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Financial Planning and Budgeting Manager

3 months ago


Hamilton, Ontario, Canada Valor Search Full time

Are you prepared to elevate your professional journey? Valor Search is in search of a seasoned Manager of Financial Planning and Budgeting to significantly influence the financial trajectory of a premier educational institution.

Reasons to Explore This Opportunity:
  1. Exceptional Benefits:
    Enjoy a competitive vacation policy starting at 22 days annually, in addition to holiday closures.
    Secure your future with a Defined Benefit pension plan featuring matched contributions.
    Benefit from a 93% top-up on maternity and parental leave pay for a full year.
    Participate in an annual employee performance incentive program.
    Access a comprehensive benefits package, including health, dental, vision, and paramedical services.
  2. Career Development:
    Take advantage of reduced-rate courses for employees and their dependents.
    Engage in professional development opportunities designed to enhance your skills and advance your career.
  3. Work-Life Integration:
    Experience flexible hybrid work arrangements, with only two days required in the office (Mondays and Wednesdays).
    Thrive in a supportive environment that prioritizes work-life balance.
Your Responsibilities:

Reporting to the Director of Financial Planning, you will lead and shape the financial future of the organization. As the Manager of Financial Planning and Budgeting, your key responsibilities will include:

  1. Driving Budget Development:
    Spearhead the preparation of annual operating budgets, ensuring alignment with institutional objectives.
    Strategize and manage budget impacts, providing guidance to senior leadership on enhancement strategies.
    Prepare multi-year financial plans, identifying risks and opportunities for long-term sustainability.
  2. Financial Analysis and Reporting:
    Conduct thorough financial analyses to support key institutional initiatives.
    Develop compelling business cases for strategic initiatives, advising on budget forecasts and financial statements.
    Ensure accurate and timely financial reporting, delivering insights to senior management and external stakeholders.
  3. Operational Excellence:
    Advise and guide budget managers on budget preparation and financial result interpretation.
    Recommend and implement quality and efficiency improvements in financial processes.
    Act as a consultant on budget guidelines and financial policies, ensuring consistency and accuracy.
  4. Leadership and Mentorship:
    Supervise and mentor a team of Financial Planning Analysts, fostering a collaborative and high-performing environment.
    Provide leadership in financial analysis processes, ensuring effective teamwork and information sharing.
Qualifications:
  1. An Honours Degree in Business, Commerce, Finance, Accounting, or a related field.
  2. CPA designation is required at the time of hire.
  3. Strong communication skills with the ability to deliver presentations to C-Suite and stakeholders.
  4. 5 years of relevant work experience, with expertise in Public Sector Accounting Standards (highly desirable).
  5. Advanced proficiency in Microsoft Office (Word, PowerPoint, Excel).
  6. Demonstrated competence in financial modelling and strong analytical skills.
  7. Exceptional communication and problem-solving abilities.
  8. Proven leadership and teamwork skills.