Job Summary

We are seeking a dynamic and highly skilled Senior Financial Planning Manager to lead our financial strategy and planning initiatives. In this pivotal role, you will oversee comprehensive financial analysis, develop strategic forecasts, and provide insightful guidance to support our organization’s growth and stability. Your expertise in accounting, financial services, and research will drive data-driven decision-making, ensuring our financial health aligns with long-term objectives.

Join us to shape financial strategies that empower our company to thrive in a competitive landscape while fostering robust relationships with internal teams and external partners.

Responsibilities

- Lead the development of detailed financial plans, budgets, and forecasts that support organizational goals.
- Conduct in-depth research and analysis of market trends, economic indicators, and industry benchmarks to inform strategic decisions.
- Collaborate closely with cross-functional teams to gather relevant data, understand business needs, and translate insights into actionable financial strategies.
- Manage complex accounting processes related to financial reporting, compliance, and audit requirements.
- Utilize customer relationship management tools to enhance stakeholder engagement and ensure transparent communication of financial insights.
- Monitor key performance indicators (KPIs)



and financial metrics to identify areas for improvement and implement corrective actions as needed.
- Provide mentorship to junior team members, fostering a culture of continuous learning and professional development.

Qualifications

- Proven experience in financial planning, analysis, or related roles within the financial services industry.
- Strong background in accounting principles, mathematical modeling, and quantitative research methods.
- Excellent analytical skills with the ability to interpret complex data sets and generate strategic insights.
- Proficiency with customer relationship management systems and financial research tools.
- Bachelor’s degree in Finance, Accounting, Economics or a related field; advanced degrees or certifications (e.g., CFA, CPA) are preferred.
- Exceptional communication skills with the ability to present findings clearly to stakeholders at all levels.
- Demonstrated leadership capabilities with experience managing teams or projects in fast-paced environments.

Join us as a Senior Financial Planning Manager where your expertise will shape the future of our organization’s financial success! We value innovation, transparency, and dedication—qualities that drive us forward every day. Pay: $77,691.75-$159,238.69 per year

Benefits

- Casual dress
- Flexible schedule

Work Location: In person

📌 Senior Financial Planning Manager (Toronto)
🏢 Mendez Financial Advisory Group
📍 Toronto