Financial Planning and Analysis Specialist

4 weeks ago


Kitchener, Ontario, Canada University of Waterloo Full time

Job Title: Financial Planning and Analysis Specialist

Company: University of Waterloo

The Financial Planning and Analysis Specialist will collaborate with various departments to create and oversee comprehensive financial plans and budgets that align with the institution's strategic objectives. Key responsibilities encompass assisting in budget formulation, workforce financial strategy, budgetary training and support, relationship development, data evaluation, and financial reporting.

Key Responsibilities:

  • Support departments in crafting annual financial plans
  • Offer insights on budgeting best practices
  • Generate revenue forecasts and budget estimates
  • Perform cost assessments related to personnel
  • Work with departments to improve financial understanding
  • Foster collaborative partnerships with departmental leaders
  • Examine financial data for budget enhancement
  • Assist in the creation of financial documentation

Required Qualifications:

  • Bachelor's degree in finance, accounting, or a related discipline
  • 3-5 years of experience in analysis or budget management
  • Proficiency in budgeting or financial assessment
  • Strong analytical and problem-solving capabilities
  • Excellent communication and interpersonal skills
  • Familiarity with institutional policies and procedures
  • Ability to work autonomously and collaboratively
  • Exceptional time-management and attention to detail
  • Developed interpersonal skills characterized by maturity and empathy
  • Strong organizational and analytical abilities


  • Kitchener, Ontario, Canada the Ladders Full time

    The Ladders:The Ladders is an innovative organization focused on providing advanced solutions in the financial sector. Our team is composed of skilled professionals who are committed to excellence and driven by a passion for delivering impactful results.Position Title: Senior Financial Planning and Analysis SpecialistRole Overview:Engage with stakeholders to...


  • Kitchener, Ontario, Canada University of Waterloo Full time

    University of Waterloo seeks a dedicated Integrated Planning and Budgeting Analyst to contribute to our financial success. In this role, you will play a vital part in supporting various units across the university by assisting them in developing and managing integrated plans and budgets that align with the institution's strategic objectives. Your...


  • Kitchener, Ontario, Canada the Ladders Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at The Ladders. As a key member of our finance department, you will play a critical role in supporting our national vision and driving business growth.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform business decisionsProvide...


  • Kitchener, Ontario, Canada the Ladders Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at The Ladders. As a key member of our finance department, you will play a critical role in supporting our national vision and driving business growth.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform business decisionsProvide...

  • Financial Planning

    4 weeks ago


    Kitchener, Ontario, Canada the Ladders Full time

    Position Overview: The Manager of Financial Planning & Analysis (FP&A) plays a crucial role in steering the financial strategy of the organization. This position is essential for providing insights and direction to support the overarching goals of the company. Key Responsibilities: Collaborate with senior leadership to develop financial forecasts and...


  • Kitchener, Ontario, Canada Perimeter Institute Full time

    Job SummaryThe Perimeter Institute is seeking a highly skilled and experienced Associate Director, Finance to join its team. This is a key role that will be responsible for leading the finance function and providing strategic financial guidance to the executive leadership team.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement...


  • Kitchener, Ontario, Canada Perimeter Institute Full time

    Job SummaryThe Perimeter Institute is seeking a highly skilled and experienced Associate Director, Finance to join its team. This is a key role that will be responsible for leading the finance function and providing strategic financial guidance to the executive leadership team.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement...

  • Financial Planning

    4 weeks ago


    Kitchener, Ontario, Canada WF Group Inc. Full time

    Manager, Financial Planning & Analysis (FP&A)Overview of the RoleAs we embark on our journey of growth and innovation, we are in search of a skilled Manager of FP&A to join our dynamic team. This pivotal role will serve as a guide to support our national vision, reporting directly to the CFO and collaborating closely with finance, innovation, business units,...

  • Financial Planning

    4 weeks ago


    Kitchener, Ontario, Canada the Ladders Full time

    Position Overview: The Financial Planning & Analysis (FP&A) Manager plays a crucial role in steering the financial direction of the organization. This position is pivotal in aligning financial strategies with the overarching goals of the company. Key Responsibilities: Collaborate with the CFO to develop comprehensive financial plans and forecasts. Analyze...

  • Financial Planning

    4 weeks ago


    Kitchener, Ontario, Canada the Ladders Full time

    Position Overview: The Manager of Financial Planning & Analysis (FP&A) plays a critical role in steering the financial direction of the organization. This position is pivotal in aligning financial strategies with the overarching goals of the company. Key Responsibilities: Collaborate with senior leadership to develop comprehensive financial plans. Analyze...


  • Kitchener, Ontario, Canada Definity Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Forecasting Manager to lead the execution of our organization-wide budgeting and forecasting cycles. As a key member of our team at Definity Financial, you will be responsible for consolidating operational and head office department budgets, delivering executive and board-level materials to...


  • Kitchener, Ontario, Canada Definity Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Forecasting Manager to lead the execution of our organization-wide budgeting and forecasting cycles. As a key member of our team at Definity Financial, you will be responsible for consolidating operational and head office department budgets, delivering executive and board-level materials to...


  • Kitchener, Ontario, Canada Definity Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Forecasting Manager to lead the execution of our organization-wide budgeting and forecasting cycles. As a key member of our team at Definity Financial, you will be responsible for consolidating operational and head office department budgets, delivering executive and board-level materials to...


  • Kitchener, Ontario, Canada Definity Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Forecasting Manager to lead the execution of our organization-wide budgeting and forecasting cycles. As a key member of our team at Definity Financial, you will be responsible for consolidating operational and head office department budgets, delivering executive and board-level materials to...


  • Kitchener, Ontario, Canada Elby Professional Recruitment Inc Full time

    Job Summary:We are seeking a highly skilled and experienced Manager of Financial Planning and Analysis to join our finance team at Elby Professional Recruitment Inc. As a key member of our team, you will be responsible for providing strategic financial planning and analysis support to our business.Key Responsibilities:Financial Planning and Analysis: Develop...


  • Kitchener, Ontario, Canada Elby Professional Recruitment Inc Full time

    Job Summary:We are seeking a highly skilled and experienced Manager of Financial Planning and Analysis to join our finance team at Elby Professional Recruitment Inc. As a key member of our team, you will be responsible for providing strategic financial planning and analysis support to our business.Key Responsibilities:Financial Planning and Analysis: Develop...


  • Kitchener, Ontario, Canada Quadbridge Full time

    Job SummaryWe are seeking a highly skilled Senior FP&A Analyst to lead our forecasting, budgeting, and financial analysis processes. As a key member of our team, you will provide strategic financial insights to support our organization's growth and profitability.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain comprehensive financial...


  • Kitchener, Ontario, Canada Quadbridge Full time

    Job SummaryWe are seeking a highly skilled Senior FP&A Analyst to lead our forecasting, budgeting, and financial analysis processes. As a key member of our team, you will provide strategic financial insights to support our organization's growth and profitability.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain comprehensive financial...


  • Kitchener, Ontario, Canada Quadbridge Full time

    Job SummaryWe are seeking a highly skilled Senior FP&A Analyst to lead our forecasting, budgeting, and financial analysis processes. As a key member of our team, you will provide strategic financial insights to support our organization's growth and profitability.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain comprehensive financial...


  • Kitchener, Ontario, Canada Elby Professional Recruitment Inc Full time

    Job Summary:Elby Professional Recruitment Inc is seeking a highly skilled Financial Planning and Analysis Manager to join their finance team. As a key member of the team, you will be responsible for providing strategic financial guidance and support to the business.Key Responsibilities:Develop and implement process improvements and innovations through budget...