Director, Financial Planning and Analysis

The Director of Financial Planning and Analysis, reporting to the VP of Corporate Services and CFO, will oversee budgeting, forecasting, system and process improvements, as well as manage all special projects within the Corporate Services department.

Roles and Responsibilities

• Oversee the management, design, and implementation of budgeting systems and processes.
• Develop and implement a quarterly forecasting model to provide accurate and timely information to the Senior Leadership Team.
• Enhance internal reporting for the Senior Leadership Team to drive operational efficiencies and cost reductions.
• Lead the analysis of monthly, quarterly, and annual financial results.
• Proactively identify issues and implement process/policy improvements to streamline accounting processes.
• Modernize and automate critical accounting processes such as Accounts Payable (AP), Accounts Receivable (AR), and the month-end close process.
• Develop and execute an IT roadmap for finance, including the implementation and upgrade of Enterprise Resource Planning (ERP).
• Design and coordinate the implementation of the integration between ERP and Customer Relationship Management (CRM) tools.
• Evaluate optional plans by identifying outcomes and potential returns.
• Provide recommendations for financial actions by assessing options in relation to organizational goals.
• Design and generate key reports using either management reporting tools or Power BI.
• Prepare the Corporate Canada Annual Charity Return, Non-Profit Organization (NPO) tax return, and coordinate the annual corporate insurance renewal.
• Address ad hoc requests and undertake special projects and analyses as directed by the Chief Financial Officer.
• Foster and maintain strong working relationships with the finance team and other key internal stakeholders.
• Serve as a backup for the Director, Finance & Corporate Services.

Qualifications and Skills

• Accounting designation (CPA) is required
• Strong technical accounting skills
• Strong analytical skills
• Ability to function efficiently under pressure
• Excellent communication skills
• Ability to work overtime as required
• Minimum of 12 years of professional experience in an accounting role
• Knowledge of Accounting Standards for Private Enterprise (“ASPE”)
• Expert knowledge of Microsoft Excel
• Experience in process redesign and improvements
• Experience in implementation of ERP software
• Experience in change management