The Officer, Planning and Projects is accountable for providing assistance to Directors and Managers on all aspects related to operational plans and budgets, and project plans including monitoring, analyzing and reporting on these plans with respect to the attainment of targeted results. The Officer will develop and implement financial processes, reports, analysis and/or policies related to the functional unit. The Officer will liaise with other Finance and functional groups as well. The Officer will become familiar with all aspects of the Planning, Reporting and Analysis group, i.e., Expense, Revenue and Investment.
Below are the main job requirements and responsibilities for the Officer, Planning and Projects:
Initiates, inputs and develops work on all aspects of the different planning cycles-including financials (i.e., 5 year Corporate Plan, one year operational plan and budgets, project plans).
Analyzes budget estimates from the point of view of expenditure history for given accounts, responsibility centres and projects and also provide recommendation to the General Manager for allocation on funds.
Develops, schedules and performs the analytical and modelling activities required to formulate Corporate Plans and Forecasts in conjunction with Corporate and Functional requirements.
Develops and documents financial policies and designs and implements process requirements for financial planning, forecasting and reporting related to the functional unit.
Designs and documents functional management reporting requirements and in conjunction with Financial Systems User Operations group, defines requirements for and develops and implements financial planning, forecasting and reporting systems. Develops micro-computer applications for financial and functional management reporting purposes.
Coordinates and supervises where applicable the preparation of regular forecasts for functional and corporate reporting. Provides analysis and advice to functional management on forecast implications and provides all corporately required information within deadlines. Develops and provides any special purpose and ad-hoc reporting that may be required.
Develops, maintains and provides monthly analysis package within published deadlines. Ensures all significant functional variances are identified and explained with any annual impacts where applicable. Presents performance analysis to monthly functional management meetings when required. All information is for the ultimate use of senior management.
Participates in business process improvement initiatives while representing the interests of the function and improving the effectiveness of the team. Acts in the role of Manager as required.
Advises functional representatives on all new and related financial policies and ensures sound financial accounting policy is reflected in current functional practices. Ensures all issues relating to other groups are integrated as required.
Provides assistance to management in the implementation of all new strategies while recognizing that all information is of a sensitive, strategic and confidential nature. (Including confidential staffing forecasts attesting bargained employees).
Completed post-secondary, preferably in Accounting or Finance OR a combination of equivalent professional experience and training with a keen interest in Business or Finance.
Having earned or working towards an MBA degree or CPA designation will be considered an asset
1 to 3 years of relevant functional experience
(If managing a team) One or more years’ experience managing people
One or more years of experience in a unionized environment an asset