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.