Manager, Financial Planning & Analysis

Work.

Wonders.

Get inspired - Face Your Wild in Alberta come and be a part of this amazing organization. At Travel Alberta, we are redefining what it means to be a tourism and economic development leader in Canada.

As the provincial destination management organization, we’ve embraced an ambitious goal: doubling Alberta’s tourism sector to $25 billion in annual visitor spending by 2035.

This bold vision reflects our commitment to transforming Alberta into a premier destination for both visitors and investors, driving sustainable economic growth while creating unforgettable itineraries and experiences that showcase our breathtaking landscapes, vibrant cities, and rich cultural heritage. Position Summary Reporting to the Director of Finance, our Manager, Financial Planning & Analysis leads Travel Alberta’s financial planning and analysis function, including budgeting, forecasting, financial modelling, and financial insight generation.

This position is responsible for delivering accurate forecasts, developing robust financial models, and providing meaningful analysis to support strategic decision-making and organizational performance.

Our manager oversees the annual budget cycle, rolling forecasts, and long-range financial planning, ensuring alignment with organizational goals and enhancing the accuracy, efficiency, and effectiveness of financial planning.

By analyzing financial trends, performance metrics, and emerging business needs, the Manager provides clear, actionable insights that inform executive decisions and support the achievement of key business objectives.

As a visible and forward-facing member of the organization, the Manager builds strong relationships with senior leaders and internal stakeholders, providing financial guidance and strategic insights that inform business decisions.

This role leads budget review and financial planning discussions, translating complex financial information into clear, compelling narratives that connect financial performance to organizational priorities, risks, and opportunities.

In partnership with internal stakeholders, our manager champions process improvement initiatives, applies strong accounting and financial management knowledge to strengthen financial practices, and ensures the organization’s financial planning supports its long-term strategic direction.

The Manager fosters a culture of financial accountability and transparency, empowering stakeholders to understand financial performance, evaluate options, and make informed decisions.

Leadership and Collaboration Our Manager, Financial Planning & Analysis demonstrates strong people leadership by fostering a high-performance culture built on trust, accountability, and collaboration.

This role builds strong relationships across the Finance team and with internal business partners, creating an environment where team members are empowered to grow, take initiative, and deliver exceptional results.

As a trusted finance business partner, the Manager engages confidently with senior leaders and internal stakeholders to influence decisions, strengthen financial accountability, and support organizational priorities.

Through effective communication, facilitation, and collaboration, the Manager leads meaningful budget and forecast review discussions, challenges assumptions constructively, and translates financial analysis into clear, accessible insights that support strategic decision-making.

The role requires the ability to communicate both the numbers and the story behind them, ensuring financial information is understood, contextualized, and actionable.

By connecting financial performance to operational realities and strategic objectives, the Manager helps stakeholders understand not only what the numbers show, but what they mean for the organization and what actions may be required.

Key Responsibilities 1.

Budgeting, Forecasting, and Financial Planning: Manage the annual budgeting, forecasting, and long-range financial planning processes.

Lead budgeting and forecasting activities that align with organizational goals, strategic priorities, and operational needs.

Lead budget review meetings with senior leaders and internal stakeholders, facilitating discussions on financial performance, budget assumptions, forecast changes, risks, and opportunities.

Challenge financial assumptions and facilitate constructive discussions to ensure budgets and forecasts reflect organizational priorities, operational realities, and emerging business needs.

Provide training and support to internal teams on financial planning practices, fostering financial literacy, accountability, and continuous improvement.

Ensure complex projects are adequately funded, appropriately forecasted, and monitored throughout execution.

Translate strategic objectives into actionable financial plans that support sustainable growth and effective resource allocation.

Identify emerging financial pressures, opportunities, and trends, proactively communicating their potential impact on organizational performance.

• 2.

Financial Modelling and Decision Support: Lead the financial performance analysis process, including insight generation, variance analysis, and management reporting.

Develop and maintain financial models, scenarios, and forecasts to evaluate business options, assess financial implications, and support strategic decision-making.

Prepare and present detailed financial reports, analysis, and recommendations to senior management and internal stakeholders.

Translate complex financial data into clear, compelling narratives that highlight key performance drivers, trends, risks, and opportunities.

Connect financial results to broader organizational objectives, providing context and recommendations that enable informed, timely decisions.

Support effective financial administration and ensure compliance with funding requirements and grant utilization.

Promote transparency and accountability through timely, accurate, and meaningful financial reporting.

Adapt financial communications to diverse audiences, ensuring stakeholders can interpret financial information and understand its implications for their areas of responsibility.

• 3.

Financial Governance for Project Delivery: Oversee financial governance and administration for key projects, ensuring alignment with approved budgets, project scopes, timelines, and contractual obligations.

Monitor and track total project costs against approved budgets and actual expenditures, enabling accurate variance analysis, forecasting, and proactive financial reporting.

Collaborate with cross-functional teams to maintain the financial integrity of project scopes, ensuring detailed cost tracking and compliance with internal controls.

Identify financial risks, cost pressures, and emerging variances, working with project owners to develop mitigation strategies and corrective actions.

Provide clear financial guidance to project stakeholders, supporting informed resource allocation and accountability throughout the project lifecycle.

Ensure project financial information is incorporated into organizational budgeting, forecasting, and reporting processes.

• 4.

Grant Financial Management and Compliance: Oversee the financial administration of grants, ensuring alignment with funding agreements, approved budgets, organizational policies, and applicable requirements.

Review grant expenditure tracking and financial reports prepared by the team, assessing accuracy and working with internal stakeholders to resolve discrepancies and maintain compliance.

Coordinate with program and Finance teams to ensure compliance with grant terms, appropriate allocation of funds, and audit readiness.

Monitor grant utilization and financial performance, identifying potential risks, funding pressures, and opportunities for improved financial management.

Provide clear financial guidance to program stakeholders to support effective grant administration, accurate reporting, and informed funding decisions.

Ensure grant-related financial records, supporting documentation, and reporting processes meet internal governance and external funding requirements.

• 5.

Process Improvement and Systems Enhancement Identify opportunities to automate and streamline financial processes to enhance efficiency, accuracy, and consistency.

Refine workflows to align with organizational goals, evolving business needs, and industry best practices.

Eliminate unnecessary administrative tasks and simplify procedures to improve the effectiveness of financial planning and reporting.

Enhance reporting tools and dashboard, financial models, and systems to provide timely, relevant information that supports better decision-making.

Maintain and regularly update documentation for financial processes, systems, and tools.

Support strategic vendor relationships through consistent financial management practices and effective oversight.

Foster continuous improvement and learning through the adoption of updated systems, tools, and financial planning methodologies.

Collaborate with Finance team members and internal stakeholders to implement process improvements that strengthen financial governance, reporting quality, and organizational efficiency.

• 6.

Vendor Management: Ensure strategic vendor agreements are financially sound and aligned with project scopes, timelines, deliverables, and approved budgets.

Monitor adherence to contractual obligations and escalate discrepancies as needed.

Collaborate with cross-functional teams to track vendor-related expenditures against approved budgets, providing variance analysis and ensuring timely, accurate reporting to support decision-making.

Uphold financial governance by ensuring vendor activities comply with internal policies, funding requirements, and audit standards.

Coordinate with Finance and Legal to identify and mitigate financial and contractual risks.

Act as a financial liaison with key vendors and internal stakeholders to promote transparency, resolve issues proactively, and support long-term partnerships aligned with organizational goals.

Incorporate vendor-related costs into budgeting, forecasting, financial modelling, and long-range planning processes, ensuring expenditures are accurately reflected in financial plans.

Provide financial insights and recommendations on vendor-related spending, supporting effective cost management, resource allocation, and value for money.

• 7.

Stakeholder Engagement: Act as a strategic finance business partner to senior leaders and internal stakeholders, proactively engaging across the organization to understand business needs and align financial planning with strategic priorities.

Build and maintain trusted relationships across business units, fostering collaboration, open communication, and shared accountability for financial outcomes.

Lead and facilitate cross-functional budget and forecast review discussions, ensuring stakeholders understand financial performance, key variances, emerging risks, and opportunities for improvement.

Communicate financial information in a clear, accessible, and actionable manner, adapting messaging to diverse audiences and levels of financial literacy.

Translate financial analysis into meaningful business insights, helping stakeholders understand the implications of financial results and identify appropriate actions.

Partner with tourism investment program managers and business units to streamline financial procedures, strengthen financial oversight, and improve planning practices.

Promote financial literacy and confidence across the organization by providing guidance, context, and support to stakeholders in interpreting financial information and making informed decisions.

Facilitate constructive discussions that challenge assumptions, explore alternatives, and support alignment between financial plans, operational priorities, and organizational objectives.

Promote a collaborative environment that supports effective communication, problem-solving, knowledge sharing, and continuous improvement.

Required Qualifications 1.

Education & Experience: Bachelor's degree in Accounting, Economics, Finance or a related discipline.

Minimum 5 years of experience in financial planning and analysis.

At least 2 years of experience in a leadership role.

Experience in financial planning and performance monitoring for complex projects.

Demonstrated experience in financial oversight of vendor relationships, including aligning vendor deliverables with project scopes and timelines, ensuring compliance with contractual obligations, and supporting accurate cost tracking and reporting.

• 2.

Technical Skills: Experience and an understanding of financial management software (e.g., MS Dynamics, NAV, SAP, QuickBooks).

Advanced knowledge of MS Office 365 (in particular Excel) and experience with Copilot.

Expert financial modeling and analytical skills.

In-depth knowledge of accounting principles, financial performance analysis, and management reporting.

• 3.

Experience: Minimum 5 years of experience in financial planning and analysis.

At least 2 years of experience in a leadership role.

Experience in financial planning and performance monitoring for complex projects.

Demonstrated experience in financial oversight of vendor relationships, including aligning vendor deliverables with project scopes and timelines, ensuring compliance with contractual obligations, and supporting accurate cost tracking and reporting.

• 4.

Certifications: CPA or CFA qualification required.

MBA is considered an asset.

• 5.

Strategic and Analytical Skills: Ability to align financial planning, budgeting, and forecasting with Travel Alberta's strategic objectives.

Experience analyzing financial data to identify trends, risks, and growth opportunities that inform long-term decision-making.

Skilled at translating complex financial information into actionable insights for senior leadership.

Demonstrated capability to support organizational goals through effective resource allocation and financial scenario planning.

Strong understanding of the business environment and its impact on financial performance and planning.

• 6.

Communication Skills: Exceptional communication and presentation skills.

Able to effectively communicate financial information to non-technical stakeholders.

Effective communicator with the ability to present complex financial data in clear and compelling ways while communicating financial matters effectively to senior leadership and external stakeholders.

Collaborative, with strong interpersonal skills and a consultative approach to stakeholder engagement.

• 7.

Workplace Effectiveness: Excellent organizational skills and the ability to meet deadlines.

Must be able to adapt quickly and operate effectively within new and challenging environments.

Strong attention to detail and problem-solving abilities.

Results-driven mindset focused on achieving performance goals.

• *We kindly thank all agency partners, we will NOT require support to fill this role.

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