Director, Financial Planning - Vancouver, Canada - Aviso Wealth

Aviso Wealth

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Aviso Wealth:

The Opportunity:

We're looking for a Director, Financial Planning & Analysis to join our Finance team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia St, Vancouver, BC.

Reporting to the Vice President, Financial Planning and Analysis the Director Financial Planning & Analysis will drive financial performance, provide strategic and financial insights, supporting shared services and business lines.

This role will lead and manage the budget and forecast preparation, shared service model, internal reporting, business decision support initiatives and project management for FP&A projects.

Strong business acumen, ability to influence and make sound recommendations as well as build and maintain solid relationships with stakeholders are key success factors in this role.

Who you are:

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Service

You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

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Execution

You are committed to achieving your goals and to succeed. This includes focusing on "getting things done", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes

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Collaboration

You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

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Leadership

You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the indepth understanding of your individual team members

What your day looks like:

Leads planning, budgeting, reporting, and forecasting processes through close collaboration with shared services and lines of business
Partner with senior leadership of shared services to develop and support strategic financial plans
Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes
Prepare and present financial reports, presentations and analysis to senior management, stakeholders, and Board of Directors
Support the Vice-President, Financial Planning & Analysis in identifying and analyzing the impact of crossfunctional financial decisions across the lines of businesses and support functions
Create and implement the annual Shared Service Allocation Methodology to ensure fair and accurate distribution of cost centers across business lines
Work with Accounting to ensure accuracy, integrity, and reliability of data for analysis and decision making
Prepare regular reporting of financial performance and metrics for department leaders, communicating financial results and trends
Collaborate with Project Managers to track, report and monitor key strategic initiatives on budget, capitalization, and performance relative to plans
Drive continued evolution of budgeting, financial forecasting, operating plans, and modeling tools
Perform special projects and adhoc financial analysis as required

Requirements:

Your experience and skills:

Bachelor's degree in Finance, Business, Economics or other relevant field. A Master's degree is an asset
Professional designation (CA, CGA CMA/CPA)
Minimum of 10 years progressive experience in financial roles, with at least 5 years of management experience.
Significant experience in budgeting, reporting, planning, analysis and integrating financial systems. Sage Intacct and Workday experience an asset
Experience working in complex organization, with a preference for experience in the financial services industry
Project management experience, including leading and managing delivery and documentation, specifically experience where there have been multidepartment impacts
Strong financial modeling, analytical and problemsolving skills with attention to detail
Mastery skills in Microsoft Excel
Strong understanding of data mining techniques and principles
Familiarity with enterprise planning tools to facilitate budgeting and forecasting activities
Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments
Proven ability to anticipate busi