Financial Planning & Analysis Specialist

Who we are Children are at the front and centre of what we do; they are the foundation of our purpose and the basis for our evidence-driven strategy. Our mission is to transform the lives of children, youth and their families by developing and delivering innovative, research-based mental health and early learning programs. At the Child Development Institute (CDI), we are passionate about helping our communities' most vulnerable members and their caregivers. It motivates each of us to face what can be difficult situations while continuously finding the purest joy in play, in silence, in advice, and in the unbelievable strength and resilience of our young clients. Joining us now is a rewarding opportunity to be part of an organization that is built on a legacy of more than 100 years of helping children and families. Recognized as a leader and model for measurement-based impact, we are client-centred, family-centred, and data-informed. We are a place where professionals grounded in mental health, care, and well-being of infants, children and youth, come together in collaboration, learning and inclusion. As a multiservice organization delivering social, emotional, and behavioural counselling services, early childhood education, learning disabilities and mental health services, and family violence services, we address the whole person from when they begin their life. Every child and family that reaches out to us is unique, and we value and embrace their individuality. We deliver the tailored support and tools they need to build life-long skills, positive mental health, and resilience. With their trust in us, we guide children and families along a supportive journey. It is an often difficult path and simultaneously the most rewarding experience for providers, children and families. Who we need Reporting to the Director of Finance, we are hiring a Financial Planning & Analysis (FP&A) Specialist to lead budgeting, forecasting, funder reporting, and financial analysis across the organization. In this role, you will translate complex financial and funding data into clear insights that support informed decision‑making. Working across government, private, and restricted funding streams, you will ensure financial data is structured and captured effectively to support accurate reporting and reduce manual reconciliation work. You will collaborate with program leaders and senior leadership to assess financial performance, support funding applications, and identify risks and opportunities that inform planning and resource allocation. This existing vacancy is a full‑time, hybrid position working on‑site at our Euclid location with three days on‑site and two days off‑site per week. What's in it for you Impact. You will be a valued member of a finance team that plays a critical role in supporting organizational sustainability and the stewardship of government, foundation, and restricted funding. Your work will ensure financial resources are aligned with program priorities, funder requirements, and long‑term organizational goals. Influence. As a key partner to the Finance Manager and Director of Finance, you will contribute to financial planning and decision‑making across the organization. You will collaborate with program leaders to strengthen budgeting, improve reporting structures, and provide insights that guide performance and funding alignment. Exposure to complex and meaningful work. You will gain visibility across the full finance function within a collaborative, close‑knit team. The role offers hands‑on experience navigating multi‑source funding models, including detailed funder reporting and compliance requirements, while building the experience needed to step into a Finance Manager role over time. As our new Financial Planning & Analysis Specialist, you will: Lead budgeting and forecasting. You will support the annual budgeting process in collaboration with the Senior Finance Manager and Director of Finance. You will develop organizational and program‑level budgets, monitor performance against plans, and prepare quarterly forecasts and additional projections to support planning and business continuity. You will also support the development of budgets for new funding proposals and initiatives throughout the year. Deliver financial analysis. You will analyze monthly and quarterly financial performance against annual and donor budgets, identifying variances, key drivers, and emerging trends. You will provide actionable insights and support leadership in developing mitigation strategies and informed decision‑making. Support funder and management reporting. You will prepare and maintain funder reports, ensuring alignment with contractual requirements and timelines. Working closely with program teams, you will produce accurate program‑level reporting that highlights performance, risks, and opportunities. You will also contribute to executive and board‑level financial reporting while ensuring compliance with varying government and restricted funding requirements. Strengthen reporting frameworks. You will collaborate with senior leadership to refine reporting structures that support strategic planning, operational effectiveness, and organizational growth. You will also contribute to financial analysis and special projects as needed. Drive process improvement. You will evaluate financial planning processes, tools, and workflows to identify opportunities for efficiency and automation. You will help ensure financial data is structured effectively within QuickBooks so reporting requirements are met at the source, reducing manual intervention and improving accuracy across funder reporting. What you bring The nonprofit and funding experience. You bring experience working in a nonprofit, public sector, or multi‑funder environment. You understand how government, foundation, and restricted funding operates and how reporting requirements vary by funder. You are comfortable navigating complex reporting structures where individual funders require detailed program‑level reporting that must align with broader financial statements and organizational budgets. The financial planning and analysis expertise. You have hands‑on experience supporting budgeting, forecasting, and financial analysis. You can evaluate financial performance against plans, identify variances and trends, and provide clear insights that support planning, funding applications, and operational decision‑making. The technical skills. You have advanced proficiency in Microsoft Excel and experience working with financial systems such as QuickBooks or similar accounting platforms. Exposure to SAP Concur is an asset. You are comfortable working with financial data, building models, and extracting insights from multiple data sources. The analytical and systems thinking. You are able to interpret complex financial data and translate funder requirements into effective reporting structures. You understand that accurate reporting begins with how financial data is captured and structured, and you proactively identify ways to improve processes to reduce manual work and increase reporting accuracy. The communication and collaboration skills. You can present financial insights clearly to both finance and non‑finance stakeholders. You build collaborative relationships with program leaders and contribute to inform‑decision‑making through thoughtful analysis and clear communication. The ownership and adaptability. You are organized, responsive, and able to manage competing priorities in a dynamic environment. You take ownership of your work, exercise sound judgment, and remain flexible during peak periods such as audit cycles, budgeting, and funder reporting deadlines. The education. You hold a university degree in accounting, finance, or a related field. A CPA designation or progress toward a CPA is considered an asset. Other requirements All applicants are advised that offers of employment are contingent upon the successful completion of a Vulnerable Sector Check and references. Compensation: At Child Development Institute (CDI), we believe that compensation should be transparent, fair, and supportive of your experience and growth. For this role, the annualized salary is $85,000-$88,000. Salary is determined by the complexity of the position and internal equity, ensuring a fair and competitive salary within our sector. We believe in transparency and open conversations about compensation. If you have any questions about our approach, we are happy to discuss them throughout the hiring process. Join us. Fostering positive transformations in mental health for over a century, CDI is a world‑class leader trusted in helping children, youth and families through a wide range of evidence‑informed services to build lasting change. At CDI, we prioritize the mental well‑being and work‑life balance of our teams. We acknowledge the reality of the emotionally demanding work each of us puts in every day. To that end, we strive to create a collaborative, diverse, inclusive, equitable space where creativity flourish by offering: Flexible hours in a planned program environment. A focus on cross‑disciplinary collaboration and knowledge sharing. Ongoing paid professional development opportunities and certifications. If you want to be part of our vision to make a measurable lifelong impact on the mental health and well‑being of children, youth and families, join us. What you can expect from our interview process: A virtual interview with a Talent Advisor will discuss your interest in the role. The conversation will be recorded using BrightHire, an AI‑powered video interview tool. More details will be shared when you are invited to interview. A second‑round in‑person panel interview with the Director of Finance, the Finance Manager, and an HR representative to explore your technical expertise, analytical approach, and experience working within a multi‑funder environment. As part of this interview, you will complete a brief Excel‑based assessment designed to evaluate your ability to analyze data, structure outputs, and demonstrate real‑time problem‑solving skills. CDI is firmly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, Indigenous People of North America and the world, persons with disabilities, 2SLGBTQIA+ persons, and those who may contribute to the further diversification of ideas. We are committed to providing equitable opportunities in employment and to providing a workplace which is free from discrimination and harassment. We are equally committed to providing an inclusive and accessible workplace. If you require accommodations, please reach out to us at [View email address on click.appcast.io]. #J-18808-Ljbffr Child Development Institute