Analyst, Financial

Samuel Automation; Waterloo; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading automation company in Waterloo is seeking a Financial Analyst who will provide insights through forecasting and performance reporting. You will collaborate cross-functionally and support decision-making for operations. The ideal candidate has a background in finance, essential analytical skills, and experience in financial modeling. Role requires strong communication skills and familiarity with financial software.

Qualifications

• 2+ years experience in a similar role.
• Working towards CPA or CFA is required.
• Strong understanding of financial principles and practices.

Responsibilities

• Complete month end and year end reporting.
• Provide in-depth analysis of financial statements.
• Prepare financial reports, forecasts, and budgets.

Skills

Financial analysis

Budgeting

Financial modeling

Analytical skills

Communication skills

Education

Post Secondary Education in finance or accounting

Tools

Microsoft Office

Hyperion

SAP BPC

Job description

Job Description

The Financial Analyst is responsible for driving forward-looking insights through forecasting, margin analysis, and performance reporting. This role supports decision-making across the ASG’s three plant operations by developing financial models, preparing executive-ready dashboards, and analyzing business trends. The analyst collaborates cross-functionally and plays a key role in budgeting, strategic planning, and ERP reporting evolution.

Essential Duties and Responsibilities:

• Complete month end and year end reporting as required by our corporate finance team
• Complete in-depth analysis of financial data, including income statements, balance sheets, and cash flow statements, to provide actionable insights and recommendations.
• Prepare financial reports, forecasts and budgets, utilizing financial modeling to support strategic decision making and operational planning.
• Collaborate with corporate finance team, business unit leads and other stakeholders to analyze budget variances, identify trends and recommend corrective actions.
• Collaborate with various departments to develop and manage budgets for automation projects.
• Support financial audits by providing documentation, conduct reconciliations to ensure compliance with internal and external regulation.
• Above duties to be performed in a timely manner and in an ISO 9001 environment
• Required to work in a safe and efficient manner in accordance with company Health and Safety, and other policies
  
  

Education and Experience:

• Post Secondary Education in finance, accounting or a related field
• 2+ years experience working in a similar role
• Working towards CPA/CFA
  
  

Position Requirements:

• Manufacturing or Project based background is an asset withing the corporate and BU setup
• Strong understanding of financial principles, accounting practices and financial analyses techniques
• Knowledge of regulatory standards and requirements
• Financial modeling, forecasting or budgeting experience
• Strong competence using Microsoft Office and Hyperion or SAP BPC
• Advanced analytical skills along with attention to detail,
• Demonstrated ability to maintain confidentiality and integrity in handling sensitive information
• Able to work independently as well as part of a team
• Excellent written and verbal communication skills in the English language
  
  

Special Requirements (physical demands and work environment):

• Ability to sit at computer workstation and perform data entry functions for an extended period of time