Financial Planning Lead

4 days ago


Oakville, Ontario, Canada AmerisourceBergen Full time
Job Summary

We are seeking a highly skilled professional to fill the position of Financial Planning Lead. This role involves working closely with leadership to develop the investment roadmap and identifying investment opportunities that align with the company's strategy.

The ideal candidate will have a strong background in financial analysis and pricing strategy, as well as excellent communication and interpersonal skills. They should also have experience working with IT product teams and preparing CERs and Capex plans.

Main Responsibilities:

  • Develop the investment roadmap and partner with leadership to identify investment opportunities.
  • Work with IT product teams to develop long-range capital plans and prioritize initiatives based on ROI and other metrics.
  • Prepare CERs and Capex plans in collaboration with IT and across the segment.
  • Manage CER approval processes and provide financial analysis and guidance on benefits assessment and project plans.

Requirements:

  • University degree in finance, business administration, or accounting.
  • CPA accounting designation.
  • 5-7 years of experience in financial analysis and pricing strategy.
  • Excellent interpersonal and communication skills.


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