Manager, Financial Planning
1 week ago
Job Details Description Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact as a Manager, Financial Planning & Analytics. This diverse team of professionals are committed to delivering financial solutions with expertise and precision. As a trusted advisor, you’ll deliver insightful, strategic analysis to support the goals, objectives and operations of our firm. MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices. Responsibilities Directly support executive and senior leaders to provide insightful analysis that is action-oriented and aligned with strategic objectives Prepare detailed plans for the budget process, assign responsibilities, and communicate to relevant stakeholders Lead and oversee MNP’s budgeting and forecasting process Ensure monthly reporting processes are completed in a timely manner and manage ad hoc reporting requests Drive continuous improvement and automation; research, recommend and utilize tools to provide data driven insights in support of MNP’s strategic plan Prepare management reports with Key Performance Indicators (KPIs) of advanced complexity Gather strategic insights from financial and operational data and present findings to executive and business leaders Leverage your expertise to develop and document processes that incorporate finance best practices, and work to advise and train team members on quality of work and sustainability Anticipate resourcing requirements of the team and recruit new team members as required Provide training, coaching and mentoring to team members Create a learning/career plan for new and experienced team members Contribute to the development of new ideas and approaches to improve existing processes Plan, advise, and deliver on projects initiated by management/executive team which often will include strategic views with forecast, or preparing business models with future estimations Skills and Experience Bachelor’s degree or professional accounting designation is preferred At least 8+ years of related experience working in a financial analysis role Experience leading end to end budgeting processes, strategic planning, KPI development and analysis/visualization In depth knowledge of accounting practices and experience analyzing financial statements data Advanced level experience with Power BI, One Stream, Agresso and data warehouses Advanced level experience with Microsoft Fabric, Power Apps, Power Automate, DAX/SQL, Python required Advanced system application skills with good understanding of RLS set up 2-3 years experience of managing a team and leading larger processes in an organisation 3+ years of using Advanced Excel, Power Query, Power Automate 5+ years of using PowerBI, SQL, Python Experience developing and presenting insights to leadership & stakeholders Professional services industry experience is considered an asset
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Associate Financial Advisor
7 days ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Full timeGriffith & 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...
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Director, Financial Planning
5 days ago
Calgary, Canada Connor, Clark & Lunn Financial Group Full time**Director, Financial Planning and Analysis** **Banyan Capital Partners - Oakcreek Golf & Turf LP** **Calgary, AB** **_Please note that this position is with Oakcreek Golf & Turf, a portfolio company of Banyan Capital Partners. Banyan invested alongside the Oakcreek management team in 2013 to support the company’s succession plan and has since partnered...
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Associate Financial Advisor
1 day ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeGriffith & 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...
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Manager of Financial Planning
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Calgary, Canada Fastco Canada Full timeManager of Financial Planning & AnalysisStatus: Full-time, permanent position | Location: Vaudreuil-Dorion, QCReport To: Director of Finance | Service: FinancesOVERVIEWThe Manager of FP&A is a key leadership role responsible for overseeing financial reporting, planning, and analysis. This role requires strong financial acumen, strategic thinking, and the...
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Investment Advisor: Shape Portfolios
1 week ago
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Manager Financial Planning and Analysis
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Calgary, Canada Brandt Full timeAG Canada and Truck & Trailer Division of Brandt Tractor is seeking a Manager, Financial Planning & Analysis for our Calgary Corporate Office, AB. **Duties & Responsibilities**: - Develop and maintain the Division forecast model, providing monthly updates and working with operations leaders to identify and incorporate trends. - Utilize inventory...
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Manager, Financial Planning
3 weeks ago
Calgary, Canada MNP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact as a Manager, Financial Planning & Analytics. This diverse team of professionals are committed to delivering financial solutions with expertise and precision....
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Manager, Financial Planning
1 week ago
Calgary, Canada MNP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact as a Manager, Financial Planning & Analytics. This diverse team of professionals are committed to delivering financial solutions with expertise and precision....
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Manager, Financial Planning
1 week ago
Calgary, Canada MNP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact as a Manager, Financial Planning & Analytics. This diverse team of professionals are committed to delivering financial solutions with expertise and precision....
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Financial Planning Specialist
1 day ago
Calgary, Canada Royal Bank of Canada Full time**Job Summary** Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur des pratiques, des connaissances et des compétences...
