Financial Planning Specialist
2 weeks ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Finivio Investments. As a key member of our financial team, you will be responsible for evaluating financial risk, utilizing portfolio management software, and providing financial guidance on contracts and tenders.
Key Responsibilities- Evaluate financial risk and develop strategies to mitigate potential losses
- Utilize portfolio management software to analyze and optimize investment portfolios
- Provide financial guidance on contracts and tenders, ensuring compliance with company policies and procedures
- Aid in budget planning and financial forecasting
- Assess cash flows and financial performance, identifying areas for improvement
- Create risk profiles for debt portfolios and conduct variance analysis
- Handle administrative duties, including data entry and record-keeping
- Proficiency in data analysis software, including MS Excel and MS Office
- Expertise in SAP (FI/CO / HR / MM / OT SD) and accounting software
- Familiarity with business process management and financial planning principles
- Strong written and verbal communication skills, with the ability to work effectively with cross-functional teams
- Ability to work under pressure and meet deadlines, with a keen attention to detail
- Basic security clearance
- Legal eligibility to work in Canada
- Prior relevant work experience in financial planning and risk management
- Comprehensive health care plan
- Group insurance benefits
- Additional perks, including professional development opportunities
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Financial Planning Specialist
2 weeks ago
Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full timeJob Title: Financial Planning SpecialistThis role requires a Bachelor's degree and 2 to less than 3 years of experience in financial planning and analysis.Key ResponsibilitiesDirect trust account investments and ensure compliance with regulatory requirements.Identify clients' financial goals and objectives, and develop personalized financial plans.Manage...
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Financial Planning Specialist
1 week ago
Oakville, Ontario, Canada TD Bank Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our team at TD Bank. As an Investment Advisor Associate, you will play a key role in supporting our lead Investment Advisors and delivering exceptional client experiences.Key ResponsibilitiesBusiness Development: Develop and execute sales plans, coordinate...
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Financial Planning Specialist
2 weeks ago
Oakville, Ontario, Canada Kiewit Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Kiewit. As a key member of our finance department, you will play a critical role in managing all accounting and finance aspects of our projects.Key ResponsibilitiesFinancial Analysis: Utilize historical and trending data to forecast project costs and identify...
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Financial Planning Specialist
2 weeks ago
Oakville, Ontario, Canada Kiewit Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Kiewit. As a key member of our finance department, you will be responsible for managing all accounting and finance aspects of our projects.Key ResponsibilitiesFinancial Analysis: Evaluate project costs, data reporting, budgeting, forecasting, and ensure internal...
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Financial Planning and Analysis Specialist
2 weeks ago
Oakville, Ontario, Canada Fengate Asset Management Full timeJob DescriptionJob Title: Financial Planning and Analysis SpecialistJob Summary:Fengate Asset Management is seeking a highly skilled Financial Planning and Analysis Specialist to join our dynamic FP&A team. As a key member of our team, you will be responsible for providing financial analysis and planning support to our Asset Management and Reporting...
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Financial Planning and Analysis Specialist
2 weeks ago
Oakville, Ontario, Canada Fengate Asset Management Full timeJob DescriptionJob Title: Financial Planning and Analysis SpecialistJob Summary:Fengate Asset Management is seeking a highly skilled Financial Planning and Analysis Specialist to join our dynamic FP&A team. As a key member of our infrastructure finance team, you will be responsible for providing financial analysis and planning support to our Asset Management...
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Financial Planning
4 weeks ago
Oakville, Ontario, Canada Fengate Asset Management Full timeOpportunity OverviewThe Financial Planning & Analysis Specialist will report directly to the Associate Vice President of Financial Planning & Analysis.This role encompasses the comprehensive financial forecasting, strategic planning, and budgeting processes, alongside conducting operational plan variance analyses, investor return assessments, quarterly...
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Financial Planning Specialist
7 days ago
Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full timeAbout the RoleWe are seeking a highly skilled Tax Accountant to join our team at Nashat Management Services. As a Tax Accountant, you will play a critical role in ensuring the accuracy and compliance of our clients' financial records.Key ResponsibilitiesFinancial Planning: Develop and implement financial plans for clients, taking into account their goals,...
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Financial Planning and Analysis Specialist
1 hour ago
Oakville, Ontario, Canada Liberty Utilities Full timeFinancial Planning and Analysis RoleAt Liberty Utilities, we are seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our corporate finance team, you will play a critical role in supporting senior leadership in monthly reporting, forecasting, budgeting, and planning.Key ResponsibilitiesConduct financial...
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Financial Planning Analyst
1 week ago
Oakville, Ontario, Canada Liberty Utilities Full timeJob SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at Liberty Utilities. As a key member of our corporate finance team, you will be responsible for providing financial analysis and planning support to senior leadership and the Board of Directors.Key ResponsibilitiesFinancial Analysis: Conduct financial analysis, financial...
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Financial Planning Analyst
5 days ago
Oakville, Ontario, Canada Liberty Utilities Full timeJob SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at Liberty Utilities. As a key member of our corporate finance team, you will be responsible for providing financial analysis and planning support to senior leadership and the Board of Directors.Key ResponsibilitiesFinancial Analysis: Conduct financial analysis, financial...
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Financial Planning Analyst
4 weeks ago
Oakville, Ontario, Canada Liberty Full timePosition Overview:At Liberty, we are committed to fostering a culture that values integrity and excellence in serving our clients. We seek a dedicated Analyst to assist senior management in various financial functions including monthly reporting, forecasting, budgeting, and strategic planning.Key Responsibilities:1. Conduct comprehensive financial analysis...
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Financial Operations Specialist
4 weeks ago
Oakville, Ontario, Canada Shoplogix Full timeFinancial Operations Specialist at ShoplogixBecome a vital member of our team at Shoplogix, a leading global IIoT software provider, as a Financial Operations Specialist. In this position, you will play a key role in delivering financial insights and analyses that facilitate essential decision-making processes.Generate comprehensive monthly and quarterly...
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Financial Planning Manager
5 days ago
Oakville, Ontario, Canada Regional Office Full timeJob SummaryWe are seeking a highly motivated and experienced professional to join our Regional Office as a Financial Planning Manager. The successful candidate will be responsible for overseeing the financial planning and analysis processes, including budgeting, forecasting, and financial reporting.Key ResponsibilitiesDevelop and maintain comprehensive...
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Financial Planning Manager
5 days ago
Oakville, Ontario, Canada Regional Office Full timeJob SummaryWe are seeking a highly motivated and experienced professional to join our Regional Office as a Financial Planning Manager. The successful candidate will be responsible for overseeing the financial planning and analysis processes, including budgeting, forecasting, and financial reporting.Key ResponsibilitiesDevelop and maintain comprehensive...
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Financial Planning Manager
7 days ago
Oakville, Ontario, Canada Oldcastle APG Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planning Manager to join our team at Oldcastle APG. As a key member of our Finance team, you will be responsible for overseeing the financial planning and analysis processes, including budgeting, forecasting, and financial modeling.Key ResponsibilitiesDevelop and maintain comprehensive...
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Financial Planning Manager
5 days ago
Oakville, Ontario, Canada Oldcastle APG Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planning Manager to join our team at Oldcastle APG. As a key member of our Finance team, you will be responsible for overseeing the financial planning and analysis processes, including budgeting, forecasting, and financial modeling.Key ResponsibilitiesDevelop and maintain comprehensive...
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Oakville, Ontario, Canada Fengate Asset Management Full timeAbout the RoleFengate Asset Management is seeking a highly skilled Financial Analyst to join our dynamic FP&A team. As a key member of our infrastructure financial planning and analysis team, you will be responsible for providing financial forecasting, planning, and budgeting support to our business.Key ResponsibilitiesFinancial Forecasting and Planning:...
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Oakville, Ontario, Canada Fengate Asset Management Full timeAbout the RoleFengate Asset Management is seeking a highly skilled Financial Analyst to join our dynamic FP&A team. As a key member of our infrastructure financial planning and analysis team, you will be responsible for providing financial forecasting, planning, and budgeting support to our business.Key ResponsibilitiesFinancial Forecasting and Planning:...
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Financial Planning Manager
4 weeks ago
Oakville, Ontario, Canada Oldcastle APG Full timePosition Overview We are seeking a driven professional to become a key member of our Finance division. The Financial Planning & Analysis Manager will be responsible for overseeing budgeting processes, financial forecasting, and conducting regional and divisional analytics along with variance analysis. This role will report directly to the Vice President...