Summary:

The Financial Planning & Analysis (FP&A;) role is responsible for supporting financial planning, forecasting, reporting, and business analysis across the organization’s retail, wholesale, and growing operations. This position provides timely financial insight to help leaders make informed decisions on sales performance, margins, labour, inventory, production planning, pricing, capital spending, and operational efficiency.

Reporting to the VP, CFO and IT Services, the FP&A; role will partner closely with Finance, Retail Operations, Wholesale Sales, Growing/Production, Purchasing, Inventory, and IT to strengthen budgeting processes, improve reporting, and translate financial and operational data into clear, actionable recommendations.

Job Duties:

1. Financial Planning, Budgeting and Forecasting:

- Support the annual budgeting process, including revenue, cost of goods sold, labour, operating expenses, capital expenditures, and cash flow planning.

- Prepare rolling forecasts and scenario models that reflect seasonality, weather impacts, sales trends, production cycles, inventory availability, and changing business conditions.

- Work with department leaders to gather assumptions, validate inputs, and ensure budgets and forecasts align with business priorities.

- Develop and maintain financial models to support store performance, wholesale growth, product mix, pricing, margin, labour planning, and investment decisions.

2. Reporting and Performance Analysis:

- Prepare monthly financial and management reports, including variance analysis against budget, forecast, and prior year results.

- Analyze key performance indicators such as sales by channel, gross margin, inventory turns, labour productivity, shrink, markdowns, freight, waste, and contribution by business unit.

- Identify trends, risks, and opportunities, and present findings in a clear, practical format for both financial and non-financial leaders.

- Support month-end reporting by partnering with Accounting to understand results, explain variances, and improve the quality of financial insights.

3. Inventory, Margin and Operational Analysis:





- Analyze inventory levels, turnover, aging stock, sell-through, production quantities, and purchasing patterns to support profitable inventory decisions.

- Partner with retail, wholesale, growing, and purchasing teams to evaluate product profitability, pricing, costing, shrink and waste, and seasonal performance.

- Support margin analysis for key product categories, customer groups, channels, promotions, and seasonal programs.

- Provide financial analysis for new initiatives, expansion opportunities, capital projects, technology investments, equipment purchases, and process improvements.

4. Business Partnering and Decision Support:

- Act as a financial business partner to department leaders by helping interpret results, assess options, and understand the financial impact of decisions.

- Prepare dashboards, presentations, and ad hoc analysis for senior leadership, ownership, and management meetings.

- Support strategic planning by developing data-driven insights into growth opportunities, cost control, capacity planning, and profitability improvement.

- Help establish consistent reporting disciplines, financial metrics, and accountability across retail, wholesale, and production operations.

5. Systems, Data and Process Improvement:

- Leverage financial, POS, inventory, ERP, and operational systems to improve reporting accuracy, efficiency, and visibility.

- Partner with IT and business users to improve data integrity, reporting tools, dashboards, and financial processes.

- Identify opportunities to streamline budgeting, forecasting, reporting, and analysis processes.

- Support the development of standardized templates, reporting calendars, and documentation for financial planning activities.

Requirements:





- Post-secondary education in Finance, Accounting, Business, Data Analytics, or a related field.

- CPA, CFA, MBA, or progress toward a professional designation is considered an asset.

- Experience in financial planning and analysis, accounting, business analytics, or operational finance.

- Experience in retail, wholesale, agriculture, horticulture, food, consumer goods, or another seasonal inventory-based business is preferred.

- Robust financial modelling, forecasting, variance analysis, and business case development skills.

- Advanced Excel skills and experience working with ERP, POS, inventory, business intelligence, or reporting systems.

- Ability to translate complex financial information into practical insights for non-financial leaders.

- Strong attention to detail, sound judgment, and the ability to manage competing priorities in a seasonal business environment.

Reports To:

VP, CFO and IT Services

Core Competencies:

- Analytical and commercially minded, with strong curiosity about business drivers and operational performance.
- Clear communicator who can present financial information in a concise, practical, and useful way.
- Collaborative business partner who builds trust across departments and functions.
- Proactive problem solver who identifies issues early and recommends practical solutions.
- Continuous improvement mindset, with an interest in systems, data quality, and process efficiency.
- Comfortable working in a hands-on, entrepreneurial, multi-division business environment.

Success in this Role:

- Accurate, timely budgets, forecasts, and financial reporting that support decision-making.

- Improved visibility into sales, margin, labour, inventory, production, and operating performance.

- Stronger financial discipline and accountability across retail, wholesale, and growing operations.

- Clear insights that help the business improve profitability, manage seasonality, and allocate resources effectively.

- Enhanced reporting tools, processes, and data quality in partnership with Finance, Operations, and IT.

📌 Financial Planning & Analysis (Springwater)
🏢 Bradford Greenhouses
📍 Springwater