Manager, FP&A

Location: Waterloo

About the Company  Our client is a leading financial institution specializing in mortgage solutions.

They are looking fora Manager, FP&Awho will work closely with the VP, FP&Aand other Directors on the team. The role provides senior-level financial leadership,adviceand decision support across the Bank, with specific focus on strategic analysis,such as the new Channel P&L, and leadership as the FP&A SME for the Workday Adaptive project.
Why Work Here   One of the fastest growing companies in Canada
Strong management team with a lot of tenured leaders.
Progressive and inclusive culture withgood worklife balance and hybrid work arrangement
Competitive compensation package inclusive of annual bonus and RRSP matching.
About the Opportunity   Annual budget
Lead the development of the annual budget in collaboration with cross-functional stakeholders.
Analyzetrends in profitability and overhead expenses to inform budgetary decisions.
Manage headcount planning and salary budgeting in partnership with HR and business leaders.
Lead the budgeting process for overheads, including analysis of key trends and risks.
Prepare andmaintainoperational metrics, KPIs, and executive dashboards.
Develop and present comprehensive budget packages for senior leadership and the Board of Directors.
Maintain the Bank’s long-term financial model, including preparation of 10-year financial projection.
Financial analysis and forecasting   Lead month-end analysis, including variance analysis, financialreportingand executive-ready commentary.
Prepare monthly financial results packages, with a focus on repayment trends and salary/overhead variances.
Collaborate with stakeholders to forecast overhead expenses, including headcount planning.
Develop monthly financial forecast packages, comparing projected full-year results against budget andidentifyingimplications for business decision-making.
Analyzeforecast changes across all financial line items, including material drivers,risksand opportunities.
Prepare and present quarterly executive and Board-level financial presentations.
Enterprise Decision Support and Strategic Analysis   Work with Director, Finance and Strategic Initiatives support on strategic project teams across the organization, including initiatives with notable risk,complexityand business impact along with evaluation of business cases to assess viability, P&L impact, and performance outcomes. Conduct contribution margin and business performance analyses to support strategic priorities and senior-level decision-making.
Lead new advanced analytics and management reporting, such as the new Channel P&L, including financial planning, performance monitoring, varianceanalysisand executive-level insights.
Develop strategy for program execution and mobilize cross-functional stakeholders to deliver innovative solutions and functional/technical standards.
Provide value-added perspectives, advice and services that are important to decision-making, with accountability for end results within significant FP&A priorities.
Workday Adaptive Project Leadership and Process Improvements   Serve as the FP&A lead and SME for the Workday Adaptive project, including program execution strategy, stakeholder alignment,deliverables and end-result accountability.
Lead the development, enhancement and maintenance of financial modules, reports, planningprocessesand governance within Workday Adaptive.
Apply considerable professional judgment toidentifyand implement process improvements that enhance forecasting accuracy, operationalefficiencyand reporting quality.
Design and deploy new financial reports and dashboards to meet evolving business needs, including functional and technical standards.
Train and educate users on the platform,maintainingrelevant documentation, guidancematerialsand change adoption support.
Communicate on a wide range of organizational, system and planning issues; negotiate internally and externally as required, often at senior levels.
About You   Degree in Business Administration, Accounting, Finance, or a related field
Professional designation – CPA, CMA, CFA preferred (not mandatory)
Advanced experience with Workday Adaptive Planning or similar enterprise planning/reporting platforms is preferred.
Proficiency in using data analysis tools and software such as Excel (proficient inPowerBI), SQL
Significant progressive experience in Financial Planning & Analysis,strategy and/or business performance management; financial services experience is a plus.
Strong PowerPoint skills, with the ability to storyboard and create executive-ready presentations for senior audiences.
Strong analytical, problem-solving, and attention-to-detail skills, with the ability to sift through large volumes of data and present clear, concise reports tailored for non-finance audiences.
Salary Range  $120,000 - $135,000/year

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