Position Title: Manager Finance, Planning & Analysis
Location: Toronto, ON (Bayview)
Reports To: Senior Director Finance Controller
I. Scope and Summary of Primary ResponsibilitiesAs a key member of the "Business Support Services" (BSS) team, the Manager, Finance Planning & Analysis (FP&A) reports directly to the Senior Director, Finance Controller and is responsible for leading the organization's budgeting, forecasting, and financial analysis activities. Working closely with business leaders and finance colleagues, the Manager provides timely and meaningful financial information that supports operational and strategic decision making.
The Manager plays a key role in the continuous improvement of financial planning, reporting and analytical processes. This position combines hands on financial analysis with team leadership and cross functional collaboration to drive organizational priorities and effective resource stewardship. The successful candidate will work closely with the Senior Director Finance Controller and business leaders across the organization to improve financial insight, reporting quality and planning processes.
II. Essential FunctionsThe position entails, but is not limited to the following general responsibilities:- Coordinate and lead the annual budgeting, forecasting and monthly reporting processes in partnership with business leaders and the Senior Director Finance Controller.
- Preparation and presentation of financial information to the Executive Leadership Team with support analysis and recommendations.
- Budget coordination and planning, lead budgeting process, including data collection, evaluation, and validation.
- Lead financial forecasting to provide insights into future financial performance.
- Develop a multiyear Budget and Strategy, as the organization strives to improve its longer-term outlook and planning.
- Financial performance analysis, analyze current performance using financial metrics and key performance indicators (KPIs).
- Identify and quantify changes needed to improve KPI performance, working from summary-level metrics down to detailed transaction data.
- Look to improve financial reporting through more accessible ways, adapting information using innovative technology and dashboards.
- Support audit and internal review processes as they relate to planning, forecasting, and financial analysis.
III. QualificationsExperience and Education- Bachelor's degree in accounting, Finance, or a related field.
- Minimum of five (5) years of progressive experience in financial planning and analysis, management reporting, or related finance roles.
- CPA in progress, or relevant systems certifications.
- Demonstrated experience leading projects, mentoring team members, or supervising staff in a finance environment.
Knowledge and Skill Requirements- Strong knowledge of Canadian accounting standards and principles, including statutory requirements for not-for-profit and charitable organizations.
- Solid understanding of the relationship between internal controls, business processes, and financial statements.
- Advanced analytical, strategic-thinking, and business planning skills, with the ability to translate complex data into meaningful insights
- Proven ability to manage multiple priorities and adapt effectively in a dynamic, fast-paced environment.
- Effective problem-solving and critical-thinking skills, with a proactive and solution-oriented approach.
- Advanced proficiency in Microsoft Excel, including Pivot Tables and a working knowledge of Power Query, Power Pivot, macros, and VBA.
- Experience using business intelligence and data visualization tools, such as Power BI and/or Tableau.
- Hands-on experience with NetSuite and SAP Concur considered an asset.
- Well-developed interpersonal and communication skills, including the ability to present complex financial information clearly and concisely to diverse audiences.
- Strong relationship-building skills with demonstrated success collaborating across teams and with internal and external stakeholders
- Conflict resolution and negotiation skills, with the ability to address challenges constructively and foster positive outcomes.
Work Environment- Willingness to work flexible hours.
- Willingness to support month-end on a tight schedule
- Willingness to travel to any other CNIB office, participate in special projects and other related as required.
