Financial Planning

3 weeks ago

Mississauga, Canada Zenduit Inc Full time
Job Information

Job Type

Full time

City

Mississauga (Matheson / East Rathwood)

State/Province

Ontario

Country

Canada

Zip/Postal Code

L4W

Date Opened

11/20/2024

Industry

Financial Services
Job Description Financial Planning & Analysis (FP&A) and Operations Analyst
Full Time Onsite | Toronto, ON / Greater Toronto Area
About the Company:


We're a leader in fleet management, delivering advanced telematics solutions to minimize vehicle downtime. Our mission is to provide exceptional, tailor-made services using cutting-edge technology. We provide fleet management hardware, an AI-driven software platform, and fleet management consulting to drive efficiency and profitability for fleet and field service companies. Our scalable software integrates GPS tracking, sensors, and cameras across various platforms, helping companies run their businesses more effectively.


Why Join Us?


At Zenduit/GoFleet, we are trusted by our clients to bring their visions to life through a blend of technical expertise and clear, effective communication. With extensive experience in product development, programming, and project management, our team thrives on innovation, collaboration, and personal growth. Joining us means becoming part of a culture where your ideas are valued, professional development is prioritized, and our core values drive every action we take.


Our Core Values:


  • Relentless Focus on the Customer: We prioritize delivering exceptional value by deeply understanding and anticipating the needs of our customers and resellers. We are obsessed with customer-driven success to ensure our products and services deliver maximum value.


  • Speed with Purpose, Results that Matter: We act swiftly while balancing urgency with precision, ensuring that our actions lead to meaningful, growth-driven outcomes.


  • Build Trust through Transparency & Integrity: Transparency and integrity foster trust, and we uphold honest communication, accountability, and ethical actions in everything we do.


  • Continuous Learning & Adaptability: We are passionate about learning, adapting, and staying agile in a fast-evolving technological landscape, personally and professionally.


  • Own It & Lead with Initiative: Every team member takes ownership of their work and proactively leads initiatives, driving innovation and making a meaningful impact.


  • Strength through Unity, Success through Collaboration: We believe in the power of teamwork and collaboration, supporting one another to achieve collective greatness.


At Zenduit/GoFleet, we are committed to fostering diversity and inclusivity, especially by


championing women in tech and STEM fields. We believe that diverse teams lead to better ideas, stronger innovation, and a more collaborative environment. We create opportunities for all individuals to thrive, ensuring an inclusive space where everyone can grow, succeed, and drive meaningful impact.


About the Role:


The Financial Planning & Analysis (FP&A) and Operations Analyst plays a vital role in supporting our finance team with budgeting, forecasting, and operational analysis. This role is crucial for ensuring financial transparency, efficient grant management, and process improvement, aligning with our company's strategic goals and objectives.


Responsibilities:


  • Budgeting & Forecasting: Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial projections.


  • Variance Analysis: Perform monthly variance analysis and reporting, comparing actual performance to budget and forecast; provide insights into variances.


  • Grant Tracking and Reporting: Monitor and track grant funding, ensuring accurate reporting and compliance with grant requirements.


  • Accounts Payable Support: Collaborate with the AP team to streamline processes, review and analyze expense trends, and ensure timely payments.


  • Financial Reporting: Prepare and update periodic financial reports and dashboards for senior management, offering insights into key financial metrics.


  • Process Improvement: Identify opportunities for operational improvements within finance, particularly in budgeting, AP, and reporting processes.


  • Ad-Hoc Analysis: Conduct ad-hoc analyses to support strategic decision-making and provide insights on business performance.


Results:


  • Accurate Financial Forecasts: Deliver consistent and accurate budgeting and forecasting that supports strategic decision-making.


  • Insightful Reporting: Provide management with actionable insights through well-prepared variance analysis and financial reports.


  • Efficient Grant Management: Ensure grant funds are tracked and reported effectively, aiding in compliance and financial transparency.


  • Improved AP Process Efficiency: Contribute to more efficient AP operations, reducing cycle times and enhancing accuracy.


  • Data-Driven Decision Making: Support the organization with timely and data-driven financial analysis to guide operational and strategic choices.


Requirements:


Required Work Experience:


  • Required years of work experience: 1-3 years of relevant experience in FP&A, accounting, or financial analysis.


  • Educational background: Bachelor’s degree in Finance, Accounting, Economics, or a related field.


Required Skills:


  • Strong proficiency in Microsoft Excel, including experience with financial modeling and data analysis.


  • Familiarity with accounting or ERP software (e.g., QuickBooks, Zoho, SAP) is preferred.


  • Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.


  • Experience: 1-3 years of relevant experience in FP&A, accounting, or financial analysis.


  • Analytical Skills: Demonstrated ability to analyze financial data, perform variance analysis, and interpret trends.


  • Communication Skills: Strong verbal and written communication skills, with the ability to present data clearly and concisely to stakeholders.


  • Attention to Detail: Highly organized with a keen eye for detail to ensure accuracy in financial reporting and analysis.


  • Team Collaboration: Ability to work effectively with cross-functional teams, including AP, finance, and operations.


Time Zone | Location:


Canada or US | Toronto, ON / Greater Toronto Area


Salary:


Competitive salary with performance-based bonuses


Benefits:


  • Health, dental, and vision benefits.


  • PTO Entitlements.


We are an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

  • Financial Assistant

    6 months ago

    Mississauga, Canada Ferguson Financial Planning | CI Assante Wealth Management Full time

    **SUMMARY OF ROLE**: We are currently seeking a **Licensed Financial Assistant** to join our team in Mississauga and support the operations of the _Ferguson Financial Planning_ team at Assante Capital Management. The **Licensed Financial Assistant** will play a crucial role in facilitating account management and administrative tasks to ensure the smooth...

  • Financial Planning Specialist

    6 months ago

    Mississauga, 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 Planning Specialist

    6 months ago

    Mississauga, 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 Planning Specialist

    4 weeks ago

    Mississauga, Ontario, Canada Randstad Full time

    OverviewWe are seeking a highly experienced Financial Planning Specialist to join our team in the Technology sector located in Mississauga. This is a contract position with a potential duration of 2-3 months, which may be extended based on performance.Salary and BenefitsThe estimated salary for this role ranges from $60,000 to $90,000 per annum, depending on...

  • Financial Planning

    7 months ago

    Mississauga, Canada Kressler Recruitment Corp Full time

    **Key Job Responsibilities** **Finance/Operations Collaboration** - Develop, & utilize various analytical frameworks to highlight opportunities & decision support. - Identify key drivers and initiatives for strategic and business growth. - Complete profitability analysis across corporate, & business segments. - Utilize financial & operational drivers to...

  • Financial Planning Strategist

    1 month ago

    Mississauga, Ontario, Canada CB Canada Full time

    Job OverviewCultivate data-driven planning processes and improve upon monthly and quarterly reporting as a Sr. Financial Analyst at CB Canada.About the RoleThe ideal candidate will have 3+ years of experience with advanced financial analysis, planning, and budget controls, solid understanding of month-end closings, management reporting, budget forecasting,...

  • Financial Planning Specialist

    3 weeks ago

    Mississauga, Ontario, Canada Purolator Full time

    Job OverviewPurolator is seeking a skilled Financial Planning Specialist to join its Corporate Office team. This role plays a crucial part in supporting the company's financial planning and analysis activities, working closely with cross-functional teams to provide valuable insights.About the RoleThe ideal candidate will have a strong background in finance,...

  • Director, Financial Planning

    4 months ago

    Mississauga, Canada Compass Group Full time

    You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global foodservice and support services company that’s the 6th largest employer in the world, with 625,000 employees. You’ll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues,...

  • Expert Financial Solutions Advisor

    5 days ago

    Mississauga, Ontario, Canada BMO Financial Full time

    Transforming lives and businesses with our top-notch financial solutions.Company OverviewBMO Financial Group is driven by a shared purpose: Boldly Grow the Good in business and life. Our goal is to create lasting, positive change for our customers, communities, and people.Salary & BenefitsWe offer a competitive salary ranging from $44,500 to $82,500 per...

  • Financial Planning Strategist

    4 weeks ago

    Mississauga, Ontario, Canada Nestlé SA Full time

    Nestlé Canada is a leading manufacturer of food products. We are committed to advancing the science, health and food products for pets.This position is responsible for managing trade spend, including overseeing the Trade Management Software, and managing customer financial metrics.Key responsibilities include conducting monthly business reviews, business...

  • Financial Planning Strategist

    3 weeks ago

    Mississauga, Ontario, Canada EPIC - Educational Program Innovations Center Full time

    Job DescriptionAbout EPIC - Educational Program Innovations CenterWe are a dynamic organization dedicated to innovation in education. As a member of our team, you will have the opportunity to work on cutting-edge projects that make a real difference in people's lives.Compensation Package:The estimated salary for this position is $65,000 per year, with...

  • Strategic Financial Planning Manager

    3 weeks ago

    Mississauga, Ontario, Canada ML6 Search + Talent Advisory Full time

    The Opportunity:ML6 Search + Talent Advisory is seeking a Strategic Financial Planning Manager to join the finance team of a leading North American consumer goods organization.This role is crucial in managing the annual budgeting process, quarterly forecasting, and month-end financial processes. You will provide senior management with insightful, actionable...

  • Senior Financial Planning Manager

    3 weeks ago

    Mississauga, Ontario, Canada ML6 Search + Talent Advisory Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning Manager to join our finance team at ML6 Search + Talent Advisory. This is an exciting opportunity for a seasoned professional to lead the development of long-range financial plans and drive strategic financial decisions.

  • Director, Financial Planning

    2 months ago

    Mississauga, Canada Kressler Recruitment Corp Full time

    **Position Overview** The Director of Financial Planning & Analysis will lead the financial planning, budgeting, forecasting, and analysis processes for the organization. This role requires a strategic thinker with strong analytical skills who can translate financial data into actionable insights, while also developing the existing talent within the FP&A...

  • Financial Planning and Analysis Expert

    2 months ago

    Mississauga, Ontario, Canada Randstad Canada Full time

    Financial Planning and Analysis ExpertRandstad Finance & Accounting is seeking a highly skilled and experienced Financial Planning and Analysis Expert to join their team. As a key member of the Finance department, this expert will be responsible for analyzing internal operating results, developing and maintaining management reporting templates, and...

  • Chief Financial Planning Officer

    3 weeks ago

    Mississauga, Ontario, Canada ML6 Search + Talent Advisory Full time

    Job Summary:ML6 Search + Talent Advisory is excited to partner with a leading North American consumer goods organization in the search for a Chief Financial Planning Officer. This role is crucial in managing the annual budgeting process, quarterly forecasting, and month-end financial processes.About the Role:This is an exceptional opportunity for a seasoned...

  • Director, Financial Planning

    2 months ago

    Mississauga, Canada Kressler Recruitment Corp Full time

    Position OverviewThe Director of Financial Planning & Analysis will lead the financial planning, budgeting, forecasting, and analysis processes for the organization. This role requires a strategic thinker with strong analytical skills who can translate financial data into actionable insights, while also developing the existing talent within the FP&A team....

  • Manager, Financial Planning

    7 months ago

    Mississauga, Canada Encore Global Full time

    Position Overview The Manager, FP&A will lead in developing, implementing robust and scalable reporting processes that drive the business decision making backed with analytics. This position is responsible for leading & partnering with Vice Presidents with preparation and communication of executive packages, annual operating plans (AOP), forecasts, and...

  • Financial & Regulatory Reporting Manager

    7 months ago

    Mississauga, Canada BCU Financial Full time

    **Overview**: Buduchnist Credit Union, carrying on business as BCU Financial, is seeking an enthusiastic individual with a passion for analytical thinking to join our financial institution. The Manager, Financial & Regulatory Reporting will play a highly visible and crucial role in the Accounting and Finance team by ensuring the efficient and effective...

  • Senior Financial Planning Specialist

    4 weeks ago

    Mississauga, Ontario, Canada Randstad Full time

    About the RoleRandstad Finance & Accounting is currently seeking a highly skilled and detail-oriented individual to fill the position of Senior Financial Analyst. As a key member of the Finance department, this talented professional will be involved in internal and external financial and statistical reporting.Key ResponsibilitiesAnalyzing internal operating...