case costing, funding analysis, project management and financial...

  • Investment Specialist

    11 hours ago

    North Vancouver, Canada BMO Financial Group Full time

    1505 Lonsdale Avenue North Vancouver British Columbia,V7M 2J4 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...

  • Manager, Financial Planning and Analysis

    7 months ago

    Vancouver, Canada PHSA Full time

    **Manager, Financial Planning and Analysis** PHSA Corporate Vancouver, BC Reporting to the Director, Business Planning Corporate, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operational reporting, ad hoc financial/business analysis, case costing, funding analysis, project management and financial...

  • Manager, Financial Planning and Analysis

    1 week ago

    Vancouver, Canada PHSA Full time

    **What you'll do** - Reporting to the Director, Business Planning Corporate, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operational reporting, ad hoc financial/business analysis, funding analysis, project management and financial modeling. - Provide relevant and value-added financial planning,...

  • Financial Planning

    6 days ago

    Vancouver, Canada Coast Hotels Full time

    Your company, your values, your career! Coast Hotels is a dynamic and growing brand. Our culture is rooted in our values, leadership accountability, and the growth and development of our Ambassadors. Reporting to the Director, Accounting & Reporting Services, the Financial Planning & Analysis Manager contributes to the overall success of Coast Hotels by...

  • Financial Planning and Analysis Manager

    2 months ago

    Vancouver, Canada Enotecca Wineries and Resorts Inc Full time

    Education: Bachelor's degree - Experience: 5 years or more - **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Design and manage investment strategies - Monitor financial control systems - Oversee the collection and analysis of financial data - Oversee the preparation of reports - Advise senior...

Financial Planning Manager

7 months ago

Vancouver, Canada Fresh Tracks Canada Full time

At Fresh Tracks Canada, we craft tailor-made Canadian vacations for people from all over the world. Since 1996, our team of Canadian Insiders have helped our customers plan their vacations and enjoy life-changing travel experiences.

We believe in keeping our customers front and center in everything we do; in fact, focus on serving our customers is one of our core values. Everyone acts and operates as an owner, treating this business as their own. We raise the bar constantly, embracing that nothing is perfect but continuous improvement is key. Our team is made up of passionate, positive experts who drive healthy collaboration by winning or losing as one, and we bring out the best in each other as a family committed to grow.

**ABOUT THE ROLE**

This is an exciting time to become a part of our team as we are growing the responsibilities of the Finance function within the organization. The strong growth of the company is supporting a high-paced & rewarding environment.

The Finance team continue to contribute to the key strategic decision-making that guides the company, and we are seeking someone with the ambition to become a key leader within Fresh Tracks Canada.

**RESPONSIBILITIES**

The role & responsibilities of the Financial Planning Manager include but are not limited to;
- Be the company go-to person for all P&L related conversations
- Lead annual financial planning as well as quarterly and monthly updates to both the Budget & Forecast
- Lead the company Revenue Management team that ensures optimal use of the inventory available to the company.
- Lead pricing and cost analysis: collaborate closely with the Product, Sales, and Marketing teams to formulate pricing strategy recommendations for Trips. Consider industry cost pressures and market dynamics to ensure a healthy margin and optimal return on the pricing position
- Direct the preparation of short-term and long-range plans and budgets based on broad goals and growth objectives
- Analyze financial and operational results to better understand company performance
- Support the Financial Reporting Team through the provision of monthly analysis on financial results, and accuracy and timeliness in all aspects of reporting
- Establish best practices and controls to facilitate forecast review and output analysis for the business. Strong controlling skills are key to being successful in this role

Cash Management
- Own the ongoing cash-flow forecasting including the continued development of a dynamic cash-flow modelling process which will give greater insight into our treasury management decisions

Treasury Management
- Formulate and implement of the ongoing a company treasury strategy using the company’s Treasury Management System (TMS)

Foreign Exchange Management
- Own the formulation and implementation of a strategy to mitigate foreign exchange risk, working with internal & external partners

Cost Management
- Closely partner with the Director of Finance to identify areas for improvement to drive costs down and optimize process efficiencies
- Provide financial and non-financial KPI’s and metrics to the Leadership team

Other
- Coach & Mentor junior team members
- Mange projects to modernize and automate the systems & process across the company
- Complete risk management assessments on a periodic basis
- Perform other special projects as needed

**REQUIREMENTS**
- Motivated and resilient individual that can drive change within the organization
- Minimum 5 years' experience in a financial management position
- Professional accounting designation: CA, CGA, or CMA preferred but not essential
- Experience with financial planning software preferred
- Proven experience managing, leading and motivating staff
- Experience with complex budgets, forecasting, internal transactions, and executive presentations
- Experience with process analysis and improvement
- Superior attention to detail and organizational skills
- Extensive computer knowledge, including Excel
- Ability to handle conflicting deadlines and prioritize
- Ability to professionally liaise with high-profile clientele
- Excellent communication skills (verbal and written), with proven ability to communicate effectively with colleagues, clients, and stakeholders
- Excellent relationship building skills for developing and keep effective working relationships with all internal and external stakeholders
- Advanced level in Excel and Word, and intermediate level in PowerPoint and other MS office programs
- Ability to lead and develop a team, plan, organize, and manage workloads
- Ability to work collaboratively and across disciplines for a common goal
- Strong time management skills and ability to handle multiple demands and competing priorities
- Proven ability to aggregate and analyze information and data for effective problem solving, and utilizes sound judgement
- Detail oriented with strong organizational skills

**REWARDS**
- 3 weeks vacation (4 weeks after your first year)
- Extended health benefi