Back to the Job Board

Senior Financial Planning Analyst

Job Type
Full-Time •
Job Category
Accounting / Finance •
Organization
City of Orillia •
Closing Date

 

The City of Orillia is hiring a
Senior Financial Planning Analyst



The City of Orillia is less than 90 minutes from the Greater Toronto Area. Even though growth and progress have been strong in recent years, the Sunshine City has worked hard to retain the small-town charm that has captivated generations. The quality of life is unbeatable in this city surrounded by two lakes, where outdoor pursuits are available in all seasons and are enjoyed by both visitors and residents. 

The City of Orillia is currently seeking a highly motivated individual to fill the position of Senior Financial Planning Analyst. 

This position provides direct support to the Deputy Treasurer and the Chief Financial Officer / Treasurer while assisting Managers and operational staff across the organization. The role will collaborate with the Deputy Treasurer and related parties in the preparation, presentation and ongoing monitoring of the City’s 10-year capital and reserve forecast, annual operating/capital budgets, forecasts and special projects. This includes compilation of the annual operating and capital Budget Books, preparation of budget presentations, and payroll and staffing budget analysis. The Senior Financial Planning Analyst will ensure compliance with the budget and City policies, accuracy of all financial information including proper authorization, funding and expenditures. Prepares financial and analytical analysis and sound financial calculations to formulate and/or support recommendations, completes reconciliations and journal entries as required. This dynamic role is responsible for the creation, coordination and processing of financial analysis, financial reporting, accounting treatments, etc.

Candidates must have a University Degree in Business Administration, Accounting or Finance with a minimum of three years of relevant financial reporting and budgeting experience, preferably in a Municipal government. Chartered Professional Accountant (CPA) Designation and member in good standing is an asset.

The City of Orillia offers a competitive salary and optional enrollment in the OMERS pension plan. The salary for this position is $93,605 to $109,505 based on a 35-hour work week.

Interested candidates with the required qualifications are welcome to submit their resume and letter of interest by October 23, 2026 at noon.

Applications will only be accepted by applying online: orillia.hiringplatform.ca/list/careers.

We thank all applicants, however, only those selected for an interview will be contacted. 

Note: The City of Orillia is committed to an inclusive, barrier-free environment. Accommodation will be provided in all steps of the hiring process. Please advise the City of Orillia Human Resources Department if you require any accommodations to ensure you can participate fully and equally during the recruitment and selection process. We thank all applicants that apply and advise that only those to be interviewed will be contacted. In accordance with the Municipal Freedom of Information and Protection of Privacy Act, personal information is collected under the authority of the Municipal Act 2001,S.O. 2001, c. 25., and will be used for the purpose of candidate selection. Questions about this collection should be directed to the Freedom of Information Coordinator, City of Orillia, 50 Andrew St. S., Orillia ON L3V 7T5. 

Position Synopsis and Purpose

The role is responsible for coordinating key components of the City’s financial planning, budgeting, forecasting and financial reporting. Working closely with Managers and staff, this position develops and maintains long-range financial plans providing a 10-year fiscal and economic outlook, including trends in the levy, reserves and reserve funds, debt, user fees, etc. The position also collaborates to develop annual operating and capital budgets, including assumptions, estimates and strategies, overseeing budget transfers, supplementary approvals and adjustments. The role serves as a key point of contact with internal divisions and external agencies for financial analysis and reporting, forecasting, grant review, reporting and submissions, as well as external agencies and other government bodies ensuring effective communication across stakeholders.

Major Responsibilities

Description 

  Approx. Time 

Spent (%)

 Budget and Financial Management 

  • Work closely with departments and senior staff to support the development and maintenance of the annual operating and capital budgets, preparing key assumptions, estimates, and providing analytical input to guide strategic decisions.

  • Coordinate and compile the annual operating and capital Budget Books, including consolidation of departmental submissions, financial schedules and quality review.

  • Prepare and maintain payroll and staffing budget models, including salaries, wages, benefits, vacancies, position changes and other compensation assumptions.

  • Monitor and report on operating and capital budgets, year-end projections, and program variances.

  • Ensure full reconciliation of the budget with the general ledger and appropriate year-end funding.

  • Administer capital project financing by tracking expenditures and allocating funding sources (reserves, debt, grants, etc.).

  • Maintain and administer budgeting and forecasting systems, including investigating and recommending functionality enhancements.

  • Collaborate with the Deputy Treasurer in the preparation, presentation and ongoing monitoring of the City’s 10 year capital and reserve forecast.

  • Support asset management planning efforts and ensure financial alignment with long-term capital investment needs.

 

 

 

 

 

 

35%

 Analysis and Reporting

  • Prepare complex financial analysis, reports, and presentations to support decision-making by CFO/Treasurer, Divisions, the Senior Leadership Team, and Council.
  • Conduct cost-benefit analyses, what-if scenarios, and other evaluative tools to identify financial strategies and support informed prioritization.
  • Contribute to the preparation of the Financial Information Return (FIR) and year-end financial statements.
  • Develop and maintain records and submit external funding reports (e.g., Gas Tax, OCIF).

 

 

 

35%

  Policies/Programs/Service Delivery

  • Develop, implement, and maintain financial policies, procedures, and internal control documentation, reflecting best practices

  • Champion inter-departmental co-operation and collaboration on project development, delivery, and operational needs.

  • Provide technical support and input for day-to-day operations of the systems, including budgeting, reporting, financial transactions, systems, analysis, business case development and report writing.

  • Ensure compliance with financial procedures across departments and assist in the communication and clarification of finance-related processes.

  • Maintain documentation and training materials related to budget development, workflows and reporting tools. 

 

 

 

 

 

20%

 Administration 

  • Respond promptly and appropriately to internal and external inquiries related to financial planning, budgeting, reporting, and transactions.

  • Participate in regular meetings and provide ongoing support to divisions delivering guidance on financial processes and decisions.

  • Support the Deputy Treasurer, Chief Financial Officer / Treasurer, and other divisions with formal reporting obligations and documentation preparation for Council and Senior Management Team meetings.

  • Develop, implement corporate software, administrative tools, and reporting systems to effectively support divisional operations and align with corporate goals and priorities.

  • Lead or support divisional initiatives and special projects to improve administrative tools and align financial systems with strategic objectives.

  • Develop and deliver training on Enterprise Resource Planning systems and budgeting tools, financial policies, while supporting their ongoing optimization.

 

 

 

 

 

 

 

10%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*Not

Location

Orillia, Ontario
Report this job