Financial Planning & Analysis Manager-WFS

Job Description

KEY DUTIES AND RESPONSIBILITIES:

• Lead the development and completion of annual plans, capital planning, branch budgets, quarterly financial forecasts and weekly sales forecast
• Complete monthly consolidated financial statements with analysis to plan, forecast, prior year and lead the presentations to senior management
• Prepare monthly branch and corporate financial statements to plan and support business unit’s review and tracking to plan
• Lead the annual sales planning process and development of semi-annual seller targets with monthly calculation of sales incentives. Support the sales management team throughout the year on changes to the sales plans and analyze performance to plans
• Completion of annual team member incentives, President’s Club and compensation review calculations and quarterly tracking
• Manage the capital appropriation requests, approvals, internal control policy, comparison to plan and development of business cases and ROIC as required
• Provide financial leadership to various corporate support functions and Executive Management in the evaluation of customer, product, or service-related issues and opportunities including ad hoc financial analyses and recommendations to management on the merits of these opportunities
• Complete quarterly E&O inventory calculations and analysis and support Product Management in the development of pricing strategies through analytics
• Assist with year end audit kit requirements
• Identify opportunities for processes improvements

REQUIRED EXPERIENCE AND QUALIFICATIONS:

• Completion of a university degree, preferably in Business Administration, Finance, Accounting or Commerce, a professional accounting designation would be considered an asset
• 5 years experience in a Financial Planning and Analysis role, including a minimum of 2 years of management level experience which includes the leading of projects and processes
• Excellent Microsoft Office Skills including expert Excel skills
• Proven project management skills developed through prior experience leading projects
• Strong well-rounded business acumen; ability to understand the broader context of assignments and present a balanced approach when advising the business
• Prior experience and ability to effectively present complex information in a simplistic manner via written and verbal presentation, to all levels of management, including the Executive
• Strong customer service focus; ability to effectively consult to functional and business units and enhance their level of knowledge.
• Proven organizational and time management skills; works well in a team environment 

WFS Ltd. is committed to the principles and practices of employment equity. We invite all qualified women and men, including persons with disabilities, visible minorities, and Aboriginal Peoples to apply for our career opportunities. Accommodations are available upon request for all persons with disabilities taking part in the recruitment process.

Job Requirements

REQUIRED EXPERIENCE AND QUALIFICATIONS:

• Completion of a university degree, preferably in Business Administration, Finance, Accounting or Commerce, a professional accounting designation would be considered an asset
• 5 years experience in a Financial Planning and Analysis role, including a minimum of 2 years of management level experience which includes the leading of projects and processes
• Excellent Microsoft Office Skills including expert Excel skills
• Proven project management skills developed through prior experience leading projects
• Strong well-rounded business acumen; ability to understand the broader context of assignments and present a balanced approach when advising the business
• Prior experience and ability to effectively present complex information in a simplistic manner via written and verbal presentation, to all levels of management, including the Executive
• Strong customer service focus; ability to effectively consult to functional and business units and enhance their level of knowledge.
• Proven organizational and time management skills; works well in a team environment 

WFS Ltd. is committed to the principles and practices of employment equity. We invite all qualified women and men, including persons with disabilities, visible minorities, and Aboriginal Peoples to apply for our career opportunities. Accommodations are available upon request for all persons with disabilities taking part in the recruitment process.