Coordinator of Financial Planning

3 weeks ago

Winnipeg, Canada City of Winnipeg Full time

Under the general direction of the Manager of Finance (Campus Departments), the Coordinator of Financial Planning & Services is responsible for planning, coordinating and compliance of all financial aspects relating to their assigned Departments in accordance with the controllership function and the centralized campus controllership operation. The emphasis is on providing timely, independent and objective financial analysis to management for their business decisions and providing suggestions for improvement to accounting processes or policies.

The Campus Departments include Chief Administrative Offices, City Clerks, Corporate Finance, Innovation and Technology, Human Resource Services, Customer Service and Communications, Elected Officials, Audit, Legal Services and Museums.

The incumbent is a “Specialist” expected to be the main source for financial information pertaining to their assigned Departments. The Manager of Finance and other Senior Managers rely on the incumbent to provide pertinent financial information for decision making.

**As the **_Coordinator Financial Services_**_, _**you will**:

- Plan, coordinate, research, review, analyze and interpret financial and statistical data including: Operating, Corporate, Capital, Reserve and Service Based Budgets; and Operating, Corporate, Capital and Reserve forecasts and year-end financial statements.
- Train, review and challenge the work of Accountant Technicians and clerical support.
- Manage daily activities ensuring they are in compliance with GAAP and all City policies and ensuring accounting, administrative and payroll services including quarterly and annual reports, are accurate and timely.
- Identify and investigate weaknesses in departmental financial systems, present alternative solutions, and coordinate system implementation.
- Review Administrative Reports ensuring financial implications are highlighted through the preparation of Financial Impact Statements.
- Assume a significant role in special projects together with the Manager of Finance and act for the Manager when absent.

**Your education and qualifications include**:

- A professional accounting designation in good standing.
- A bachelor degree in Commerce or equivalent.
- Minimum 4-5 years of experience with independent management of a finance operation that includes budgeting, forecasting and year-end financial statements for Operating, Capital and Reserves.
- Ability to identify information needs of staff and management and to integrate into an appropriate reporting system.
- Ability in directing the accounting, administrative and payroll functions for a large, complex department.
- Ability in preparing, analyzing, and interpreting financial and statistical reports.
- Ability to establish and maintain effective working relationships with others.
- Ability to prioritize tasks and meet deadlines.
- Ability to initiate action with limited supervision and instruction.
- Ability to communicate effectively orally and in writing.
- Ability to plan, organize and manage staff.
- Ability to prepare reports for senior management.
- Strong proficiency using Microsoft Office including excel, word, outlook, PowerPoint, and teams and Financial reporting systems.
- Strong knowledge of accounting and control systems with the ability to develop and implement new systems.
- Strong knowledge of GAAP and other reporting practices applicable to municipal governments and in general and other reporting entities.
- Working knowledge of collective agreements.

**Conditions of employment**:

- The successful applicant must maintain legal eligibility to work in Canada. If the successful applicant possesses a work permit, it is their responsibility to ensure the permit remains valid.
- Must maintain a professional accounting designation in good standing.

  • Coordinator of Financial Services

    4 weeks ago

    Winnipeg, Canada City of Winnipeg Full time

    Under the general direction of the Assistant Controller - Community Services, the Coordinator of Financial Services is responsible for planning, coordinating and compliance of all financial aspects relating to his/her assigned divisions within the Community Services department. The emphasis is on providing timely, independent, and objective financial...

  • Investment Specialist, Financial Planning

    3 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    1385 Henderson Hwy Winnipeg Manitoba,R2G 1N1 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...

  • Wealth Planning Coordinator

    5 days ago

    WINNIPEG, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and...

  • Wealth Planning Coordinator

    1 week ago

    Winnipeg, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access...

  • Financial Advisor Assistant

    6 days ago

    Winnipeg, Canada Clarke Financial Planning and Insurance Services Full time

    Job Overview: We are currently looking for a skilled and experienced Assistant Financial Advisor to join our team. As an Assistant Financial Advisor, your primary responsibility would be to assist the firm's owner in providing comprehensive financial advice and guidance to our clients. Your role would involve helping our clients achieve their financial goals...

  • Financial Planning Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Manager, Financial Planning

    4 weeks ago

    Winnipeg, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners, delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace. **What will you do?** - Build an effective and adaptable team...

  • Manager, Financial Planning

    2 weeks ago

    Winnipeg, Manitoba, Canada All-Fab Building Components LP Full time

    Responsibilities Develop and maintain models to support rolling forecasts, budgeting and longrange strategic planning. Collaborate with crossfunctional teams to understand business drivers and provide financial insights to support decision making. Communicate with management to ensure full understanding of financial performance and variances. Participate and...

  • Bilingual Wealth Planning Analyst

    2 weeks ago

    Winnipeg, Manitoba, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB OVERVIEW ...

  • Manager Financial Planning

    3 weeks ago

    Winnipeg, Canada Shared Health Full time

    **Requisition ID**: 354307 **Position Number**: 20042386 **Posting End Date**: Mach 1, 2024 **City**: Winnipeg **Employer**: Shared Health **Department / Unit**: Shared Health Finance **Job Stream**: Non-Clinical **Union**: Non Union **Anticipated Start Date**: 03/18/2024 **FTE**: 1.00 **Anticipated Shift**: Days **Work Arrangement**:...

  • Director, Financial Planning

    3 weeks ago

    Winnipeg, Canada Manitoba Public Insurance Full time

    Overview: As the Director, Financial Planning & Analysis, you will be responsible for planning, monitoring, & evaluating company performance. This involves developing and managing financial analysis procedures, as well as identifying and prioritizing recommended actions to meet organizational objectives. The Director, Financial Planning & Analysis is also...

  • Manager, Financial Planning

    2 weeks ago

    Winnipeg, Canada All-Fab Building Components LP Full time

    **Responsibilities** - Develop and maintain models to support rolling forecasts, budgeting and long-range strategic planning. - Collaborate with cross-functional teams to understand business drivers and provide financial insights to support decision making. Communicate with management to ensure full understanding of financial performance and variances. -...

  • [Internship] Planning Analyst

    4 weeks ago

    Winnipeg, MB, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are...

  • Manager, Financial Planning and Analysis

    4 weeks ago

    Winnipeg, Canada Manitoba Government Full time

    **Manager, Financial Planning and Analysis**: FI5 Manager, Financial Planning and Analysis Regular/full-time; TerM/Full-time 15 month term Department of Families Manitoba Housing, Administration and Finance Winnipeg MB Advertisement Number: 40917 Salary(s): FI5 $67,671.00 - $86,584.00 per year Closing Date: April 23, 2023 The Manitoba government...

  • Financial Planning

    2 weeks ago

    Winnipeg, Manitoba, Canada Perimeter Aviation Full time

    Position SummaryReporting to the Chief Financial Officer (CFO), the Financial Planning & Analysis (FP&A) Manager will contribute to the business by managing a data-driven framework for making key decisions, modelling critical business variables, providing dynamic and insightful analysis and being an integral part of all aspects of the FP&A scope, including...

  • Bilingual Wealth Planning Analyst

    2 weeks ago

    Winnipeg, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

  • Bilingual Wealth Planning Analyst

    2 weeks ago

    Winnipeg, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

  • Wealth Planning Coordinator

    4 days ago

    Winnipeg, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to...

  • Regional Vice President Financial Planning

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Project Coordinator

    2 months ago

    Winnipeg, Canada City of Winnipeg Full time

    Under the direction of the Branch Head - Water Planning & Project Delivery, the Project Coordinator provides leadership and guidance in the execution of projects and initiatives through an integrated multi-disciplinary team approach that strives for innovation, excellence and efficiency. Project may include, but are not limited to capital projects, including...