Financial planning and analysis jobs in Waterloo, ON

Th July, 2024 POSITION SUMMARY The Director, FP&A plays a critical role in providing financial.. Proven experience (10. years) in financial planning and analysis, with a focus on retail operations and..

Partnering with the Leader of Financial Planning Support will be important, to help identify.. years in a financial planning or related roleOne or more of the following. CFP, CLU, TEP, CPA, LLB..

And reporting in terms of value add, maturity and efficiency Develop scenario based financial models to.. and coach the planning team currently consisting of three financial analysts What do you bring to the..

The problems are likely to be tax or legal planning problems the Client has, where they are either.. What will you do? Promote and deliver effective advanced tax, legal, estate and financial planning..

What will you do? Provide tailor made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best in class proprietary and select..

Or CFP. or QAFP )Mutual Funds License (IFIC or CSC)Minimum 2 years' experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner..

Quarter and year end financial closes Identifies and generates financial status reports (monthly) by.. discusses variance analysis to budgets forecasts Prepare various reports and provide analysis of..

Extensive experience in financial ownership of cross functional initiatives and experience in strategic planning, project management, executive communication, thought leadership and change..

Position Summary. The course covers Economics theories required for investment and financial analysis, including microeconomics, macroeconomics and international economics. The course will have..