Manager, Financial Planning, Analysis and Reporting

**POSITION SCOPE**

The Manager, Financial Planning, Analysis, and Reporting reports to the Senior Manager, Finance and Accounting, and leads the organization's financial planning, reporting, and analysis function, including oversight of budgets and forecasts that support business decisions aligned to OCH's goals and objectives.

**SUMMARY OF DUTIES AND RESPONSIBILITIES**

**Financial Planning and Analysis**
- Provides advice, guidance, and analysis to department managers in all aspects relating to budgeting, forecasting, variance reporting and the implementation of financial controls to support the validity of the budgets to support business decisions
- Manages the analysis and reporting on actuals/forecasts, variances of actual results against corporate budget and other ad hoc analysis, including the reporting of system information in a way that will enable various internal stakeholders to understand financial results to support their business decisions
- Provides financial analytics to the Senior Manager, Finance and Accounting in order to facilitate review and for inclusion in documents to be provided to senior management, Committees and the Board of Directors
- Responds to questions and addresses issues that arise from the review of financial results and reporting with all stakeholders, ensuring understanding and identifying risk to the organization
- Implements financial controls including preparing and recommending policies and procedures to mitigate risk to the organization
- Ensures that expenditures are made in accordance with OCH policies and delegated authority
- Day to day of the preparation of annual financial statements, annual information return, income tax return, and other annual compliance reports
- Leads the annual external audit process: reviews the audit plan and timeline, provides assistance during audit field work, reviews and discusses audit results with Auditor
- Oversees the development, implementation and maintenance of a costing model for all OCH properties and service lines (cost per building, benchmarking of utilities, business cases (i.e. IPM) ad-hoc requests)
- Engages in continuous improvement initiatives to costing, budgeting and forecasting processes at all levels in the Corporation
- Identifies and initiates report automation from information systems, identifying and acting on gaps in current processes and controls
- Supports the preparation of and manages cost centre budget, monitors expenditures, ensures the timely validation and approval of expenses, and ensures costs are controlled

**People Management**
- Provides leadership and overall management of staff within areas of responsibility, including assigning, monitoring and evaluating work, setting work plans, priorities and expectations, coaching, developing and motivating staff, and ensuring effective service delivery
- Identifies, plans for and manages human resources needs for assigned area of responsibility, including hiring, termination, discipline, investigations and grievances
- Manages the effective and efficient operation of areas of responsibility, monitoring and reporting on adherence to targets and performance indicators, and driving continuous improvement
- Ensures the timely investigation, response to, and documentation of all workplace incidents
- Ensures that own work and the work of all staff aligns with OCH values, interests, plans and objectives
- Ensures that own work and the work of all employees is carried out in accordance with applicable health, safety and privacy legislation, policies and procedures, and all other legislation, policies and procedures relevant to area of work

**External / Internal Relationships**
- Manages collaborative and results oriented relationships, acting as a respectful, courteous and professional representative of OCH with all work-related contacts
- Participates in management team meetings, departmental and corporate workgroups, committees and initiatives as identified
- Works in collaboration with other staff in a team approach to service delivery

**EDUCATION, TRAINING AND EXPERIENCE**

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- University degree in Finance, Commerce, Accounting, Business Administration or related discipline
- Minimum of five (5) years of experience in financial planning, reporting and analysis, including experience supervising staff
- A professional accounting designation (CPA)
- Experience managing staff in a unionized environment is an asset
- Experience working in finance in a not for profit and/or municipal environment is an asset
- Experience working with (or as) external auditors is an asset

**KNOWLEDGE**
- Extensive knowledge of financial planning, reporting and variance analysis
- Knowledge of cost accounting, budgeting and forecasting practices and methodologies
- Knowledge of corporate financial auditing practices
- Advanced knowledge of spreadsheets and databases for financial reporting and analysis
- Knowledge of Word, Excel, PowerPoint, Outlook, and other standard cor