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Financial Planning and Analysis Director

2 months ago


Vancouver, British Columbia, Canada Kassen Recruitment Full time
Financial Planning and Analysis Manager

We are seeking a seasoned financial analyst to join our high-performing team as a Financial Planning and Analysis Manager. As a key member of our organization, you will play a pivotal role in shaping our financial strategy through advanced analytics and insights.

Key Responsibilities:
  • Develop and oversee comprehensive budgeting, forecasting, and financial modeling processes to inform strategic initiatives.
  • Partner with cross-functional teams to provide strategic financial guidance and support, driving informed decision-making.
  • Conduct in-depth financial analysis, identifying trends, risks, and opportunities to optimize financial performance.
  • Build and maintain robust financial models to inform strategic decisions and drive business growth.
  • Develop and implement financial KPIs to measure performance and drive improvement.
Qualifications:
  • Bachelor's degree in finance or accounting; CPA is a plus.
  • Proven years of financial experience and financial planning and analysis, preferably within the wealth management industry.
  • Proven expertise in financial modeling, scenario analysis, and forecasting.
  • Strong analytical skills with the ability to translate complex financial data into actionable insights.
  • Excellent communication and presentation skills to effectively convey financial information to diverse audiences.
  • Collaborative team player with a strong work ethic and attention to detail.