Client-Focused Financial Planning Specialist (Toronto)

Client-Focused Financial Planning Specialist (Toronto)

19 Apr
|
Altima Dental
|
Toronto

19 Apr

Altima Dental

Toronto

Our client is a financial services company. They are looking for a who will be responsible for leading corporate level planning, forecasting, and performance reporting, translating complex financial data into clear, actionable insights for executive leadership, the Operating Committee, and the Board of Directors. In addition to deep technical ownership, this role manages and mentors direct reports and plays a key role in advancing planning tools, automation, and data storytelling across the organization. This is an enterprise level role with significant stakeholder exposure and influence across the business. Why Work Here Highly visible, enterprise level FP&A role with exposure to executive leadership and the Board Hybrid work model with flexibility Strong mandate around data storytelling, automation, and decision support tools About the Opportunity Strategic Planning, Budgeting, & Forecasting Lead the consolidation and analysis of forecasts and budgets against company objectives, both in aggregate and at the business unit level, including multi-stage review with executive management Support the Managing Director, Financial Performance Management in preparation of presentation materials and target setting Co-lead the planning tool, governance and design, both from the perspective of financial performance management mandate and as the owner of the Financial Planning Model Lead the design, implementation and continuous advancement of the planning tool. Manage the long‑term strategic forecast model consolidation presented to the strategy committee and the Board of Directors Manage impairment testing models for quarterly and annual testing Corporate Performance Reporting & Insight Generation With a focus on forward‑looking action and valuable insights, responsible for creation of corporate performance reporting packages to the operating committee and the Board of Directors, including contributions to content selection, key messages and insights, and collaboration across the finance team Continually assess and provide constructive guidance on how the enterprise and business units are measured, including creation of dashboards and focused KPIs that lead to more impactful insights Prepare various supplementary schedules, analyze and proof the quarterly and annual MD&A, Press releases, Investor Relations’ presentations, CEO and CFO communications with shareholders and analysts,



Annual Information Return and Annual Report Monitor enterprise leading indicators to identify operational and financial performance gaps, drive action or provide alternative approaches Proactively explore data to identify trends, patterns and insights; use data storytelling to deliver insights to drive enterprise operational efficiency Create systems that automate manual business processes Steward of financial data model of the ERP systems and the construct of enterprise financial engineering, educate, govern and maintain integrity of coding and work tag adoptions Collaborate with finance technology, Enterprise Portfolio Governance, Integration office, strategy and front‑line finance business partners to identify opportunities to transform the central team’s processes and workflow in supporting organizational growth and expansion Other Lead, manage, coach and develop a team of finance professionals Key control within the CEO/CFO certification process Assist the Corporate finance & development team with any projects Integration of centralized financial reporting services arising from acquisitions About You Experience & Education: 8–10 years of progressive finance experience; University degreeplus CPA and/or MBA preferred. Leadership: Proven ability to manage, coach, and develop staff through complex or ambiguous environments. Strategic & Analytical: Superior organizational and conceptual skills with a "big-picture" focus and meticulous attention to detail. Technical Proficiency: Advanced financial modelling, SQL, and BI tool expertise (e.G., QuickSight, Power BI). Salary Range $135,000 - $155,000/year When referencing this job, quote # ----- DISCLAIMERS ----- This position for employment is for a current vacancy with Highspring’s client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this prospect. A recruiter will be in touch with you if your profile meets our client’s requirements for this role. By submitting to this position,



you agree that you will be giving Vaco by Highspring the exclusive right to present you as a candidate for the foregoing position. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Vaco by Highspring values a diverse workplace and strongly encourages women, people of colour, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign‑born residents, and veterans to apply. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if one is needed to participate in the job application or interview process, please contact Vaco by Highspring respects your privacy and is committed to providing transparent notice of our policies in English here and in French here. Additionally, the company uses AI to conduct preliminary screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco/Highspring does not know and cannot opine on if its client’s use of AI products in hiring. Pay Transparency Notice the individual’s skill sets, experience and training; licensureand certification requirements; office location and other geographic considerations; other business and organizational needs. Having said that Vaco by Highspring believes that the salary range referenced reasonably estimates the base compensation for an individual hired into this position. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company’s retirement plan (or similar retirement benefits). #J-18808-Ljbffr

📌 Client-Focused Financial Planning Specialist (Toronto)
🏢 Altima Dental
📍 Toronto

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