Manager, Financial Planning and Analysis

6 months ago

Kitchener, Canada WF Group Inc. Full time

Role at a Glance

This role offers an exciting opportunity to work closely with senior leadership and implement new processes and tools, leveraging our innovation mindset to bring forth automation, business intelligence (ex. AI) and data management tools to support decision making.

You’ll Love this Role If
- You are ambitious in your pursuit to be the best.
- You are looking for the right fit to develop key analytical tools to further your development.
- You get the importance of paying attention to detail without losing sight of the big picture.
- You embrace progressive change, out-of-the-box thinking, and working in a high-energy environment.

What You Will Do
The Manager, FP&A will report to the CFO and work closely with other members in finance, innovation, business units, and senior leadership.
- Financial Planning & Forecasting:

- Lead financial planning and analysis processes, including budgeting, forecasting, and variance analysis.
- Develop and maintain the annual operating budget, capital budget and monthly forecasts/projections.
- Monitor and analyze financial performance against budgets and forecasts, identifying variances and recommending corrective actions.
- Strategic Analysis & Decision Support:

- Provide actionable insights through financial modeling, scenario analysis, and sensitivity analysis to support strategic initiatives and business decisions.
- Collaborate with cross-functional teams to evaluate current business operations as well as new business opportunities.
- Provide merger and acquisition (M&A) support in the due diligence process and integration of financial systems and data.
- Provide actionable insights and recommendations to optimize investments and expenditures, driving cost efficiencies and maximizing ROI.
- Reporting & Performance Metrics:

- Prepare monthly, quarterly, and annual financial reports and presentations for senior leadership and other stakeholders, as required.
- Define and track key performance indicators (KPIs) to measure business performance and ensure alignment with organizational goals.
- Work closely with the Enterprise Technology and Innovation team to deploy a robust ‘data management program that will enable fast, accurate, and secure business intelligence tools.
- Budget Management:

- Lead the budgeting process, working closely with department heads to establish budget targets, expenditure requests, and optimize resource allocation.
- Monitor budget adherence and provide regular updates on financial performance to department leaders and senior leadership.
- Collaborate with cross-functional teams to develop annual budgets and forecasts for innovation investments.
- Stakeholder Collaboration:

- Partner with internal stakeholders, including Finance, Operations, and Business Development teams, to drive cross-functional projects and initiatives.
- Engage with external partners, auditors, and consultants as needed to support financial analysis and reporting requirements.
- Collaborate cross-functionally to ensure alignment and consistency in financial reporting and analysis.
- Prepare and present financial analysis and insights to senior leadership, highlighting trends, opportunities, and risks within the business.
- Process Improvement and Innovation:

- Lead the budgeting process, working closely with department heads to establish budget targets, expenditure requests, and optimize resource allocation.
- Monitor budget adherence and provide regular updates on financial performance to department leaders and senior leadership.
- Collaborate with cross-functional teams to develop annual budgets and forecasts for innovation investments.
- Team Leadership & Development:

- Build a first-class FP&A program and strategy including a future hiring plan.
- Manage and mentor a future team of financial analysts, fostering a culture of continuous learning, collaboration, and high performance.
- Continuous professional development through staying up on emerging trends and programs and building leadership capacity.

What You Bring to the Table
- Bachelor's degree in Finance, Accounting, Business Administration, or related field; CPA, CFA or MBA/ advanced degree preferred.
- Minimum of 5 years of experience in FP&A or finance roles, with exposure to innovation or automation tools.
- Strong financial modeling skills and proficiency in Excel, Power BI, AI tools, and experience with financial planning software.
- Experience with Deltek Vision, Unanet and Vista an asset.
- Experience in a professional service or construction management industry an asset.
- Excellent analytical and problem-solving skills, with the ability to synthesize complex data into actionable insights.
- Ability to manage direct reports to meet deadlines and deliver first-class solutions.
- Strong communication and interpersonal skills, with the ability to convey complex financial concepts to non-financial stakeholders and influence decisions.
- Proven track record of building relationships a

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