Financial Planning and Analysis Manager

About the Company Our client is in financial services. They are looking for a Finance Manager to join their team! Why Work Here Hybrid work environment People love working there Great work life balance Competitive Compensation package About the Opportunity Lead complex financial and economic analysis in support of strategic decision-making initiatives with limited direction. Deliver analysis to senior management acting in the capacity of a business consultant with strong financial acumen. Lead pricing and competitive analysis for emerging business opportunities, this includes but is not limited to market assessments, researching industry trends and competitive results. Develop and lead initiatives to define, manage and document reporting systems and tools with a focus towards building consistent integrations across systems for all channels. Enable management to evaluate business results in timely and efficient manner. Design, develop, and manage new reports and analytics, including key success measures and scorecards for the strategic distribution channels supported. Proactively anticipate future requirements, including management reports and key performance indicators. Support business planning process while also providing overall financial stewardship, expense management and support for other ad hoc projects. Build positive relationships with key stakeholders and management across the organization. About You University degree with a business focus (Accounting, Economics, Commerce preferred) or equivalent experience. Minimum 4 years’ experience working in a financial analysis role within a finance department Experience in a combination of the following financial analysis and modeling, valuation, reporting, strategic business planning, budgeting and/or performance measurement Ability to think “outside the box” and be curious to analyze results in a concise manner. Wealth Management, Insurance and Financial Services industry experience preferred Completion of or working towards a financial/accounting designation (CPA CA, CMA, CGA) and/or CFA or MBA is strongly preferred You are well-organized, attentive to detail, and capable of good time-management You have a strong knowledge of Microsoft Excel and keen analytical skills You have experience working with Microsoft PowerPoint to create compelling materials for executive-level audiences You thrive in a fast-paced environment and work well with all levels of the organization You exude leadership and are capable of tactfully influencing senior management Salary Range Up to $115,000 / year When referencing this job, quote # 484356

Lead complex financial and economic analysis to support strategic decision-making and pricing for emerging business opportunities. Design and manage reporting systems, KPIs, and scorecards to evaluate business results for senior management.

Requires a university degree in business and at least 4 years of experience in a financial analysis role. Preference is given to candidates with a CPA, CFA, or MBA and experience in Wealth Management or Insurance.

• Competitive Compensation package • Great work life balance

• LeadershipPreferred
• Microsoft ExcelPreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Financial Analysis
• Financial Modeling
• Valuation
• Strategic Business Planning
• Budgeting
• Performance Measurement
• Pricing Analysis
• Competitive Analysis
• Microsoft Excel
• Microsoft PowerPoint
• Stakeholder Management
• Reporting Systems
• Expense Management
• Financial Stewardship
• Executive Presentation
• Leadership

• Finance & Accounting
• Management & Leadership
• Consulting
• Data & Analytics

Minimum education

Professional degree

Minimum experience

4+ years

Apply by

Sep 24, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available