Manager, Financial Planning and Analysis

Reporting to the Director – Financial Planning & Analysis (DFPA) the Manager of Financial Planning & Analysis (MFPA) provides support and leadership to the financial planning, analysis, and business intelligence functions. Develops and implements strategies, plans, standards, and processes for areas of accountability in consultation with DFPA. Participates in the Institute’s strategic financial planning processes, taking the lead on designated elements including those related to development of budgeting, forecasting, and reporting. Leads business intelligence services aimed at providing meaningful insights to business performance, opportunities, risks, impacts, and solutions, delivering critical planning and decision support across the Institute. Provides leadership to a team of eight Financial Analysts for academic and non-academic units.

In addition to mentoring and developing staff within the functional areas of direct responsibility, the Manager provides leadership and strategic direction across the institution to ensure responsible financial decision making, budgeting and accurate, timely reporting.

The position is responsible for developing institutional reporting tools and assisting major budget holders (President, VPs, Deans, Directors, and Campus Administrators) by providing high level, individualized financial and strategy planning advisory sessions throughout the budget and monitoring cycles.

Required Qualifications:

Professional accounting designation combined with a relevant degree. An equivalent combination of education and experience may be considered. 5+ years’ experience at progressive levels of responsibility involving financial planning and business intelligence.

• Demonstrated ability to supervise and lead including the ability to mentor and develop staff, train employees, and organize and assign work.
• Advanced knowledge of the concepts, theories, practices and methods of financial planning and analysis, business intelligence and decision support, with expertise in budgeting, forecasting, financial modelling and analysis, and related reporting
• Strong business acumen with advanced skills in development of financial plans, project management, change management.
• Ability to design, implement and evaluate complex financial and non-financial data, reporting methods, and procedures.
• Proficient in translating complex financial data into accessible and comprehensible insights for non-accountant stakeholders using clear communication, visualizations, and interactive presentations. Advanced communication, interpersonal, and presentation skills with ability to function as a financial planning advisor and facilitator to leaders at all levels across the university.
• Excellent analytical skills, critical thinking, and ability to apply sound judgment in interpretation of analytical findings, problem solving, evaluating courses of action, and making decisions on financial matters
• Strong leadership skills and ability to manage a team of reporting leaders and professionals; ability to build a strong team-based environment
• Must be well organized and able to manage multiple priorities, meet deadlines and work well under pressure.
• Accuracy of work and attention to detail are essential.
• Ability to make extensive use of information systems and databases to extract data appropriate for planning and measurement of performance of various budget units.
• Positive attitude and ability to exercise tact, discretion, and good judgement.