Carewest
Finance
LeadBudgeting,Forecasting&FinancialReporting
Neural analysis suggests this role is
optimal for Senior candidates.
“Lead Budgeting, Forecasting & Financial Reporting at Carewest. Skills: Budgeting, Forecasting, Financial Reporting. Lead annual operating budget process. Own and maintain budgeting and forecasting models”
What You'll Achieve.
Ensuring the timely development of high-quality budgets, forecasts, and compliant financial reports; Providing value-added advisory support to operational leaders; Strengthening financial stewardship; Enhancing decision support; Fostering alignment between financial and operational objectives; Enhance efficiency, accuracy, and sustainability; Enhance decision support; Ensure consistency, accuracy, and compliance; Enhance efficiency and reduce manual effort
Industry & Context.
analytical skills
What They're Looking For.
Must Have
Bachelor's Degree in Commerce, Business Administration, or related discipline with a focus in finance or accounting, Professional accounting designation (CPA, CA, CMA, CGA) is required, Minimum 5 - 8 years of progressive financial experience including budgeting, forecasting and financial reporting, analytical skills, intermediate to advanced Microsoft Excel skills, Highly organized with the ability to shift organizational priorities under pressure and tight timelines, communication skills with operational leaders and other finance professionals
Nice to Have
Experience with Public Sector Accounting Standard (PSAS) is considered an asset, Experience with Hyperion, eManager, Power BI, and PeopleSoft are considered an asset, Experience in health care or the public sector is an asset
What You'll Do.
Lead annual operating budget process
Own and maintain budgeting and forecasting models
Develop and document budget assumptions
Coordinate monthly forecasting cycle
Translate operational drivers into financial forecasts
Perform scenario analysis
Ensure alignment between budget
Develop and maintain dashboards
Implement process improvements in budgeting
Lead monthly financial variance reporting
Translate complex financial results
Build understanding of operations
Facilitate monthly variance review meetings
Partner with operations on budgets
Drive continuous improvement in reporting
Lead preparation of financial statements
Monitor and assess PSAS standards
Support development of accounting policies
Support preparation of FIRMS submissions
Coordinate grant reporting
Ensure integrity of financial data
Implement process improvements in financial reporting
How You'll Work.
Team & Collaboration
Working closely with the Finance leadership team; Working with operational leaders; Working with the Carewest Executive team; Partner with Director of Finance; Partner with Finance Business Partners; Collaborate with Finance leadership; Partner with program leaders; Work with other finance professionals
Communication Scope
communication skills with operational leaders and other finance professionals
Full Job Description
## Description Position Details: Position Status: Regular Full Time Location: Southport, Finance BW Hours: 77.50 FTE: 1.00 Shift: Days Shift Times: 0800-1615 Union: Non Union Professional Rate of Pay: Will be determined based on experience and skills PCN: 10AdFin002 Date Competition Closes: June 5, 2026 The Opportunity Position Summary: The Lead, Budgeting, Forecasting & Financial Reporting is responsible for leading Carewest’s integrated financial planning and reporting functions, including budgeting, forecasting, financial reporting, and business advisory services. This role is a key contributor to Carewest’s financial performance management framework, ensuring the timely development of high-quality budgets, forecasts, and compliant financial reports, while providing value-added advisory support to operational leaders. Working closely with the Finance leadership team, operational leaders, and the Carewest Executive team, the Lead drives consistency, standardization, and continuous improvement across all financial planning and reporting processes. The role plays a critical part in strengthening financial stewardship, enhancing decision support, and fostering alignment between financial and operational objectives. Budgeting & Forecasting Responsibilities: • Lead the development, coordination, and execution of the annual operating budget process across Carewest, including timelines, tools, guidance, and stakeholder engagement. • Own and maintain budgeting and forecasting models, ensuring they are scalable, accurate, and aligned with organizational priorities, funding requirements, and operational drivers. • Develop and document budget assumptions, methodologies, and allocation approaches in collaboration with Finance leadership. • Coordinate and lead the monthly forecasting cycle, including consolidation of inputs, validation and challenge of assumptions, and identification of financial risks and opportunities. • Partner with Director of Finance and Finance
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