Associate Vice-president, Financial Planning

**Associate Vice-President, Financial Planning & Analysis**

**Location**:This position will be based out of our Winnipeg office.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2024 Brokerage Report Card._

**The opportunity**:
Reporting to the Senior Vice-President, Finance, the Associate Vice-President, Financial Planning & Analysis will be responsible for overseeing the annual operating and capital budgeting processes.

Working closely with senior management and key stakeholders, the AVP, Financial Planning & Analysis will also drive organizational success by holding business units accountable to the strategic vision of the company. This position will be critical in achieving the company’s profitability goals.

**Key responsibilities include**:

- Oversight of budgeting and financial planning systems.
- Working with Business Unit leads to build and/or maintain business planning models; run scenario analyses, annual budgets, and forecasts.
- Analyzing and reporting of financial and operational results to better understand company performance.
- Utilizing BI tools to deliver meaningful insights into business performance.
- Communicating to senior management the reasons behind the product/department performance and results.
- Providing detailed analysis and commentary on cost center results and reviewing with cost center owners.
- Reviewing operations and recommending new productivity or cost saving initiatives.
- Reviewing existing processes and procedures to develop recommendations for improvement efforts.
- Evaluating previous budgets, expenditures to develop and implement future budgets.
- Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations.
- Provide insights to senior management around financial modelling, forecasts, and profitability.
- Performing other duties as assigned.
- 5+ years’ financial services industry experience, FP&A experience, or relevant analytical experience working in a high growth environment.
- Experience working with large companies with multiple operating divisions.
- Experience in the wealth management or other regulated industry is a strong asset.
- A post-secondary degree in finance or related field.
- CPA designation required.
- Advanced experience with Workday Adaptive software.
- Highly proficient with Excel and BI tools
- Experience with enterprise FP&A systems and accounting software.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Excellent analytical skills with the ability to problem solve complex issues.
- Strong business acumen with a practical mindset
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
- Strong interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- Strong organizational skills and attention to detail.
- Strong critical thinking skills
- Strong written and verbal communication skills.
- Strong financial modelling and analytical skills.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- Must be able to travel 0-5% of the time.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**: