Manager Strategic Planning & Analysis

Mississauga Head Office

Drive operational excellence by leveraging artificial intelligence, automation, and system enhancements to streamline processes, improve financial performance, and support data-driven decision-making.

In addition, you will support the department in all aspects of financial planning and analysis, on-going and tactical analysis, and reporting to support the department objectives. 

Key Activities

Reporting & Analysis:

Analyze monthly results to budget and/or forecast; 

Analysis and reporting for joint ventures; provide insights and recommendations as necessary.

Adhere to corporate reporting policies, guidelines and timetables.

Leverage OneStream, Snowflake and PowerBI for reporting purposes.

Assist with the testing of newly developed reports and functionality in FP&A systems; provide insights and recommendations as necessary. 

Key member of the Decision Support team for supporting and aligning an analysis approach across the company.

Assist in converting excel-based models to system-based models per the department’s goals and objectives.

Identify and implement opportunities to improve efficiency through the effective use of AI-enabled tools, process optimization, and enhancements to business systems and technology platforms.

Subject matter expert for net operating income (“NOI”), sales, marketing and capital investment budget, forecast and spend.

Working with the Strategic Planning & Decision Support team, contribute to the development and improvement and/or automation of:

monthly and/or quarterly forecast process and the annual budget process

NOI, sales and marketing, capital investment reporting

consolidated financial and key performance indicator reporting

Strategic Planning:

Collaborate with the Strategic Planning and Decision Support team on monthly forecasts, annual budgets, and revenue tools.

Support the team’s business plan by understanding priorities and delivering assigned analysis and reporting.

Contribute analytical support to projects involving OneStream, Snowflake, reporting platforms, data sources, and Business Intelligence tools.

Assist in developing and maintaining performance monitoring tools for our strategy.

Assist in the implementation of performance measurement tools, including KPI's, scoreboards, dashboards and other financial models. 

Participate on design, development and testing teams as required.

Assist with the analysis of business processes and business problems.

Support Strategic Planning & Decision Support team with the documentation for procedures, user training material, test plans, and test scripts.

Provide support to the development team for Hyperion and Essbase applications and projects, as required.

Contribute to and execute on the development of processes to integrate system data into existing financial planning processes.

Information Capital:

As it relates to our budgeting, planning, forecasting and analysis function and applications:

Other

Prepare ad hoc and what-if analysis as required.

Work with internal and external partners to improve data collection, reporting, and measurement practices.

Develop and maintain clear operational procedures and supporting documentation.

Identify opportunities to simplify, standardize, and improve analytical processes and tools.

Participate in cross training with other analysts within the Decision Support team.

Support acquisitions, developments & dispositions when required.

Qualifications

Experience & Education:

Post-secondary education with preference to CA, CFA, CMA, CGA, designations.

10+ years of experience in financial reporting, financial planning, budgeting, forecasting or analysis capacity, including financial analysis modeling experience.

Preference for bilingual (French/English) applicants.

Experience in seniors housing, healthcare or real estate sector preferred.

Experience with OneStream, and Oracle Hyperion Essbase and Planning preferred.

Experience with Business Intelligence tools (asset). 

Skills & Abilities:

Strong analytical and investigative skills with the ability to translate complex data into clear business insights.

Ability to use data and analytics to inform financial decisions and improve performance.

Ability to interact effectively with all levels of end users and technical resources.

Excellent interpersonal and communication skills, including the ability to present complex ideas in a user-friendly format.

Ability to develop and maintain strong relationships with internal business partners.

Ability to prioritize and execute competing tasks, work independently, and seek support when required.

Self-motivated and directed, with the ability to effectively prioritize and execute tasks; seeks help when needed.

Strong proficiency in excel is required.

Ability to manage and validate large amounts of data and translate this data into relevant business information.

Effort

The mental effort is high and requires sustained attention, analysis, and concentration while working with people, data, and computer systems. The physical effort is moderate and includes keyboarding, walking, and sitting.

Working Conditions

Work is generally performed in an office environment. Flexibility in work hours may be required during peak periods, including occasional evenings or weekends. Travel and a criminal reference check are required.