Director, Strategic Planning, Analysis and Decision Support

Scope of the position

Reporting to the Vice President, Strategic Planning & Analysis, the incumbent will combine their functional accounting expertise, systems knowledge and planning experience to ensure the success of departmental goals and objectives.

The incumbent will combine their systems knowledge, technical accounting knowledge and planning experience to ensure the success of departmental goals and objectives, business intelligence and data analytics related systems projects by representing the needs of the user and user groups.

Role

• Participate in the execution of the overall business plan of the SPDS team.
• Participate in business requirement prioritization.
• Partner with Vice President to lead efficiency initiatives and projects related property operational reporting, budgeting, forecasting and NOI and Capital related processes.
• Partner with Vice President to lead detailed consolidated and property Capital target setting process.
• Partner with Vice President to lead the annual consolidated and property Capital budget process.
• Partner with Vice President to lead detailed consolidated and property Capital forecast process.
• Partner with Vice President to lead detailed consolidated and property acquisition and development NOI forecast and budget processes.
• Support the annual IFFO and Capital budget and forecast process and the Strategic Planning process as required.
• Analysis, review, and internal reporting as it relates to property NOI and Capital and industry related residence data.
• Be a key contributor and support for Operations business partners for operational reporting and analysis, budget and forecast processes and projects related to financial initiatives and efficiencies.
• Be a key contributor for accounting and analysis for internal audit and external audit requirements.
• Partner with SPDS team to develop formal process documentation.
• Partner with Vice President to lead and support to the Information Services team for OneStream, Hyperion applications, Service Now, PowerBI and projects impacting NOI and operational processes, as required.
• Partner with Vice President to lead and support SPDS team in the best practice and utilization of Operational finance tools, Service Now, PowerBI, Hyperion and OneStream Analysis and Financial Reporting Studio.
• Prepare financial and business related analyses and research as assigned.
• Collaborate with external partners to assist with data collection and reporting when necessary.
• Develop strong working relationships throughout all levels of the organization.
• Partner with all functional areas of the organization.
• Other duties as required.

Reporting and analysis

• Preparation and review of Capital, Acquisitions & Developments and NOI monthly and/or quarterly financial reports as follows:
  • Consolidated operational reporting (variance reporting and analysis)
  • Consolidated operational management and Board reporting
  • Consolidated detailed monthly budget and forecast analysis
  • Industry related property metrics and reporting
• Analyze NOI and Capital monthly results to budget and/or forecast, provide insights and recommendations as necessary.
• Analyze Industry metrics compared to Chartwell’s residence data for annual results, budget and/or forecast, provide insights and recommendations as necessary.
• Partner with Vice President to support, analyze and monitor monthly budget and forecast results.
• Adhere to corporate reporting policies, guidelines, and timetables.
• Assist with the analysis of business processes and business problems.
• Preparation of Capital budget and forecast material presented to senior management and / or owners.
• Partner with Vice President in reporting for those items that are relevant to monitoring the effective execution of Strategy and Budget.
• SME for leveraging PowerBI, OneStream and Hyperion Analysis and Financial Reporting for NOI and related operational financial reporting.
• Provide guidance on areas requiring financial expertise as necessary.
• Partner with Vice President to contribute to the development and improvement and/or automation of:
  • detailed Capital annual budget process
  • detailed Acquistion & Development NOI annual budget process
  • Capital target setting process
  • Capital forecast process
  • Acquistion & Development NOI forecast process
  • Acquistion & Development NOI and Capital and operational Metrics reporting process
  • consolidated financial reporting and analysis

Budgeting & Forecasting

• Lead the Capital annual budget and forecast processes.
• Partner with Vice President and divisional and functional areas to develop agreed upon timelines and templates.
• Preparation of consolidated Capital annual budgets, monthly and quarterly forecasts.
• Lead the Acquistion & Development NOI annual budget and forecast processes.
• Preparation, review and analyze NOI and Capital budgets for completeness and reasonability, explaining material variances.
• Key contributor in financial forecasting activities.

Strategic planning

• Participate in the execution of departmental strategic plans and business plans.
• Support the divisional and functional budget process, both operating and capital.

Information Capital

As it relates to our budgeting, planning, forecasting, internal reporting and analysis function and applications:

• Assist Vice President in leading the implementation of financial and operational systems and processes.
• Key contributor in the implementation of financial and operational systems and processes.
• Understand OneStream, Hyperion Planning (Capital, NOI and related metrics) at an expert level, the detailed technical aspects, features, and functionality.
• Understand Financial operational reporting tools such as Service Now, PowerBI (Capital, NOI and related metrics) at an expert level, the detailed technical aspects, features, and functionality.
• Assist Vice President in the management and development of new functionality from the user perspective and help to ensure that schedule, budget and quality goals are met.
• Understand how the various projects will fit together and make recommendations for design improvements.
• Work with Vice President to improve performance and value of existing reports, as well as design, develop and support reporting tools and support production of reporting processes.
• Key contributor of Capital, NOI documentation for procedures, user training material, test plans, and test scripts.

Qualifications

Experience & Education:

• Post-Secondary education with preference to CPA, CMA, CGA, CA, CFA or equivalent experience
• 12+ years of experience in financial planning, budgeting, forecasting or analysis capacity
• Strong technical accounting knowledge. Experience with IFRS preferred.
• Experience in seniors housing, health care or real estate sector preferred
• Experience with OneStream, PowerBI, Service Now, Oracle Hyperion Essbase, Planning, HFM, Financial Reporting Studio and SmartView preferred
• Experience with Business Intelligence tools (asset).
• Functional experience with ERP’s required
• Financial model development experience required
• Easily adapts to changes, delays, or unexpected events in the work environment.
• Process improvement and/or automation experience in the planning area is an asset.
• Demonstrates Chartwell’s values of RESPECT.
• Flexibility in work hours will be required during peak periods, which may be somewhat unpredictable due to the nature of the team’s role.
• Supervisory experience required

Skills & Abilities:

• Aptitude towards systems and process improvements and re-engineering.
• Proven analytical skills and possess a natural interest towards analytical activities and investigation.
• Ability to effectively transfer knowledge.
• Strong proficiency in excel is highly preferred.
• Must have the ability to be persuasive, encouraging, influential and able to motivate others. This position requires someone that is able to work with various levels of business and technical staff.
• Knowledgeable about how the organization works and knows how to get things done through formal channels and informal networks.
• Excellent interpersonal communications and the ability to present ideas in a user friendly format.
• Self-motivated and directed, with the ability to effectively prioritize and execute tasks; seeks help when needed.
• Ability to absorb and retain information quickly in a dynamic and fast-paced environment.

Direct Reports: (1+)

At Chartwell, we’re all about Making People’s Lives BETTER: the lives of our residents and their families, and the lives of our employees. Join an exceptional group of diverse, inspiring, and caring people who are empowered to provide personalized, human experiences for our residents and staff through the connections they make every day within our communities.

Chartwell’s commitment to diversity and inclusivity is a commitment to hiring people whose skills and abilities contribute the most to the success of the organization and who reflect the communities in which we live and work. We are an equal opportunity employer and welcome applications from a wide range of qualified candidates, including people with disabilities. If you have questions or require assistance with the application process, please email accessibility@chartwell.com or call 1-888-663-6448.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.