Specialist, Financial Planning & Analysis

Finance & Planning
Hybrid - Working from any WWF-Canada office
Starting Salary
: $62,400 - $67,000 (commensurate upon related experience and skills)

The Specialist, Financial Planning & Reporting supports organizational financial planning and performance by coordinating budgeting and forecasting activities, maintaining financial reporting systems, and delivering timely analysis that identifies risks, opportunities, and emerging trends. The role also supports procurement and contract management processes through vendor engagement, contract administration, and the maintenance of standardized workflows, helping ensure effective stewardship, compliance, and operational efficiency across the organization.

• Prepare and distribute financial reports and analyses that support management decision-making through accurate monthly, quarterly, and ad hoc reporting on organizational performance, trends, risks, and opportunities.
• Support the annual budgeting and forecasting processes by coordinating departmental inputs, maintaining planning schedules, updating assumptions, and assisting with budget and rolling forecast preparation.
• Maintain and enhance financial models, planning tools, and reporting systems to ensure the integrity, accuracy, and efficiency of budgeting, forecasting, and management reporting processes.
• Analyze financial and operational data to identify variances, trends, risks, and opportunities, providing recommendations that support organizational objectives and financial sustainability.
• Collaborate with departments across WWF-Canada to develop budgets, forecasts, funding reports, business cases, and other financial analyses that support program and operational planning.
• Coordinate procurement activities by assisting departments in sourcing services, obtaining quotations, supporting vendor evaluations, and selecting vendors that best meet organizational requirements.
• Review procurement and contractual documentation for compliance and risk, ensuring adherence to organizational policies, standards, and delegated authorities, and escalating concerns as appropriate.
• Administer contract and agreement workflows by coordinating approvals, maintaining contract records, and ensuring key documentation is complete, accurate, and accessible.
• Provide training, guidance, and operational support to staff on budgeting, financial reporting, procurement processes, templates, tools, and related procedures.
• Assist the Finance team, as required, with other related duties contributing to the successful operation of the department and organization.

• 2-4 years of experience in financial planning and analysis, budgeting, financial reporting, accounting, or a related finance function.
• 2-4 years of experience preparing and analyzing financial reports, budgets, forecasts, variance analyses, and other management reporting.
• 2-4 years of experience working with financial systems and advanced spreadsheet applications, including Microsoft Excel, financial modelling, reporting tools, and budgeting platforms such as Vena.
• Experience collaborating with internal stakeholders to support financial planning, decision-making, budget development, and operational reporting.
• Experience supporting procurement activities, vendor management, contract administration, or purchasing processes is considered an asset.
• Postsecondary education in Accounting, Finance, Business Administration, Economics, or a related field.
• Progress toward a professional accounting designation (CPA) or other relevant designation such as MBA or CFA is considered an asset.
• Experience in the charitable or not-for-profit sector is considered an asset.
• Strong analytical, problem-solving, organizational, and communication skills, with the…