JOB PURPOSE

This role operations under the direction of the Senior Manager, Financial Planning & Analysis (“FP&A”) to provide end-to-end execution of core FP&A processes, including monthly performance management, forecasting, and planning, ensuring high-quality, decision-ready financial insight for Executive Management, contributing to the achievement of the organization’s overall financial goals.

DUTIES AND RESPONSIBILITIES

Deliver the monthly FP&A performance reporting cycle, including contribution statements, management reports, and executive-level analysis.

Lead engagement with Cost Centre owners and Lines of Business to analyse monthly performance, validate results, and develop meaningful variance explanations.

Lead the consolidation and review of the rolling forecast, challenging assumptions, identifying risks and opportunities, and ensuring alignment with operational drivers.

Prepare the Annual and quarterly deliverables by developing the key messages, analyzing results, and preparing annual and quarterly filings, Investor Presentation, Conference Call Script, Q&A responses and other materials.

Support the strategic direction of the Business Intelligence division - develops, monitors, and improve the financial planning and analysis section process, procedures, and workflow.

Prepare and deliver comprehensive evaluations, proposals, and recommendations to executive leadership, committees, and other stakeholders.

Build ad-hoc/new required reports utilizing various reporting tools such as Excel, Power BI, Tableau.

Act as an FP&A point of contact for Finance, Business Intelligence, and operational stakeholders in the execution of planning, forecasting, and performance management processes.

Provide independent financial insight and challenge to business assumptions, highlighting emerging risks, opportunities, and performance trends.

Support the Senior Manager FP&A in maintaining continuity of FP&A operations, including coordinating deliverables, managing timelines, and ensuring quality control across all FP&A outputs.

DELIVERABLES/ KEY PERFORMANCE INDICATORS

Monthly; Performance Reporting for Executive Management and Board, Preparation of Financial Statement rolling forecast

Quarterly: Timely filing of quarterly statutory and bond-related reports

JOB SPECIFICATIONS

QUALIFICATION

• A minimum of a bachelor’s degree in ACCA, CFA, CIMA, CMA and / or equivalent.
• A Master’s degree would be an asset.

EXPERIENCE/TRAINING

• Minimum 3 years’ experience in Financial Planning & Analysis, with demonstrated responsibility for independently executing budgeting, forecasting, and monthly performance reporting.
• Experience in Financial Modeling, interrogation, and analysis of data to develop strategic decision-making analytics, reports and recommendations.
• Experience with Office Productivity Tools such as MS Word, MS Access, MS Excel, MS PowerPoint, Visio and MS Project.
• Experience preparing and supporting Board and executive-level reporting packages.
• Proven experience operating with limited supervision in a fast-paced, deadline-driven environment.

NOTE: Any relevant combination of qualifications and experience at an appropriate level to competently perform required duties will be considered.