Financial Planning & Analysis Coordinator

Job Title: Financial Planning & Analysis Coordinator (Full time - permanent).

Job Salary: $47,500 - $79,000 CAD

Reports To: Manager, Financial Planning & Analysis

Department/Unit Name: Financial Planning & Analysis

In collaboration with Manager, Financial Planning & Analysis, support all activities related to financial planning & analysis for all company product lines, including the analysis and forecasting of revenue, profitability, costs, and backlog, expenses etc. Act as a liaison between finance and project operational groups to support the development of systems to improve financial related communications and tracking of project financial metrics, including providing support for the collection of data and the identification of cost saving opportunities at the product, department, and project level.

Project Finance and Revenue Analysis Support:
• Support the development of key analytics and dashboards to improve financial related communication and tracking of project financial metrics. This may include product line dashboard, resource management initiatives and systems implementations and utilization and revenue projections.

• Support development of project and company level budget forecasts for internal and external stakeholders.

• Identify trends related to project cost overruns and opportunities to improve project budgeting by refining costing algorithms.

• In collaboration with Project Directors/Managers, support the coordination and administration of study related budget agreements including development of change orders and vendor agreements. Support development of statements of work as appropriate.

• Assist Project Management teams in reconciling project expenditures with budgeted amounts during, or at the conclusion of a project.

• Liaise with Business Development and support Project Directors/Managers with implementation of change orders and, where applicable, statements of work.

• Liaise with Legal to finalize statements of work, change orders and vendor agreements. where applicable.

• Update or recommend improvements to internal revenue management and expense forecasting analysis and change order processes.

• Support technologies and analytics that ensure fluid active revenue forecasting for the organization.

• Gather and analyze large sets of data from various sources, summarizing data for use in internal and external purposes.

• Maintain revenue model by working closely with internal teams to understand inputs and prepare analysis as required for expanded leadership review.

• Assist in overall monthly analysis to provide results prior to month-end, allowing for time-sensitive analysis and decision-making.

Transactional Processing:
• Support Project Directors/Managers with data collection and forecasting related analysis of revenue and expenses for the product lines.

• Ensure the timely verification and processing of change orders and statements of work.

• Organize technical written materials for statements of work, change orders and vendor agreements including organization of sections, tables, exhibits and attachments.

Vendor Support:
• Support development of changes to vendor bid packages to ensure accurate alignment with sponsor agreed upon project budgets.

• Support development of assumptions and finalization of vendor budget agreements.

• Support analysis of vendor proposals and budgets by composing comparative analysis.

Qualifications:
• Applicants should have a minimum of a one-to-two-year post-secondary certification in a relevant field of study, or a minimum of one to three years of related work experience with ongoing training. An accounting or Office Administration specialty preferred. The successful candidate must exhibit the following skills: self-motivation with strong communication skills and a commitment to achieving positive results. Strong attention to detail and keenness to understand the importance of building collaborative relationships to achieve results. Ability to engage in continuous learning and self-development. Ability to continually foster teamwork.

• Skilled in use of spreadsheet, database and/or data-mining software. Advanced Excel proficiency. Literate in the concepts of data analytics. Visual Basic Applications (VBA) skills preferred.