Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- FP&A Manager leading budgeting, forecasting and financial modelling for COBS Bread’s bakery franchise network. Partnering across North America to improve franchisee profitability, growth and investment decisions.
Responsibilities
- Lead the annual budgeting and forecasting process across the North American business, including Canada and the USA
- Manage short- and long-range financial planning and forecasting cycles
- Conduct variance analysis and provide insights into financial performance and trends
- Prepare financial reports and forecasts to support business decision-making
- Lead monthly financial reviews and partner with departmental leaders to understand business performance
- Hold leaders accountable for financial results and agreed KPIs through regular reporting and review processes
- Establish, monitor and report on KPIs with key stakeholders
- Identify trends, risks and opportunities and translate financial results into actionable recommendations
- Act as a Finance partner in the company’s long-range strategic planning process
- Develop financial models and analysis to support strategic initiatives and market opportunities
- Review business cases and evaluate investment decisions, including financial returns, risks and opportunities
- Provide recommendations to help maximize return on investment
- Build relationships with senior executives and leaders across the organization
- Partner cross-functionally with Operations, Supply Chain, Projects, Marketing, Property/Growth and Franchisees
- Identify opportunities to reduce ingredient, COGS, labour and capital costs and improve productivity
- Support Marketing with ROI analysis of campaigns and marketing spend
- Conduct financial viability analysis and evaluate ROI for new stores, relocations and refurbishments
- Develop financial models and recommendations to support growth decisions
- Analyze franchisee financial performance and identify opportunities to improve profitability and financial health
- Develop and support profit improvement strategies and programs
- Perform other tasks and projects as assigned
Requirements
- CPA, CA, CFA or equivalent professional designation is preferred
- 8+ years of accounting and finance experience, with previous experience in corporate finance and/or FP&A
- Strong experience in budgeting, forecasting, financial planning and variance analysis
- Experience in the retail or food services industry, ideally within a franchise environment, is preferred
- Strong financial modelling and analytical skills, with advanced knowledge of Excel
- Excellent business acumen and strong problem-solving skills
- Proven ability to partner effectively with senior executives and stakeholders across multiple departments
- Strong ability to influence and communicate financial insights to both Finance and non-Finance audiences
- Ability to translate complex financial information into clear, practical business recommendations
- Strong stakeholder management, relationship-building and communication skills
- Highly organized, detail-oriented and able to manage competing priorities in a fast-paced environment
- Experience leading or mentoring team members is an asset
Benefits
- Competitive salary and vacation plan
- Paid sick and personal leave days
- Dynamic, driven, high-achieving, close-knit and fun-loving team environment
- High level of autonomy and responsibility
- Complimentary self-serve kitchen with fresh produce, deli meats, COBS Bread and treats
- Equal opportunity employer
- Accessibility accommodation available upon request
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No Education Requirement
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