Financial Planning Manager

4 weeks ago


Vaughan, Ontario, Canada Kohl & Frisch Ltd Full time
Company Overview

Kohl & Frisch Limited, established in 1916, is a distinguished entity in the healthcare sector, recognized as the sole national, Canadian-owned wholesale distributor. As a family-operated business, it stands as one of Canada's foremost national distributors, serving as a vital link between pharmaceutical manufacturers and healthcare providers. The company is well-equipped to meet the needs of large chain retailers, independent pharmacies, clinics, and hospitals across various healthcare products.

Position Overview

The Financial Planning Manager plays a crucial role in utilizing exceptional analytical capabilities to harness data and available systems, thereby facilitating comprehensive financial assessments for pivotal management decisions.

Key Responsibilities
  • Oversee the preparation and presentation of essential components of the annual financial budget, forecasts, profitability assessments, and other value-added analyses.
  • Conduct in-depth financial evaluations to support business decisions, including variance assessments, trend evaluations, and financial modeling. Provide insights and recommendations aimed at enhancing financial performance and achieving fiscal objectives.
  • Assist in the ongoing enhancement of operational, system, and financial processes and governance.
  • Compile and present regular financial reports and performance metrics to senior management and other stakeholders.
  • Lead and mentor a team of financial planning and analysis analysts, offering guidance, mentorship, and performance feedback.
  • Manage the distribution of workload to ensure timely completion of projects and deliverables.
  • Collaborate within the Finance department to develop analytical skills that support key business decisions.
  • Identify and communicate areas of opportunity and business risks to support the organization.
  • Apply strong business acumen to foster a culture of continuous improvement by implementing process efficiencies.
  • Partner with various departments to prepare profitability analyses and customer pricing reviews as necessary, supporting the development and interpretation of key metrics and KPIs.
  • Undertake additional duties and projects as required by the position.
Qualifications
  • Accounting designation (CPA) is required.
  • A university degree in Finance, Accounting, or a related discipline.
  • 5 to 7+ years of progressive experience in financial planning, preferably within a wholesale or distribution context.
Skills
  • A self-motivated individual with strong financial insight, adept at preparing analyses to gauge business performance.
  • Experience in leading and developing a team to manage multiple tasks and deadlines effectively.
  • Exhibits a high level of interest and aptitude for systems and applications that facilitate analysis and enhance efficiencies and controls over data.
  • Proficient Excel skills; experience with Adaptive Insights is considered an asset.


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