We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
About the Team:
The Strategic Planning and Initiatives Finance team provides the organization with advanced financial analytics and insights that are used by firm leadership to make informed strategic and financial business decisions. The team helps to drive financial modernization and process improvements and is responsible for budgeting, forecasting, financial modelling and other ad-hoc reporting.
Purpose of the Role:
We are looking for a Manager, Financial Planning and Analysis who will partner with the broader Finance Team and Leads across the organization to plan and develop budgets, short and long range planning, and create and manage financial models. This role will also help oversee the annual and quarterly forecasting process, including the preparation of Executive Team and Board material.
The Manager, Financial Planning and Analysis will work with the business to track financial performance and provide financial information, forecasting and analysis to help guide decision making and set strategy. You will work with our Business Intelligence and Reporting Team to compare data to competitors and industry trends, and create visualizations to effectively communicate findings to the organization.
Core Responsibilities:
- Own the planning, financial modelling, budgeting and forecasting function and ensure accurate reporting, forecasting and analysis; leverage new finance platform (Workday Adaptive) to create dynamic reporting for scenario, sensitivity analysis and valuation, etc.
- Act as a strategic Finance Business Partner, working alongside other business functions, using your strong analytical skills to advise and support decision-making through strategic insight and providing financial analysis to business unit management.
- Communicate results of analyses and make recommendations to senior management.
- Building partnerships and maintaining strong relationships with all senior managers and their teams.
- Improving the impact, and understanding, of financial reporting on business performance.
- Assist in the improvement of business operations and performance.
- Help to develop, monitor and identify risk and opportunity with business KPIs (key performance indicators).
- Generate long term strategic P&L forecasting as well as strategic initiatives reporting.
- Help to evaluate suitability of merger or acquisition targets and participate in due diligence process.
- Help to manage the implementation of various platforms.
- Leading the evaluation of various business processes, areas and functions for efficiency and productivity, provide recommendations for improvement through process simplification, optimization and automation.
- Supporting the development and implementation of best financial practices.
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.
Required Skills & Qualifications:
- A minimum of 7 years of work experience in finance, specifically 3+ years of work experience in Financial Planning and Analysis in Wealth or Asset Management.
- Bachelor’s degree in Finance/Accounting is preferred.
- CPA or MBA is an asset.
- Solid experience in financial modelling, scenario and sensitivity analysis.
- Workday Adaptive experience is an asset.
- Ability to adapt to a rapidly changing, high-growth environment.
- Comfortable proposing, justifying, initiating and implementing change.
- Exceptional presentation and relationship building skills.
- Superior communication skills and can articulate concepts and provide insight from analysis, forecasting trends, KPIs, their impact and potential opportunity.
- Able to influence without authority and strong negotiation skills.
- Strong ability to problem solve and proactively bring insights and recommendations to the business.
- String consultative approach to understanding internal client needs.
- Self-starter who drives a project from concept to completion, within tight timelines.
- Highly collaborative and team focused, with the ability to work independently as well as part of a dynamic team.
- Excellent organizational and time management skills.
Compensation & Benefits Package:
This position comes with a base salary range of $110,000 - $130,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
