Financial Planning Strategist

5 days ago

Mississauga, Ontario, Canada CB Canada Full time

Job Overview


Cultivate data-driven planning processes and improve upon monthly and quarterly reporting as a Sr. Financial Analyst at CB Canada.



About the Role

The ideal candidate will have 3+ years of experience with advanced financial analysis, planning, and budget controls, solid understanding of month-end closings, management reporting, budget forecasting, and cost models.



Key Responsibilities

  • Determine performance to date and assess potential risks and opportunities.
  • Closely engage with cross-functional partners in Accounting and Operations to execute against plans.
  • Oversee monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources.
  • Grasp and define internal and external drivers impacting performance and trending.
  • Accumulate and regulate forecasting reports.
  • Conduct weekly, quarterly, and annual Area/Segment-level Bookings and P& L forecasting.
  • Authorize effective Business Intelligence (BI) to provide forward-looking insight and decision support.
  • Deliver monthly reporting to business partners on financial results and actions required.
  • Merge with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization.
  • Aid Accounting on the monthly and quarterly financial close process.


What You Get to Do Every Day

You will be responsible for determining performance to date and assessing potential risks and opportunities.
You will work closely with cross-functional partners in Accounting and Operations to execute against plans.
You will oversee monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources.
You will grasp and define internal and external drivers impacting performance and trending.
You will accumulate and regulate forecasting reports.
You will conduct weekly, quarterly, and annual Area/Segment-level Bookings and P& L forecasting.
You will authorize effective Business Intelligence (BI) to provide forward-looking insight and decision support.
You will deliver monthly reporting to business partners on financial results and actions required.
You will merge with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization.
You will aid Accounting on the monthly and quarterly financial close process.

Required Skills and Qualifications

Extremely efficient with financial reporting tools.
Command of Monthly Financial Reporting.
Cost Models experience preferred.
Solid understanding of month end closings.
Management reporting experience.
Budget forecasting experience.
Bachelor's Degree in Finance, MBA preferred.
Strong presentation skills.
3+ years' experience with advanced financial analysis, planning, and budget controls required.
Aptitude to simplify complex problems and build solutions.

About Robert Half

Roland Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies.



Salary Range

The estimated salary range for this position is $100000 to $120000 per year.

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