Manager, Financial Performance, Planning and Analysis

Our client an industry leader financial services company in Waterloo Region is looking for a Manager, Financial Performance, Planning & Analysis.

Reporting directly to the VP, Financial Performance, Planning and Analysis you will be responsible for managing financial performance, planning & analysis function. In this role, you will lead and develop the financial processes and systems to support these activities.

The Manager builds and leads a high-performance team culture whose ultimate role is to improve the quality of decisions made in the organization by providing deep, relevant analytical support from a financial perspective. The Manager is a high-functioning client-focused partner to the senior management team with a focus on providing insight, advice, and analysis to support decision making.

Department: Accounting
Locations: Waterloo Region
Compensation: $100,000 to $125,000

Areas of primary responsibility include:

  • Maintain the processes, systems, and financial reporting for the Performance, Planning and Analysis function across all the company’s divisions
  • Preparation of monthly financial analysis of results compared to plan, providing insight for management
  • Review and management of costing process
  • Development and maintenance of corporate business planning systems and tools
  • Streamline and coordinate annual budget process
  • Review business models for major revenue streams and identify & report key performance indicators
  • Perform benchmarking with internal and external data
  • Work with the other members of the Finance team on special projects


Benefits of working with our client:

  • Great team environment
  • Work from home
  • Above market compensation
  • Career development that is second to none
  • Modern office and modern technology
  • Friendly, highly collaborative, high-performance, and passionate team
  • Work life balance



The successful candidate will have demonstrated competence in developing financial models and processes, proactively initiating activity to reach goals and thriving in a continuous improvement culture. A strong understanding of economic, financial, industry, competitive and regulatory data is also required as well as experience in a corporate multi-entity and multi-currency environment.

  • University degree (preferably in Business Administration, Accounting or Economics
  • Professional accounting designation
  • Individual must have an ability to communicate effectively with people at all levels within and outside of the organization, both orally and in writing.
  • Three to five years of experience in a planning and analysis role and/or support of operations
    • Preferably, planning and analysis experience was obtained working for a medium to large company with operations in a multi entity, multi-currency environment.
  • Ability to manage a team and create a positive work environment where all team members are focused on meeting deadlines and delivering quality
  • Proven track record in highlighting and resolving issues in a timely manner, questioning results, challenging the status quo, initiating, and successfully implementing change, creative problem solving and effective decision making.
  • Advanced financial analysis and Excel skills
  • Experience with ERP systems


This company offers a very competitive and comprehensive compensation and bonus structure.


If interested, please send a copy of your resume in MS Word format. Please note only candidates selected for interview will be contacted.

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