2 results for Portfolio Manager in Surrey, BC
Financial Planning & Analysis Manager
- Richmond, BC
- onsite
- Permanent
-
100000 - 120000 CAD / Yearly
- <p>Our client is seeking a highly analytical and hands-on FP&A Manager to own and lead the full financial planning and analysis function within a fast-paced distribution environment. Reporting directly to senior leadership, this role will serve as the organization’s key FP&A resource and business partner, supporting strategic decision-making through insightful financial analysis, forecasting, reporting, and operational recommendations.</p><p><br></p><p>This is a Manager-level role with significant ownership and visibility across the organization; however, it is an individual contributor position without direct reports. The successful candidate will be comfortable operating autonomously, building processes, and partnering closely with stakeholders across finance, operations, inventory, and sales.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own and manage the end-to-end budgeting, forecasting, and financial planning cycle across the organization</li><li>Prepare and present monthly P&L reporting packages, variance analysis, and management commentary for senior stakeholders</li><li>Develop financial models, dashboards, and KPI reporting to support operational and strategic decision-making</li><li>Create ad hoc analysis and reporting related to new SKUs, inventory trends, promotional items, pricing initiatives, and business performance</li><li>Analyze inventory activity including obsolete and slow-moving inventory, providing recommendations to leadership</li><li>Partner cross-functionally with operations, supply chain, sales, and executive leadership to support business initiatives and profitability analysis</li><li>Maintain and enhance reporting automation and data visualization using advanced MS Excel, Power Query, and Power BI</li><li>Identify opportunities to improve reporting processes, data accuracy, and overall financial visibility</li><li>Support long-range planning, business cases, and special projects as required</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
- 2026-05-27T00:00:00Z
Manager, Financial Systems and Projects
- Vancouver, BC
- onsite
- Permanent
-
120000 - 160000 CAD / Yearly
- <p>A boutique, Vancouver-based private equity firm is seeking a Manager/Sr. Manager, Finance & Systems to join its growing team. This is an excellent opportunity for a designated accountant with a public practice foundation looking to transition into industry while gaining exposure to private equity and operational finance transformation.</p><p><br></p><p><strong>The Opportunity</strong></p><p>Reporting to the CFO, working closely with the Managing Partners, and acting as a Business Partner to the operating businesses, you will take a lead role in a multi-year ERP (SAP Business One) implementation across the portfolio of operating companies, while also supporting financial reporting standardization and process improvement initiatives.</p><p><br></p><p>This role combines project leadership, financial planning, technical accounting, and systems work, offering strong exposure to senior leadership and a variety of businesses.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>- Lead ERP implementation initiatives across multiple operating companies</p><p>- Act as the key liaison between finance teams, external consultants, and leadership</p><p>- Work with Finance Leads to assess current-state processes and design scalable, standardized solutions</p><p>- Oversee data validation, testing, and system adoption</p><p>- Build and enhance financial reporting, dashboards, and KPIs across entities</p><p>- Support consolidated reporting and management reporting at the corporate level</p><p>- Partner with finance teams on process improvements, reporting issues, and ad hoc projects</p><p>- Participate in acquisition diligence as needed</p>
- 2026-06-02T00:00:00Z
