Manager, Financial Planning
1 week ago
**Long View. A career that helps you get more out of life.**
A Long View career helps you get more out of life. We don’t just say it, we prove it. Every day. We’re proud of our reputation as one of North America’s most dynamic IT providers — and we’re even prouder of our culture that allows our people to live life to its fullest. At Long View, we create an environment of collaboration and support, of innovation and enthusiasm, of inclusion and belonging. As a member of the Long View team, you’ll see how our company’s core pillars — Integrity, Competence, Value, and Fun — resonate through the workplace. And in a recent survey, 89% of Long View team members rated Long View as a good or great place to work
**Are you passionate about Financial Planning, Analytics and leading a team to success?
We are looking for a proactive, data-centric, and service-oriented **Manager, Financial Planning & Analysis** for our **Head Office** in **Calgary**. This role will be responsible for leading and coordinating the annual budgets, monthly forecasts and bi-monthly results storytelling processes through leadership of a team of Business Partners.
**A Day in the Life**:
- Lead annual budget planning and monthly financial forecasting process
- Provide financial consulting and strategic support to senior and executive management including financial presentations through various reporting mediums
- Work towards increasing strategic effectiveness of the team through partnerships with the Manager, Corporate Accounting
- Advance mandates of the CFO Portfolio of teams through collaboration with the broader leadership team
- Respond to the needs of the business units your team supports
- Coach and mentor direct reports and peers
- Drive process consistency in the team and increase the insights and value delivered to other internal teams
- Identify opportunities for improvements and use AI tools to optimize work processes
**What You Bring**:
- Bachelor’s degree in business administration, Accounting, Finance or Economics
- CPA designation, or combination of years of experience plus willingness to start the CPA program in the next 6 months
- 5+ years of related experience in financial planning, analysis and budgeting
- 2+ years of experience leading a team and serving internal clients at an executive level
- Outstanding written/oral communication skills with a partner-focused approach
- Natural collaborator with strong interpersonal skills and win-win mindset
- High attention to detail coupled with excellent financial and analytical abilities
- Strong understanding of accounting and finance principles (e.g. Corporate Accounting, Accounts Payable, Accounts Receivables, Billing & Revenue)
- Ability to work well in high pressure, changeable situations while managing competing priorities
- Strong working knowledge of MS suite of products (Word, PowerPoint), advanced understanding of Excel and natural curiosity for process improvement and optimization
**What Makes You Extra Awesome**:
- Experience with Microsoft Dynamics
**Why Work at Long View?**:
- **Great people and culture**:
- ** Career growth **- Permanent staff positions, paid training, career life planning, and relocation and travel opportunities
- ** Interesting work **- Be part of exciting projects while accessing all the latest technologies
- ** Flexible environment **- A workplace that values the importance of flexibility for personal/professional growth, happiness and wellness
Expected Salary Range is $110,000 to $125,000.
**Want to learn more about our culture and life at Long View? Check us out on LinkedIn and Instagram**
Long View’s mission of building the best and most sustainable team-driven organization requires dedicated and ambitious people. Through employee resource groups, impactful and effective conversations, townhalls and various company-wide training, including how to reduce unconscious bias, we are fostering an inclusive environment. We are committed to taking consistent, positive and lifelong action to be a diverse and equitable workplace because we know that the most effective companies are made up of people with varied identities, experiences and backgrounds.
Long View is an equal opportunity employer. If you have any accommodation requests for your interview or the role, please let your friendly Recruiter know
-
Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and wealth management.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...
-
Financial Planning Specialist
1 month ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...
-
Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Planning SpecialistJ&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the insurance industry.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning:...
-
Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJ&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a bachelor's degree and at least 1 year of experience in the...
-
Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. The ideal candidate will have a strong background in financial planning, wealth management, and insurance industry expertise.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial...
-
Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantJoin J&H Financial Corp as a Financial Consultant and take on a challenging role that requires expertise in financial planning, wealth management, and insurance industry knowledge.Key Responsibilities:Identify clients' financial goals and objectives, and develop personalized financial plans to achieve them.Analyze clients'...
-
Financial Planning Specialist
3 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob SummaryWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesConduct thorough financial analyses to identify clients' goals and objectivesDevelop...
-
Financial Planning Specialist
2 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial...
-
Financial Planning Specialist
1 month ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...
-
Financial Planning Specialist
1 month ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...
-
Calgary, Alberta, Canada Neo Financial Full timeBuild a Better Financial Future with NeoAt Neo Financial, we're on a mission to create a more rewarding financial experience for all Canadians. Our team is passionate about innovation and collaboration, and we're looking for a talented Business Finance Analyst, FP&A to join our rapidly expanding team.As a Business Finance Analyst, you'll play a key role in...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...
-
Financial Planning Specialist
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...