Financial Planning

3 weeks ago

Toronto, Ontario, Canada Interac Corp. Full time
Financial Planning & Analysis Senior Business Partner

At Interac Corp., we're shaping the future of the digital economy in Canada. As a Financial Planning & Analysis Senior Business Partner, you'll play a key role in supporting the Technology & Operations team in achieving our financial goals.

Key Responsibilities:
  • Manage the Technology Platforms and Practices portfolio financials and business cases to support insource/outsource decisions, cost benefit analysis, and other initiatives.
  • Develop and implement the allocation methodology for tracking technology & operations expenses across various product lines.
  • Coordinate all finance processes for the T&O team, including forecasting, actual performance analysis, budgeting, strategic planning, and decision making.
  • Assist in preparing executive review materials to support the Chief Technology Officer in leadership and Board meetings.
  • Support the renewal of key vendors' contractual agreements, assessing financial implications.
  • Contribute to the FP&A transformation to improve business partnerships and deliver strategic value to the business through process efficiency, transparency, and visibility to data and analysis.
  • Build high-trust relationships with key business partners and influence their decision-making to maximize Interac's financial performance and shareholder value.
  • Present complex financial analysis to senior management to support decision-making.
  • Support and coordinate the preparation of monthly financials, analysis, and rolling forecasts, as well as various management reporting.
  • Work collaboratively with business owners, including executive team members, to provide subject matter expertise and financial advice on complex projects to assist planning and decision-making.
  • Deliver monthly reviews to the Leader, FP&A (CTO) & Head, FP&A regarding risks, opportunities, and gap resolution.
  • Work with the FinOps team to ensure accuracy of financials and streamline month-end processes, reviewing prepaid, capital, depreciation, and creating month-end entries when required.
  • Investigate opportunities for productivity improvements and work with business owners to initiate and influence change.
  • Support the delivery of the financial goals of the T&O team, taking personal responsibility for achieving budget.
  • Support and execute the annual budget & forecast process for the T&O team.
  • Work with stakeholders to ensure required communication, templates, and due dates are delivered.
  • Review information and meet with departments to understand key business drivers (qualitative and quantitative), assumptions, opportunities, and risks.
  • Perform due diligence on all inputs and recommend areas of adjustments.
  • Analyze and deliver financials to the Leader, FP&A (CTO) and stakeholders to support executive, Audit Committee, and Board reports.
  • Ensure all contractual commitments are accounted for in the annual plan and forecast.
  • Ensure approved budgets and forecasts are communicated to business owners and loaded into the financial system in a timely manner.
  • Develop necessary analytics and business case justification for approval.
  • Work closely with business owners to understand qualitative and quantitative business drivers.
  • Review models and challenge assumptions for validity.
  • Make recommendations to enhance the business case.
  • Prepare necessary presentation materials for senior management review and approval.
  • Assist in preparing presentation materials for the Board of Directors.
  • Support business owners with vendor discussions/negotiations, where requested.
  • Review contract terms and provide all necessary edits from a financial perspective.
  • Evaluate efficiency of processes and make recommendations for improvement.
  • Lead and/or assist in the implementation of new processes or process improvements.
  • Recommend and implement continuous improvement to the budgetary/planning processes to meet the needs of the evolving company.

  • Financial Planning Specialist

    4 days ago

    Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...

  • Financial Planning Manager

    3 weeks ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    Join Our Team as a Financial Planning ManagerWe 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 play a critical role in driving business growth and improving customer experiences.About the RoleThis is a unique opportunity to...

  • Financial Planning Manager

    1 month ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    Join Our Team as a Financial Planning ManagerWe 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...

  • Financial Planning Manager

    1 month ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    Join Our Team as a Financial Planning ManagerWe 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...

  • Financial Planning Manager

    2 months ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    Job Title: Financial Planning ManagerWe 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 play a critical role in overseeing the financial performance of our PC Optimum & Retail portfolio.Key Responsibilities:Monitor and analyze...

  • Financial Planning Manager

    2 months ago

    Toronto, Ontario, Canada President's Choice Financial Full time

    Job Title: Financial Planning ManagerWe 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 play a critical role in overseeing the financial performance of our PC Optimum & Retail portfolio.Key Responsibilities:Monitor and analyze...

  • Financial Planning Manager

    3 weeks ago

    Old Toronto, Ontario, Canada BMO Financial Group Full time

    Job SummaryBMO Financial Group is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance team, you will be responsible for developing and implementing financial plans and strategies to drive business growth and profitability.Key ResponsibilitiesDevelop and implement financial plans and strategies to drive...

  • Financial Planning Manager

    4 weeks ago

    Old Toronto, Ontario, Canada BMO Financial Group Full time

    Job Title: Finance Manager, Financial PlanningAbout the Role:We are seeking a highly skilled Finance Manager to join our team at BMO Financial Group. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our business leaders.Key Responsibilities:Develop and maintain financial models and...

  • Financial Planning Manager

    4 weeks ago

    Old Toronto, Ontario, Canada BMO Financial Group Full time

    Job Title: Finance Manager, Financial PlanningAbout the Role:We are seeking a highly skilled Finance Manager to join our team at BMO Financial Group. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our business leaders.Key Responsibilities:Develop and maintain financial models and...

  • Financial Planning Director

    3 weeks ago

    Old Toronto, Ontario, Canada Sun Life Financial Full time

    About the Role:Sun Life Financial is seeking a seasoned finance professional to lead the optimization of financial processes for our Canadian business segment. As the Director of Finance Process Management and Innovation, you will play a key role in streamlining financial reporting, analysis, and planning functions.Key Responsibilities:Develop and implement...

  • Financial Planning Director

    3 weeks ago

    Old Toronto, Ontario, Canada Sun Life Financial Full time

    About the Role:Sun Life Financial is seeking a highly skilled Director of Finance Process Management and Innovation to join our Canadian business segment. As a key member of the Financial Planning, Reporting and Analysis (FPR&A) team, you will play a critical role in optimizing the processes that support the financial reporting, analysis, and planning...

  • Financial Planning Director

    3 weeks ago

    Old Toronto, Ontario, Canada Sun Life Financial Full time

    About the Role:Sun Life Financial is seeking a highly skilled Director of Finance Process Management and Innovation to join our Canadian business segment. As a key member of the Financial Planning, Reporting and Analysis (FPR&A) team, you will play a critical role in optimizing the processes that support the financial reporting, analysis, and planning...

  • Strategic Financial Planning Manager

    2 months 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 month 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...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Join Our Team as a Financial Planning and Analysis ManagerQuestrade Financial Group is seeking a highly skilled Financial Planning and Analysis Manager to join our Corporate FP&A team. As a key member of our team, you will be responsible for delivering insightful financial information and analysis to support decision-making across the organization.Key...

  • Financial Planning and Analytics Director

    4 weeks ago

    Old Toronto, Ontario, Canada International Financial Group Full time

    Financial Planning and Analytics ManagerInternational Financial Group is seeking a highly skilled Financial Planning and Analytics Manager to join our team for a 4-month contract located in Scarborough. This is an excellent opportunity for a Financial Planning and Analytics Manager with a financial services background.Key Responsibilities:Expertise in...

  • Financial Planning and Analytics Director

    4 weeks ago

    Old Toronto, Ontario, Canada International Financial Group Full time

    Financial Planning and Analytics ManagerInternational Financial Group is seeking a highly skilled Financial Planning and Analytics Manager to join our team for a 4-month contract located in Scarborough. This is an excellent opportunity for a Financial Planning and Analytics Manager with a financial services background.Key Responsibilities:Expertise in...

  • Financial Planning and Analytics Director

    4 weeks ago

    Old Toronto, Ontario, Canada International Financial Group Full time

    Financial Planning and Analytics ManagerInternational Financial Group is seeking a highly skilled Financial Planning and Analytics Manager to join our team for a 4-month contract located in Scarborough. This is an excellent opportunity for a Financial Planning and Analytics Manager with a financial services background.Key Responsibilities:Expertise in...

  • Financial Planning and Analytics Director

    4 weeks ago

    Old Toronto, Ontario, Canada International Financial Group Full time

    Financial Planning and Analytics ManagerInternational Financial Group is seeking a highly skilled Financial Planning and Analytics Manager to join our team for a 4-month contract located in Scarborough. This is an excellent opportunity for a Financial Planning and Analytics Manager with a financial services background.Key Responsibilities:Expertise in...

  • Financial Planning and Analysis Manager

    2 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Job SummaryQuestrade Financial Group is seeking a highly skilled Financial Planning and Analysis Manager to join our Corporate FP&A team. As a key member of the team, you will be responsible for delivering insightful financial information and analysis to support executive decision-making across the organization.Key ResponsibilitiesDevelop and maintain all...