Director, Financial Planning

An Opportunity To Utilize Your Analysis Expertise to Make an Impact

By Joining Our Financial Planning and Analysis Team

What You’ll Be Doing:
**Partnering with internal stakeholders and developing multi-dimensional reporting frameworks **that support decision making.

**Creating the annual business plan and updated forecasts** in collaboration with senior management and preparing executive level reports including monthly, quarterly and annual financial results, forecasts and budgets for the Executive Team and Council (Board).

Performing a key role in overall financial data strategy governance and alignment with internal stakeholders on consistency and accuracy and will also be a key member of the operating team focused on strategic initiatives and ensuring resource availability.

Supporting and oversight for financial analysis and related visualization through use of Power BI.

Providing guidance, mentoring and coaching to the finance team and business unit leaders to support the business with insightful analysis, a solutions orientation and business partnering approach.

Developing and communicating the annual business planning calendar including budgeting, forecasting and initiative planning.

Participating in special projects requiring financial analysis to support operational decision making.

Who You Are:
A post-secondary graduate preferably in finance, accounting or business with a minimum 10 years of progressive experience and a completed CPA designation. Prior experience working for a not-for-profit organization would be an asset as would an MBA or CFA.

Highly analytical with significant experience analyzing and summarizing large amounts of data with ability to identify and provide insight into key issues.

A supportive and hands-on leader with 4 or more years of people leadership experience, building high performing teams in a highly collaborative cross-functional environment.

An excellent communicator (verbal and written) with strong presentation, interpersonal and relationship-building skills.

Knowledgeable in Microsoft Office including Word, PowerPoint, Outlook, Teams and experienced with advanced Excel functions and formulas; experience with Power BI or other data visualization tools considered an asset.

An expert at building detailed financial models and creating compelling executive style presentations coupled with the ability to articulate financial concepts to executive teams and stakeholders.

Flexible working in a fast-paced, deadline-oriented environment where work outside of regular business hours may be required.

What We Offer:
**A fast-paced environment.** Collaboration, innovation and passionate professionals are at our core. We relentlessly pursue what’s next to unlock the full potential of you and us together.

**Flexible work environments. **As part of our Hybrid work culture, we provide flexible, remote work options to support you in your career, in addition to in-office teamwork and collaboration.

**Diversity and inclusion.** We recognize the value in our differences and prioritize inclusivity to bring together the best talent to protect the public, advance the profession and enable CPAs to lead business and society forward.

**Ongoing learning and career growth.** We want your career to skyrocket. We support unlimited career advancement and professional development opportunities with learning investments to promote your future growth. Thrive with us.

**Focus on your well-being. **With industry leading benefits and wellness programs, including a healthy lifestyle allowance, mental health resources and more, we’re committed to your well-being.

Who We Are:
We protect the public. We advance the profession. We enable CPAs to lead business and society forward. We ensure that our over 100,000 members and over 20,000 students meet the highest standards of integrity and expertise. We help them stay ahead of global market trends and abreast of regulatory change. CPAs represent a globally recognized, premium designation. Our Chartered Professional Accountants are valued by organizations in all industries for their financial expertise, strategic thinking, management skills and leadership. We believe that success happens when both business and society benefit. For information on the profession visit: cpaontario.ca

We Appreciate Your Interest In CPA Ontario And This Position: