Analyst, Financial Planning & Analysis

Benevity; Calgary; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An innovative company is seeking a Senior Financial Analyst to join their FP&A team. This role involves analyzing financial plans, assisting in budgeting, and collaborating with various departments to enhance revenue forecasts. The ideal candidate will be detail-oriented, skilled in Excel, and capable of managing large data sets. The organization promotes a hybrid work environment, fostering collaboration and personal well-being. If you are passionate about making a positive impact through your work and thrive in a dynamic setting, this opportunity is perfect for you. Join a team that values diversity, equity, and inclusion in a supportive culture.

Benefits

Flexible work environment

Growth opportunities

Caring co-workers

Employee resource groups

Qualifications

• 2+ years experience in finance or accounting environment required.
• Strong proficiency in Excel and data management skills.

Responsibilities

• Assist in reporting and modeling revenue for budgeting and forecasting.
• Analyze revenue trends and operational metrics to assess performance.

Skills

Analytical Skills

Attention to Detail

Problem-Solving

Communication Skills

Self-Starter

Education

Bachelor’s Degree in Finance

Working toward CPA designation

Tools

Excel

Adaptive Insights

Oracle Netsuite

Job description

Meet Benevity

Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more!

Benevity is the global leader in online workplace giving, donation matching, volunteering, and community investment software and we are seeking a Senior Financial Analyst to join our FP&A team. Reporting to the Manager, Financial Planning & Analysis, this role will assist our leadership team with forecasting, analyzing and understanding our financial plans and results.

If you are detail-oriented and capable of handling and intelligently analyzing large amounts of data while supporting a company full of passionate people who want to make a difference in the world through their work – this role is for you!

What you’ll do:

• Work closely with the Manager, Financial Planning & Analysis and business partners across Benevity to assist in the reporting and modelling of the revenue portfolio in support of the annual budgeting and monthly rolling forecasting processes.
• Analyze revenue trends, operational metrics and key drivers to assess business performance and identify risks and opportunities.
• Collaborate with Sales, Marketing, Product and Revenue Operations teams to gather insights on pipeline performance, market trends and client behavior to incorporate into revenue forecasts.
• Deliver consistent and reliable variance analysis of the company’s financial and operational performance that is used to support decision making at the highest levels.
• Be highly engaged in the annual budgeting process and long-term strategic planning initiatives, aligning financial plans with company objectives.
• Support ongoing improvements and the continuous development of accurate, flexible and robust modeling, reporting and processes to ensure a timely, detailed and reliable basis for decision making.
• Own FP&A data integrity and maintenance.

What you’ll bring:

• Bachelor’s Degree in Finance, Accounting, Economics or a related field (working toward CPA designation a plus).
• 2+ years experience in a finance or accounting environment.
• Strong proficiency in Excel with the ability to manage large amounts of data and perform related analyses.
• Curious, naturally analytical, motivated to learn, question the status-quo, move fast… and break things.
• Demonstrated attention to detail and well-developed problem-solving skills.
• Self-starter with the ability to work both autonomously and as part of a team in a dynamic, fast-paced environment.
• Able to work well under pressure and meet tight deadlines, prioritizing competing deliverables and multi-tasking.
• Strong communication and interpersonal skills with the ability to present financial information to non-financial stakeholders.
• Software-as-a-service or finance technology sector experience an asset.
• Experience with Adaptive Insights (or similar business planning tool) an asset.
• Experience with Oracle Netsuite an asset.

Discover your purpose at work

We’re not employees, we’re Benevity-ites. From all locations, backgrounds and walks of life, who deserve more …

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …

It’s time to join Benevity. We’re so excited to meet you.

Where we work

At Benevity, we embrace a flexible hybrid approach to where we work that empowers our people in a way that supports great work, strong relationships, and personal well-being. For those located near one of our offices, while there’s no set requirement for in-office time, we do value the moments when coming together in person helps us build connection and collaboration. Whether it’s for onboarding, project work, or a chance to align and bond as a team, we trust our people to make thoughtful decisions about when showing up in person matters most.

Join a company where DEIB isn’t a buzzword

Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine.

That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.

Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to [e-mail].