Financial Planning Specialist
3 weeks ago
As a Financial Planning Specialist, you will play a crucial role in financial planning, analysis, and control to ensure the effective and efficient use of resources. You will collaborate closely with project managers, engineers, and other stakeholders to develop, monitor, and manage budgets, providing valuable insights to support strategic decision-making.
Key Responsibilities:
Budget Planning and Development:
- Work closely with IT project managers and other IT leaders to develop detailed project budgets, considering resource requirements, capital expenditures, and operational costs.
- Collaborate with department heads to understand the financial needs of ongoing and upcoming projects.
Financial Analysis:
- Conduct variance analysis to compare actual performance against budgeted figures and provide explanations for any discrepancies.
- Evaluate financial data to identify cost-saving opportunities and optimize resource allocation.
Forecasting:
- Develop accurate and timely financial forecasts to assist in decision-making and long-term planning.
- Analyze trends and market conditions that may impact budgetary requirements.
Financial Reporting:
- Generate comprehensive financial reports for management, highlighting key performance indicators and budgetary metrics.
- Provide regular updates on budget status, financial risks, and recommendations for corrective actions.
Collaboration:
- Work closely with cross-functional teams, including IT engineers, project managers, finance, accounting, and procurement, to gather relevant financial information and ensure alignment with project goals.
- Communicate budgetary information clearly and concisely to both technical and non-technical stakeholders.
Qualifications:
- Bachelor's degree in Finance, Accounting, or a related field.
- Proven experience (minimum 5 years) as a Budget Analyst, preferably in the IT or engineering sector in a complex eco-system.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and interpersonal skills.
- Proficient in financial modeling and budgeting software.
- Ability to adapt to a fast-paced, dynamic work environment.
What's in it for you...
- We understand that there is life at work and life outside of work. Here are a few benefits we all benefit from that support us to be our creative best. Fitness and wellness
- We provide discounts to nation-wide gyms, onsite gyms (when we're in the office), an Employee and Family Assistance Program, as well as a virtual wellness program. Benefits from Day 1
- Gym discounts-Local in-office free gyms-Employee and Family Assistance program-Weekly virtual wellness events-In addition to in-house training, we provide an annual lifestyle allowance of $1500 so you can grow your skills.-Conferences & training budget-Regular internal training programs Financial planning
- Let us help you invest in your future with 3% matching towards your pension and multiple forms of income protection. Competitive salary
- Annual bonus structure-3% CPP matching
-
Financial Planning Specialist
4 days ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe 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 Specialist
2 weeks ago
Toronto, Ontario, Canada INDOCAN STUDY INC Full timeFinancial Planning SpecialistAt INDOCAN STUDY INC, we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeFinancial Planning SpecialistAt TY PEAK TAX SERVICES INC., we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients. This includes analyzing financial data, creating personalized financial plans, and providing...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada LRC INC. Full timeJob Title: Financial Planning SpecialistLRC INC. is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...
-
Financial Planning Specialist
1 day ago
Toronto, Ontario, Canada DoMy Laundry Inc. Full timeWe are seeking a highly skilled Financial Planning Specialist to join our team at DoMy Laundry Inc.About the RoleThis is a permanent position that requires 40 to 44 hours of work per week. The successful candidate will have a Bachelor's degree or equivalent experience and a strong understanding of financial planning principles.The ideal candidate will have 3...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Impact Kitchen Full timeFinancial Planning SpecialistAt Impact Kitchen, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to prepare financial reports and statements.Key Responsibilities:Prepare financial reports and statements, including balance...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada VALMar Construction Inc Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at VAL/Mar Construction Inc. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies,...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Event Media Design Full timeFinancial Planning SpecialistAt Event Media Design, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...
-
Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada Preferential Tax Services Inc Full timeFinancial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Preferential Tax Services Inc. The ideal candidate will have a strong background in financial management and planning, with experience in budgeting, forecasting, and financial analysis.Key Responsibilities:Develop and implement financial plans and...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada CKM PROFESSIONAL CORPORATION Full timeJob Title: Financial Planning SpecialistJob Summary: We are seeking a detail-oriented Financial Planning Specialist to join our team at CKM Professional Corporation. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash flows...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada DoMy Laundry Inc. Full timeJob Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada DoMy Laundry Inc. Full timeJob Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...
-
Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada LRC INC. Full timeFinancial Planning SpecialistLRC INC. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...
-
Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada LRC INC. Full timeFinancial Planning SpecialistLRC INC. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial team, you will be responsible for evaluating financial risk, examining and analyzing financial and investment information, and providing investment advice and recommendations to clients and senior company...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Event Media Design Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Event Media Design. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks,...
-
Financial Planning Specialist
3 weeks ago
Toronto, Ontario, Canada DoMy Laundry Inc. Full timeJob Title: Financial Planning SpecialistDoMy Laundry Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and training staff.Key Responsibilities:Identify clients'...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Rakuten Kobo Inc. Full timeFinancial Planning SpecialistRakuten Kobo Inc. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for examining and analyzing financial and investment information to inform business decisions.Key Responsibilities:Examine and analyze financial and investment information to...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada LRC INC. Full timeLRC INC. is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and planning, with the ability to evaluate financial risk and provide investment advice to clients.The successful candidate will have a Bachelor's degree and at least 2 years of experience in a similar...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada CKM PROFESSIONAL CORPORATION Full timeJob Title: Financial Planning SpecialistJob Summary: We are seeking a detail-oriented Financial Planning Specialist to join our team at CKM Professional Corporation. The successful candidate will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash...
-
Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada Event Media Design Full timeFinancial Planning SpecialistAt Event Media Design, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...