Analyst, Financial Planning and Analysis

Velan Inc.; Montreal (administrative region); Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) and matching

Health and benefits plan

Paid time off during holidays

Professional association membership

Tuition reimbursement

Wellness initiatives including gym

Job summary

Velan Inc. in Montréal, QC, is seeking an Analyst, Financial Planning and Analysis to support North America budgeting, forecasting, financial reporting, and business-case analysis. You will provide financial insights to management and contribute to strategic decisions across Velan plants and teams.

The role requires 3–5 years in a similar field, a Bachelor's in Finance/Accounting, bilingual English/French, and strong Excel/PowerPoint skills. TM1 and Infor LN experience are assets; CPA is a plus.

Qualifications

• Bachelor's degree in Accounting, Commerce, or Finance.
• CPA or equivalent qualification is an asset.
• 3–5 years of similar financial analysis experience.
• Fluent in French and English, written and spoken.
• Proficient with Excel and PowerPoint; solid financial modeling skills.
• Experience with Infor LN or TM1 is an asset.

Responsibilities

• Support Finance teams with detailed financial modeling and analysis for business cases and projects.
• Build and improve forecasting and budgeting models for plants and management teams.
• Analyze financial results, investigate variances, and identify risks and drivers.
• Monitor KPIs and adherence to budgets and forecasts.
• Prepare monthly reports and variance analyses for partners and executives.
• Present results and follow up with key information for decision makers.
• Collaborate with Accounting on financial impacts of entries and policy choices.
• Develop models to assess project profitability and inform investments.
• Conduct market research to identify new deal opportunities with cross-functional teams.

Skills

Financial modeling

Cash flow analysis

Budgeting

Forecasting

Excel & PowerPoint

Bilingual French/English

Education

Bachelor's degree in Accounting/Commerce/Finance

CPA or equivalent (asset)

Tools

Infor LN

TM1

Job description

Analyst, Financial Planning and Analysis

Regular Mgr, Prof, Eng Montréal, QC, CA

10 days ago Requisition ID: 1061

Velan is a global leader in the design and manufacture of industrial valves. Founded in Montreal, the company is recognized for the quality of its products, its technical expertise, and its human and collaborative corporate culture.

Reporting to the Finance Director and working within the Finance department, the Analyst, Financial Planning and Analysis supports Velan North America (VNA) in budgeting, forecasting, financial reporting, business case analysis, and cash flow-related projections. The role provides meaningful financial insight to support tactical and strategic decision-making across VNA plants and management teams, while contributing to development initiatives and mergers and acquisitions activities.

What we offer

In addition to a job that matches your ambitions, with varied and enriching assignments, joining Velan means becoming part of a passionate team and enjoying exceptional working conditions:

• 401(k) and 401(k) matching
• Health and benefits plan
• Paid time off during the holidays
• Reimbursement of professional association membership fees
• Contribution to tuition reimbursement
• Reimbursement of annual gym fees and other wellness initiatives
• Free on-site parking
• Company events (health, family, sports, etc.)
• Fast career progression and professional development opportunities

Main responsibilities:

• Support Finance teams by performing detailed financial modeling and analysis for VNA business cases, projects, and initiatives
• Build, maintain, and improve forecasting and budgeting models for VNA plants and management teams, ensuring accuracy and cost precision through close collaboration with stakeholders
• Analyze company and plant-level financial results, investigate variances, and identify key risks, opportunities, and business drivers
• Monitor and analyze key performance indicators, including adherence to budgets and forecasts, and highlight relevant trends and issues
• Prepare monthly reports and variance analyses for business partners, including spending against budget and forecast, as well as ad hoc financial requests
• Present monthly financial results, forecasts, and key performance indicators to business partners and the executive team, and follow up on key information provided
• Collaborate with Accounting to understand the financial impact of accounting entries and policy choices on operational results
• Develop financial models to assess project profitability and support investment decisions
• Conduct market research and analysis to identify new deal opportunities, working with subject matter experts and cross-functional teams to gather key information

Requirements:

• Bachelor's degree in Accounting, Commerce, Finance, or a related field
• Professional certification, such as CPA or equivalent, considered an asset
• 3 to 5 years of experience in a similar role, such as financial analysis, corporate accounting, or cost accounting
• Excellent written and verbal communication skills in both French and English
• Proficiency with Microsoft Office, particularly Excel and PowerPoint
• Strong financial and accounting knowledge, including cash flow analysis, financial modeling, and valuation
• Experience with Infor LN and TM1 considered an asset
• High level of accuracy, attention to detail, integrity, and ownership
• Ability to meet tight deadlines, manage competing priorities, and solve problems in uncertain or challenging situations
• Effective interpersonal skills and the ability to collaborate with cross-functional teams

If you recognize yourself in this profile and would like to take on this challenge, we would love to learn more about you!