Manager, Financial Planning

We are seeking an individual who is aligned with our core values and reflects our core competencies to join our Finance team as **Manager,** Financial Planning & Analysis**. This is a full-time, permanent position.

**About Havergal**

Founded in 1894 and located on a beautiful 22-acre campus in midtown Toronto, Canada, Havergal College is one of Canada’s pre-eminent independent schools for girls from Junior Kindergarten through Grade 12. At the forefront of women’s education for over 125 years, Havergal offers a contemporary liberal arts education and is rooted in the Anglican tradition. Havergal’s mission is to prepare young women to make a difference. Through our outstanding academic and cocurricular programs, we nurture a culture of capability that fosters self-confidence, leadership, critical thinking and global-mindedness within our students.

**The Position**:
Reporting directly to the Executive Director, Finance, the Manager, Financial Planning & Analysis is responsible for developing and leading the financial reporting, planning and analysis, and treasury functions for Havergal College and The Havergal College Foundation.

**Specific Accountabilities**:
**Management Reporting & Analysis**
- Manages detailed monthly review and analysis of operating results including variance analysis of plan to actual, developing annual and extended forecasts.
- Proactively identifies areas of concern, challenges the status quo and discusses efficient process changes to ensure the accuracy and integrity of the financial information.
- Collaborates with Executive Director, Finance in preparing timely management reports, variance analysis, trend analysis and financial insight information for the executive management team and Board of Directors.
- Collaborates with the Executive Director, Finance in financial report design, including dashboards, that provide a cohesive understanding of and insight into performance.
- Prepares appropriate financial reports for Foundation Board and Executives in support of donor stewardship.

**Planning & Budgets**
- Coordinates the annual budgeting processes for the College and monitors all program budgets.
- Leads and coordinates the quarterly forecasting process across all business including data collection and full variance analysis, ensuring accurate and timely data for executive decision-making purposes.
- Identifies and implements improvements to the annual operating plan and forecasting process including continually improving the design of the budget models.

**Business partnering**
- Collaborates with business unit leaders, executives, and the accounting team to analyze financial and operational data, understand key business drivers and performance metrics, and ultimately inform and enhance decision making across the organization.
- Provides education and support to operational managers and various end users in terms of the operating plan budget preparation, financial management, and any other ad hoc requests.
- Development of customized reports for various end users and stakeholder groups.

**Treasury Management**
- Oversees cash management ensuring adequate liquidity, generates reports on cash operations including forecasting both short
- and long-term cash levels.

**Other**
- Seeks out process and system improvement opportunities to drive efficiencies for Finance and our business partners.
- Optimizes the use of Havergal’s Planning and Reporting tools both within Finance and throughout the business.
- Liaise with external auditors, bankers and investment advisors.
- Participates in and/or leads special projects, task groups and selected committees focused on quality, systems and process improvements.
- Coordinates and interprets benchmarking data.

Qualifications, Knowledge and Experience
- Demonstrated progressive and relevant experience in FP&A roles.
- A Degree in business/commerce including relevant professional designation (CPA, CMA, CFA).
- Demonstrated flexibility to multi-task in an environment with changing demands and priorities.
- Ability to analyze, interpret, and forecast financial data for evidence-based decision making and to prepare financial reports and statements.
- Strong presentation development and reporting skills.
- Demonstrated experience preparing and managing budgets.
- Strong, personable, relationship builder and communicator with excellent customer service skills.
- Change agent with ability to influence and motivate others to achieve established goals.
- Positive can-do attitude and solution-focused mindset.
- Experience in not-for-profit accounting considered an asset.
- Prepare and review annual T3010 filings for College and Foundation.
- Ensures all external financial, payroll, tax and other financial and related reports are completed and filed in a timely manner.
- Demonstrated advanced skills in database technology and expert Excel skills.
- Proven ability as a strategic thinker.
- Demonstrated commitment to continued professional de