FP&A Analyst

Upshop; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An innovative firm in the grocery retail sector is seeking a detail-oriented FP&A Analyst to join their dynamic team. This hybrid role involves driving data-driven decision-making through financial analysis, variance analysis, and creating compelling presentations for senior management. The ideal candidate will possess strong analytical skills, expertise in Excel and PowerPoint, and a passion for transforming complex data into actionable insights. Join a rapidly growing company that values collaboration, offers competitive compensation, and fosters a supportive culture focused on continuous improvement and excellence.

Benefits

Competitive compensation

Flexible hours and location

Open-door approach

Real-time coaching and feedback

Growth opportunities

Supportive team culture

Qualifications

• 2+ years of experience in finance or a related field.
• Expertise in financial modeling and data analysis.
• Strong communication skills for presenting financial data.

Responsibilities

• Conduct monthly variance analysis for financial performance.
• Create and manage reporting templates and financial models.
• Collaborate with management for data-driven decision-making.

Skills

Financial Analysis

Data Analysis

Excel

PowerPoint

Financial Modeling

Communication

Education

Bachelor's Degree in Finance or related field

CFA/CPA certification (preferred)

Tools

NetSuite

Job description

Upshop is the market leader in Total Store Operations solutions for the Grocery and C-Store markets. We offer an AI-powered, SaaS platform connecting Fresh, Center, eCommerce, and DSD department operations to deliver a simplified, smarter, more connected store experience. Customers running Upshop realize significant improvements in sales, shrink, food safety and sustainability across the entire store. 450+ retail chain accounts trust our software in over 50k+ stores, 35 countries, and 3 continents.

Overview of the role:

Join our dynamic FP&A team as a FP&A Analyst. As a key member reporting to the Manager, FP&A, you'll play a pivotal role in driving data-driven decision-making for our leading SaaS grocery retail platform. We're seeking a curious, motivated, and detail-oriented financial professional eager to contribute to our innovative organization.

Are you the right fit?

• You breathe numbers, calculations and interpretations and have the tools to help Upshop be more nimble, more capable, more productive and more data driven
• You have unwavering attention to detail, both in terms of numbers and visual presentations
• You are inquisitive, interpreting complex data and turning it into actionable insights.
• You know how to collect, organize, analyze and interpret data and simplify complex information
• You are comfortable in creating compelling presentations, documents, memos, and other forms of internal communications in a well written, visually appealing and persuasive way
• You are comfortable presenting your findings and collaborating with both financial and non-financial team members

If you're passionate about financial analysis, we encourage you to apply. Note that this is a hybrid position (minimum requirement of 2 days on-site).

Responsibilities:

• Conduct monthly variance analysis to identify trends and anomalies, enhancing financial performance and operational efficiency.
• Create and manage reporting templates, financial models and documentation for both internal and external stakeholders.
• Collaborate with senior management to provide data-driven analysis that supports operational and strategic decision-making.
• Develop and present compelling presentations of quarterly financial results and forecasts to executives.
• Support the annual budgeting process and monthly reforecasting activities.
• Identify industry trends and market dynamics to provide strategic insights for cross-functional teams.
• Drive process improvement initiatives, ensuring financial processes are efficiently streamlined, documented and implemented.
• Perform other ad hoc analysis as required.

Qualifications:

• 2+ Years of professional experience in Finance or related field.
• Financial Modeling: Be able to understand and update financial models that follow industry best practices.
• Data Analysis: A passion for understanding business questions and making data driven insights. Excellent analytical skills.
• Expertise in Excel and PowerPoint.
• Business Partnership: Consistent track record of using quantitative analysis to impact key business decisions.
• Communication: Ability to present financial data concisely using detailed reports and charts and through written and oral communication.

Preferred Qualifications:

• Progression to a relevant certification (e.g. CFA/CPA) is a plus
• Hands-on experience with NetSuite is a plus
• Experience within retail, preferably grocery and/or food & beverage
• Experience with inventory, supply chain, and retail operations
• Experience with SaaS technology solutions

Why Upshop?

• Competitive compensation and flex hours and location
• We take great pride in our first-class team and culture. Open-door approach at all levels
• Entrepreneurial and rapid growth company with opportunities to work with senior executives
• Work hard/Play hard mentality; we thrive on change and continuously strive for excellence
• Real-time coaching and feedback, growth opportunities, and a supportive and collaborative team

Apply for this job

*

indicates a required field

First Name *

Last Name *

Email *

Phone *

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf