Finance Business Partner, FP&A
About the job
Position Title:
Finance Business Partner, FP&A
Reports to:
Manager, Financial Planning & Analysis
Location:
Canadian Head Office
Position Overview
The Finance Business Partner will support the FP&A Team, as well as the wider organization, with budgeting, reporting and strategic planning. They will report directly to the Manager, Financial Planning & Analysis and will not have any direct reports.
Responsibilities (Percent of Time)
Strategic Planning, Forecasting & Management Reporting
Support business unit budgeting process and develop accurate, frequent, and timely re-forecasts, including rebuilding forecast models.
Compare actual results to budget and assist in achieving key priorities.
Develop performance metrics, dashboards, and tools for financial information capture and performance monitoring.
Enhance management reporting package based on evolving business needs.
Prepare monthly, quarterly, and annual financial analyses focusing on business insights.
Develop and lead implementation plans based on analysis and business knowledge.
Finance Transformation & Systems
Partner with business, finance, and IT leaders to implement new tools for data leverage, creating digestible dashboards and reports.
Ensure visually impactful executive presentations through appropriate tools and skills.
Continuously improve finance systems and processes for increased productivity and accuracy.
Lead business requirement gathering sessions and execute process improvements.
Support training initiatives and execution for broader team adoption.
Collaborate with cross-functional teams for maintenance of reference data management and finance system workflows.
Strategic Projects Support
Support project management activities for strategic projects aimed at increasing data-driven decision-making and driving process efficiencies and automation.
Assist in Finance technology initiatives from requirements gathering to implementation and testing.
Document and analyze business processes, define target states, and identify necessary capabilities.
Partner with cross-functional teams on project planning and implementation efforts.
Qualifications
Position Qualifications
3-5 years of relevant experience working in a comparable role and/or relevant education and certifications are an asset
Desired: Professional designation (CPA, CFA, MBA) Minimum: CPA PEP in process
Advanced Excel skills for financial modeling, sensitivity analysis, and ROI, IRR, and NPV analyses.
Experience managing finance projects, focusing on process improvement and automation.
Experience in ERP system implementation (an asset).
Familiarity with major ERP systems (Hyperion, Dynamics, etc.) and other tools (SQL, SAS, Power BI).
Understanding of end-to-end finance systems architecture and available market technologies (an asset).
Knowledge of key technologies and systems in Banking finance, including data platforms/warehouses, consolidation tools, reporting/analysis tools, ERP systems, and reference data stores (an asset).
Desired skills and Behaviors:
Demonstrated organizational skills to manage day to day priorities, achievement of goals and execution of functional strategy within job area.
Strong oral, written, and presentation skills to deliver effective, confident, and results-oriented communications and presentations.
An excellent team player who collaborates cross functionally and with individuals from different backgrounds and with different levels of experience
Effectively lead multiple complex financial processes or projects simultaneously
"Can do" attitude with the ability to constructively challenge the status quo and the experience to recommend and implement solutions to drive results.
Collaborate and lead continuous improvement projects.
Advanced analytical skills with the ability to provide strategic financial insights and drive data-driven decision-making to align financial goals with business objectives.