Lead Budgeting, Forecasting & Financial Reporting (2026-0574)

Position Details:

Position Status: Regular Full Time Location: Remote within Calgary / Southport BW Hours: 77.50 FTE: 1.00 Shift: Days Shift Times: 0800-1615 Union: Non Union Professional Rate of Pay: Will be determined based on experience and skills PCN: N/A

Date Competition Closes: July 16, 2026

The Opportunity

Position Summary:

Carewest is seeking an experienced finance professional who enjoys partnering with leaders to solve problems, improve financial performance, and support better decision-making.

Reporting to the Program Director of Finance, the Lead, Budgeting, Forecasting & Financial Reporting serves as a key finance business partner to operational and corporate leaders across the organization. In this role, you will help leaders understand financial results, develop budgets and forecasts, identify risks and opportunities, translate complex financial information into meaningful insights and support the preparation of annual financial statements in compliance with Public Sector Accounting Standards (PSAS).

This position combines financial planning, reporting, and advisory responsibilities, offering the opportunity to influence organizational decisions while supporting the delivery of high-quality continuing care services.

This role is eligible for both a remote or hybrid working arrangement and can be negotiated between 0.70 and 1.00 FTE accordingly.

What You'll Do

Business Advisory Services: 

• Build strong working relationships with operational leaders and become a trusted advisor on financial matters.
• Support leaders in understanding financial results, identifying trends, and making informed business decisions.
• Facilitate regular discussions regarding financial performance, risks, opportunities, and action plans.
• Translate financial information into clear and practical insights for non-financial audiences.

Budgeting & Forecasting: 

• Coordinate and support in leading Carewest's annual budgeting process and monthly forecasting cycle.
• Develop and maintain budgeting and forecasting models, assumptions, and planning tools.
• Work collaboratively with operational leaders to understand key business drivers and incorporate them into financial plans.
• Perform scenario analysis and financial modelling to support operational and strategic decisions.
• Identify opportunities to improve and streamline budgeting and forecasting processes.

Financial Reporting:
• Preparation of quarterly and annual financial statements and related reporting requirements.
• Help ensure compliance with Public Sector Accounting Standards (PSAS), funding requirements, and internal financial controls.
• Monitor financial performance and provide timely analysis of key variances, trends, and emerging risks.
• Develop dashboards, reports, and performance measures that support effective decision-making.
• Contribute to continuous improvement initiatives that enhance reporting quality, efficiency, and accuracy.

Qualifications & Experience:
• Minimum of a Bachelor’s Degree in Commerce, Business Administration, or related discipline with a focus in finance or accounting.
• Professional accounting designation (CPA, CA, CMA, CGA) is required.

• Minimum 5 - 8 years of progressive financial experience including budgeting, forecasting and financial reporting.
• Experience with Public Sector Accounting Standard (PSAS) is considered an asset.
• Strong analytical skills and intermediate to advanced Microsoft Excel skills.
• Highly organized with the ability to shift organizational priorities under pressure and tight timelines.
• Strong communication skills with operational leaders and other finance professionals.
• Experience with Hyperion, eManager, Power BI, and PeopleSoft are considered an asset.
• Experience in health care or the public sector is an asset.