Senior Financial Planning Analyst

Position Details

• Location: Orillia
• Salary Range: $93,605 to $109,505
• Hours of Work: 35 hours per week
• Closing Date: October 23, 2026 at noon
• Department: Finance
• Employment Type: Full-time
• Contract Type: Permanent

Senior Financial Planning Analyst

The City of Orillia is hiring a Senior Financial Planning Analyst. 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.

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.

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

• 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 compensations 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.
• 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.

Qualifications

• University Degree in Business Administration, Accounting or Finance.
• 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.

Additional Information

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.