Manager, Financial Planning

Found in: Talent CA C2 - 2 weeks ago

West Kelowna, Canada Mission Hill Winery Full time

As we look to expand our brand-led, luxury wine portfolio, it is imperative that we have the right expertise and team in place. The pace at which we are operating today is unprecedented and we only see this accelerating in the coming years.

In the role of Manager, Financial Planning and Analysis (FP&A) you will support strategic decision making and financial planning across IWBC. This role entails developing and building complex financial models to support the quarterly and annual budgetary and reporting cycles, long-term forecasting requirements as well as creating critical financial reports and analyses for strategic initiatives. The Manager, FP&A produces regular documents and analyses as required by the business.

This role can be based in Toronto or Kelowna.

Accountabilities & Impact:

Ensure stakeholders have timely, detailed, and accurate monthly reports, variance analysis, and trend analysis for effective decision-making. ​ Summarize the financial performance of each initiative and provides monthly financial reviews for Senior Management Team meetings​. Identify and explain underlying business trends, financial implications of strategic decisions, growth opportunities, and business risk​. Lead the preparation of annual budgets and quarterly forecasts. Maintain and update process documentation for areas of responsibility.

Skills & Experiences Needed:

Completed bachelor’s degree in finance or a related field​ Analytical: A detail-oriented, organized, and analytical team player who is eager to learn​ Extensive knowledge of spreadsheets/excel and data reporting tools (ie: Tableau, Qlik, etc)​ Ability to translate data into useful information, and communicate key findings to non-finance stakeholders.

At Mark Anthony, we live by our 5 Core Values every day:

Sense of Urgency

We value sense of urgency because we are a fast-paced company in a fast-paced industry You act as if there is no tomorrow and get it done today

Authenticity

We value authenticity because we need to stay real You are authentic, diplomatic, respectful, thoughtful and you always have the best intentions

Simplicity

We value simplicity; why use 50 words when you can use 5? You thrive in ambiguity, are comfortable with change and bring simplicity to complex situations or grey area

Humility

We value humility; there is no room for egos here You’re not stubborn, you listen, take feedback/direction and respond quickly to changing direction. We are a team that supports each other

Trust

We value trust because unless we are both trusted and trusting, we will not succeed as a team You put trust in others and do your best to never let anyone down.

  • Manager – Financial Planning, Analysis and Risk Management

    2 weeks ago

    Kelowna, Canada BigSteelBox Full time

    Manager – Financial Planning, Analysis and Risk Management We are looking for a full-time Manager – Financial Planning, Analysis and Risk Management to join our growing team at the central support office in Kelowna. Have you ever wanted to work for a company that feels like a family? That is the type of culture you can expect at BigSteelBox. “We love...

  • Manager – Financial Planning, Analysis and Risk Management

    2 weeks ago

    Kelowna, Canada BigSteelBox (BSB) Full time

    Manager – Financial Planning, Analysis and Risk ManagementWe are looking for a full-time Manager – Financial Planning, Analysis and Risk Managementto join our growing team at the central support office in Kelowna.Have you ever wanted to work for a company that feels like a family? That is the type of culture you can expect at BigSteelBox. “We love our...

  • Manager – Financial Planning, Analysis and Risk Management

    2 weeks ago

    Kelowna, Canada BigSteelBox (BSB) Full time

    Manager – Financial Planning, Analysis and Risk ManagementWe are looking for a full-time Manager – Financial Planning, Analysis and Risk Managementto join our growing team at the central support office in Kelowna.Have you ever wanted to work for a company that feels like a family? That is the type of culture you can expect at BigSteelBox. “We love our...

  • Manager – Financial Planning, Analysis and Risk Management

    2 weeks ago

    Kelowna, Canada BigSteelBox (BSB) Full time

    Manager – Financial Planning, Analysis and Risk ManagementWe are looking for a full-time Manager – Financial Planning, Analysis and Risk Managementto join our growing team at the central support office in Kelowna.Have you ever wanted to work for a company that feels like a family? That is the type of culture you can expect at BigSteelBox. “We love our...

  • Manager – Financial Planning, Analysis and Risk Management

    Found in: Talent CA C2 - 2 weeks ago

    Kelowna, Canada BigSteelBox Full time

    We are looking for a full-time Manager – Financial Planning, Analysis and Risk Management  to join our growing team at the central support office in Kelowna. Have you ever wanted to work for a company that feels like a family? That is the type of culture you can expect at BigSteelBox. “We love our family” is one of our 6 core values, and this...

  • Manager - Financial Planning, Analysis and Risk Management

    Found in: Jooble CA O C2 - 2 weeks ago

    Kelowna, BC, Canada BigSteelBox Full time

    Manager – Financial Planning, Analysis and Risk Management We are looking for a full-time Manager – Financial Planning, Analysis and Risk Management to join our growing team at the central support office in Kelowna. Have you ever wanted to work for a company that feels like a family? That is the type of culture you can expect at BigSteelBox. “We...

  • Finance Manager

    Found in: Jooble CA O C2 - 1 week ago

    Kelowna, BC, Canada Mamas for Mamas Full time

    Executive Team Mamas for Mamas is a national charitable organization that supports mothers and caregivers in crisis by providing ongoing support to individuals and families facing various poverty-related struggles. Our mission is to change the landscape of poverty through innovative approaches to financial barriers faced by struggling families. In a...

  • Manager - Financial Planning, Analysis and Risk Management

    Found in: Jooble CA O C2 - 2 weeks ago

    Kelowna, BC, Canada BigSteelBox (BSB) Full time

    Manager – Financial Planning, Analysis and Risk Management We are looking for a full-time Manager – Financial Planning, Analysis and Risk Management to join our growing team at the central support office in Kelowna. Have you ever wanted to work for a company that feels like a family? That is the type of culture you can expect at BigSteelBox. “We...

  • financial manager

    Found in: Talent CA 2 C2 - 5 days ago

    Kelowna, Canada Onn Chong Inc. Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksIdentifying and investigating compliance issuesPlan and control budget and expendituresEstablish and implement policies and proceduresDesign and manage investment strategiesMonitor financial control systemsOversee the collection and analysis of financial dataOversee the preparation of...

  • financial manager

    Found in: Talent CA 2 C2 - 1 week ago

    Kelowna, Canada Onn Chong Inc. Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksIdentifying and investigating compliance issuesPlan and control budget and expendituresEstablish and implement policies and proceduresTrain, direct and motivate staffAssign, co-ordinate and review projects and programsDesign and manage investment strategiesMonitor financial control...

  • financial manager

    Found in: Talent CA 2 C2 - 4 days ago

    Kelowna, Canada Onn Chong Inc. Full time

    Education: Expérience: EducationBachelor's degreeTasksIdentifying and investigating compliance issuesPlan and control budget and expendituresEstablish and implement policies and proceduresDesign and manage investment strategiesMonitor financial control systemsOversee the collection and analysis of financial dataOversee the preparation of reportsAdvise...

  • Financial Analyst

    5 hours ago

    West Vancouver, Canada First Nations Financial Management Board Full time

    **Position Overview** The First Nations Financial Management Board (FMB) is a national First Nation institution created by the _First Nations Fiscal Management Act _(FMA). The FMB supports First Nations in their pursuit of social and economic well-being through the development of strong governance and financial managements systems. Reporting to the Senior...

  • Financial Specialist

    1 week ago

    West Vancouver, Canada First Nations Financial Management Board Full time

    **Position Overview** Reporting to the Senior Financial Officer, the Financial Specialist, Shared Services is responsible for supporting selected First Nation clients across Canada through remote accounting and on-going training. **Accountabilities** - Develop relationships with assigned clients that have an approved Financial Administration Law (FAL) to...

  • Manager, Financial Systems

    Found in: Talent CA C2 - 3 days ago

    Kelowna, Canada Interior Health Authority Full time

    Interior Health is looking for an experienced Manager, Financial Systems to join out team on a full time permanent basis at your Kelowna location. What we offer: - Employee & Family Assistance Program - Employer paid training/education opportunities - Employer paid vacation - Medical Services Plan - Employer paid insurance premiums - Extended health &...

  • Junior Financial Analyst

    2 days ago

    West Vancouver, Canada First Nations Financial Management Board Full time

    **THIS IS A TEMPORARY FULL TIME ROLE - 8 WEEKS** **Position Overview** Reporting to the Senior Manager, Standards and Certification (“SAC”), the Junior Financial Analyst supports the analysis of financial statements in accordance with the procedures, standards and guidelines approved by the Board of Directors. The Junior Financial Analyst supports the...

  • financial planner

    Found in: Talent CA 2 C2 - 1 week ago

    Kelowna, Canada 1247088 BC LTD Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and...

  • financial controller

    Found in: Talent CA 2 C2 - 2 weeks ago

    Kelowna, Canada PREET RAVI PETROLEUM LTD Full time

    Work Term: PermanentWork Language: EnglishHours: 32 to 40 hours per weekEducation: Bachelor's degreeExperience: 3 years to less than 5 yearsWork settingUrban areaRelocation costs not covered by employerFinancial management/servicesBudgetary responsibility$8,000,001 +TasksPlan and control budget and expendituresEstablish and implement policies and...

  • Branch Manager

    3 days ago

    West Lorne, Canada BMO Financial Group Full time

    226 Graham Street West Lorne Ontario,N0L 2P0 Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives....

  • Demand Planning Manager

    1 week ago

    Kelowna, Canada SNDL Inc. Full time

    About SNDL SNDL is the largest private-sector liquor and cannabis retailer in Canada with retail banners that include Ace Liquor, Wine and Beyond, Liquor Depot, Value Buds, Spiritleaf, and Firesale Cannabis. Additionally, the Company operates as a licensed cannabis producer and stands as one of Canada's premier vertically integrated cannabis enterprises,...

  • Demand Planning Manager

    2 weeks ago

    Kelowna, Canada SNDL Inc. Full time

    About SNDL SNDL is the largest private-sector liquor and cannabis retailer in Canada with retail banners that include Ace Liquor, Wine and Beyond, Liquor Depot, Value Buds, Spiritleaf, and Firesale Cannabis. Additionally, the Company operates as a licensed cannabis producer and stands as one of Canada's premier vertically integrated cannabis enterprises,...