Manager, Financial Planning

2 days ago

Winnipeg, Canada WRHA Corporate Full time $46

Grow your career in the Winnipeg Health Region Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a shared commitment to excellent and equitable health care.

Position Overview
  • Oversee the financial planning, budgeting and forecasting activities for a portfolio within the service delivery organization including oversight of financial analysts by reviewing financial and statistical data, preparing and implementing plans and reports, and communicating these plans to relevant leadership teams.
  • Analyze, interpret and translate financial performance data (operating, clinical, and financial) ensuring reports, forecasts, variances and analyses of business activities are relevant for key stakeholders.
  • Support the financial analysis required for variance investigations, business case development and briefing notes.
  • Support the development of budget and variance reporting, to ensure an accurate reflection and accounting of financial pressures in the budget cycle.
  • Ensure forecasting and variance analyses provided identify major cost drivers and recommend options for mitigation of budget variances to senior management.
  • Oversee a collaborative team with a culture of client service to provide meaningful financial planning, forecasting, and budgeting information for all of the service areas of the organization.
Experience

6 years of progressive experience delivering financial planning functions including forecasting, budgeting and related variance analyses in a large publicly-funded multi-organization enterprise, preferably in healthcare, including:

  • 3 years of experience working with complex financial analysis and data, financial forecasting, reporting and operational metrics tracking.
  • 3 years of experience interpreting and translating financial metrics.
  • 2 years of experience working with interdisciplinary teams and supporting multiple internal and external stakeholders.
  • 2 years of experience managing a high-performing team.
  • 2 years of hands-on experience using the finance and accounting modules of a comprehensive ERP system (e.g., SAP and/or Great Plains).
Education (Degree/Diploma/Certificate)
  • Post-secondary degree in a related discipline such as management, economics, public or business administration from an accredited education institution; an equivalent combination of education and experience may be considered.
  • Additional formal education in diverse and innovative financial business data modeling, funding and commissioning models in the public sector, and systematic process improvement methodologies (such as the lean transformation framework) are assets.
  • An equivalent combination of education and experience may be considered.
Certification/Licensure/Registration
  • Chartered Professional Accountant (CPA) designation with current membership in good standing is required.
Qualifications and Skills
  • Demonstrated mid-level leadership capabilities. The provincial health system in Manitoba has adopted the LEADS in a Caring Environment framework.
  • Knowledge of capital financing, business accounting practices and Public Sector Accounting standards an asset.
Physical Requirements
  • Must be able to work safely in a typical computerized office environment with frequent meetings, and to lift and carry items of up to approximately 10 kg.
  • Interruptions to respond to questions are common; dedicated and focused time for planning and concentration can be scheduled.

This position requires a current satisfactory Criminal Records Check (including Vulnerable Sector Search), Child Abuse Registry Check and Adult Abuse Registry Check as conditions of employment. The successful candidate will be responsible for any service charges incurred. A security check is considered current if it was obtained no more than six (6) months prior to the start of employment.

Please note that an employee is not permitted to hold two or more positions across the WRHA legal entity that combine to equal more than 1.0 EFT. The WRHA legal entity includes Churchill Health Centre, Deer Lodge Centre, Golden West Centennial Lodge, Grace Hospital, Middlechurch Home of Winnipeg, Pan Am Clinic, River Park Gardens, Victoria General Hospital, WRHA corporate programs, and WRHA community health services.

Interviewed candidates may be called upon to participate in a skills assessment.

Any application received after the closing time will not be included in the competition.

We welcome applications from people with disabilities. Accommodations are available upon request during the assessment and selection process.

  • Manager Financial Planning

    2 days ago

    Winnipeg, Canada WRHA Corporate Full time

    **Requisition ID**: 372536 **Position Number**: 20042098 **Posting End Date**: January 10, 2025 **City**: Winnipeg **Employer**: Winnipeg Regional Health Authority **Site**:WRHA Corporate **Department / Unit**: Financial Planning - Acute Care **Job Stream**: Non-Clinical **Union**: Non Union **Anticipated Start Date**: 03/15/2024 **FTE**:...

  • Financial Planning Administrative Assistant

    3 weeks ago

    Winnipeg, Canada von Stackelberg Insurance Agency and Financial Services LTD Full time

    **Job Summary** We are a dedicated financial advisory firm in Winnipeg, Manitoba, consisting of a Financial Planner that is geared to help our clients meet their Financial goals. We pride ourselves on our high level of service, and expertise on risk management, estate planning, tax planning, Insurance as well as Investment planning. We are seeking a...

  • Manager of Financial Planning

    6 months ago

    Winnipeg, Canada Scootaround Inc Full time

    **Manager of Financial Planning and Analysis** **Job title***:Manager, Financial Planning and Analysis **Reports to**:CFO **Location**:Winnipeg, Manitoba **Overview**: The Manager of Financial Planning and Analysis will play a pivotal role in shaping the financial strategy of our organization. The new incumbent will be responsible for providing...

  • Bilingual Wealth Planning Analyst

    6 months ago

    Winnipeg, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

  • Financial Services Manager

    6 months ago

    Winnipeg, Canada AAR Financial Inc. Full time

    Education: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Evaluate daily operations - Identifying and investigating compliance issues - Plan and control budget and expenditures - Plan and organize daily operations - Hire, train, direct and motivate staff - Establish and implement policies and procedures for...

  • Bilingual Wealth Planning Analyst

    1 month ago

    Winnipeg, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. APERÇU DU...

  • Financial Planning Consultant

    2 weeks ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Consultant

    6 months ago

    Winnipeg, Canada MD Financial Management Full time

    Requisition ID: 186938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team. As a Financial Consultant, you will be accountable...

  • Bilingual Wealth Planning Analyst

    1 month ago

    Winnipeg, Canada CI Financial Full time

    APERÇU DU POSTENous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Bilingual Wealth Planning Analyst

    4 weeks ago

    Winnipeg, Canada CI Financial Full time

    APERÇU DU POSTE Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Bilingual Wealth Planning Analyst

    4 weeks ago

    Winnipeg, Canada CI Financial Full time

    APERÇU DU POSTENous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Coordinator of Financial Planning

    6 months ago

    Winnipeg, Canada City of Winnipeg Full time

    Under the general direction of the Manager of Finance (Campus Departments), the Coordinator of Financial Planning & Services is responsible for planning, coordinating and compliance of all financial aspects relating to their assigned Departments in accordance with the controllership function and the centralized campus controllership operation. The emphasis...

  • Financial Specialist

    1 month ago

    Winnipeg, Canada First Nations Financial Management Board Full time

    **Position Overview** Reporting to the Senior Manager, Default Support, this position is responsible for supporting selected First Nation clients across Canada through remote accounting and on-going training. **Accountabilities** - Develop relationships with assigned clients that have an approved Financial Administration Law (FAL) to promote, build trust...

  • Financial Advisor's Assistant

    2 weeks ago

    Winnipeg, Canada Ventum Financial Corp. Full time

    **About Us** Ventum Financial Corp. (Ventum) is a leading independent Canadian financial services firm headquartered in Toronto, Ontario with significant operations in Vancouver, British Columbia and 13 offices nationwide. Formed through a recent merger that fueled substantial growth, Ventum is distinguished by its entrepreneurial spirit and client-centric...

  • Director, Financial Planning

    6 months ago

    Winnipeg, Canada Manitoba Public Insurance Full time

    Overview: As the Director, Financial Planning & Analysis, you will be responsible for planning, monitoring, & evaluating company performance. This involves developing and managing financial analysis procedures, as well as identifying and prioritizing recommended actions to meet organizational objectives. The Director, Financial Planning & Analysis is also...

  • Coordinator of Financial Planning

    2 months ago

    Winnipeg, Canada City of Winnipeg Full time

    Under the general direction of the Financial Controller, Fire Paramedic Service, the Coordinator Financial Planning and Services is responsible for the planning, coordination and compliance of financial services. The emphasis is on providing transactional integrity as well as providing timely, independent, and objective financial advice to management in...

  • Director, Financial Planning

    6 months ago

    Winnipeg, Canada New Flyer Full time

    *** The Director, Financial Planning and Analysis is a key business partner to the Motor Coach Industries and New Flyer Businesses to drive profitability and the attainment of financial targets. This position is responsible for assisting the organizations to monitor and achieve annual operating plans and management of critical cash functions. This position...

  • Bilingual Wealth Planning Analyst

    1 month ago

    Winnipeg, Manitoba, Manitoba, Canada CI Financial Full time

    APERÇU DU POSTENous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Strategic Financial Planning Specialist

    3 days ago

    Winnipeg, Manitoba, Canada The Chartered Professional Accountants Of Manitoba Full time

    Job SummaryThis is a highly sought-after position for a Budget Analyst to join our team at The Chartered Professional Accountants Of Manitoba. As a key member of the Secretary-Treasurer's department, you will play a pivotal role in developing clear planning and reporting processes to support leaders in making informed decisions.About the RoleWe are seeking a...

  • Regional Financial Planning Consultant

    1 month ago

    Winnipeg, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** A dedicated Financial Planning Professional to support retail financial planning professionals in the Manitoba/Saskatchewan/Nunavut and Western Ontario (MSNWO) Region. The P&CB Financial Planning Centre of Expertise enables our Financial Planning Professionals to help our clients achieve their life goals by...