Strategic Financial Planning Manager

1 week 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 accuracy and compliance.
  • Adhere to SL penalties and chargebacks to vendors as per service contracts, maintaining a high level of customer satisfaction.
  • Manage 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, driving business growth and customer satisfaction.
  • Create long-term and short-term forecasts, including financials, to inform business decisions.
  • Review forecast-to-actual workload variance and determine necessary adjustments to future forecasts.
  • Adjust workforce requirements based on changing forecasts, reforecasting as needed.
  • 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.
  • Identify trends and averages on a daily, weekly, monthly, and seasonal basis, providing actionable insights.
  • Develop and maintain historical data, including absenteeism, attrition, management investment, call volume, productivity, service level performance, and staffing adherence.
  • Fulfill ad-hoc reporting needs for the business, presenting results in a concise and decisive format.
  • Recreate existing reporting and create new reporting in Tableau, integrating various data streams into a coherent view of program activities.

Leadership & Development

  • Provide guidance to team members to execute weekly/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/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.
  • Strong collaborator with the ability to work independently and manage multiple projects/responsibilities.
  • Call centre experience is an asset.

About Us

At President's Choice Financial, we are committed to sustainability and social impact. Our approach is based on three pillars – Environment, Sourcing, and Community – and we strive to demonstrate leadership in these 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 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

    1 week 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

    1 week 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 Manager

    2 weeks ago

    Old Toronto, Ontario, Canada BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Manager to join our team at BMO Financial Group. As a key member of our organization, you will play a critical role in driving business growth and transformation through innovative digital solutions.Key ResponsibilitiesDevelop and implement strategic plans to drive business growth and...

  • Strategic Planning Manager

    1 week ago

    Old Toronto, Ontario, Canada BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Manager to join our team at BMO Financial Group. As a key member of our organization, you will play a critical role in driving business growth and transformation through innovative digital solutions.Key ResponsibilitiesDevelop and implement strategic plans to drive business growth and...

  • Strategic Financial Planning Manager

    1 week ago

    Old Toronto, Ontario, Canada Rakuten Kobo Inc. Full time

    Strategic Financial Planning ManagerAbout the Role:Rakuten Kobo Inc. is a leading e-commerce company that enhances the way people shop by offering Cash Back, deals and rewards from more than 3,500 merchants. As a Strategic Financial Planning Manager, you will be on the forefront of financial performance and will work cross-functionally to deliver...

  • Strategic Financial Planning Manager

    1 week ago

    Old Toronto, Ontario, Canada Rakuten Kobo Inc. Full time

    Strategic Financial Planning ManagerAbout the Role:Rakuten Kobo Inc. is a leading e-commerce company that enhances the way people shop by offering Cash Back, deals and rewards from more than 3,500 merchants. As a Strategic Financial Planning Manager, you will be on the forefront of financial performance and will work cross-functionally to deliver...

  • Strategic Financial Planning Leader

    5 days ago

    Toronto, Ontario, Canada Stonewood Group Inc. Full time

    Job SummaryWe are seeking a highly experienced Strategic Financial Planning Leader to join the Stonewood Group Inc. team. As a key member of our organization, you will be responsible for leading our financial planning and analysis efforts, driving business growth, and ensuring the company's financial stability.Key ResponsibilitiesFinancial Planning and...

  • Strategic Financial Planning Leader

    5 days ago

    Toronto, Ontario, Canada Stonewood Group Inc. Full time

    Job SummaryWe are seeking a highly experienced Strategic Financial Planning Leader to join the Stonewood Group Inc. team. As a key member of our organization, you will be responsible for leading our financial planning and analysis efforts, driving business growth, and ensuring the company's financial stability.Key ResponsibilitiesFinancial Planning and...

  • Strategic Financial Planning Director

    1 week 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

    1 week 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

    1 week 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 Financial Planning Specialist

    2 weeks 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 Financial Planning and Analysis Manager

    2 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...

  • Strategic Account Manager

    6 days 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 Account Manager

    7 days 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...

  • Chief Financial Officer

    4 days ago

    Old Toronto, Ontario, Canada financial-advisor Full time

    Job Description:We are seeking a highly skilled Chief Financial Officer to join our team at Financial Advisor. As a key member of our executive team, you will play a crucial role in shaping the financial strategy and overall success of our organization.Key Responsibilities:Develop and Implement Financial Strategy: Create and execute a comprehensive financial...

  • Chief Financial Officer

    4 days ago

    Old Toronto, Ontario, Canada financial-advisor Full time

    Job Description:We are seeking a highly skilled Chief Financial Officer to join our team at Financial Advisor. As a key member of our executive team, you will play a crucial role in shaping the financial strategy and overall success of our organization.Key Responsibilities:Develop and Implement Financial Strategy: Create and execute a comprehensive financial...

  • Financial Planning Analyst

    4 weeks ago

    Toronto, Ontario, Canada CMLS Financial Ltd. Full time

    Position OverviewThe Financial Analyst at CMLS Financial Ltd. plays a crucial role in evaluating and interpreting financial data to support strategic decision-making.Educational RequirementsBachelor's degree in Finance, Accounting, or a related fieldEquivalent professional experience is also acceptableWork EnvironmentThis position is set within a hybrid work...

  • Strategic Account Manager

    1 week 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 play a key role in 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...