Mississauga Head Office

Drive operational excellence by leveraging artificial intelligence, automation, and system enhancements to streamline processes, improve financial performance, and support data-driven decision-making.

Job Description

Mississauga Head Office Drive operational excellence by leveraging artificial intelligence, automation, and system enhancements to streamline processes, improve financial performance, and support data-driven decision-making. In addition, you will support the department in all aspects of financial planning and analysis, on-going and tactical analysis, and reporting to support the department objectives.

Key Activities

Reporting & Analysis

- Analyze monthly results to budget and/or forecast;
- Analysis and reporting for joint ventures; provide insights and recommendations as necessary.
- Adhere to corporate reporting policies, guidelines and timetables.
- Leverage OneStream, Snowflake and PowerBI for reporting purposes.
- Assist with the testing of newly developed reports and functionality in FP&A; systems; provide insights and recommendations as necessary.
- Key member of the Decision Support team for supporting and aligning an analysis approach across the company.
- Assist in converting excel-based models to system-based models per the department’s goals and objectives.
- Identify and implement opportunities to improve efficiency through the effective use of AI-enabled tools, process optimization, and enhancements to business systems and technology platforms.
- Subject matter expert for net operating income ("NOI"), sales, marketing and capital investment budget, forecast and spend.




- Working with the Strategic Planning & Decision Support team, contribute to the development and improvement and/or automation of:
- monthly and/or quarterly forecast process and the annual budget process
- NOI, sales and marketing, capital investment reporting
- consolidated financial and key performance indicator reporting

Strategic Planning

- Collaborate with the Strategic Planning and Decision Support team on monthly forecasts, annual budgets, and revenue tools.
- Support the team’s business plan by understanding priorities and delivering assigned analysis and reporting.
- Contribute analytical support to projects involving OneStream, Snowflake, reporting platforms, data sources, and Business Intelligence tools.
- Assist in developing and maintaining performance monitoring tools for our strategy.
- Assist in the implementation of performance measurement tools, including KPI's, scoreboards, dashboards and other financial models.
- Participate on design, development and testing teams as required.
- Assist with the analysis of business processes and business problems.
- Support Strategic Planning & Decision Support team with the documentation for procedures, user training material, test plans, and test scripts.
- Provide support to the development team for Hyperion and Essbase applications and projects,



as required.
- Contribute to and execute on the development of processes to integrate system data into existing financial planning processes.

Information Capital: As it relates to our budgeting, planning, forecasting and analysis function and applications:

Other

- Prepare ad hoc and what-if analysis as required.
- Work with internal and external partners to improve data collection, reporting, and measurement practices.
- Develop and maintain transparent operational procedures and supporting documentation.
- Identify opportunities to simplify, standardize, and improve analytical processes and tools.
- Participate in cross training with other analysts within the Decision Support team.
- Support acquisitions, developments & dispositions when required.

Qualifications

Experience & Education

- Post-secondary education with preference to CA, CFA, CMA, CGA, designations.
- 10+ years of experience in financial reporting, financial planning, budgeting, forecasting or analysis capacity, including financial analysis modeling experience.
- Preference for bilingual (French/English) applicants.
- Experience in seniors housing, healthcare or real estate sector preferred.
- Experience with OneStream, and Oracle Hyperion Essbase and Planning preferred.
- Experience with Business Intelligence tools (asset).

Skills & Abilities

- Strong analytical and investigative skills with the ability to translate complex data into clear business insights.
- Ability to use data and analytics to inform financial decisions and improve performance.
- Ability to int

📌 Manager Strategic Planning (Mississauga)
🏢 Chartwell Retirement Residences
📍 Mississauga