Manager, Financial Planning

Role Responsibilities

Are you a strategic financial leader with a passion for fiscal planning, budgeting, and public sector accountability? The Manager, Financial Planning leads a team of finance professionals responsible for delivering critical budgeting, forecasting, and financial analysis services that support departmental and ministry-wide decision-making. This role plays a key part in ensuring financial resources are effectively planned, managed, and aligned with organizational priorities in a complex and evolving environment.

As a trusted advisor to senior leadership, you will lead short- and long-term budget planning, expenditure forecasting, and fiscal reporting processes, while providing expert analysis and recommendations to support government decision-making. Working closely with internal and external stakeholders, including the Alberta Utilities Commission and Balancing Pool, you will navigate complex financial issues, develop strategic financial plans, support Treasury Board and legislative processes, and help ensure the effective stewardship of public resources. You will also represent the department on cross-government committees and initiatives that promote fiscal accountability, collaboration, and continuous improvement.

Responsibilities include but are not limited to:

• Provides leadership and coordination for the compilation and consolidation of the Ministry's annual budget submission to Treasury Board in proper presentation format.
• Coordinates the construction of the fiscal year budget by branch based on each branch's request and management decisions.
• Acts as the primary contact with the Treasury Board Secretariat's Budget Development Managers to resolve budgetary and forecast issues.
• Leads and coordinates the preparation, collection and analysis of financial data for review by the Department's senior management team.
• Compiles and consolidates expenditure forecasts, and prepares related analysis for submission and review to the department's senior management team.
• Coordinates the development and interpretation of financial management reports and briefing materials submitted to senior managers to support informed decision-making.
• Leads and coordinates the preparation, collection and analysis of quarterly fiscal update financial data for review by senior management.
• Provides leadership, coaching, guidance, and training to support the professional development and career growth of (Senior) Budget Officers.
• Assigns, monitors, and reviews work to ensure deliverables are completed accurately, efficiently, and within established timelines.
• Provides financial expertise and advice to support special projects, ministry initiatives, and cross-government priorities.
• Identifies opportunities to improve financial planning, forecasting, reporting, and business processes and leads or supports implementation of improvements.
• Develops and maintains effective working relationships with stakeholders within the Ministry, Treasury Board and Finance, and other ministries.

The Job Description is provided for further details on this position. 

APS Competencies

Competencies are behaviors that are essential to reach our goals in serving Albertans. We encourage you to have an in depth understanding of the competencies that are required for this opportunity and to be prepared to demonstrate them during the recruitment process.

• Systems Thinking – Consistently takes a holistic and long-term view of challenges and opportunities at multiple levels across related areas.
• Creative Problem Solving – Identifies several analytical techniques and sources of knowledge to break apart complex problems.
• Agility – Identifies alternative approaches or courses of action in unclear and complex situations. Supports others to identify, assess, and use alternative approaches.
• Drive for Results – Clarifies objectives and taps into a variety of available resources within the organization; ensuring that roles and contributions are clear. Sets performance standards and monitoring processes to ensure deviations from the plan are identified at an early stage.
• Build Collaborative Environments – Engages others to think broadly about impacts of projects, brings differing perspectives together and encourages debate. Works with others to identify and remove barriers.

Qualifications

University graduation in Business, Commerce, Accounting or other related field, supplemented by four years of progressively related experience. Related experience or education may be considered as an equivalency on a one for one basis.

Required:

• Experience coordinating, compiling, and consolidating annual budgets.
• Experience preparing and analyzing expenditure forecasts and financial reports.
• Experience providing financial analysis, advice, and recommendations to support management decision-making.
• Experience leading or supervising staff.
• Experience managing stakeholder relationships related to budgeting, forecasting, or financial planning.

Assets:

• CPA/CA/CMA/CGA designation.
• Experience with Treasury Board submissions, fiscal updates, or government budgeting processes.
• Experience preparing briefing materials for senior executives, Treasury Board, or Ministers.
• Experience leading financial planning, forecasting, reporting, or process improvement initiatives.
• Experience providing financial expertise and advice for special projects or cross-ministry initiatives.

 
Minimum recruitment standards outline the minimum education and experience required for appointment to a job classification.

Notes

This is a permanent full-time position working 36.25 hours per week, Monday to Friday (In-office). Location is downtown Edmonton.

Final candidates will be required to undergo a criminal records check (CRC).

Any costs associated with obtaining the required documents/checks as noted or interview travel expenses, will be the responsibility of the candidate. Out-of-province applicants can obtain the required documents/checks from the province they currently reside in.

Links and information on what we have to offer:

• Working for the Alberta Public Service
• Management Employee Pension Plan (MEPP)
• Alberta Public Service Benefit Information
• Professional learning and development
• Research Alberta Public Service Careers tool
• Positive workplace culture and work-life balance.