CPA Financial Analyst — AI, Forecasting & Automation

Options Consulting Solutions; Toronto; On-site; CAD 120,000 - 130,000; Full time

Job summary

A professional services firm in Toronto is seeking a Financial Analyst with a CPA designation. This pivotal role combines finance with innovative AI solutions, focusing on financial reporting, budgeting, and performance monitoring. Ideal candidates will have over 5 years of experience and strong analytical skills. Join a forward-thinking team to make a measurable impact in transforming financial processes.

Qualifications

• 5+ years of financial analysis experience in a professional services environment.
• Ability to turn complex data into clear, actionable insights.

Responsibilities

• Deliver insightful monthly, quarterly, and annual financial reports.
• Lead budgeting, forecasting, and long-term planning across teams.
• Monitor KPIs like billings, WIP, collections, utilization, and realization.
• Build and refine financial models to support strategic decisions.
• Identify opportunities to apply AI to forecasting, reporting, and workflows.
• Collaborate with IT and operations to implement automation solutions.
• Maintain high-quality dashboards and ensure data accuracy.

Skills

Analytical skills

Advanced Excel

PowerPoint abilities

Knowledge of AI tools

Predictive analytics

Data visualization

Education

CPA designation (CPA, CA; CPA, CMA; or CPA, CGA)

Tools

Power BI

Job description

A professional services firm in Toronto is seeking a Financial Analyst with a CPA designation. This pivotal role combines finance with innovative AI solutions, focusing on financial reporting, budgeting, and performance monitoring. Ideal candidates will have over 5 years of experience and strong analytical skills. Join a forward-thinking team to make a measurable impact in transforming financial processes.