Manager, financial planning & reporting

Salary

The salary range for this position is CAD $55.25 - $79.42 / hour
Job Summary

Position Highlights

We are currently recruiting for the Manager, Financial Planning & Reporting role. This position leads the organization’s multi-year corporate business planning processes, including economic forecasting, annual operating budget development, and financial reporting.

The Manager plays a key role in supporting the development of Fraser Health’s mission, strategies, and organizational goals, ensuring the effective delivery of high-quality financial planning, budgeting, and reporting services.

Build on your education and career experience as you:

• Develop recommendations on short and long range goals and objectives for the Financial Planning department.
• Develop, communicate and manage the FH-wide financial plans and processes and co-ordinates the development and integration of individual portfolio financial plans with applicable clinical and clinical support departments.
• Develop, implement, evaluate and review policies, standards and procedures to ensure the delivery of effective and efficient financial services for the designated portfolio.
• Provide leadership on portfolio financial activities to ensure the efficient utilization of financial resources are within the objectives, plans and budgets established by FH senior management.
• Integrate the various planning elements developed by the department for FH-wide business decision making including the Budget Management Plan, Health Services Plan and the Capital Asset Management Plan into the three-year integrated Operating Plan.
• Assess annual environmental economic conditions, recommend and communicate corporate-wide assumptions to be employed in FH for preparing multi-year operating plans and budgets.
• Coordinate the implementation of the annual financial plan into detailed budgets and review FH-wide results.
• Prepare appropriate planning documents for communication of the annual operating plan and forecasts as required by the Senior Executives, Ministry of Health and the Board of Directors.
• Lead the development of the Quarterly Financial Report to the Board and the Period End Financial Report to the Executive Team.
• Lead the development of the organization's Quarterly Financial Forecast for Board sign-off and submission to the Ministry of Health.
• Develop, maintain and provide status reports on the implementation of financial plans and budgets for the results of major deficit recovery plans and strategic investments.
• Design and coordinate the forecasting process for FH and collaborate with appropriate departments to identify, implement and evaluate systems in support of financial/cost analysis, performance measurement and financial strategic analysis.

To join our team you have:

• CPA recognized professional accounting designation.
• Seven (7) years' recent related financial planning/accounting and/or management reporting experience within a large complex organization
• An equivalent combination of education, training and experience may be acceptable.

This full-time position is based out of our Central City offices in Surrey, BC, with access to rapid transit, shopping, restaurants, on-site gym and other amenities.

Detailed Overview

Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families:

Leads the organization's multi-year corporate business planning processes, economic forecasting, annual operating budget preparation, financial reporting, statistical data collection and analysis including the integration of the multi-year financial plan, in collaboration with the Director, Financial Planning & Business Support. As a member of the Financial Planning team, the Manager participates in the development of the mission, strategies and goals to ensure the optimum delivery of appropriate financial planning and budgeting services for Fraser Health (FH).

Responsibilities

Develops recommendations on short and long range goals and objectives for the Financial Planning department; develops, communicates and manages the FH-wide financial plans and processes and co-ordinates the development and integration of individual portfolio financial plans with applicable clinical and clinical support departments.

Develops, implements, evaluates and reviews policies, standards and procedures to ensure the delivery of effective and efficient financial services for the designated portfolio; provides leadership on portfolio financial activities to ensure the efficient utilization of financial resources are within the objectives, plans and budgets established by FH senior management.

Integrates the various planning elements developed by the department for FH-wide business decision making including the Budget Management Plan, Health Services Plan and the Capital Asset Management Plan into the three-year integrated Operating Plan.

Assesses annual environmental economic conditions, recommends and communicates corporate-wide assumptions to be employed in FH for preparing multi-year operating plans and budgets; coordinates the implementation of the annual financial plan into detailed budgets and reviews FH-wide results; prepares appropriate planning documents for communication of the annual operating plan and forecasts as required by the Senior Executives, Ministry of Health and the Board of Directors.

Leads the development of the Quarterly Financial Report to the Board and the Period End Financial Report to the Executive Team; leads the development of the organization's Quarterly Financial Forecast for Board sign-off and submission to the Ministry of Health.

Develops, maintains and provides status reports on the implementation of financial plans and budgets for the results of major deficit recovery plans and strategic investments; designs and coordinates the forecasting process for FH and collaborates with appropriate departments to identify, implement and evaluate systems in support of financial/cost analysis, performance measurement and financial strategic analysis.

Plans and implements operating and capital budgets for the portfolio including budget preparation, authorization control and reporting of expenditures; implements corrective action, as required to ensure expenditures are within approved budget.

Manages the recruitment, mentoring and professional development of assigned staff; supervises designated staff, determines staff schedules, provides work direction and assignment of duties to meet operational requirements; conducts employee performance reviews, coaching sessions and facilitation of goal setting with the employee; identifies training/educational requirements as needed; implements corrective action/employee discipline up to and including terminations, as required.

Develops, communicates and manages the processes and procedures for statistical and financial applications and data for compiling statistical and financial data for the period end reporting processes.

Participates in the design and maintenance of financial planning, forecasting, budgeting and reporting templates, in collaboration with Accounting Services and Business & Client Services.

Plans and implements an effective quality improvement program and ensures a high level of customer satisfaction.

Represents FH through participating on committees, organizations and advisory activities as appropriate.

Qualifications

Education and Experience

CPA recognized professional accounting designation.

Seven (7) years' recent related financial planning/accounting and/or management reporting experience within a large complex organization, or an equivalent combination of education, training and experience.

Competencies

Demonstrates the leadership practices of the Fraser Health Leadership Framework of Clear, Caring and Courageous and creates the conditions for people to succeed.

Professional/Technical Capabilities:

• Demonstrated knowledge of accounting practices, trends, generally accepted accounting principles (GAAP), financial planning and contract management
• Demonstrated ability to lead, plan, direct, manage and implement change
• Demonstrated ability to direct a variety of cyclical operational, budgeting and financial planning processes
• Knowledge of financial analysis methodologies including experience in the development and review of financial models
• Demonstrated experience in business case development
• Demonstrated ability to work independently and in collaboration with others
• Demonstrated ability to develop and maintain rapport with internal and external stakeholders
• Demonstrated ability to function effectively in a highly dynamic environment with changing priorities
• Ability to supervise and provide work direction to others
• Ability to operate related equipment including applicable software applications
• Physical ability to perform the duties of the position

About Fraser Health

Fraser Health is the heart of health care for over two million people in Metro Vancouver and the Fraser Valley in British Columbia, Canada, on the traditional, ancestral and unceded lands of the Coast Salish and Nlaka’pamux Nations and is home to 32 First Nations within the Fraser Salish region.

People - those we care for and those who care for them - are at the heart of everything we do. Our hospital and community-based services are delivered by a team of 50,000+ staff, medical staff and volunteers.

We are committed to planetary health and value diversity in the work force. We strive to maintain an environment of respect, caring and trust. Fraser Health’s hiring practices aspire to ensure all individuals are treated in an inclusive, equitable and culturally safe manner.

Together, we are the heart of health care.

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