Manager, Financial Planning & Analysis – Open Position

Goal of this position:

Responsible for overseeing the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability. The ideal candidate will have strong leadership skills, a deep understanding of financial management principles, and a proven track record of driving process improvements.
 

Responsibilities:

• Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes
• Develop and maintain complex financial models to support decision-making across the organization
• Support the Director of Finance in driving efficiencies and achieving organizational goals
• Analyze financial data to identify trends, risks, and opportunities for growth
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives
• Lead the monthly financial reporting process, including variance analysis and management reporting
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy
• Mentor and develop Financial Analysts (direct reports), promoting a culture of continuous learning and professional growth
• Uphold the culture of continuous improvement by reviewing and improving the accuracy of postings to profit centres and cost centres 
• Review, update and release of monthly management reports with meaningful commentary
• Maintain and develop various financial models and standard templates distributed for use by all of Finance during the planning processes, ensuring quality, accuracy and focused analytic review
• Understand and facilitate the integration of business processes, people, and relevant technology, in order to identify, configure, and communicate useful information, and to provide practical business leadership to drive business decision making across the company
• Liaison with, and support of, local and head office teams as they relate to various financial reporting requirements
• Ad-hoc projects and additional tasks as may be required during the course of the business year

Prerequisites for Position

Education and professional experience:

• Bachelor's degree in Finance, Accounting, or a related field
• CPA designation preferred
• 5+ years of experience in financial planning and analysis

Skills and competencies:

• In-depth knowledge of accounting principles, financial statement analysis, and management reporting
• Advanced technical computer skills in spreadsheet and database usage
• Demonstrated knowledge and/or experience with Microsoft Power BI or other visualization and reporting tools
• Demonstrated knowledge and/or experience with SAP or other large ERP systems
• Excellent analytical skills and evaluation skills
• Able to communicate and work with all levels of management 
• Results oriented within a high-pressure working environment with numerous critical timelines
• Excellent written and verbal communication skills
• Maturity, professionalism, and high level of discretion
• Strong attention to detail, problem-solving abilities, and a results-driven mindset
• Independent worker and analytical thinker with ability to conduct research, data analysis, and resolve complex problems

Back-up arrangements:   Back-up to this position is provided by the Director of Finance.

All interested candidates can apply and send their resume in confidence to Human Resources at Viessmann, at ZsnS@viessmann.com.