Senior Financial Planning Associate

Responsible for the financial planning aspects of all development projects within the country

MAIN RESPONSIBILITIES

• Perform complex financial and operational analysis to support the business unit strategic plans (both short term and long term) as well as the business plan and budget creation.
• Work directly with business unit leadership to provide planning & budgeting, project and sales analysis
• Perform complex financial analyses, prepare related presentations and present results taking into consideration actual performance, previous expenditures and estimated income and expenses
• Analysis of variances to budget/forecast for revenue/margin as well as operating expenses.
• Evaluate data, prepare forecasts, trend analysis and presentation of results pertaining to sales, operations and general business conditions and other areas
• Consult and advise management regarding advanced planning, consolidation and reporting issues
• Leverage advanced tools in the creation, display and reproduction of charts, graphs and models specific to business unit operations and provide inputs to management as required

Deliverables

• Project financial plan
• Cashflow forecast

Time Allocation

• Technical (90%)
• Administrative (10%)

KPIs

• Number of draft versions for customized reports – Total number of draft versions required before finalization of report content for ad-hoc reports (15%)
• Percentage of standard management reports - Percentage of all management reports that are standardized and created on a periodic basis. (20%)
• Accuracy of management reports – Percentage of management reports identified with calculation or definition errors (20%)
• Timeliness of management reports – Percentage of management reports that are delivered to the target audience as per the agreed deadlines (20%)
• Coordination with other relevant departments: (15%)
• Feedback from direct leader(s) – qualitative judgment (10%)

SKILLS

• Should have a strong financial background with an understanding of key accounting and controlling concepts.
• Should possess strong communication skills; capable of presenting complex financial information in an easy-to-understand format.
• Familiar with concepts, practices, and procedures of financial planning & analysis.
• Should have significant experience with integrated financial systems and Microsoft Office (Excel, PowerPoint, Word) programs with strong Excel charting and graphics skill set.
• Should be bilingual- preferred candidate should be fluent in English and French (Written and Oral)

EXPERIENCE AND EDUCATION

• Should possess a bachelor’s degree in Finance & Accounting.
• ACCA\CPA certificate would be preferred or advanced degree in real estate finance
• CFA Qualification is a prerequisite for this role
• Minimum of 10 years relevant experience in Financial Planning, preferably in a similar role