Manager, FP&A

About the Company

Our client is a leading financial institution specializing in mortgage solutions. They are looking for a Manager, FP&A who will work closely with the VP, FP&A and other Directors on the team. The role provides senior-level financial leadership, advice and 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.

Responsibilities include leading complex projects and programs with notable risk, complexity and business impact; developing the strategy for program execution; applying considerable professional judgment; and providing authoritative FP&A expertise, value-added perspectives and accountability for end results for significant functional priorities.

One of the fastest growing companies in Canada. Strong management team with a lot of tenured leaders. Progressive and inclusive culture with good work life balance and hybrid work arrangement. Competitive compensation package inclusive of annual bonus and RRSP matching.

Lead the development of the annual budget in collaboration with cross-functional stakeholders. Analyze trends 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 and maintain operational 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.

Lead month-end analysis, including variance analysis, financial reporting and 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 and identifying implications for business decision-making. Analyze forecast changes across all financial line items, including material drivers, risks and opportunities.

Prepare and present quarterly executive and Board-level financial presentations.

Work with Director, Finance and Strategic Initiatives support on strategic project teams across the organization, including initiatives with notable risk, complexity and 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, variance analysis and 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.

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, planning processes and governance within…