Financial Planning Specialist – Financial Services Permanent

This role will provide actionable, analytical support and business insight to senior management by helping them interpret the financial impacts and highlight the risks and benefits of potential financial decisions/arrangements. You must be able to communicate clearly and translate financial data into value-added and customer-focused advice and information fundamental to strategy development and long-term planning.

Your Role:

• Perform monthly detailed analysis of the financial results, with the ability to report these results/findings in a clear manner to relevant Senior Management/Line of Business Heads

• Provide thorough analysis and investigation into the variances versus budgets/forecast/actuals to identify relevant risks and opportunities to Senior Management

• Responsible for working on and executing key strategic projects, as required by FP&A and all relevant stakeholders

• Provide guidance and leadership to the team as it grows, ensuring that they offer excellent support to all stakeholders and become a key business partner

• Look for opportunities to evolve practices and integrate financial services with other business areas of expertise where appropriate, to ensure effective delivery of strategies, policies, programs and services. Build long-term relationships with all customer/departmental areas

• Develop controls around existing reports and deliverables, to ensure accuracies at all levels of reports

• Build strong relationship with stakeholders and identify reports / process to be reviewed.

• Identify opportunities for automation

• Generate and maintain monthly dashboard around KPI’s

• Ad hoc duties as assigned

About You:

•BA in Accounting, Finance or Business Administration

•Part or Fully Qualified Accountant

• Must have a minimum of 4 years relevant work experience in projects / financial reporting

•Ideally will have experience working on projects in a global organisation

• Trust, Banking & Funds industry experience an asset

Tagged as: Financial Planning, Financial Reporting