Senior Financial Planning Expert

4 weeks ago


Vancouver, British Columbia, Canada Vancity Full time

Job Summary:

Vancity is seeking a Senior Financial Planning Expert to join our team. As a key member of our finance department, you will be responsible for providing financial reporting and analysis to enable informed decision making.

Key Responsibilities:

  • Establish and monitor key revenue and expense drivers on an ongoing basis.
  • Develop and maintain accurate and up-to-date financial models.
  • Provide forecasting, planning, and analytical support to senior leaders.
  • Act as a concierge role to broker other services from the Finance division to senior leaders.
  • Integrate risk management processes to ensure the ongoing identification, monitoring, and assessment of risks.

Requirements:

  • Bachelor's degree in Commerce, Economics, or Business Administration from a recognized post-secondary institution.
  • Chartered Professional Accountant (Canada) designation or equivalent.
  • Minimum 2 years of experience at a senior consultant level or higher.
  • Business acumen in the context of the financial industry.
  • Strong communication and interpersonal skills.
  • Knowledge of related finance concepts, practices, and techniques.
  • Planning and coordination skills.
  • Problem-solving and decision-making skills.
  • Research and analytical skills.

We Value:

  • Customer-centric approach.
  • Results-oriented mindset.
  • Analytical skills.
  • Problem-solving skills.

Salary Range: $81,200 to $101,600.



  • Vancouver, British Columbia, Canada Vancity Full time

    Senior Financial Planning Expert Role at VancityAbout VancityVancity is a member-owned credit union driven by the principles of inclusion and social justice. With a strong commitment to its values, the organization has been challenging the status quo and breaking down barriers since its inception in 1946. Vancity has set bold commitments to achieve net-zero...


  • Vancouver, British Columbia, Canada Definity Financial Full time

    Senior Financial Analyst - Business PlanningRole SummaryDefinity Financial is seeking a Senior Financial Analyst - Business Planning to provide key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process. As a Strategic Business Partner, you will be responsible for providing...


  • Vancouver, British Columbia, Canada Vancity Full time

    Achieve your financial goals with Vancity as a Strategic Financial Planning Expert.Job SummaryWe are seeking an experienced and skilled Financial Planning expert to join our team at Vancity. In this role, you will be responsible for providing strategic financial planning and analysis support to senior leaders of the respective line of business.About the...


  • Vancouver, British Columbia, Canada Definity Financial Full time

    Senior Financial Planning and Analysis AnalystDefinity Financial is seeking a highly skilled Senior Financial Planning and Analysis Analyst to join our team. As a key member of our Financial Planning and Analysis team, you will play a critical role in providing business performance insights and financial analysis to support informed decision-making across...


  • Vancouver, British Columbia, Canada Vancity Full time

    Financial Planning and Analysis Role at VancityAbout the RoleThis position is responsible for providing financial reporting and analysis to enable informed decision making. The ideal candidate will have a strong understanding of financial modeling and be able to establish and monitor key revenue and expense drivers.Key ResponsibilitiesEstablish a business...


  • Vancouver, British Columbia, Canada CB Canada Full time

    Seeking a seasoned Financial Planning Expert to support our Vancouver office for a 3-month contract with the potential to become a permanent full-time position.About the RoleReporting directly to the Senior Manager, FP&A, you will be responsible for developing complex financial models to inform management decision-making and assisting in the preparation of...


  • Vancouver, British Columbia, Canada The University of British Columbia Full time

    Job SummaryThe University of British Columbia seeks a highly skilled Senior Financial Analyst to provide financial leadership and support to the Faculty of Applied Science. The successful candidate will be responsible for developing and implementing financial and budgetary analysis systems, managing financial data, and providing strategic financial...


  • Vancouver, British Columbia, Canada BC Hydro Full time

    At BC Hydro, we are committed to a sustainable future and reducing our carbon footprint. As a Senior Financial Sustainability Expert, you will play a key role in driving this vision forward.About the RoleWe are seeking an experienced financial professional to join our team as a Senior Financial Sustainability Expert. In this critical role, you will be...


  • Vancouver, British Columbia, Canada TLM Financial Planning Inc Full time

    About the JobWe are seeking a skilled Operations Coordinator to join our team at TLM Financial Planning Inc. As an integral member of our staff, you will be responsible for ensuring the smooth operation of our HR department and coordinating activities to meet our organization's goals.Key Responsibilities:Coordinate Daily Operations: Direct and control daily...


  • Vancouver, British Columbia, Canada AIRSWIFT TECHNOLOGY LIMITED Full time

    Job DescriptionWe are seeking a skilled Financial Planning Expert to join our team at AIRSWIFT TECHNOLOGY LIMITED.About the RoleThis is an exciting opportunity for a talented financial professional to contribute to the growth and success of our organization. As a Financial Planning Expert, you will be responsible for examining and analyzing financial and...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Planning Consultant to join our team at Royal Bank of Canada. This is an excellent opportunity for experienced professionals to leverage their expertise in financial planning and advice to help clients achieve their goals.The ideal candidate will have a strong background in sales and customer...


  • Vancouver, British Columbia, Canada beBee Professionals Full time

    Financial Planning Analyst Role at beBee ProfessionalsWe are seeking a skilled Financial Planning Analyst to provide financial planning services to retail clients at beBee Professionals in Vancouver.Key Responsibilities:Develop and implement financial plans for retail clientsAnalyze financial data to inform investment and financial product...


  • Vancouver, British Columbia, Canada The University of British Columbia Full time

    Senior Financial Analyst Role at The University of British ColumbiaWe are seeking a highly skilled Senior Financial Analyst to join our team at the Faculty of Applied Science, The University of British Columbia.About the PositionThis is a challenging opportunity for a seasoned financial professional to apply their expertise in financial and budgetary...


  • Vancouver, British Columbia, Canada Vancity Full time

    We are seeking a seasoned Senior Financial Planning Manager to join our team at Vancity.About the RoleThis is a senior-level position that requires a high degree of financial acumen, analytical skills, and leadership abilities. As a Senior Financial Planning Manager, you will be responsible for providing financial planning and analysis support to senior...


  • West Vancouver, British Columbia, Canada Amica Senior Lifestyles Full time

    About the RoleAs a Community Operations Manager at Amica Senior Lifestyles, you will play a critical role in ensuring the day-to-day operations of our senior living community run smoothly. This is an exciting opportunity to join a dynamic team and contribute to the delivery of exceptional care and support to our residents.Key ResponsibilitiesAdministrative...


  • Vancouver, British Columbia, Canada Mark Anthony Group, Inc. Full time

    Mark Anthony Group, Inc. is a leading producer and distributor of fine wine, premium Ready to Drink (RTD) products, and spirits in the Global beverage alcohol industry.We are an innovative and ambitious organization that values expertise and collaboration.As a Senior Accountant, you will play a key role in driving our financial success and contributing to...


  • Vancouver, British Columbia, Canada Capilano University Full time

    Financial Planning and Analysis Advisor Job Description At Capilano University, we are seeking a highly skilled Financial Planning and Analysis Advisor to join our Finance Team. The successful candidate will be responsible for providing expert financial analysis and planning support to senior management and other departments. Key responsibilities...


  • Vancouver, British Columbia, Canada LGM Financial Services Full time

    About the RoleLGM Financial Services is seeking a highly skilled and experienced Senior Financial Manager to join our team. As a key member of our finance department, you will play a critical role in driving the financial success of our organization.Key ResponsibilitiesLead and manage the Corporate Accounting Team, providing guidance and support to ensure...


  • Vancouver, British Columbia, Canada Capilano University Full time

    Role OverviewWe are seeking a skilled Financial Planning & Analysis Advisor to join our dynamic Finance Team at Capilano University. As a key member of the team, you will play a critical role in shaping the financial narrative of our organization.Key Responsibilities:Prepare and analyze budgets and forecasts to inform business decisionsDevelop and maintain...


  • Vancouver, British Columbia, Canada S M Software Solutions Inc Full time

    Job Title: Senior Director, PlanningWe are seeking a highly experienced Merchandise Planning expert with 12 to 15 years of proven expertise in the retail industry.Key Responsibilities:Merchandise Planning: Develop and implement merchandise planning solutions, with a deep understanding of identifying business problems and translating them into effective...