Financial Analyst

This is a fully remote position, open to applicants in Canada.

📋 Description

• Assist in the annual budgeting process along with regular forecasting and planning cycles, which includes updating current models, performing scenario analyses, establishing and tracking KPIs, and creating presentations to convey results to stakeholders.

• Analyze and prepare monthly financial and non-financial reports, highlighting significant trends, variances, and areas for enhancement.

• Aid in month-end closing tasks, which encompasses preparing reconciliations, accruals, and related working documents.

• Conduct product-level margin analysis to inform strategic pricing and profitability decisions.

• Collaborate with cross-functional teams such as Operations, Sales, and Business Development to deliver financial insights and assist in decision-making.

• Create and maintain dashboards and reports to offer stakeholders clear and actionable financial and operational data.

• Develop materials for senior leadership and board presentations that summarize financial performance, risks, and opportunities.

• Review and analyze contracts and legal documents to facilitate communication with key stakeholders and accurately reflect their financial implications in budgets and forecasts according to US GAAP.

• Ensure timely and precise follow-up on inquiries from both internal and external stakeholders.

• Support automation initiatives and actively engage in ongoing process improvement efforts.

• Maintain strict confidentiality and data privacy standards to safeguard all sensitive and protected health information.

• Ensure compliance with all relevant government-mandated and regulatory compliance protocols.

• Oversee the processing of all payment runs for the Accounts Payable team, addressing any issues or inquiries related to payments.

• Ensure that payment runs are completed accurately and on time.

• Execute the complete End-to-End process of invoice handling, processing, and payments.

• Adhere to a fraud prevention protocol when contacting suppliers to verify banking details.

• Responsible for acquiring and storing all necessary documentation throughout the payment management process to ensure SOX compliance.

• Assist leadership in identifying efficiencies in payment processes while upholding the quality of our controls and standards.

• Support the matching of invoices with purchase orders and packing slips/receipts.

• Aid in weekly check runs and manual payments.

• Assist with month-end closing procedures related to payables and accruals.

• Contribute to process improvements and documentation efforts.

• Help in preparing for audits.

• Provide ad-hoc analytical and reporting support as necessary to fulfill business requirements.

⛳️ Requirements

• A Bachelor’s degree in Finance, Accounting, or a related discipline.

• Progressing towards or possessing a CPA designation or equivalent is advantageous.

• 3-5+ years of experience in forecasting, financial analysis, or accounting.

• Strong organizational and time management abilities; capacity to prioritize competing deadlines and perform effectively under pressure.

• Exceptional analytical and problem-solving skills, complemented by critical thinking and a strong focus on detail and accuracy.

• Ability to work both independently and collaboratively as part of a team.

• Flexible and cooperative, dedicated to continuous learning and capable of functioning in cross-functional teams.

• Excellent communication and interpersonal skills.

• Comfortable operating in a fast-paced, growing environment with expanding service lines and client bases.

• Proficiency in accounting software (Oracle SmartView) and Microsoft Excel/PowerPoint; experience with Alteryx, Salesforce, Workday, Concur, and other systems is a bonus.

• Bilingual in English and French is an asset.

🏝️ Benefits

• Travel reimbursement.

• Opportunities for professional development.

• Health insurance coverage.

• Options for remote work.