Financial Planning and Performance Consultant

As an equal opportunity employer, we are looking to build a diverse workforce that reflects the diversity of our clients and the customers we serve. Learn more about working for WCB at Careers - WCB Alberta

Job Title:

Financial Planning and Performance Consultant

Job Type:

Permanent / Full time

Job Location:

Edmonton, Alberta

Financial Planning and Performance Consultant

Edmonton, Alberta

Permanent, Full-Time

Do you…

…strive to make a difference?

…value respect, care, excellence, trust and fairness?

…value a culture where individuals are committed to deliver purposeful client service through a lens of learning and growth, within a hybrid work model that values flexibility and work-life balance?

At WCB-Alberta, we make a meaningful impact in the lives of working Albertans. We are a not-for-profit organization legislated to administer the workers' compensation system for the province. When any Alberta worker is hurt on the job, we are here to help. We provide compensation and benefits for workplace injuries and occupational diseases to over 1.9 million workers.

The Financial Planning and Performance (FP&P) team is a partner to our business, facilitating cross-departmental collaboration on the delivery of insightful analysis to management in support of financial outcomes related to budgets, forecasts, and the resulting performance measures.  The combination of business partner and financial expert places our team in a unique position to advise senior management of emerging trends, risks, and issues that may impact the financial objectives of our business. 

WCB-Alberta is on a journey to evolve our processes and the ways in which we deliver insight to our customers, using technology as an enabler.  To be successful in this environment, you’ll need to have a strong interest in digital transformation, and experience in applying frameworks that facilitate evaluation around continuous improvement and risk assessment.  Self-initiative is no stranger to you; you learn quickly and adapt to new challenges; your analysis skills are strong, and you make sense out of many different sources of information.  Combining your ability to effectively communicate with all levels of staff, management, and external stakeholders, along with your strong client focus will help you to effectively influence and manage change.

We are shaping the future around the delivery of financial insight to our organization.  We believe in meaningful work, automating the transactional, and focusing our expertise on providing insight to the business.  If you align with our values, want to be part of a group of enthusiastic people who share our passion for meaningful work and are excited about the opportunities that our finance team is delivering to our business, we encourage you to apply online today.

The Opportunity:

• Act as a trusted advisor by providing expertise and direct support to management in facilitating and preparing annual budgets, forecasts, performance measures and scenario analysis.

• Develop analysis that are instrumental in advising senior leadership teams on emerging trends, risks, or issues that may impact the financial objectives of the business.

• Create key messaging on financial budget and forecast outcomes tailored to the needs of the applicable stakeholder (e.g., operational management, corporate management, senior management, Board of Directors, external auditors). This messaging should integrate into key financial performance documents (e.g., 3 Year Plan, Annual Report-MD&A). 

• Collaborate to establish Service Level Agreements (SLA’s) for the delivery of financial planning services to the business.  Regularly monitor the resulting metrics; identify issues promptly, and work to resolve in a timely manner.

• Ensure sound processes and governance frameworks are in place to produce planning, reporting, and analysis that adhere to best practices, including, but not limited to, relevance, efficiency, accuracy, and completeness.

• Coordinate and collaborate on innovation initiatives within the team that will provide value-added analysis for enhanced decision making. Leverage critical thinking and problem-solving skills to design solutions to be implemented.

Your experience and skills:

• A University degree in business or economics.

• Professional accounting designation (CPA) is required.

• Five to seven years’ experience in budgeting, financial planning, and analysis.

• Ability to create strong business relationships, with a demonstrated record of providing value add consulting services.

• Excellent customer service skills.

• Expertise in design thinking and strong analytical skills to enhance problem-solving capabilities.

• Ability to prioritize tasks in a time-constrained environment and adapt to  the challenges of a changing environment through strategic thinking, creative problem-solving and flexibility.

• Proficiency using financial systems for data analysis, reporting, budgeting and forecasting. Familiarity with Workday Adaptive Planning would be considered an asset.

• Advanced proficiency in Excel, PowerQuery, PowerPivot, and PowerBI, as well as the ability to utilize Microsoft Office features to create reports and messaging.

• Strong written and verbal communication, negotiation, and presentation skills.

• Strong ability to work independently as well as work collaboratively in a team environment.

We offer competitive salaries, a comprehensive benefits package, flexible work schedules and hybrid work opportunities (combination of work from home and physical office) that foster a healthy work-life balance. You’ll work with supportive leaders and skilled professionals in a caring and collaborative work environment. For more information, please see our Employee Handbook, available on our website.

SALARY:     $89,984 to $105,848 per annum (Salary Grade 12)

We are committed to providing equal opportunity to all qualified persons, without regard to race, colour, religion or national origin, gender (or gender identity expression), age, sexual orientation, physical or mental disability. Equal opportunity is provided in employment, promotions and wages.

Final candidates for this position are required to undergo a security clearance and credit check. Successful candidate must reside in Alberta and be able to work in person in our Edmonton downtown office as required by the position.

Posted: January 28, 2025

Closes: February 28, 2025