Senior Financial Planning Strategist

1 day ago


Vancouver, British Columbia, Canada University of British Columbia - Staff Full time

We are seeking a highly skilled Senior Financial Planning Strategist to join our team at the University of British Columbia. This is an exciting opportunity for a motivated and experienced professional to contribute to the development and implementation of financial strategies that support the university's long-term goals.

About the Role:

The Senior Financial Planning Strategist will be responsible for providing strategic financial planning advice to senior leadership and stakeholders. This includes developing and maintaining comprehensive financial models, analyzing data, and identifying opportunities for cost savings and revenue growth.

Key Responsibilities:

  1. Develop and maintain sophisticated financial models, including a tri-statement model projecting UBC's long-term financial status on a consolidated and operating basis
  2. Analyze data and identify opportunities for cost savings and revenue growth, providing recommendations to senior leadership and stakeholders
  3. Lead and develop a strong and motivated team of financial analysts, providing coaching, mentorship, and performance management
  4. Maintain regular communication with university faculties and departments, business units, and external stakeholders to stay informed of financial developments and provide strategic financial input

Requirements:

  • Postgraduate degree in Finance or Business Administration and completion of an accredited accounting program CPA, or the combination of education and experience
  • Over 10 years' experience at a senior finance level in a complex organization, with several years' senior financial planning, systems development, business process re-engineering, and budgeting and control experience
  • Leadership or management roles in financial compliance and audit
  • Experience in business process improvement and related change management, including financial management and business process improvement techniques
  • Experience in developing and implementing financial policies and management reports
  • Ability to communicate effectively both in writing and verbally, and make effective Board-level presentations

What We Offer:

  • A competitive salary range of $130,000 - $160,000 per year, depending on experience
  • A comprehensive benefits package, including medical, dental, and vision insurance, as well as a pension plan
  • The opportunity to work with a talented team of professionals in a dynamic and fast-paced environment

How to Apply:

Please submit your application, including your resume and a cover letter, to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.



  • Vancouver, British Columbia, Canada Clarity Recruitment Full time

    Company Overview">We are seeking a highly experienced and skilled Senior Financial Strategist to join our client's dynamic team. Our company, Clarity Recruitment, specializes in helping start-ups and scale-ups build top-performing finance & accounting teams.">About the Role">The ideal candidate will play a pivotal role in driving the financial strategy of...


  • Vancouver, British Columbia, Canada Odlum Brown Limited Full time $100,000 - $110,000

    At Odlum Brown Limited, we are committed to helping our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to providing expert advice on financial planning, investment management, and tax optimization.About the RoleWe are currently seeking a highly skilled Senior Financial Strategist to join our Vancouver...


  • Vancouver, British Columbia, Canada DrBalcony Full time

    Job OverviewDrBalcony, a pioneering start-up in the civil engineering sector, seeks an experienced Senior Financial Strategist to drive financial planning, budgeting, and risk management. As a key member of the executive team, you will be responsible for overseeing financial activities, developing strategies to support company growth, and ensuring sound...


  • Vancouver, British Columbia, Canada Pearl West Group Full time

    About the OpportunityPearl West Group is seeking a Senior Financial Strategist to join our dynamic finance team. As we embark on our next growth phase, this role will play a critical part in steering our financial strategy and maintaining financial operations.


  • Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Enoch Wealth Inc.The ideal candidate will have a strong educational background and relevant experience in financial analysis, investment research, and market trends.


  • Vancouver, British Columbia, Canada Keltic Canada Development Co. Ltd. Full time

    OverviewKeltic Canada Development Co. Ltd. is seeking a highly skilled Senior Financial Strategist to lead our financial operations and budget activities.Job SummaryWe are looking for an experienced professional to coordinate the organization's financial performance, direct staff, and plan and control budget and expenditures. The ideal candidate will have a...


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

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at the University of British Columbia. In this role, you will play a key part in supporting the Finance Manager by providing data analysis, preliminary hypothesis, and insights to inform decision-making across various units.


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    About Our ClientWe are seeking an experienced Financial Planning Strategist to join our team in Vancouver, BC. In this role, you will collaborate with Investment Advisors to deliver comprehensive financial planning and retirement projections.Key ResponsibilitiesDevelop personalized financial plans tailored to client needs.Provide recommendations on CPP/OAS...


  • Vancouver, British Columbia, Canada Government of Canada - Western Full time

    About this roleWe are seeking a Chief Financial Strategist to join our team at the Government of Canada - Western. This is a great opportunity for an experienced professional to lead our financial strategy and make a real impact.Estimated salary range: $120,000 - $180,000 per yearAbout the roleThe Chief Financial Strategist will be responsible for developing...

  • Financial Strategist

    4 weeks ago


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

    Transform Your Career as a Financial StrategistJob SummaryWe are seeking a skilled Financial Strategist to join our team at Royal Bank of Canada. As a Financial Strategist, you will be responsible for building and managing long-term client relationships, providing personalized financial planning and investment advice, and helping clients achieve their...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Company OverviewQuantum Management Services Ltd. is a leading financial services company seeking an experienced Estate Planning Strategist to join their team in Vancouver.


  • Vancouver, British Columbia, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers achieve success through a range of advice, products and services.Job Summary:We are seeking an experienced Senior Financial Strategist to join our Canadian Banking Branch network. As a key member of our team, you will provide exceptional service to...


  • Vancouver, British Columbia, Canada Scanline VFX Inc Full time

    We are seeking a highly skilled Chief Financial Strategist to join our team at Scanline VFX Inc.About UsScanline VFX is an award-winning leader in the visual effects industry with 7 studios worldwide. Since our beginning, we strive to set the highest standard of quality in everything we do. Through innovation, we generate solutions for our clients and raise...


  • Vancouver, British Columbia, Canada TalentSphere Staffing Solutions Full time

    Job Description:We are seeking a highly skilled Executive Financial Strategist to join our team at TalentSphere Staffing Solutions.About the Role:This is an exciting opportunity for a seasoned finance professional to lead our financial planning and analysis efforts. As an Executive Financial Strategist, you will play a critical role in driving business...


  • 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 Independent Poke Bar Ltd. Full time

    At Independent Poke Bar Ltd., we are seeking an experienced Senior Operational Strategist to lead our team and drive business success. This is a full-time position, offering a competitive salary of $120,000 - $150,000 per annum, depending on experience.Job SummaryThe Senior Operational Strategist will be responsible for developing and implementing...


  • Vancouver, British Columbia, Canada Providence Health Care Full time

    Job DescriptionAt Providence Health Care, we are seeking an experienced Executive Financial Strategist to join our team. As a key member of our financial planning and analysis department, you will play a critical role in supporting the organization's strategic goals and objectives.Responsibilities:Collaborate with senior leadership and operational teams to...


  • Vancouver, British Columbia, Canada Enotecca Wineries and Resorts Inc Full time

    Job DescriptionWe are seeking a highly skilled Chief Financial Strategist to join our team at Enotecca Wineries and Resorts Inc.The successful candidate will be responsible for leading the financial planning and analysis efforts, providing strategic guidance to senior management, and overseeing the collection and analysis of financial data.Key...


  • Vancouver, British Columbia, Canada Western Forest Products Full time

    We are seeking an Executive Financial Strategist to join our team at Western Forest Products. As a key member of our finance department, you will be responsible for providing financial guidance and support to drive business growth and success.About the RoleThis is a senior-level position that requires a deep understanding of financial principles and...


  • Vancouver, British Columbia, Canada Medisca Pharmaceuticals Inc. Full time

    LGM is a national leader in providing warranty, finance, and insurance services to the Canadian automotive industry. The company has been successfully supplying quality products and leading training solutions to Canadian car dealerships since 1998. With strong backing and support from their automotive manufacturing brands, including BMW/MINI, Kia, Mazda,...