Company Bio

Southlake is building healthy communities through outstanding care, innovative partnerships, and amazing people. We deliver a wide range of healthcare services to the communities of northern York Region and southern Simcoe County. Our advanced regional programs include Cancer Care and Cardiac Care and serve a broader population across the northern GTA and into Simcoe-Muskoka.

Our team of nearly 6,000 staff, physicians, volunteers, students and Patient and Family Advisors are committed to creating an environment where the best experiences happen. As a recognition of our commitment to quality and patient safety, we have received the highest distinction of Exemplary Standing from Accreditation Canada.

Job Summary

As Southlake Health looks to the future, our vision remains clear: to continue growing alongside our communities. This vision is anchored in our commitment to put people first – pushing boundaries and embracing the latest medical advancements while never forgetting to meet people where they are in life. Every innovation, every new treatment technique, every interaction is driven by our desire to provide leading edge care patients expect and deserve.
Southlake is fully committed to a culture of belonging and an inclusive environment that encourages every team member to lead within their role, generate innovative ideas that reinforce our mission and goal to create a healthy workplace where our community can thrive.

To support us on our journey, Southlake Health is looking for a Manager, Financial Planning & Analysis, to support our Finance Department. If you are a proactive leader with a passion for financial excellence and a desire to make a significant impact, we invite you to join our team and help drive our financial success!

WHY JOIN OUR TEAM
 Best in class workplace environment prioritizing a culture of belonging and wellness
 Hybrid working model (working virtually and in person)
 Progressive Health & Dental Benefit Plans 
HOOPP Pension Plan, with Employer and Employee sharing premiums 
Enhanced wellness initiatives, including virtual fitness classes and onsite gym membership

In this pivotal role, the successful incumbent will lead a team dedicated to driving financial performance and strategic decision-making across the hospital. You will be responsible for developing robust financial models, preparing insightful analysis, and providing actionable recommendations to executive leadership. As a key partner in the budgeting and forecasting process, you will collaborate with various departments to ensure alignment with our business objectives. Your expertise in financial reporting and analysis will be instrumental in identifying trends, risks, and opportunities that will shape our financial strategy. The ideal candidate will possess strong analytical skills, a deep understanding of financial principles, and the ability to communicate complex financial concepts in a clear and compelling manner.

Skills & Abilities

• Providing financial planning expertise to Operations Directors, Patient Service Managers, Patient Service Directors, Medical Directors, and Medical Managers
• Developing and recommending principles, processes, and guidelines for budget preparation
• Coordination of new initiatives and process redesign in support of SRHC’s strategic objectives and maximization of health system funding reform.
• Experience with developing senior management materials, including monthly Management Discussion & Analysis, presentations, and briefing notes.
• Demonstrated communication skills with the ability to articulate complex financial matters to a non-financial audience
• Analytical, problem-solving, and decision-making skills with the ability to identify trends, establish benchmarks, and provide credible analysis and business recommendations
• Established planning and organizational skills with the ability to create integrated plans, influence outcomes, and engage multiple stakeholders
• Capacity to build partnerships, work collaboratively, and effectively communicate to diverse groups both within and external to Southlake Health
• Proven achievements with financial modeling and analysis, with sound corporate finance knowledge and a structured, data-driven approach to problem-solving
• Advanced command of Microsoft Excel and well-versed in the use of PowerPoint, with the ability and desire to learn new applications
• A results-focused and highly accountable individual, capable of working on multiple projects and delivering to aggressive deadlines with strong attention to detail
• Demonstrated ability in interpersonal, communication, diplomacy, coaching, facilitation, and team-building skills.
• Self-directed, eager to learn, and resourceful, but not afraid to seek guidance

Qualifications

• Successful completion of a Bachelor’s Degree in Business Administration, Commerce, or Finance from an accredited educational institution.
• Successful completion of a Master’s Degree in Business Management, finance, or a recognized equivalent from an accredited educational institution is an asset.
• A Chartered Professional Accountant (CPA)
• Minimum of 5 years’ financial management experience in a large complex organization with a focus on financial planning, performance analysis, and business support, working directly with management from operations.

Closing Statement

At Southlake, we are committed to fostering an inclusive and accessible environment. We are dedicated to building a workforce that reflects the diversity of the community in which we live and serve, including those with disabilities. Southlake is committed to providing accommodations in all parts of the hiring process. If you require an accommodation, we will work with you to meet your needs.

It is the responsibility of all Southlake employees to work in a safe manner and promote health and safety in the workplace.

Primary Responsibilities

Works with the CFO and Director of Finance to develop the annual operating and capital budgeting process at Southlake, including planning principles, process, and guidelines for budget and operational planning targets. In developing the budget, the Manager will consider the immediate and long-term financial planning objectives of the hospital, including working capital improvement goals and strategic investments.

• Prepare presentations and written materials that summarize the monthly assessment of the hospital’s financial results and prospects for improvement in the future.

• Leads the process of analyzing the monthly financial and statistical results and collaborates with other advisory teams to identify the principal root causes behind financial results

• Works with the other advisory teams and Management on initiatives to improve operational results

• Build and refine tools and processes to improve business intelligence, general organizational effectiveness, and senior management decisions (e.g., dashboards, reports, queries)

• Manages and mentors a team of 7 Finance Analysts who advise and support Operations and Clinical Program Directors on financial and statistical matters; there is also the potential for the case costing team to report to the Manager as well, depending on the experience of the successful candidate.

• Conducts employee performance reviews for direct reports and provides regular/timely feedback to employees

• Assignment of Operations and Clinical programs for direct support for financial matters

• Identifies training and development needs for direct reports, ensuring they possess the requisite technical and professional skills to be exceptional financial consultants

• Leads the preparation of the quarterly and year-end financial/statistical Ontario Health/Ministry of Health/Ministry of Long-Term Care and other grantors submissions including the MIS trial balance and Health Data Collection Service (HDCS)

• Works with Decision Support and Case Costing to improve data quality of year-end financial and statistical submissions, optimizing funding models

• Other duties as assigned

Health & Safety Workplace Responsibilities
It is the responsibility of all Southlake Regional Health Centre employees to work in a safe manner and promote health and safety in the workplace. Employees must adhere to the duties of workers, as stipulated in Section 28 of the OH&S Act, as well as all Southlake OH&S policies and procedures. Must be able to perform all necessary bona fide duties for the position, as outlined in the position guide. Must review and be capable of performing duties the Job Demands Analysis for the position as a condition of offer. Proven ability to attend work regularly as per the Attendance Support Policy.

Anti-Oppression/Anti-Racism at Southlake Health

Southlake Health is committed to having a workforce that is reflective of the diversity of York Region and strongly encourages applications from all qualified individuals, especially those who can provide different perspectives and contribute to a further diversification of ideas.

Accommodation & Diversity in the Workplace
At Southlake, we are committed to employment equity, diversity, and inclusion in the workplace, and fostering equity, diversity, and inclusion in recruitment practices is a key aspect of the search process. The current posting is in search of candidates who identify from the following equity-seeking groups: women, racialized persons/persons of colour, Indigenous Peoples, persons with disabilities, and persons of the 2SLGBTQ+ community. If you are of the aforementioned identities and feel comfortable making it known, you may choose to self-identify as a member of a designated group. Any information directly related to you is kept confidential and used in a safe manner to inform our recruitment process towards being an equal opportunity employer.