Director, Business Planning, Budgets and Treasury

Position: Director, Business Planning, Budgets and Treasury - City
A great career is closer than you think. Come work for the City of Burlington, where you’ll be joining an innovative and progressive workplace focused on building a 21st-century city that respects the diversity of our residents, visitors, and employees, and prioritizes continuous opportunities for you to learn and grow. We don't just spend time attracting the best talent. We invest time and resources to retain top talent.

This may include flexible working hours, mobile and hybrid working arrangements, a strong pension and benefits package, and programs that foster innovation and leadership.

About the Role
The Director, Business Planning, Budgets, and Treasury is a key member of the municipal finance and leadership team, responsible for the strategic oversight and management of the municipality’s financial planning, operating and capital budgets, treasury operations, and long-term financial sustainability. This role ensures financial stewardship, supports informed decision-making, and aligns fiscal strategies with corporate priorities and community needs.

Responsibilities
Business Planning and Budgets:

Lead the development and delivery of the City’s annual business plan and budget.

Recommend annual budget directions to City Council.

Ensure continuous improvement in budget planning tools, systems, and processes.

Guide and oversee budget presentations and workshops for staff, Council and residents.

Liaise with service partners to incorporate financial impacts into the City’s budget.

Resolve escalated issues to ensure timely completion of business plan deliverables.

Review and consolidate annual operating and capital budgets and forecasts.

Provide strategic recommendations on capital funding and financial framework compliance.

Oversee preparation of budget summaries and binders to support Council deliberations.

Long Range Financial Planning and Financial Policies:

Lead development and updates of the Long-Range Financial Plan (LRFP) and Financial Policy Framework.

Identify financial risks/opportunities and develop appropriate strategies.

Assess and advise on the impact of new initiatives on the LRFP.

Lead updates to financial policies and procedures (e.g., reserves, debt management).

Oversee administration and compliance of Development Charges and Community Benefits By-laws.

Represent or support the City in development charge appeals and hearings.

Approve DC reserve reconciliations and mandatory reporting to the Province.

Provide strategic input on changes to DC rates and By-laws.

Treasury and Investment Management:

Oversee the City’s cash flow, debt, and investment portfolios.

Approve strategies for debenture issuance and eligible securities in collaboration with the Region of Halton.

Develop and maintain investment and debt policies in compliance with legislation.

Direct development of the Investment Portfolio Strategy.

Evaluate credit rating exercises and banking service contracts.

Leadership and People Management:

Lead a team of 3 direct and 10 indirect reports.

Manage staff performance, development, recruitment, and succession planning.

Oversee scheduling, health & safety compliance, and payroll approvals.

Ensure adherence to corporate and regulatory policies and procedures.

Financial Support, Reporting and Stakeholder Relations:

Serve as the City’s subject matter expert on business planning, budgets, and treasury.

Liaise with Council, Executive Management, media, and external agencies.

Participate in committees and special projects providing financial expertise.

Oversee variance analysis, KPI tracking, and quarterly reporting to Council.

Ensure data integrity, legislative compliance, and secure handling of confidential information.

Perform statutory duties of Deputy Treasurer or Treasurer as required.

Act as a delegate in the absence of the Chief Financial Officer.

This position may require occasional travel between sites and/or City facilities.

Requirements

A four-year university degree in accounting, commerce, economics, finance or related discipline

Master’s degree in business administration, public administration, finance and/or economics is preferred

Chartered Professional Accountant (CPA) designation

Minimum 7 years of…