Advisor, Financial Planning

Brampton, Ontario
$ 97,593.00 - $ 109,792.00 per annum
April 12, 2024
April 26, 2024
Job Type
CPA status

JOB TITLE:  Advisor, Financial Planning


DEPARTMENT:  Corporate Support Services






JOB STATUS & DURATION:  1 Full Time Permanent


HOURS OF WORK:  35 hour workweek  


LOCATION:  Hybrid Model*– when working onsite, you will report to the location of City Hall.




HIRING SALARY RANGE:  $ 97,593.00 - $ 109,792.00 per annum


MAXIMUM OF SALARY RANGE:  $ 121,991.00 per annum


JOB TYPE:  Management and Administration


POSTING DATE:  April 12, 2024


CLOSING DATE:  April 26, 2024








Reports to the Manager, Financial Planning, the primary purpose of this position is to provide financial analysis and strategic recommendations through the development, presentation, approval and implementation of the City’s annual Budget.  This includes preparing and reviewing budget submissions, Council reports and procurement reports, while ensuring that all legislative and Corporate standards are met and adequate financial controls are in place.










  • Develop the Annual Corporate Budget
    • Provide financial analysis and strategic recommendations for the City of Brampton’s annual budget development, ($913M annual operating budget and $545M annual capital budget).
    • Prepare short, mid-term and long-term analysis on capital funding sources, in order to recommend annual capital envelopes, includes identifying risks and opportunities.
    • Support the development of annual budget guidelines by conducting analysis and researching best practices, with a focus on continuous improvement.
    • Review and consolidate operating and capital budget submissions from all departments to ensure accuracy and adherence to budget guidelines, legislation, corporate policies and procedures, by-laws and best practices.
    • Prepare budget submission materials in a format conducive for Corporate Leadership Team review, consisting of over 900 cost centres and 15,000 budget lines as well as over 2,000 forecasted capital projects
    • Prepare budget related materials for Council Workshops, Council Budget Deliberations and Final Budget Approval.
    • Prepare, review and consolidate commentary and financial information for inclusion in the City’s Business Plan and Budget binder.
    • Coordinate, communicate, educate, advise and train departmental Business Services Offices and Financial Planning Analysts in all City Departments on budget development processes, timelines and requirements
    • Prepare financial templates and complex financial models for Operating and Capital budgets.
    • Attend Council Budget Deliberations, track changes from decision points and update Property Tax models in real time, in order to provide Council with timely understanding of the tax impact of decisions.
    • Prepare, as requested by Corporate Leadership Team or Council, comparative analyses of Brampton versus other Municipalities/Regions, using FIR data, other municipal/regional budget reports, and provide in a manner that is easily understood (tables, graphs, etc.)
    • Maintain relationships with other municipalities’/regions’ Finance and Budget staff to facilitate inquiries of results identified from comparative analyses of Brampton with other Municipalities/Regions, enabling clear and accurate explanations for those results
    • Update all budget materials to reflect the final approved budget, including the City’s annual budget binder.
    • Implement approved budget by loading all Capital Projects and account level budgets in the City’s financial system (PeopleSoft), ensuring 100% accuracy of all budgets and funding sources.  


  • Administer the Annual Corporate Budget
    • Establish budget appropriations limits in PeopleSoft to ensure expenditures cannot exceed approved budgets. 
    • Investigate and analyse budget appropriation failures, obtain variance explanations and approvals from department heads and process appropriation increases with 100% accuracy.
    • Prepare financial analysis of the City’s fiscal position for the Quarterly Operating and Reserve status reports to Council, including identifying risks and opportunities.
    • Implement budget transfers resulting from re-organizations, new cost centres and accounts and cost centre transfers.
    • Review financial implications of all Council and Procurement reports to ensure proposed initiatives have been approved by Council, sufficient funds exist and appropriate funding sources are used. 
    • Analyse Budget Amendment requests to ensure all funding options are identified, appropriate funding sources are used and communicate impact on associated reserves.
    • Coordinate, communicate, educate, advise and train departmental Business Services Offices and Financial Planning Analysts in all City departments on budget administration processes and requirements.  


  • Administer the Corporate Budget System (Questica)
    • Lead functional user for budget systems including liaising with corporate IT, managing and implementing system changes, upgrades and customizations to optimize business processes
    • Prepare policies and procedures to ensure that data management in Questica is accurate, consistent and adheres to budget guidelines.
    • Communicate, train, educate and advise departmental Business Services offices on system procedures and requirements, to ensure Questica is used consistently and appropriately.
    • Administer Questica system procedures, such as annual fiscal rollovers, quarterly forecasting processes and importing/exporting data to/from PeopleSoft.
    • Administer security in Questica, such as locking/unlocking user access.
    • Ensure budget transfers are processed accurately in Questica
    • Ensure re-organizations are reflected timely and accurately in Questica
    • Administer Questica system back-ups to ensure annual forecast data is available and maintained.  



  • Provide Financial Modelling, Analysis and Advice
  • Prepare complex financial modelling, analysis, templates and reporting to support CLT and management decisions.
  • Formulate strategic financial recommendations and provide constructive insight on financial-related matters
  • Provide financial modelling and support during collective bargaining processes
  • Act as an influential mediator to resolve inter-Departmental financial issues.
  • Provide guidance to Business Services Managers and Financial Planning Analysts in all City Departments on various financial-related matters
  • Act as a subject matter expert to handle and resolve analytical complex issues, prioritize requests to meet corporate service standards.  Escalate complex issues to appropriate level.
  • Build and maintain a relationship with internal and external stakeholders, departments and team members to achieve common goals and objectives.   



  • Present and convey complex concepts and conditions to stakeholders; develop reports, proposals and make recommendations to management for effective decision-making.
  • Keep management informed of activities and initiatives; recommend solutions for effective decision-making.  



  • Conduct Research and Development
  • Focus on continuous improvement by constantly evaluating processes, reporting, procedures, systems, resources and capacity. 
  • Conduct research and prepare ad hoc studies of, for example, external economic impacts, policy review, and comparative benchmarking of other municipalities and make recommendations for improved risk management
  • Participate in Corporate budget teams as required, in order to investigate, research and develop new initiatives, such as alternative budget systems.
  • Prepare and present recommendations to management.  



  • Use of effective resource and expense management at all times to meet corporate policies and guidelines.  



  • Lead and participate on project initiatives as a subject matter expert.
  • Work well within diverse groups to achieve common goals and objectives that meet operational effectiveness and corporate service standards.
  • Demonstrate corporate values at all times.
  • Participate as a member of cross-functional team.








  • University degree in Commerce, Economics, Finance, Accounting or Business Administration, or similar related program
  • Professional designation (e.g. CPA, CA, CGA, CMA, CFA)  






  • Minimum 3-5 years of progressive experience in a Finance related field
  • Experience with municipal finance, budgeting and infrastructure funding considered an asset  




  • Knowledge of relevant municipal legislation considered an asset (e.g. Development Charges Act, Municipal Act, etc.)
  • Demonstrated analytical and conceptual thinking with strong reasoning and problem solving abilities
  • Advanced computer skills in MS Office including extensive knowledge of spreadsheet and database applications and PeopleSoft Financials
  • Excellent interpersonal, customer service, and public relations skills
  • Ability to communicate (oral and written) at a high level of proficiency
  • Able to work independently and as part of a team
  • Excellent performance and work record
  • Strong Organizational skills; Detail oriented, well organized and able to prioritize complex tasks and meet critical deadlines  


**Various tests and/or exams may be administered as part of the selection criteria.






Interview:  Our recruitment process may be completed with video conference technology.




As part of the corporation’s Modernizing Job Evaluation project, this position will undergo an evaluation which may result in a change to the rate of compensation.  Any changes affecting this position will be communicated as information becomes available. *Our Hybrid Model is subject to change.  




If this opportunity matches your interest and experience, please apply online by clicking the button above quoting reference #105882 by April 26, 2026 and complete the attached questionnaire. We thank all applicants; however, only those selected for an interview will be contacted. The successful candidate(s) will be required, as a condition of employment, to execute a written employment agreement. A criminal record search will be required of the successful candidate to verify the absence of a criminal record for which a pardon has not been granted.




As part of the application process, applicants will be invited to complete a self-identification survey. The survey is voluntary. Participation in the survey will have no impact on hiring decisions.  Should you wish to opt out of completing the survey, please select “prefer not to answer” as a response to each question.  All information collected is confidential and will not be shared with the hiring manager. The surveys will be anonymized and will be kept separate from applicant or employee files, such that the individuals who completed the surveys will not be identifiable.  The results of the survey will assist in the analysis of disaggregated metrics for organizational planning purposes and our commitment to advance and foster diversity, equity, and inclusion. The City may use anonymized data to produce aggregate reports for internal or external use.




Please be advised, the City of Brampton uses email to communicate with their applicants for open job competitions. It is the applicant’s responsibility to include an updated email address that is checked daily and accepts emails from unknown users. As we send time sensitive correspondence via email (i.e. testing bookings, interview dates), it is imperative that applicants check their email regularly. If we do not hear back from applicants, we will assume that you are no longer interested in the Job Competition and your application will be removed from the Competition.






                 If you would like to request content in an alternate format, please contact the Accessibility office by submitting a new

Alternate Format Request.








The City is an equal opportunity employer.  We are committed to inclusive, barrier-free recruitment and selection processes and work environments. If you require any accommodations at any point during the application and hiring process, please contact or 905.874.2150 with your accommodation needs, quoting the job opening ID#, job title. Any information received relating to accommodation will be addressed confidentially. 


Similar jobs

Similar jobs