Manager, Planning and MIS

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1) Monthly Financial Reporting:
a) Oversee and produce the monthly staffing analysis and reporting.
b) Ensure timely delivery of the monthly financial reporting and analysis (ie: Interest Margin, Statutory Expenses, key metrics, etc).
c) Prepare monthly and quarterly forecast updates for Senior Management decision making ensuring the completeness, accuracy, timeliness, and integrity of the financial results.
d) Prepare quarterly DSU compensation details to Sales Management.
e) Manage and oversee the Business Development Account (BDA) program.

2) Annual Planning, including:
a) Template development and distribution.
b) Review and reasonability of branch templates.
c) Aggregation and analysis of branch plans to confirm they align with Firm plan targets.
d) Loading into financial system.
e) Prepare annual Strategic Plan ensuring completeness, accuracy and timeliness of informati...