Lead Financial Strategist, FP&A

4 weeks ago

Vancouver, British Columbia, Canada Accoravillage Full time

Position Overview:

The Principal Financial Analyst will be a vital contributor in steering and overseeing the organization’s budgeting, strategic planning, forecasting, and financial evaluation functions.

Collaborating closely with the Vice President of Financial Planning & Analysis and the Director of Data Analytics, the Principal Financial Analyst will aid in the formulation and supervision of the long-term planning and budgeting framework, liquidity forecasting, and management reporting, with a focus on key performance indicators (KPIs) to assess and monitor the trajectory and vitality of the organization.

Key Responsibilities:

  • Act as a Strategic Advisor: Serve as a primary analytical resource and business partner for essential divisions, including Portfolio Management, Asset Management, Treasury, Underwriting, and Capital Acquisition.
  • Lead Financial Planning Initiatives: Take charge of the annual budgeting and quarterly reforecasting activities. Independently create budget templates and guidelines, ensuring precision and efficiency.
  • Enhance Executive Reporting: Develop and refine management reports and dashboards, showcasing critical insights for the Executive Leadership Team, providing a solid foundation for informed decision-making.
  • Manage Liquidity Forecast: Oversee the weekly liquidity forecast, working in collaboration with all business units to gather essential inputs. Provide key insights and strategic conclusions to the management team that will directly impact strategic choices.
  • Conduct Business Case Analyses: Perform comprehensive profitability and feasibility assessments and create compelling business cases for products, business lines, and corporate investment initiatives.
  • Support Strategic Development: Work closely with the Vice President of Financial Planning & Analysis to conduct detailed analyses and financial modeling for strategic ventures and mergers & acquisitions.
  • Optimize Operational Processes: Continuously identify and implement process enhancements to boost efficiency. Utilize advanced Excel models, Power BI reporting, and databases to streamline operations and deliver actionable insights.
  • Undertake additional projects and responsibilities as assigned.

Additional Responsibilities:

Embrace the core values of the organization:

  • Build Trust through the integrity of our people and actions, with a commitment to transparency and a results-oriented, risk-managed approach.
  • Foster Respect within and outside the organization, dedicated to providing exemplary client experiences and nurturing a collaborative environment for employee excellence.
  • Pursue Excellence for all stakeholders, ensuring accountability for client success.
  • Achieve bold goals and successful outcomes through Zest, discipline, and innovative entrepreneurial spirit.
  • Adhere to all policies, procedures, and standard operating practices.
  • Safeguard the interests of the organization, its personnel, and its clients.
  • Complete other related duties as necessary.

Qualifications and Experience:

  • Proven expertise in:
    • Developing and implementing financial models and planning & forecasting tools;
    • Analytical thinking and independent problem-solving;
    • Effective communication (both written and oral);
    • Creating dashboard reports on KPIs;
    • Database and system development;
    • Executive reporting and presentations;
    • Process improvement and automation.
  • Strong financial modeling capabilities using advanced Excel functions and BI reporting tools from a data warehouse.
  • Bachelor's degree in finance, accounting, or business administration, with a minimum of 2 years of FP&A experience.
  • Professional accounting designation (Chartered Professional Accountant), MBA, or CFA preferred.
  • Background in corporate finance and FP&A.
  • Experience in the commercial real estate sector is advantageous.

Core Competencies (Knowledge, Skills & Abilities):

  • Understanding of operations in a highly regulated industry.
  • Structured, disciplined, and organized, with the ability to design and implement effective business processes and systems.
  • Capability to manage demanding workloads in an entrepreneurial setting and deliver results.
  • Ethical and credible, exhibiting a high degree of personal and professional integrity.
  • Exceptional interpersonal and relationship management skills.
  • Outstanding analytical and problem-solving abilities.
  • Proficient in Microsoft Office, particularly advanced Excel, Power Query, and Power BI.

Compensation Range:
$87,975 - $126,475, with a midpoint of $106,085 annually, based on skills, experience, and qualifications.

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