Position Title: Senior Manager Finance, Planning & Analysis

Work Model: Hybrid

Location: Toronto, ON (Bayview)

Reports To: Senior Director Finance Controller

I. Scope and Summary of Primary Responsibilities

As a key member of the "Business Support Services" (BSS) team, the Senior Manager, Finance Planning & Analysis (FP&A) reports directly to the Senior Director, Finance Controller and plays a critical role in supporting enterprise-wide financial decision-making. This position leads the organization's budgeting, forecasting, and financial analysis processes, delivering timely, accurate, and insightful financial information to support strategic and operational decisions.

The Senior Manager, FP&A provides strategic leadership to the FP&A function, fostering strong collaboration across finance, the broader organization, and senior leadership. This role drives continuous improvement in financial management and reporting through the development and implementation of innovative tools, processes, and best practices.

A major focus of this role is overseeing the implementation and adoption of the organization's new budgeting and forecasting platform, OneStream, planned for 2026. The Senior Manager, FP&A will lead FP&A staff supporting the implementation and serve as a key partner to the project implementation lead, ensuring successful delivery, effective change management, and long-term adoption of the system.

The role also includes oversight of financial systems support activities within FP&A. This involves supervising staff who provide day-to-day system support, maintenance, and monitoring, coordinating issue resolution, and partnering closely with the IT department and external technical consultants as required.

As a people leader, the Senior Manager, FP&A demonstrates strong leadership, communication skills, and emotional intelligence to effectively support, develop, and guide the FP&A team. The team plays a vital role in delivering high-quality financial reporting and analysis that enables informed decision-making across the organization. In addition, the Senior Manager works closely with the Executive Leadership Team (ELT) and other Business Leaders at CNIB to proactively understand business needs and align financial insights with organizational priorities.

II. Essential Functions

The position entails, but is not limited to the following general responsibilities:

• Lead the CNIB's Financial planning and reporting process, prepare monthly and quarterly Financial Reporting Packages tailored to different stakeholder groups.
• Present 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.
• Assist in financial forecasting to provide insights into future financial performance.
• Play a key role in the development of a 3-year 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.
• Work with Executive Leadership Team and other Business Leaders to review monthly results and explain variance to budget or revised forecast to ensure departments stay on track with spending, revenue and/or fundraising targets.
• Lead, coach, and mentor FP&A staff, fostering a collaborative and high-performing team.
• Set priorities, allocate work, and support professional development of team members.
• Assist the operational team with month-end duties to ensure a smooth financial close process.
• Support audit and internal review processes as they relate to planning, forecasting, and financial analysis.
• Oversee the implementation of OneStream as the organization's budgeting and forecasting tool.
• Manage FP&A staff participating in the implementation, ensuring deliverables, timelines, and data quality are met.
• Lead the transition from the current processes using the NetSuite Planning and Budgeting tool to OneStream, ensuring adoption and sustainability post-implementation.
• Drive standardization and best practices enabled by the new financial planning system, identify opportunities to streamline and enhance budgeting, forecasting, and reporting processes.
• Ad-hoc analysis, projects and other assignments as required.

III. Qualifications

Knowledge and Skill Requirements

• Strong knowledge of Canadian accounting standards and principles, including statutory requirements for not-for-profit and charitable organizations.
• Minimum of five (5) years of progressive experience in financial planning and analysis, management reporting, or related finance roles
• 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, Power Query, Power Pivot, macros, and VBA.
• Experience using business intelligence and data visualization tools, such as Power BI and/or Tableau.
• Experience implementing new systems, OneStream experience is a strong asset
• 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
• Demonstrated leadership and people-management capabilities, including the ability to mentor, coach, and inspire teams.
• 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.