Financial Planning Manager

2 months ago

Toronto, Ontario, Canada President's Choice Financial Full time
Join Our Team as a Financial Planning Manager

We are seeking a highly skilled Financial Planning Manager to join our team at President's Choice Financial. As a key member of our Customer Support Centre of Excellence, you will be responsible for overseeing the PC Optimum & Retail portfolio and supporting the compilation of monthly financial results.

Key Responsibilities:
  • Define, describe, and implement strategic planning and forecasting through collaboration with internal and external resources.
  • Create long-term and short-term forecasts, including financials, and facilitate the staffing process.
  • Monitor monthly/period financial performance and provide insights to improve.
  • Assist with development of the COE financial performance deck and provide commentary to support variances to plan and LE.
  • Support annual planning and periodic LE submissions.
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.
  • Strong attention to detail and ability to articulate complex problems and insights in a clear and concise manner.
  • Experience with financial planning within the customer support function and a 'roll-up-your-sleeves' approach.
What We Offer:

We offer a dynamic and collaborative work environment, comprehensive training, flexibility, and competitive benefits. Our commitment to sustainability and social impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact.

We are committed to creating accessible environments for our colleagues, candidates, and customers. Requests for accommodation due to a disability can be made at any stage of application and employment.

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