Financial Planning And Analysis Manager

Position summary

The Corporate Manager, FP&A position in Serruya Private Equity (SPE) will work closely with the VP of Finance to support the long-term operational and growth objectives of the group. The Manager will lead in developing, implementing robust and scalable reporting processes that drive the business decision making backed with analytics. You are a key member in SPE to ensure timely reporting of financial results, operational and sustainability KPIs, performance dashboards and in overseeing the planning cycles. The incumbent requires excellent leadership, communication skills, systems savvy, and the ability/willingness to collaborate with all business areas.

Responsibilities and duties:

• Assist the VP of Finance to develop the corporate annual operating plan, consolidation & submission process. Prepare consolidated monthly/quarterly actual reports, budget to actual reporting, variance analysis. Develop & utilize various analytical frameworks to highlight opportunities & decision support. And identify key drivers and initiatives for strategic and business growth.
• Other ad-hoc tasks as assigned, and as operationally required.
• Manage the review and analysis of various joint venture reports maintained by partners or external accountants and ensure information prepared is reasonable and completed by the specified deadline date.
• Assist VP of Finance for EFP system selection and implementation and streamline the reporting function of monthly financial and non-financial information, e.g. budget vs. actual, revenue and margin by product line, inventory level monitoring.
• Work together with the Controller and provide support to VP of Finance of building corporate policies.
• Document workflow and control process for all financial related areas and assist VP of Finance to review and refine the process.
• Develop and lead the annual budget process, working collaboratively with a multi-functional team. Challenge key assumptions based on actual trends, knowledge of the business model, and the need to continuously improve overall profitability for all major operating sectors.
• Partner with accounting team to refine sector reporting templates, training and coaching accountants to ensure accurate and timely submission of the sector reports and the complete profitability analysis across different business segments are covered.
• Respond to inquiries for data extraction, review and analysis from Investment team.

Employment requirements:

• Advanced Excel skills, tech savvy, adaptive to new technologies and tools. ERP system implement experience is an asset.
• Solid track record of meeting tight working deadlines, and prioritizing workload are essential.
• Knowledge/experience of corporate income tax returns (US or Canada) will be an asset.
• The successful candidate will be an accredited accountant (CPA, CA, strongly preferred) with accounting firm experience, coupled with a minimum of 2-3 years of industry experience, preferably in either real estate, retail, or food industry.
• Excellent communication skills.
• Demonstrated analytical skills to interpret information and provide recommendations

SPE is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability or any other characteristic protected by law. Accommodation is available upon request for applicants and colleagues with disabilities.