Senior Financial Planning & Analysis Analyst

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

📋 Description

• Coordinate and assist with the annual budgeting and monthly forecasting activities.

• Deliver financial analyses and decision-making support to management.

• Evaluate the financial effects of initiatives, considering ROI and key assumptions.

• Collaborate with operational leaders to enhance financial insight and forecast accuracy.

• Identify opportunities for enhancements in reporting, controls, workflows, and data quality.

• Lead or engage in finance projects, process reengineering, software updates, system implementations, and reporting improvements.

• Document and communicate finance processes, protocols, and controls effectively.

• Gain a comprehensive understanding of business operations, performance drivers, and reporting needs.

• Develop and optimize SQL queries for both recurring and ad hoc reporting requirements.

• Prepare and distribute management reports on a daily, weekly, and monthly basis.

• Conduct variance analyses, communicating findings and recommendations clearly.

• Ensure the integrity of reporting data, analytical models, OLAP cubes, and access/security within reporting systems.

• Support regular operational and financial dashboards.

• Provide guidance, share knowledge, train, and offer feedback to colleagues.

• Work collaboratively across finance and operations to address issues and meet deadlines.

• Manage confidential information with discretion.

• Validate data completeness, accuracy, and consistency across various systems.

• Develop, maintain, and enhance Power BI dashboards and reports.

⛳️ Requirements

• A post-secondary degree or diploma in accounting, finance, business administration, or a related field.

• Canadian CPA designation, successful completion of the CFE, or progress towards the CPA designation is advantageous.

• Three to five or more years of progressive experience in financial reporting, accounting, financial planning and analysis, business intelligence, data analytics, or a comparable finance role.

• Experience in preparing management reports and communicating financial outcomes to senior leadership.

• Advanced skills in Microsoft Excel.

• Strong proficiency with ERP, accounting, database, and reporting systems.

• Advanced capabilities in Power BI, including the construction of data models, dashboards, and reports for large and complex data sets.

• Proven ability to write and modify SQL queries to extract, join, validate, and analyze data.

• Strong business acumen with the ability to link financial and operational data to business performance, risks, and opportunities.

• Experience with Microsoft Dynamics GP (Great Plains), Management Reporter, Workday Adaptive Planning, or comparable finance systems is a plus.

• Experience in the insurance or financial services sector is beneficial.

• An equivalent combination of education and relevant experience may be considered.

• Successful completion of applicable pre-employment screening requirements.

🏝️ Benefits

• Pay-for-Performance Incentives.

• Work-Life Balance & Hybrid/Remote Work Opportunities.

• E-flex Benefits Program & Wellness Initiatives.

• Registered Retirement Savings Plan (RRSP) with a 2% Match.

• Training, Career Development, and Employee Recognition Programs.

• Reimbursement for Licenses and Dues.

• Employee Referral Bonuses.

• Employee Perks (access to vendor discount programs).

• Accommodations available upon request for candidates with disabilities.