Financial Planning and Analysis Manager
- Markham, ON, Canada
$90,000 to $100,000 CAD / year · Full-time
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Job details
- Pay
- $90,000 to $100,000 CAD / year
- Job type
- Full-time
- Apply by
- Experience
- 5+ years of progressive experience in accounting and financial analysis, with each role building on prior knowledge and increasing in responsibility
- Posting language
- English
- Posted
Original job description
About the Company
Our client is a buy-sell distributor in the food and consumer packaged goods industry. They are looking for a Manager, Client Services who will be responsible for ensuring day‑to‑day topics, inquiries, and financial matters are addressed. They will serve as the client’s advocate within the company, ensuring their needs are understood and escalated appropriately across departments. The role will also review forecasting and financial reports for client requirements.
Why Work Here
- More than a finance role: The emphasis is on client relationships, communication and complex problem-solving, while still using financial skills.
- Varied, visible work: The manager is a first point of contact for clients and investigates issues across orders, delivery, promotions and the order-to-cash process.
- Cross-functional exposure: Resolving client questions means working with teams such as customer care, the warehouse and financial analysts.
About the Opportunity
- Coordinate with internal teams across Client Services, Supply Chain, Finance, Logistics, EDI, Trade Promotions to resolve operational challenges and act as the connective point between the company’s departments, ensuring information flows clearly and actions are aligned with client expectations.
- Prepare reports for external clients and internal management reporting purposes
- Monitor trade spend management
- Lead client and sales agent meetings
- Manage the client's month-end close process, with support from the Corporate Reporting team, including preparing journal entries, completing account reconciliations, and performing variance and risk analysis on complex accounts
- Build and maintain complex spreadsheet models to support month-end reporting, analysis, and client deliverables
- Deliver insights into business performance and help identify opportunities for improvement.
- Assist with month-end and year-end process for Director.
- Participate in the development and completion of special and/or ad-hoc projects as assigned
- Contribute to the development of new ideas and approaches to improve work processes while effectively using existing internal systems
About You
- Degree in Business Administration / Commerce or Related experience.
- Industry experience preferred from Consumer-Packaged Goods (CPG), Distribution, or Public Warehousing
- CPA designation or in progress of completing designation an asset
- 5+ years of progressive experience in accounting and financial analysis, with each role building on prior knowledge and increasing in responsibility
- Advanced Microsoft Excel skills
- Strong written and verbal communication
- Progressive experience working through month-end and financial statements
Salary Range
$90,000 - $100,000/year
When referencing this job, quote #309910
More about this job
Responsibilities
Coordinate across internal departments to resolve client issues, manage client and sales agent meetings, and prepare client and management reports. Oversee the client’s month-end close, trade spend, financial analysis, and spreadsheet models, while identifying business improvements and supporting special projects.
Requirements
Requires a business administration, commerce, or related degree or experience, and at least five years of progressively responsible accounting and financial analysis experience. Advanced Excel skills, strong communication, and month-end and financial statement experience are required; CPG, distribution, or public warehousing experience and a CPA designation or progress toward one are assets.
Skills
- Financial Analysis
- Accounting
- Financial Reporting
- Forecasting
- Month-End Close
- Journal Entries
- Account Reconciliation
- Variance Analysis
- Risk Analysis
- Microsoft Excel
- Spreadsheet Modeling
- Trade Spend Management
- Cross-Functional Coordination
- Written Communication
- Verbal Communication
Visa sponsorship
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Categories
- Finance & Accounting
- Customer Service & Support
- Management & Leadership
- Logistics
- Data & Analytics
Keywords
- Accounting
- Financial Analysis
- Financial Planning And Analysis
- Forecasting
- Financial Reporting
- Month-End Close
- Year-End Close
- Journal Entries
- Account Reconciliations
- Variance Analysis
- Risk Analysis
- Microsoft Excel
- Spreadsheet Models
- Trade Spend Management
- Consumer-Packaged Goods
- Distribution
- Public Warehousing
- CPA
- Client Services
- Order-To-Cash
- Supply Chain
- Logistics
- EDI
- Trade Promotions
- Cross-Functional Coordination
- Management Reporting
- Business Performance
- Ad Hoc Projects