Partner, Financial Planning & Analysis

1. Financial Planning
   Supports the Lead, FP&A on certain components of financial planning and analysis processes for the People & Culture, Public Affairs    & Communications, Data and Digital Information and other functions, as required, annual budgeting for operating expenses and capital investments, in collaboration with senior leaders in those functional areas. 
   Monitors progress against the annual budget and manages the quarterly forecasting process for those components during the year.
   Assists in the consolidation process for the annual budget and quarterly forecast figures.
   Identifies financial risks and opportunities and recommends solutions.
   Provides data to support the Foundation’s multi-year financial planning.
2. Reporting and Analysis
   Analyzes year-to-date results and supports the Lead, FP&A to prepare management reports including variance analysis for senior        management and staff responsible for certain functions.
   Monitors spending on key initiatives and ensures appropriate accounting treatment is applied.
   Prepares external and internal ad hoc financial analysis for financial planning and analysis processes for the People & Culture,              Public   Affairs & Communications, Data and Digital Information, and other functions, as required.
3. Business Partnering
   Supports procurement by managing and drafting contracts for the financial planning and analysis processes for the People & Culture, Public Affairs & Communications, Data and Digital Information functions (in collaboration with Legal and the function’s    business partners), including ensuring commitments are within budget, payment terms are based on appropriate milestones, and contract terms are met before payments are made and develop policies and procedures and provides training as needed
   
   

Requirements

• Bachelor’s degree in Finance, Accounting or Business Administration with professional designation
  
• 3-5 years of experience in Finance, accounting or a related field
  
• Experience in roles within large not-for-profit, NGO or other global organizations.
  
• Experience within financial planning and analysis, including budgeting, forecasting, management reporting and a demonstrated ability to collaborate successfully with internal business partners.
  
• Financial and management reporting including forecasting, budgeting and the related IT systems.
  
• Strong technical knowledge and ability to apply appropriate accounting treatments. 
  
• Understanding of CRA regulatory environment for not-for-profit organizations is an asset.
  
• Experience with financial modelling.
  
• Strong analytical and strategic thinking skills.
  
• Proficiency in Microsoft Office applications.
  
• Ability to identify, simplify and build/improve/implement processes.
  
• Ability to challenge and provide feedback in a constructive manner with the goal of improving efficiency and operational excellence.
  
• Innovative and able to formulate new or creative approaches to problems. 
  
• Strong interpersonal skills with an ability to build and maintain relationships.
  
• Drives a culture of continuous improvement and teamwork.
  
• Flexible, adaptable, and able to execute a range of job duties and changing priorities.
  
• Possess excellent verbal, written, and presentation skills with the ability to articulate information to a variety of constituents across cultures.
  
• Possess professional maturity, sensitivity with different cultures, and impeccable integrity.
  
• Commitment to clients values and vision.