Financial Planning and Analysis Manager

Job Title: Financial Planning & Analysis Manager Division: Finance Department: Finance Responsible To: Chief Financial Officer   Role Summary The Financial Planning & Analysis Manager is responsible for driving business performance through data visualization and insight. They will manage the collection of data and analyze financial information from historical performance to future trends, to provide financial advice. The key elements of the role include managing all financial forecasting, the group audit & consolidations and operational KPI reporting.   Responsibilities   Budgeting, Forecasting & Internal Reporting Budget coordination, management and review (40 departments) Revenue, COGS, variable labour, and overhead review & creation. Intercompany charges review Internal allocations review Development budget review Preparing decks and present to executive team, asset management & assist in board presentations. Scenario & sensitivity analysis – Model “what-if” cases for; occupancy, transactions, pricing, or inflation or cost changes. Weekly labour review of resort departments. Monthly P&L summary for CEO and CFO Reporting automation initiatives Review opportunities & investment appraisals. Support & coordinate business plan creation, alongside the CFO.   Development & Project Support Cashflow forecasting & liquidity planning – short & long term. Align with Operations, Development & Construction. Collaborate with the business to understand financing requirements and work with Fengate to facilitate the project funding. Monthly development reporting from Yardi for Operations review with Asset Management. Sales & marketing fee calculation review and preparation as units are sold. Servicing draw request support   Presentations & Stakeholder Reporting Big Bay Resort Association presentation preparation Friday Harbour Asset Management presentation preparation Friday Harbour Board presentation preparation   Audit, Consolidation & Compliance Interim Audit document review and submission Quarterly consolidation (Operations, General Development, & Construction) Lead Year-End Audit coordination amongst all stakeholders. Land Allocation Model   Operational Oversight & Analysis Monthly P&L reviews with department leaders and executive Work collaboratively with stakeholders to review pricing strategy, contract proposals & new initiative viability. Variance analysis comparing actual results to budget or forecast, providing meaningful commentary to leaders on its performance. Oversee all FP&A-related Items for resort operations Proforma analysis for new initiatives. Equipment analysis (lease/rent vs. own recommendations) ROI analysis for proposed Capex projects Dashboard summary for the executive team   Ad Hoc & Strategic Tasks Ad Hoc financial and operational analysis requests Scenario planning and forecast sensitivity testing that align with business goals. Continuous Process Improvements (Automation and Efficiency Focus) Work proactively to improve operations, processes, and policies. Team development & training for direct report – Financial Analyst. Benchmarking & competitor Analysis – compare against industry peers to identify performance gaps. Manage KPI reporting packs for: daily, weekly & periodic business reviews. Ensure accuracy and integrity of the reporting systems. Grant application submissions and post event reports. Review database discrepancies and work with 3rd party to resolve. Ad hoc projects including system implementation to support the finance & IT teams.   Systems: Excel, Power BI, Yardi, Dynamics 365 - Business Central, Birchstreet, Oracle Simphony POS, Postgres Database, PowerPoint.   Compliance with all safety regulations of assigned tasks, and ensure a clean and safe working environment with active participation in the health and safety program Adhere to all environmental policies and programs as required Other duties as assigned    Competencies Analytical thinking. Comfortable presenting to asset managers & the board. Financial management. Business acumen and positive mindset Communication/logistics management Organizational effectiveness Results oriented relationship builder Independent but collaborative when necessary   Characteristics High energy, passionate and resilient Game changer/high impact team player/unfazed by change or adversity Humble and good sense of humour Executive maturity, professionalism, and presence Smart, courageous, leader   Requirements Chartered Accountancy – CIMA, CPA, ACCA, CA. Post-secondary degree, diploma or certificate in business administration, economics, accounting, or finance 3+ years related work experience in Finance. Within the industries of hospitality or construction & development, seen as an asset. Previous experience with financial planning systems an advantage (e.g. Anaplan or IBM Planning & Analytics). Ability to think outside the box and be innovative when completing a challenge. Proficiency with point of sale and general ledger systems Must have advanced Excel skills, with previous model building experience. Ability to write SQL queries an advantage, along with experience with back-end systems. Experience of introducing systems in previous role a positive. Ability to recognize, research and resolve discrepancies in financial data. Strong verbal and written communication skills Detail-oriented and works with a high degree of accuracy. Ability to multi-task in a fast-paced environment Must be extremely responsible, with integrity, and the ability to maintain confidentiality and discretion.   Working Conditions Able to work flexible hours including occasional evenings and possibly weekends Required to move, lift, carry, pull, and place objects weighing less than or equal to 25 pounds without assistance Stand, sit or walk for an extended period of time or for an entire shift Reach overhead and below the knees, including bending, twisting, and pulling