Manager, FP&A

About the Company

Our client is a leading financial institution specializing in mortgage solutions. They are looking for a Manager, FP&A who will work closely with the VP, FP&A and other Directors on the team. The role provides senior-level financial leadership, advice and decision support across the Bank, with specific focus on strategic analysis, such as the new Channel P&L, and leadership as the FP&A SME for the Workday Adaptive project.

Responsibilities include leading complex projects and programs with notable risk, complexity and business impact; developing the strategy for program execution; applying considerable professional judgment; and providing authoritative FP&A expertise, value-added perspectives and accountability for end results for significant functional priorities

Why Work Here

• One of the fastest growing companies in Canada

• Strong management team with a lot of tenured leaders.

• Progressive and inclusive culture with good work life balance and hybrid work arrangement

• Competitive compensation package inclusive of annual bonus and RRSP matching.

About the Opportunity

Annual budget

• Lead the development of the annual budget in collaboration with cross-functional stakeholders.

• Analyze trends in profitability and overhead expenses to inform budgetary decisions.

• Manage headcount planning and salary budgeting in partnership with HR and business leaders.

• Lead the budgeting process for overheads, including analysis of key trends and risks.

• Prepare and maintain operational metrics, KPIs, and executive dashboards.

• Develop and present comprehensive budget packages for senior leadership and the Board of Directors.

• Maintain the Bank's long-term financial model, including preparation of 10-year financial projection.

Financial analysis and forecasting

• Lead month-end analysis, including variance analysis, financial reporting and executive-ready commentary.

• Prepare monthly financial results packages, with a focus on repayment trends and salary/overhead variances.

• Collaborate with stakeholders to forecast overhead expenses, including headcount planning.

• Develop monthly financial forecast packages, comparing projected full-year results against budget and identifying implications for business decision-making.

• Analyze forecast changes across all financial line items, including material drivers, risks and opportunities.

• Prepare and present quarterly executive and Board-level financial presentations.

Enterprise Decision Support and Strategic Analysis

• Work with Director, Finance and Strategic Initiatives support on strategic project teams across the organization, including initiatives with notable risk, complexity and business impact along with evaluation of business cases to assess viability, P&L impact, and performance outcomes. Conduct contribution margin and business performance analyses to support strategic priorities and senior-level decision-making.

• Lead new advanced analytics and management reporting, such as the new Channel P&L, including financial planning, performance monitoring, variance analysis and executive-level insights.

• Develop strategy for program execution and mobilize cross-functional stakeholders to deliver innovative solutions and functional/technical standards.

• Provide value-added perspectives, advice and services that are important to decision-making, with accountability for end results within significant FP&A priorities.

Workday Adaptive Project Leadership and Process Improvements

• Serve as the FP&A lead and SME for the Workday Adaptive project, including program execution strategy, stakeholder alignment, deliverables and end-result accountability.

• Lead the development, enhancement and maintenance of financial modules, reports, planning processes and governance within Workday Adaptive.

• Apply considerable professional judgment to identify and implement process improvements that enhance forecasting accuracy, operational efficiency and reporting quality.

• Design and deploy new financial reports and dashboards to meet evolving business needs, including functional and technical standards.

• Train and educate users on the platform, maintaining relevant documentation, guidance materials and change adoption support.

• Communicate on a wide range of organizational, system and planning issues; negotiate internally and externally as required, often at senior levels.

  About You

• Degree in Business Administration, Accounting, Finance, or a related field

• Professional designation - CPA, CMA, CFA preferred (not mandatory)

• Advanced experience with Workday Adaptive Planning or similar enterprise planning/reporting platforms is preferred.

• Proficiency in using data analysis tools and software such as Excel (proficient in PowerBI), SQL

• Significant progressive experience in Financial Planning & Analysis, strategy and/or business performance management; financial services experience is a plus.

• Strong PowerPoint skills, with the ability to storyboard and create executive-ready presentations for senior audiences.

• Strong analytical, problem-solving, and attention-to-detail skills, with the ability to sift through large volumes of data and present clear, concise reports tailored for non-finance audiences.

Salary Range

$120,000 - $135,000/year

How to Apply

Click the "Apply Now" button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.

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This position for employment is for a current vacancy with Vaco/Highspring's client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client's requirements for this role.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

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Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law . click apply for full job details