Director Strategic Planning and Decision Support

Chartwell•Mississauga, ON

About The Position

Reporting to the Vice President, Strategic Planning & Analysis, the incumbent will combine their functional accounting expertise, systems knowledge and planning experience to ensure the success of departmental goals and objectives. The incumbent will support the department in all aspects of financial planning and analysis including being responsible for overseeing on-going and tactical analysis. The incumbent will combine their knowledge and technical skills, planning and systems experience to ensure the success of departmental goals and objectives, as well as acting as a subject matter expert on internal initiatives.

Requirements

Post-Secondary education with preference to CPA, CMA, CGA, CA, CFA or equivalent experience.
10+ years of experience in financial planning, budgeting, forecasting or analysis capacity.
Strong technical accounting knowledge.
Functional experience with EPM’s and ERP’s required.
Financial model development experience required.
Strong leader, self-motivated and directed, with the ability to effectively prioritize and execute tasks; seeks help when needed.
Strong ability to effectively transfer knowledge.
Aptitude towards systems and process improvements and re-engineering.
Proven analytical skills and possess a natural interest towards analytical activities and investigation.
Easily adapts to changes, delays, or unexpected events in the work environment.
Knowledgeable about how the organization works and knows how to get things done through formal channels and informal networks.
Must have the ability to be persuasive, encouraging, influential and able to motivate others. This position requires someone that is able to work with various levels of business and technical staff.
Knowledgeable about how the organization works and knows how to get things done through formal channels and informal networks.
Excellent interpersonal communications and the ability to present ideas in a user friendly format.
Ability to absorb and retain information quickly in a dynamic and fast-paced environment.
Demonstrates Chartwell’s values of RESPECT.

Nice To Haves

Experience with IFRS preferred.
Experience in seniors housing, health care or real estate sector preferred.
Experience with OneStream, Quickview, Cubeview, PowerBI, AI ML Automation, Oracle Hyperion Essbase, Planning, and SmartView preferred.
Strong proficiency in excel is highly preferred.
Process improvement and/or automation experience in the planning area is an asset.

Responsibilities

Lead and participate in the execution of the overall business plan of the SPDS team and contributing to the overall support of our Operations, Asset Management, Supply Chain, Finance, Human Resources, Marketing, Sales and Corporate G&A.
Lead and execute business requirement prioritization.
Lead and support the annual budget and forecast processes as required.
Partner with Vice President to lead the internal operational management reporting process.
Analysis, review, and consolidated management reporting.
Partner with Vice President to provide business oversight for all EPM applications (OneStream).
Partner with Vice President and lead SPDS team in the best practice, development, automation and utilization of analysis tools (AI, ML, Power BI, OneStream Quickview, Cubeview, and Dashboards, ServiceNow, Snowflake, Concur and Yardi).
Accounting, analysis and review for internal audit and external audit requirements as it relates to budget and forecast process, EPM system and security requirements, NOI, Sales Traffic & Occupancy (“STO”), General & Administrative (“G&A”), Capex and other operational reporting.
Lead team to create efficiencies in processes and develop formal process documentation.
Partner with all functional areas of the organization.
Develop strong working relationships throughout all levels of the organization.
Collaborate with external partners to assist with data collection and reporting when necessary.
Other duties as required.
Direct the preparation of key internal monthly performance reports for Financial Results - NOI, STO, G&A, Capex and other operational reporting.
Preparation and review of quarterly financial reports for internal and external reporting as follows: NOI, STO and Labour metrics analysis for Board management reporting. Review of NOI, STO, Labour and G&A analysis included for MD&A and Investor presentations. Adhoc analysis for other external reporting requirements as it relates to NOI, STO, Labour and G&A.
Partner with Vice President to support, analyze and monitor monthly budget and forecast results.
Analyze and review quarterly external reporting, provide insights and recommendations as necessary.
Adhere to corporate reporting policies, guidelines and timetables.
Assist with the analysis of business processes and lead the solutioning of business problems.
Partner with Vice President in reporting for those items that are relevant to monitoring the effective execution of Strategy and Budget.
Leverage analysis tools (AI, ML, PBI, OneStream, Smartview) for reporting purposes.
Lead the cross functional SPDS analyst team in conversion from excel based models to system (OneStream, Snowflake) based models per the department’s goals and objectives.
Provide guidance on areas requiring financial expertise as necessary.
Partner with Vice President to lead the divisional and functional annual budget and quarterly forecast processes.
Partner with Vice President and divisional and functional areas to develop agreed upon timelines and templates.
Oversight and review of the divisional and functional annual budgets, quarterly forecasts and key performance indicators.
Review and analyze consolidated annual budgets and quarterly forecasts for completeness and reasonability.
Partner with Vice President in the preparation of the annual budget and forecast material presented to senior management and / or owners.
Key contributor in financial forecasting activities.
Develop and maintain performance monitoring tools for our strategy.
Assist in the implementation of performance measurement tools, including KPI's, scorecards, dashboards and other financial models.
Participate in the execution of departmental strategic plans and business plans.
Support the divisional and functional budget process, both operating and capital.
Participate and take a lead role in business requirement prioritization as it relates to the development and use of Operational tools (ServiceNow, Snowflake PBI, Concur, EPM applications (OneStream and/or Hyperion Planning and/or Essbase applications). This will require significant collaboration with key stakeholders.
Participate and provide subject matter expertise in design of new and existing operational and finance tools.
Direct and support business partners and team in their project roles.
Design and contribute to development of processes to integrate system data into existing financial planning processes.
Understand operational and finance system and tools at an expert level, the detailed business user technical aspects, features, and functionality.
Management and development of new functionality from the business user perspective and help to ensure that schedule, budget and quality goals are met.
Partner with Vice President to improve performance and value of existing reporting, as well as design, develop and support reporting tools and support production of reporting processes.
Prepare ad hoc and what-if analysis for senior management as required