Team Lead, Financial Planning

3 weeks ago

Calgary, Canada SAIT Full time $90,000 - $110,000

SAIT is a global leader in applied education and an institution that empowers employees to make a difference in the lives of our students. Building on more than a century of history, we are looking for innovative employees wanting to create a future with us. As part of our team, you are encouraged to be bold and inventive, bringing new ideas to the table. Change excites you.

SAIT offers the chance to do work with a purpose — preparing the next generation of industry leaders, entrepreneurs, advocates and explorers. We develop leaders in the classroom and our workspaces, encouraging lifelong learning for both students and employees.

Your future starts now … at SAIT.

We are looking for individuals who align with our commitment to excellence and who demonstrate:

  • a growth mindset through curiosity, creativity, and collaboration
  • leads with a world-class customer experience mindset
  • is dynamic and responsible to the needs of stakeholders, speed and agility are critical
  • someone who embraces trial and error as an important part of learning
The Opportunity

The Team Lead, Financial Planning & Analysis manages the day-to-day operations of a team of seven Financial Analysts, overseeing their workloads to ensure timely task completion. This role provides hands-on operational guidance, facilitates skill development through practical training, and fosters a collaborative learning environment. The Team Lead monitors team performance, drives continuous improvement, and ensures operational excellence by effectively prioritizing tasks and managing resources. They are instrumental in conducting operational analyses for budgeting, forecasting, and financial reporting, supporting data-driven decision-making while collaborating with other leaders within Financial Planning & Analysis (FP&A). Additionally, the Team Lead supports operations within a defined portfolio of business units, working closely with stakeholders to address financial needs.

Key Responsibilities/Major Duties
  • Daily Operational Oversight
    • Oversee the day-to-day tasks of Financial Analysts, ensuring timely completion of assignments and adherence to deadlines.
    • Regularly monitor team workloads, assign tasks, and manage resources to ensure the accurate and timely delivery of financial reports and analyses.
    • Provide ongoing guidance and support to team members, addressing operational issues as they arise and adjusting workflows to meet critical deadlines.
    • Coordinate with other Coordinators within FP&A, departments, and stakeholders to ensure alignment on routine reporting requirements (e.g., budgets, forecasts, financial reports).
    • Ensure compliance with internal controls and financial procedures in daily operations.
  • Personnel and Performance Management
    • Cultivate a strong team culture through daily coaching, feedback, and support.
    • Conduct regular check-ins with team members to address concerns, support skill development, and provide performance feedback.
    • Lead goal-setting discussions, encouraging continuous improvement and operational excellence.
    • Ensure adherence to quality standards by overseeing the accuracy, completeness, and timeliness of all team outputs.
    • Help team members prioritize tasks to meet critical business timelines.
  • Core Functional Duties
    • Review and provide feedback on financial analyses and reports prepared by team members to ensure accuracy and alignment with organizational goals.
    • Collaborate with FP&A leadership to ensure alignment of key deliverables for quarter-end, forecasts, and budget cycles.
    • Contribute to the timeline development for and facilitate the annual budget and forecast processes in partnership with the FP&A leadership team.
    • Ensure timely delivery of executive summary reports and financial insights, offering critical insights for decision-makers.
    • Act as the primary financial advisor for a defined portfolio of business units, ensuring their financial planning, reporting, and operational needs are met.
Qualifications
  • Bachelor’s degree, with preference for Business (Accounting)
  • Preferred - Accounting designations CPA, CA or CPA, CMA, CPA, CGA
  • 5+ years of combined experience in accounting, budgeting, forecasting, variance analysis
  • 2+ years of supervisory experience in a mid to large sized organization
Skills Required
  • Advanced Excel skills
  • Adaptive

Equity, diversity and inclusion (EDI) is essential to achieving SAIT’s vision to be a global leader in applied education. We encourage applications from women, Indigenous people, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities. Learn more about EDI at SAIT.

At SAIT, we understand that experience comes in many forms. We’re dedicated to adding diverse perspectives to SAIT - so if your experience is close to what we’re looking for, please consider applying.

SAIT is committed to supporting persons with disabilities throughout the recruitment process. We will work with applicants to provide accommodations upon request to the Talent Advisor.

To Apply

Please apply using Chrome. To continue with the online application process click on the Apply For This Job button or use your LinkedIn profile. All applications should be made through our online system.

Career opportunities at SAIT will always be posted on the SAIT career site. If you are uncertain about the validity of a posting or offer, please forward the suspicious posting to working@sait.ca.

  • Senior Financial Planning Consultant

    4 weeks ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Griffith & Associates Financial & Estate Planning Services LtdWe are a reputable financial planning firm in Calgary, Alberta, with a strong presence in the market. Our team of experts excels in providing in-depth financial, tax, and estate planning services to executives and business owners.As one of Calgary's top firms, we manage over $300 million in...

  • Financial Advisor

    2 weeks ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Griffith & Associates Financial & Estate Planning Services Ltd.A leading financial planning firm in Calgary, Alberta, with a reputation for delivering expert advice on wealth management and estate planning.Job SummaryWe are seeking an experienced Associate Financial Advisor to join our dynamic team. As a key member of our advisory team, you will be...

  • Team Lead, Financial Planning

    1 hour ago

    Calgary, Canada SAIT Full time

    The **Finance **department loves when the math balances out — so we’re looking to add to our team. If you have a nose for numbers and believe your skills and passion match our requirements, you will have our undivided attention and we want to meet you. **The Opportunity** The **Team Lead, Financial Planning & Reporting**, directly supervises the work...

  • Strategic Financial Planning Expert

    1 month ago

    Calgary, Alberta, Canada MD Financial Management Full time

    About MD Management LimitedMD Management Limited, a division of Scotia Wealth Management, is a leading provider of comprehensive financial services. With a commitment to excellence and customer satisfaction, we strive to deliver exceptional results in an inclusive and high-performing environment.We are seeking a talented Senior Financial Consultant to join...

  • Financial Planning Consultant

    3 weeks ago

    Calgary, Alberta, Canada BMO Financial Full time

    Job Overview:BMO Financial Group is seeking a skilled Financial Planning Consultant to join our team. As a key member of our team, you will be responsible for delivering financial and investment planning advice to customers, providing solutions that meet their needs and goals.About the Role:You will work closely with clients to understand their financial...

  • Associate Financial Advisor

    1 week ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Investment Planning and Financial Solutions Specialist

    2 weeks ago

    Calgary, Alberta, Canada BMO Financial Full time

    BMO Financial Group is a leading banking institution committed to growing the good in business and life. We are seeking a talented Investment Planning and Financial Solutions Specialist to join our team.">">About Us">We strive to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing...

  • Financial Advisor Lead

    4 days ago

    Calgary, Alberta, Canada BMO Financial Full time

    At BMO Financial, we're seeking a skilled Financial Advisor Lead to drive our retail banking sales and service strategy. This role offers an exciting opportunity to grow your career in financial services and make a lasting impact on our customers' lives.About the JobThis is a salaried and commission-based position with a competitive pay range of $44,500.00 -...

  • Senior Advisor Investment and Financial planning

    2 months ago

    Calgary, Canada MD Financial Management Full time

    Requisition ID: 209443 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Calgary. Reporting to the Regional Manager,...

  • Associate Financial Advisor

    2 weeks ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Expert Wealth Advisor

    1 week ago

    Calgary, Alberta, Canada Up Financial Full time

    About UsUp Financial is a reputable wealth management firm dedicated to providing expert investment advice and comprehensive financial planning services across Canada and the US.Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team. As an independent contractor, you will have the autonomy to run your own practice while...

  • Financial Planning and Strategy Lead

    1 month ago

    Calgary, Alberta, Canada DV8 Energy Inc Full time

    Company OverviewDV8 Energy Inc. is a rapidly growing startup in the Energy sector, focused on developing advanced mathematical models for diagnosing and predicting conditions in deviated and horizontal wells.The company's key advantage lies in mathematically modeling friction and stress waves in modern directional wells, enabling Data Science teams in Oil...

  • Associate Financial Advisor

    7 months ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Operations Team Lead

    4 days ago

    Calgary, Alberta, Canada TAPTIC FINANCIAL INC. Full time

    Job Title: Operations Team LeadWe are seeking an experienced Operations Team Lead to join our team at TAPTIC FINANCIAL INC.Job SummaryThe successful candidate will be responsible for overseeing the day-to-day operations of our team, ensuring that tasks are completed efficiently and effectively. This includes training workers in duties and policies, preparing...

  • Financial Advisor

    7 months ago

    Calgary, Canada Evermark Financial Full time

    Who we are: Evermark Financial is a boutique financial services firm based in Cochrane, Alberta. We pride ourselves on always doing the right thing for our clients - whether we are helping them with their investments, retirement planning, insurance, or group plan, the client always comes first. Evermark is a small, tight-knit team and we really value our...

  • Financial Services Administrator

    1 week ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    We are seeking an exceptional Financial Services Administrator to join our team at Griffith & Associates Financial & Estate Planning Services Ltd. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial services.About the RoleThis is a full-time position that requires a high level of organizational skills,...

  • Financial Services Team Lead

    3 days ago

    Calgary, Alberta, Canada Servus Credit Union Full time

    Servus Credit Union Career OpportunityWe are seeking a Financial Services Team Lead to join our team at Servus Credit Union. This role is responsible for leading and coaching Member Service Representatives on the frontline, identifying members' needs, and recommending products and services that enhance their financial fitness.The scope of this role includes...

  • Team Lead, Financial Reporting

    4 weeks ago

    Calgary, Canada Helcim Full time

    **ABOUT HELCIM** Helcim was founded with a mission at heart: to be the world’s most loved payment system. We believe that by offering small businesses in North America a decidedly human payment solution where it is easier to sign up and use while being transparent and affordable, we can empower them to grow and prosper. Simply put, helping small...

  • Associate Advisor

    1 month ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About the JobGriffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning.  Their dynamic team excels in building strategies for executives and business owners.  They currently service over 2000 households and manage...

  • Associate Advisor

    1 week ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About the Job:Griffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage...