Manager, Financial Planning and Analysis

4 weeks ago

Toronto, Canada Green Shield Full time

**WHO WE ARE**
When it comes to health, we’re always looking for ways to push for better. It’s why we were founded in the first place. In 1957, our founder, pharmacist William Wilkinson, witnessed a mother sacrifice her health by forgoing her own medicine to pay for her sick daughter’s prescription. He knew there had to be a better way. So, he introduced North America’s first prepaid drug plan, and GreenShield was born as a not-for-profit with a mission to support better health for all Canadians.

We aren’t just a health and benefits company. We’re the only not-for-profit social enterprise that brings worlds of coverage and care together, all in one place.
We’re noble challengers, purposefully building a better way and we need the best people to help us create a more holistic approach that takes care of the mind and body.

Our mission is to create better health for all Canadians, and we know that starts with our employees.

**THE ROLE IN A NUTSHELL**

We are seeking a strategic and analytical Manager of Financial Planning and Analysis (FP&A) to lead our financial planning initiatives and provide valuable insights to drive business performance from a revenue and margin perspective. This role, reporting into the Director of Financial Planning and Analysis, will be pivotal in planning, developing and monitoring our Annual Operating Plan (AOP), producing management reporting, and preparing for Quarterly Business Reviews (QBRs) to support informed decision-making across the organization.

Roles and Responsibilities:
**Annual Operating Plan (AOP) Development**:

- Plan and oversee the end-to-end AOP process, establishing timelines, deliverables, and key milestones to ensure seamless execution.
- Support the budgeting, forecasting and strategic planning process through data collection, assumption setting, scenario analysis and revenue/sales target setting activities
- Collaborate with cross-functional teams to align the AOP with organizational goals and strategic revenue/margin generating initiatives.
- Present the AOP to senior management, articulating the underlying assumptions, methodologies and strategies used in the projections.

**Management Reporting**:

- Deliver insightful monthly financial reports that provide a deep analysis of business performance, highlighting key drivers of revenue and expenses.
- Conduct variance analysis to identify revenue and claims trends, anomalies, and opportunities for improvement, providing actionable recommendations to business leaders.
- Partner with departments to understand their financial needs and tailor reporting solutions that enhance their operational decision-making.
- Develop clear, concise visual dashboards and reports that communicate complex financial data in a user-friendly manner for non-finance professionals.

**Quarterly Benefit Reviews (QBR)**:

- Organize and prepare QBR materials for the Executive Committee, showcasing progress against strategic and operational initiatives.
- Monitor and report on key performance indicators (KPIs) and metrics that measure success and inform future strategic direction.

**Team Management and Leadership**:

- Lead, mentor, and develop the team, providing guidance, feedback, and training to enhance their skills and performance.
- Set OKRs, conduct performance evaluations, and facilitate professional growth opportunities for team members.
- Foster a collaborative and positive work environment.

**WHO WE'RE LOOKING FOR**
We’re not looking for just anyone. We’re looking for a unique individual with a big brain and a big heart who wants to help us create better health for all Canadians.
- Bachelor’s degree in Finance, Accounting, Mathematics, Actuarial Sciences, or a related field. Master’s degree would be an asset.
- 7+ years of experience in either a Health and Benefits Insurance role (actuarial, consulting, pricing, etc.) or financial planning and analysis, budgeting related roles.
- FSA/ASA or CPA designation or equivalent.
- 5+ years of management experience
- Strong analytical skills with the ability to interpret complex financial data and communicate findings effectively.
- Proficiency in financial modeling, forecasting, and advanced Excel.
- Ability to prioritize tasks effectively, demonstrating flexibility in managing workload demands and handling multiple tasks as required.
- Excellent attention to detail and accuracy, with a focus on meeting deadlines.

**THE CULTURE**
We believe a career should be meaningful. Not just a means to earn a living. Our culture is one where everyone's voice is heard and valued. Because that’s what it takes to create better health for all. We dare to challenge the status quo. And we’re driven by people who have challenged theirs. We believe that your workplace should empower you to be the best version of yourself. That’s why we provide a place where you can be inspired, challenged, and rewarded.

Where your growth means our growth.
Where your voice is heard and valued.
Where your work has

  • Manager, Financial Planning

    3 weeks ago

    Toronto, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our...

  • Financial Planning and Analysis Professional

    3 days ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Financial Planning and AnalysisAt Questrade Financial Group, we are seeking an experienced Financial Analyst to join our team. The successful candidate will play a key role in supporting annual and interim IT budgeting, forecasting, and reporting.This includes owning and driving the monthly timesheet process across IT, ensuring timely and accurate submission...

  • Financial Planning

    6 days ago

    Toronto, Canada Neighbourly Pharmacy Full time

    Neighbourly Pharmacy is looking for a Financial Planning & Analysis Manager (FP&A) to join our expanding Finance team, to support the continued growth and further enhance our strategic financial planning abilities to better support the performance of our 300+ pharmacies across Canada! Our Support Office is located in Etobicoke, ON, however this role has the...

  • Financial Planning

    2 days ago

    Toronto, Canada Neighbourly Pharmacy Inc. Full time

    Neighbourly Pharmacy is looking for a Financial Planning & Analysis Manager (FP&A) to join our expanding Finance team, to support the continued growth and further enhance our strategic financial planning abilities to better support the performance of our 300+ pharmacies across Canada! Our Support Office is located in Etobicoke, ON, however this role has the...

  • Financial Planning

    2 days ago

    Toronto, Canada Neighbourly Pharmacy Full time

    Neighbourly Pharmacy is looking for a Financial Planning & Analysis Manager (FP&A) to join our expanding Finance team, to support the continued growth and further enhance our strategic financial planning abilities to better support the performance of our 300+ pharmacies across Canada! Our Support Office is located in Etobicoke, ON, however this role has the...

  • Financial Planning and Analysis Manager

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job OverviewWe are seeking a highly skilled and experienced Financial Planning and Analysis Manager to join our team at Scotiabank. As a key partner in supporting Scotia Global Asset Management within Global Wealth Management, you will be responsible for compensation expense oversight and governance, modeling, financial reporting for SGAM, planning &...

  • Manager, Financial Planning and Analysis

    4 days ago

    Toronto, Canada Nicola Wealth Management Ltd. Full time

    About the Team:The Strategic Planning and Initiatives Finance team provides the organization with advanced financial analytics and insights that are used by firm leadership to make informed strategic and financial business decisions. The team helps to drive financial modernization and process improvements and is responsible for budgeting, forecasting,...

  • Manager, Financial Planning and Analysis

    5 days ago

    Toronto, Canada Nicola Wealth Management Ltd. Full time

    About the Team:The Strategic Planning and Initiatives Finance team provides the organization with advanced financial analytics and insights that are used by firm leadership to make informed strategic and financial business decisions. The team helps to drive financial modernization and process improvements and is responsible for budgeting, forecasting,...

  • Manager, Financial Planning

    1 day ago

    Toronto, Canada McCain Foods (Canada) Full time

    **Position Title**:Manager, Financial Planning & Analysis **Position Type**: Regular - Full-Time **Position Location**: Toronto HQ **Grade**: Grade 06 **Requisition ID**: 15588 For us, for family! We know the importance that food plays in people's lives - the power it has to bring people, families and communities together. Our purpose is to bring...

  • Manager, Financial Planning

    3 weeks ago

    Toronto, Canada CPA Ontario Full time

    An Opportunity To Utilize Your Analysis Expertise to Make an Impact By Joining Our Financial Planning and Analysis Team CPA Ontario is currently in search of a **Manager, Financial Planning & Analysis** who will be responsible for budgeting, forecasting, scenario analysis and ad hoc reporting. In addition, you will drive key business decisions and...

  • Manager, Financial Planning and Analysis

    2 weeks ago

    Toronto, Ontario, Canada Starlight Investments Full time

    The Manager, Financial Planning and Analysis will play a critical part in driving the financial planning and analysis function within the organization including the further development of analytical tools used to provide context to our financial results.The primary goal of the role is to assist with providing timely, accurate, complete and contextual...

  • Financial Analysis and Planning Manager

    2 days ago

    Toronto, Ontario, Canada Nestlé SA Full time

    About the RoleThis Senior Financial Analyst role has great exposure to working closely with various functions, including Marketing, Sales, Supply Chain, Finance Analytics & Solutions Team, and Corporate Finance. You will be responsible for leading the forecasting and financial analysis process and supporting the team to improve financial performance and help...

  • Manager, Financial Planning and Analysis

    2 weeks ago

    Old Toronto, Canada Scotiabank Full time

    Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.Title: Manager, Financial Planning and Analysis (Scotia Global Asset Management)Requisition ID: 211518The Manager is a senior-level role and is a key partner in supporting Scotia Global Asset Management (SGAM) within Global Wealth Management. The role is...

  • Manager of Financial Planning and Analysis

    1 day ago

    Toronto, Canada Cision Full time

    Cision employs the brightest, most passionate people in the tech industry. We’d love for you to join our growing team! We invest in our people through training and professional development while supporting you along the way—all so you can meet your career goals. To us, the most important measure of our success is yours. This role will act as a key...

  • Manager, Financial Planning Analysis

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Title: Manager, Financial Planning Analysis (Global Operations Finance)Requisition ID: 215934The Global Operations (“GO”) Finance team oversees the planning and analysis of the operating expenses for Global Operations Units. The Manager works closely with the team members to produce month-end results, monthly forecast, annual budgets and business line...

  • Manager, Financial Planning Analysis

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 215934Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Global Operations ("GO") Finance team oversees the planning and analysis of the operating expenses for Global Operations Units (including Global Wholesale Operations, Fraud Management, Global Regulatory and Internal Control, GBS...

  • Manager, Financial Planning Analysis

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 215934Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Global Operations ("GO") Finance team oversees the planning and analysis of the operating expenses for Global Operations Units (including Global Wholesale Operations, Fraud Management, Global Regulatory and Internal Control, GBS...

  • Manager, Financial Planning

    3 weeks ago

    Toronto, Canada MCAP Full time

    **Manager, Financial Planning & Analysis** **MCAP at a Glance** Joining MCAP means you will be a part of our diverse workforce of highly talented individuals who are recognized for their expertise and success! At MCAP, your professional expertise, commitment to teamwork and passion for service excellence are recognized and rewarded with competitive total...

  • Financial Planning and Analysis Leader

    5 days ago

    Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    About Us:Nicola Wealth Management Ltd. is a leading wealth management firm that provides advanced financial analytics and insights to drive strategic business decisions. The Strategic Planning and Initiatives Finance team plays a vital role in helping the organization make informed decisions by providing accurate financial data.Purpose of the Role:We are...

  • Specialist Iii-ic Financial Planning and Analysis

    4 hours ago

    Toronto, Canada BMO Financial Group Full time

    250 Yonge Street Toronto Ontario,M5B 2L7 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 and...