Strategic Financial Planning Manager

2 months ago

Toronto, Ontario, Canada President's Choice Financial Full time

About the Role

We are seeking a highly skilled Strategic Financial Planning Manager to join our team at President's Choice Financial. As a key member of our organization, you will be responsible for overseeing the financial performance of our Customer Support Centre of Excellence (CoE) Contact Centre.

Key Responsibilities

  • Monitor and analyze financial performance against plans and forecasts, providing insights to improve financial outcomes.
  • Develop and maintain accurate financial performance decks, including commentary on variances to plan and LE.
  • Support annual planning and periodic LE submissions, ensuring timely and accurate delivery.
  • Create business financials slides to support business reviews, highlighting key performance indicators and trends.
  • Execute invoice reconciliation and prepare summary documents for approval to pay, ensuring compliance with service contracts.
  • Manage SL penalties and chargebacks to vendors, adhering to service contracts.
  • Utilize Salesforce case management to control costs and optimize customer service processes.

Strategic Planning & Forecasting

  • Track and analyze historical volumes and patterns, as well as agent performance metrics (schedule compliance, absenteeism, average handle time).
  • Collaborate with cross-functional teams to improve customer service processes, leveraging technology and automation to drive efficiency.
  • Create long-term and short-term forecasts, including financials, to inform business decisions.
  • Review forecast-to-actual workload variance and adjust forecasts as necessary, ensuring alignment with business objectives.
  • Liaise with vendors to ensure seamless information flow and incorporation of forecast inputs.

Reporting & Analytics

  • Maintain and develop necessary operational and performance reports for the lines of business, identifying trends and averages on a daily, weekly, monthly, and seasonal basis.
  • Develop and maintain historical data, including absenteeism, attrition, management investment, call volume, productivity, service level performance, and staffing adherence.
  • Fill ad-hoc reporting needs for the business, presenting results in a concise and decisive format for various stakeholders.
  • Recreate existing reporting and create new reporting in Tableau, integrating various data streams into a coherent and accurate view of program activities.

Leadership & Development

  • Provide guidance to team members to execute weekly and monthly deliverables and performance objectives.
  • Schedule monthly coaching sessions to support personal development and skills enhancement.
  • Execute mid-year and year-end feedback activities, including delivering written performance development via Workday.

Requirements

  • University degree in an analytical field, such as Economics or Business, or equivalent experience.
  • Intermediate to advanced Excel skills, including advanced formulas and data manipulation of large datasets.
  • VBA or SQL skills are an asset.
  • Strong attention to detail and ability to articulate complex problems and insights in a clear and concise manner.
  • Ability to work collaboratively, manage multiple projects, and prioritize tasks effectively.
  • Call centre experience is an asset.

About Us

At President's Choice Financial, we are committed to sustainability and social impact, focusing on areas where we can have the greatest impact. Our approach to sustainability and social impact is based on three pillars – Environment, Sourcing, and Community – and we are constantly looking for ways to demonstrate leadership in these important areas. Our CORE Values – Care, Ownership, Respect, and Excellence – guide all our decision-making and come to life through our Blue Culture. We offer our colleagues progressive careers, comprehensive training, flexibility, and other competitive benefits, making us one of Canada's Top Employers, Canada's Best Diversity Employers, Canada's Greenest Employers, and Canada's Top Employers for Young People.

  • Strategic Financial Planning Manager

    2 months ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Planning Manager to join our team at President's Choice Financial. As a key member of our organization, you will be responsible for overseeing the financial performance of our Customer Support Centre of Excellence (CoE) Contact Centre.Key ResponsibilitiesMonitor and analyze...

  • Strategic Financial Planning Manager

    4 weeks ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Planning Manager to join our team at President's Choice Financial. As a key member of our organization, you will be responsible for overseeing the financial performance of our Customer Support Centre of Excellence (CoE) Contact Centre.Key ResponsibilitiesMonitor and analyze...

  • Strategic Financial Planning Manager

    2 months ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at President's Choice Financial. As a key member of our organization, you will be responsible for overseeing the financial performance of our Customer Support Centre of Excellence (CoE) Contact Centre.Key ResponsibilitiesMonitor and analyze financial...

  • Strategic Financial Planning Manager

    2 months ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at President's Choice Financial. As a key member of our organization, you will be responsible for overseeing the financial performance of our Customer Support Centre of Excellence (CoE) Contact Centre.Key ResponsibilitiesMonitor and analyze financial...

  • Strategic Planning Director

    1 month ago

    Toronto, Ontario, Canada BMO Financial Group Full time $84,000 - $156,000

    Stratégies et gestion du changementThe Innovation Solutions team focuses on designing and building end-to-end innovative solutions to simplify development and reduce change management efforts.Key Responsibilities:Lead the planning, execution, and delivery of strategic initiatives, ensuring they align with the bank's overall objectives and growth...

  • Strategic Planning Director

    1 month ago

    Toronto, Ontario, Canada BMO Financial Group Full time $84,000 - $156,000

    Stratégies et gestion du changementThe Innovation Solutions team focuses on designing and building end-to-end innovative solutions to simplify development and reduce change management efforts.Key Responsibilities:Lead the planning, execution, and delivery of strategic initiatives, ensuring they align with the bank's overall objectives and growth...

  • Financial Planning Manager

    2 weeks ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    Join Our Team as a Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our team at President's Choice Financial. As a key member of our Customer Support Centre of Excellence, you will play a critical role in driving business growth and improving customer experiences.About the RoleThis is a unique opportunity to...

  • Financial Planning Manager

    4 weeks ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    Join Our Team as a Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our team at President's Choice Financial. As a key member of our Customer Support Centre of Excellence, you will be responsible for overseeing the PC Optimum & Retail portfolio and supporting the compilation of monthly financial results.Key...

  • Financial Planning Manager

    4 weeks ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    Join Our Team as a Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our team at President's Choice Financial. As a key member of our Customer Support Centre of Excellence, you will be responsible for overseeing the PC Optimum & Retail portfolio and supporting the compilation of monthly financial results.Key...

  • Strategic Financial Planning Director

    6 days ago

    Toronto, Ontario, Canada CB Canada Full time

    Job Title: Director, Financial Planning and AnalysisJob Summary:CB Canada is seeking a highly skilled Director, Financial Planning and Analysis to join our team. The successful candidate will be responsible for leading the financial planning and analysis function, working closely with the Chief Finance Officer and Chief Commercial Officer. This role will...

  • Chief Financial Planning Officer

    1 month ago

    Toronto, Ontario, Canada Manulife Financial Corporation Full time

    Director, Financial Planning and AnalysisThe Director, Financial Planning and Analysis (FP&A) plays a pivotal role in the Finance department, reporting directly to the AVP Head of Finance. This key position is responsible for the effective management and continuous improvement of the planning process, leading and developing a high-performing team responsible...

  • Chief Financial Planning Officer

    1 month ago

    Toronto, Ontario, Canada Manulife Financial Corporation Full time

    Director, Financial Planning and AnalysisThe Director, Financial Planning and Analysis (FP&A) plays a pivotal role in the Finance department, reporting directly to the AVP Head of Finance. This key position is responsible for the effective management and continuous improvement of the planning process, leading and developing a high-performing team responsible...

  • Strategic Financial Planning Director

    2 months ago

    Old Toronto, Ontario, Canada CB Canada Full time

    Job Summary:CB Canada is seeking a highly skilled Strategic Financial Planning Director to join our team. As a key member of our leadership team, you will be responsible for driving financial planning and analysis initiatives that support business growth and strategic decision-making.Key Responsibilities:Financial Planning and Analysis: Develop and maintain...

  • Strategic Financial Planning Director

    2 months ago

    Old Toronto, Ontario, Canada CB Canada Full time

    Job Summary:CB Canada is seeking a highly skilled Strategic Financial Planning Director to join our team. As a key member of our leadership team, you will be responsible for driving financial planning and analysis initiatives that support business growth and strategic decision-making.Key Responsibilities:Financial Planning and Analysis: Develop and maintain...

  • Strategic Financial Planning Specialist

    2 months ago

    Toronto, Ontario, Canada Independent Electricity System Operator Full time

    Job SummaryThe Independent Electricity System Operator is seeking a highly skilled Financial Planning and Analysis Advisor to join our team. As a key member of our organization, you will be responsible for managing financial planning and analysis processes to optimize the achievement of our planned initiatives.Key ResponsibilitiesDevelop strategic...

  • Strategic Account Manager

    2 months ago

    Toronto, Ontario, Canada North Strategic Full time

    Job SummaryWe are seeking a highly skilled and experienced Strategic Account Manager to join our team at North Strategic. As an Account Executive, you will be responsible for developing and executing strategic client programs that drive results and brand influence.Key ResponsibilitiesDevelop and execute insightful and creative PR-led ideas to drive results...

  • Strategic Project Manager

    1 month ago

    Toronto, Ontario, Canada BMO Financial Group Full time $84,000 - $156,000

    Job SummaryWe are seeking a highly skilled and experienced Director, Networks Project Management to join our team at BMO Financial Group. As a key member of our Innovation Solutions team, you will be responsible for leading the planning, execution, and delivery of strategic initiatives that align with the bank's overall objectives and growth strategy.Key...

  • Strategic Project Manager

    1 month ago

    Toronto, Ontario, Canada BMO Financial Group Full time $84,000 - $156,000

    Job SummaryWe are seeking a highly skilled and experienced Director, Networks Project Management to join our team at BMO Financial Group. As a key member of our Innovation Solutions team, you will be responsible for leading the planning, execution, and delivery of strategic initiatives that align with the bank's overall objectives and growth strategy.Key...

  • Strategic Financial Planning and Analysis Manager

    2 months ago

    Old Toronto, Ontario, Canada Hootsuite Inc. Full time

    Job SummaryWe are seeking an exceptional Senior Manager, Financial Planning and Analysis to lead and manage financial planning and analysis support for one or more business units at Hootsuite Inc. This position requires a strategic mindset, strong analytical and problem-solving skills, and the ability to effectively collaborate with cross-functional teams to...

  • Strategic Financial Planning and Analysis Manager

    4 weeks ago

    Old Toronto, Ontario, Canada Hootsuite Inc. Full time

    Job SummaryWe are seeking an exceptional Senior Manager, Financial Planning and Analysis to lead and manage financial planning and analysis support for one or more business units at Hootsuite Inc. This position requires a strategic mindset, strong analytical and problem-solving skills, and the ability to effectively collaborate with cross-functional teams to...