Manager, Financial Planning and Analysis

5 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

  • Manager - Financial Planning & Analysis

    4 months ago

    Kitchener, Canada the Ladders Full time

    Manager, Financial Planning & Analysis (FP&A) Role at a Glance As we continue to grow and innovate, we are seeking a talented Manager, FP&A to join our team and be a navigator to support and guide our national vision. Reporting to the CFO, and working closely with other members in finance, innovatio

  • Financial Planning and Analysis Leader

    1 month ago

    Kitchener, Ontario, Canada WalterFedy Full time

    FP&A Manager Role OverviewThe FP&A Manager will be a key member of our finance team, responsible for providing strategic financial planning and analysis to support business growth and innovation. Reporting to the CFO, the FP&A Manager will work closely with other members in finance to drive business decisions and navigate our national vision.Key...

  • Senior Financial Planning and Analysis Manager

    4 weeks ago

    Kitchener, Ontario, Canada Elby Professional Recruitment Inc Full time

    Financial Planning and Analysis Manager RoleElby Professional Recruitment Inc is seeking a highly skilled Financial Planning and Analysis Manager to join their finance team. This role will provide an opportunity to work closely with other members of multiple departments, while also providing decision support and insights to the business.What We...

  • Supervisor, Financial Planning

    2 months ago

    Kitchener, Canada St. Mary’s General Hospital Full time

    **Work Type: Full Time** **It's the St. Mary’s way: compassionate care for our patients and each other, together.** We grow our people and we’re growing the future of healthcare today and tomorrow. Our patients are the heart of why we care, and our staff are the heart of how we care. This is a pivotal and exciting time as we build for the future....

  • Financial Planning and Reporting Manager

    5 months ago

    Kitchener, Canada YW Kitchener-Waterloo Full time

    Education: Other trades certificate or diploma - Experience: 1 year to less than 2 years **Work setting**: - General office - Social service or charity agency **Budgetary responsibility**: - $8,000,001 + **Tasks**: - Identifying and investigating compliance issues - Plan and control budget and expenditures - Establish and implement policies and...

  • Finance Manager, Financial Planning

    3 weeks ago

    Kitchener, Canada Grand River Hospital Full time

    Mary’s General and Grand River Hospitals both independently voted in favour of a voluntary merger of the Hospitals to form a new hospital organization. This evolution of our partnership will occur alongside our joint redevelopment work, as we strive to build a new acute care campus in the community. Mary’s General Hospital and Grand River Hospital that...

  • Financial Planning Expert

    1 month ago

    Kitchener, Ontario, Canada Scotiabank Full time

    Financial Planning ExpertScotiabank is seeking a Financial Planning Expert to contribute to the overall success of MD Wealth in Canada. As a key member of the team, you will assist clients and their families in achieving their personal financial goals. Your expertise in financial planning will enable you to prepare comprehensive financial plans and specific...

  • Financial Advisor

    1 month ago

    Kitchener, Canada MD Financial Management Full time

    Requisition ID: 208994 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant you will contribute to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and...

  • Financial Advisor

    1 week ago

    Kitchener, Canada MD Financial Management Full time

    Requisition ID: 208994 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant you will contribute to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and...

  • Manager, Transportation Planning

    3 weeks ago

    Kitchener, Canada Region of Waterloo Full time

    Manager, Transportation Planning **Job Number**:1911 **Job Type**: Full-Time **Location**: 150 Frederick St - Regional Admin Headquarters **Job Category**: Transportation **Number of Positions**:1 **Department**: Strategic Transportation Planning **Division**: Transportation Services **Hours of Work**: 35 **Union**: Management/Management Support **Grade**:...

  • Financial Management Associate

    1 week ago

    Kitchener, Ontario, Canada BANSAL LOGISTICS INC. Full time

    BANSAL LOGISTICS INC. is seeking a highly skilled Financial Management Associate to join our team. This is an exciting opportunity for someone who wants to take their career to the next level and make a real impact in a dynamic and growing company.About the RoleWe are looking for a detail-oriented and organized individual who has experience in financial...

  • Financial Analyst

    5 months ago

    Kitchener, Canada CONESTOGA COLLEGE Full time

    The Financial Analyst is a key position in the Finance Department and reports to the Manager of Budgeting & Reporting. The incumbent takes responsibility to provide insights from financial analysis and to ensure the quality of financial and non-financial data. The primary function of the incumbent is to participate in overseeing the financial health of the...

  • Relationship Manager

    5 months ago

    Kitchener, Canada BMO Financial Group Full time

    345 King Street West Kitchener Ontario,N2G 1B8 Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and...

  • Financial Controller

    6 months ago

    Kitchener, Canada Formatop Manufacturing Full time

    Formatop Manufacturing Company Ltd. began operations in 1967, producing one style countertop - the Classic. It answered the call for a seamless rolled front edge and backsplash countertop. Today, our products symbolize a legacy of listening to our customers. We’ve grown well beyond our origins, designing in response to our customers’ needs and providing...

  • Planning Data Analyst

    6 months ago

    Kitchener, Canada Region of Waterloo Full time

    **Our Story**: Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving, and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by delivering quality services to a diverse population of 630,000+, while creating a healthy,...

  • Client Support Associate

    7 months ago

    Kitchener, Canada Financial Horizons Group Full time

    Are you an organized individual who excels in providing support to advisors? Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization? If you nodded ‘yes’ to those questions, you may be the next **Client Support...

  • Financial Analyst

    6 months ago

    Kitchener, Canada Region of Waterloo Full time

    **Our Story**: Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by delivering quality services to a diverse population of 630,000+, while creating a healthy,...

  • Financial Analyst

    5 months ago

    Kitchener, Canada Mitchell Plastics Full time

    Put yourself in the driver’s seat; imagine where a career here could take you. Mitchell Plastics is an award-winning and growing company. Our key strength is that we offer our world-wide automotive customers a single-source alternative for all of their interior automotive plastic part needs. We have over 2,800 innovative team members, across 7...

  • Financial Analyst

    6 months ago

    Kitchener, Canada Héroux-Devtek Inc. Full time

    **Company Bio**: **Entrepreneurial Leader** Heroux-Devtek, the world’s 3rd largest producer of landing gear, serves the civil and military aerospace markets from production facilities in North America and Europe. The Company’s longevity, flexibility, and track record for the development and implementation of innovative production systems have...

  • Senior Financial Services Relationship Manager

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a skilled Senior Financial Services Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, providing them with expert financial advice and guidance to help them achieve their business goals.Key...