Senior Financial Planning Analyst (USA-Hybrid)

CCH Incorporated; Sherbrooke; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Senior Financial Planning Analyst to support the Research and Learning business. The role involves financial analysis, budgeting, and collaboration with cross-functional teams to enhance reporting efficiency. Ideal candidates should have strong analytical skills and a Bachelor’s degree in Accounting or Finance.

Qualifications

• 5+ years of financial planning, analysis, budgeting, and forecasting experience.

Responsibilities

• Participate in month-end, quarter-end, and year-end reporting.
• Analyze financial results and provide insightful financial analysis.
• Drive continuous process improvements in planning and reporting.

Skills

Analytical Skills

Communication

Time Management

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

SAP

Blackline

Job description

NOTE : This role requires one day in-office, preferably in one of these locations :

Seeking an experienced Senior Financial Planning Analyst who can analyze, interpret, and communicate critical information across all levels of the Research and Learning business. The ideal candidate would be self-motivated, energetic, and ready to take on challenges at any time. This role involves close collaboration with cross-functional teams, serving as a key partner supporting the business. The candidate should also possess strong communication skills and the ability to manage a time-sensitive workload. This position offers excellent corporate exposure and valuable experience.

Key Responsibilities :

1. Participate actively in month-end, quarter-end, and year-end reporting and closing activities.
2. Process necessary journal entries and accrual transactions.
3. Analyze financial results and identify primary drivers of variances compared to forecasts, budgets, and prior periods.
4. Complete corporate reporting and related templates.
5. Provide insightful financial analysis support for Research & Learning business lines.
6. Participate in annual budgeting, supporting strategic (VSP) and tactical plans.
7. Analyze monthly results, including variance explanations.
8. Provide expense reporting, variance analysis, and ad-hoc financial support as requested.
9. Identify risks and opportunities, making recommendations for appropriate actions.
10. Drive continuous process improvements and best practices to enhance planning and reporting efficiency.

Minimum Qualifications :

1. Bachelor’s degree in Accounting or Finance.
2. 5+ years of financial planning, analysis, budgeting, and forecasting experience within business units or corporate settings.

Preferred Qualifications :

1. CPA or similar advanced degree.
2. Excellent analytical skills, strong attention to detail, and ability to multitask.
3. Strong written and verbal communication skills, with demonstrated ability to interact across all organizational levels.
4. Prior experience with contribution margin and expense analysis.
5. Self-motivated with the ability to meet deadlines, handle multiple priorities, and perform accurately.
6. Ability to work as part of a team, building positive relationships and credibility across the organization.
7. Skilled in organizing and analyzing large data volumes, performing reconciliations, and summarizing data for executive review.
8. Proficiency in Excel (e.g., VLOOKUP, PivotTables, IF statements), SAP, and Blackline.
9. Proactively seeks opportunities to add value and improve processes through continuous improvement efforts.