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Job Title


Senior Financial Planning Analyst


Company : beBeeFinancial


Location : Newmarket, Ontario


Created : 2025-07-08


Job Type : Full Time


Job Description

Senior Financial Planning Analyst About the Position We are seeking an experienced Senior Financial Planning Analyst to join our team. The ideal candidate will have a strong background in financial analysis, budgeting, and forecasting. The successful candidate will be responsible for: Preparing monthly production of spending reports for senior management; Consolidating analysis of variance explanations and validating or clarifying with budget leaders as needed; Preparing board materials with relevant analysis of total company spending as assigned; Leveraging expertise in TM1 budget tool to lead lunch and learn training sessions for budget leaders and their assistants; Supporting budget leaders and their assistants in completing salary model and budget inputs; Analyzing and reporting on budget performance for senior management; Providing expense accounting and finance support for business areas where complexity and frequency require specialized attention; Overseeing intercompany accounting and third-party invoicing; Ensuring compliance with expense-related accounting policies and practices; Ledging and mentoring the Expense Management team; Crafting and enforcing formal processes for managing team members throughout the year; Assisting in preparation of team member development plans and ongoing follow-up. About You We are looking for someone with: A University degree in Business or Accounting; Designated CPA or equivalent professional accounting designation recognized in Canada; Minimum 5+ years of experience in budgeting and variance analysis; Leadership and staff management experience; Insurance or financial services industry experience is an asset. Benefits This role offers a competitive compensation package, inclusive of annual bonus and pension matching opportunities. We also provide career development and progression opportunities within the organization. How to Apply If you are a motivated and detail-oriented individual with excellent analytical skills, please submit your application. Only documents in MS Word or Rich Text formats will be accepted. Please ensure you meet the minimum requirements for this role and can demonstrate how you can contribute to our team''s success.