Senior Financial Planning Analyst

4 weeks ago


Fredericton, New Brunswick, Canada CCH Incorporated Full time

NOTE: This role requires one day in-office, preferably in one of these locations:

We are seeking an experienced Senior Financial Planning Analyst who has the ability to analyze, interpret and communicate critical information within all levels of the Research and Learning business. The right person for this role would be self-motivated, energetic, and willing to take on challenges at any time. This person would be working in close collaboration with cross-functional teams serving as a key partner supporting the business. This person should also have solid communication skills, along with the ability to manage a time-sensitive workload. This is an excellent opportunity for corporate exposure at every level, providing valuable experience.

Key Responsibilities:

  • Actively participate in the month-end, quarter-end, and year-end reporting and closing activities: Process necessary journal entries and accrual transactions Analyze financial results and identify the primary drivers of the variances to forecast, budget and prior periods. Completion of corporate reporting and related templates
  • Provide insightful financial analytic support for Research & Learning business lines: Participate in the annual budgeting process along with supporting strategic (VSP) and tactical plans. Complete analysis of monthly results, including variance explanations Provide expense reporting and variance analysis, as well as ad-hoc financial and decision support information as requested. Identify risks and opportunities and make recommendations for appropriate actions.
  • Drive continuous process improvements and best practices to enhance the effectiveness and efficiency of the planning and reporting processes.

Minimum Qualifications:

  • Bachelor's degree in Accounting or Finance.
  • 5+ years of financial planning, analysis, budgeting and forecasting experience with business unit and/or corporate experience.

Preferred Qualifications:

  • CPA or similar advanced degree
  • Excellent analytical skills, strong attention to detail and ability to multitask.
  • Strong written and verbal communications skills with a demonstrated ability to interact with all levels of the organization.
  • Prior experience with contribution margin and expenses
  • Self-motivated with the ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately.
  • Function as an integral part of a team and build positive relationships and credibility within other areas of the organization.
  • Ability to organize and analyze large volumes of data, perform data reconciliations, and summarize for executive review.
  • Excellent computer skills required, including a high degree of demonstrated Excel expertise (i.e., vlookup, Pivot Tables, and IF statements), as well as experience with SAP and Blackline
  • Proactively seeks out ways to add value and efficiencies through continuous improvement efforts.


  • Fredericton, New Brunswick, Canada CCH Incorporated Full time

    Job Title: Senior Financial Planning AnalystJob Summary:We are seeking an experienced Senior Financial Planning Analyst to join our team at CCH Incorporated. The ideal candidate will have a strong background in financial planning and analysis, with the ability to communicate complex financial information to all levels of the organization.Key...


  • Fredericton, New Brunswick, Canada Randstad Canada Full time

    Summary of Senior Financial Analyst RolePlay a key role in leveraging technology and process improvements to streamline financial operations, reporting, and analysis.Implement automated solutions to optimize accounting processes in compliance with IFRS and ASPE standards.Enhance the organization's budgetary framework and cash management...


  • Fredericton, New Brunswick, Canada CCH Incorporated Full time

    About the RoleCCH Incorporated seeks an experienced Senior Financial Planning Analyst to join our team. This is an excellent opportunity for corporate exposure at every level, providing valuable experience.Key ResponsibilitiesParticipate in month-end, quarter-end, and year-end reporting and closing activities, processing journal entries and accrual...


  • Fredericton, New Brunswick, Canada New Brunswick Liquor Co Full time

    Senior Accountant (Gross Profit) Job DescriptionWe are seeking a highly skilled Senior Accountant (Gross Profit) to join our Finance team at New Brunswick Liquor Co. As a key member of our Shared services, you will work closely with both ANBL and other departments to provide financial expertise and support.Key Responsibilities:Prepare and analyze financial...


  • Fredericton, New Brunswick, Canada CCH Incorporated Full time

    CCH Incorporated is seeking an experienced Senior Financial Planning Analyst to join our team in this exciting opportunity. We are offering a highly competitive salary of $85,000 - $110,000 per year, depending on location and experience.About the RoleWe are looking for a self-motivated and energetic individual who can analyze, interpret, and communicate...


  • Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Treasury Operations SpecialistWe are seeking an experienced Treasury Operations Specialist to join our team at Meridia Recruitment Solutions.The ideal candidate will possess a post-secondary degree or diploma in a related field, with 5 years of experience in treasury operations and a strong understanding of financial management principles.The role involves...

  • Financial Analyst

    4 weeks ago


    Fredericton, New Brunswick, Canada Teledyne Digital Imaging, Inc. Full time

    Job Summary:As a key member of the Teledyne Digital Imaging, Inc. Finance Team, the Financial Analyst is responsible for maintaining accurate financial records and ensuring compliance with Company policies and procedures.Primary Duties & Responsibilities:Maintain an efficient and effective process to ensure timely recognition of revenue throughout the fiscal...


  • Fredericton, New Brunswick, Canada BMO Financial Group Full time

    About the RoleBMO Financial Group is seeking a highly skilled Senior Database Administrator to join our team. This is a 10-month contract opportunity.ResponsibilitiesAs a Senior Database Administrator, you will be responsible for performing data analysis and maintenance activities to proactively address the Bank's needs for the identification,...


  • Fredericton, New Brunswick, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a skilled Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planning Specialist, you will be responsible for providing comprehensive financial planning and advice to our clients.Key Responsibilities:Identify client goals and provide tailored financial planning solutionsConduct...


  • Fredericton, New Brunswick, Canada NAILS BY PHONG LTD. Full time

    We are seeking a highly skilled Financial Analyst Assistant to join our team at NAILS BY PHONG LTD. in an exciting opportunity that combines finance and administrative responsibilities.About the JobThe successful candidate will be responsible for calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general...


  • Fredericton, New Brunswick, Canada BMO Financial Group Full time

    Job DescriptionBMO Financial Group is seeking a highly skilled Business Process Analyst to join their team on a 6-month contract basis.This is a collaborative, fast-paced, and friendly role within the Mutual Funds Governance and Retail Investments Process team.Define, develop, and monitor metrics and KPIs for Investments projects and processes across all...


  • Fredericton, New Brunswick, Canada Meridia Recruitment Solutions Full time

    Meridia Recruitment Solutions is pleased to partner with Bella Properties, one of the fastest growing companies in Fredericton, NB. We are currently seeking an experienced Senior Financial Manager to join their team.The ideal candidate will possess a CPA designation and have excellent understanding of business and accounting concepts. Experience in...

  • Senior Project Lead

    2 weeks ago


    Fredericton, New Brunswick, Canada BMO Financial Group Full time

    BMO Financial Group is seeking a highly skilled Senior Project Manager to lead complex IT projects with multiple stakeholders.Key Responsibilities:Establish and direct IT projects with clear goals and timelines.Manage large-scale projects with multiple internal and external constituents.Define, plan, and deliver strategic projects with business, operational,...


  • Fredericton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 208041At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our customers, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Key...


  • Fredericton, New Brunswick, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key Responsibilities:Identify client life and financial goals, provide...


  • Fredericton, New Brunswick, Canada BMO Financial Group Full time

    Job DescriptionBMO is seeking a Senior Communications Specialist to support its communications efforts.The ideal candidate will have 5-7 years of experience in communications and technical writing, with a strong understanding of the financial services industry.The role will involve drafting and sending internal emails, posting notices online, and drafting...


  • Fredericton, New Brunswick, Canada Shakya Enterprises Ltd. Full time

    We are seeking a highly skilled Financial Analyst to join our team at Shakya Enterprises Ltd.About the RoleThis is a permanent full-time position working 40 hours per week, with English as the primary work language.As a Financial Analyst, you will be responsible for various tasks including calculating and preparing cheques for payroll, fixed assets, and...


  • Fredericton, New Brunswick, Canada Scotiabank Full time

    At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our financial services team, you'll play a vital role in helping our customers achieve their financial goals.Key Responsibilities:Develop and implement comprehensive financial plans for our customers.Provide expert advice on investment and borrowing...


  • Fredericton, New Brunswick, Canada National Bank Full time

    National Bank Career OpportunityAs a Financial Planning Strategist at National Bank, you will play a key role in helping clients achieve their financial goals. You will be responsible for providing expert guidance on investment and retirement planning to individuals and families.The ideal candidate will have a college diploma or university degree in a...


  • Fredericton, New Brunswick, Canada Randstad Canada Full time

    Transform Financial Operations with Our Client in TelecommunicationsRandstad Canada is seeking a Senior Financial Transformation Expert to join our client, an exclusive dealer for major Canadian telecoms operating across Southern Ontario. This dynamic organization has built an award-winning network of stores, offering the latest telecommunications technology...