Financial Analyst

Socket.dev; Hamilton; Hybrid; CAD 115,000 - 125,000; Full time

Job summary

The Fedcap Group in Hamilton, ON is seeking a Financial Analyst to drive forecasts, budgets, and variance analyses. You will prepare P&L reporting, support quarterly earnings analyses, and assist with annual budgeting and outlook processes.

A strong Excel skill set and experience with Oracle Hyperion are required. You will collaborate with directors and managers, translate program plans into detailed financial projections, and develop key indicators to improve management reporting efficiency.

Qualifications

• Bachelor’s degree in Finance or related field.
• 3–5 years of Financial Analysis experience.
• Strong forecasting, budgeting, and management reporting skills including MS Excel and PowerPoint.

Responsibilities

• Lead forecasts, budgets, and variance analyses and improve processes.
• Develop understanding of business units and provide data-driven recommendations.
• Collaborate with directors and managers as budgeting/forecasting contact.
• Translate program plans into financial projections and ensure grant alignment.
• Analyze Salesforce data to provide insights for opportunity evaluation.
• Create reports, dashboards, and analyses for practice areas and contracts.

Skills

Forecasting & budgeting

Variance analysis

Excel (Advanced)

Financial reporting

Communication skills

Project management

Education

Bachelor’s degree in Finance or related field

Tools

Oracle Hyperion / EPM

Salesforce

Job description

Position Summary

MUST BE BASED IN HAMILTON, ON AREA

If you’re interested in furthering your career in corporate finance, this is an excellent opportunity for you! We are looking for a bright, driven, and strategically minded Financial Analyst with strong intellectual curiosity, professionalism, and the ability to analyze a variety of information and effectively communicate conclusions. You’ll be directly responsible for critical functions such as performing variance analyses and ensuring accuracy of data contained in management reports, as well as developing a good understanding of key drivers to provide pertinent financial analysis to leadership.

This is a challenging and rewarding role which requires strong business acumen, excellent communication skills, and a roll-up-your-sleeves attitude. Responsibilities include detailed analysis at the company and line of business levels, preparation of P&L reports, assisting in the review of financial results, preparation of quarterly earnings analysis package, assisting with the annual budget, and quarterly outlook processes. You’ll support a combination of reporting and analysis functions and assist in the development of key indicators/ratios to better analyze financial results. In addition, you will identify, communicate, and implement process improvement opportunities to enhance reports and provide efficiencies in the management reporting process.

Job Responsibilities

• Leading preparation of forecasts, budgets, budget templates, reports, and variance analyses as well as supporting the development and improvement of processes in these areas.
• Developing an excellent understanding of business functions for assigned business units and making recommendations based on data and financial insights.
• Developing a working relationship with directors, managers, and other key stakeholders and serving as a first point of contact for any questions related to budgeting, analysis, and forecasting.
• Developing and managing funder budgets by translating program plans into detailed financial projections, ensuring alignment with grant requirements and organizational policies.
• Analyzing Salesforce data to produce actionable insights, track pipeline performance, and assist business development leaders in evaluating new market opportunities.
• Serving as a practice area expert - developing reports, dashboards, and key pieces of analysis for given practice areas, contracts, programs, and lines of business as well as keeping up-to-date on industry knowledge for assigned practice areas.
• Constantly looking for areas of improvement based on data and business insights and providing recommendations to internal and external stakeholders.
• Understanding key financial and management accounting principles, applying them in practice, and explaining them to non-technical audiences.
• Using advanced Excel skills (such as Index/Match, Vlookup/Xlookup, Filtering, Pivot tables, Sum-Ifs, Nested Ifs, macros) daily.'

• Required Education, Experience, and Abilities

• Bachelor’s degree in Finance or related field.
• 3-5 years of Financial Analysis experience
• Strong knowledge of preparing forecasting models, budgets, financial analysis and management reporting including Advanced MS Excel and PowerPoint including Macros and Pivot tables.
• Strong organizational, administration, presentation, and communication skills (both verbal and written).
• Strong knowledge of Oracle Hyperion / EPM
• Knowledge of Salesforce a plus.

Ability to:

• meet tight deadlines and work additional hours during peak sessions.
• manage projects and processes across departments.
• make suggestions and provide insights to management based on analysis.
• analyze data for reporting analysis/development as well as trend identification, event impact analysis, and process measurement and improvement.
• create professional reports and presentations.
• make decisions using sound judgment.
• demonstrate strong commitment to deliver timely results.
• manage multiple projects with multiple deliverables simultaneously.
• evaluate processes to develop recommendations for best practices or enhancements.
• adapt to changing business priorities and environments.
• work effectively with associates within other Fedcap departments.
• takes ownership and accountability for actions and results.
• promote business partnerships.
• learn on the job and grow.
• embrace change.
• work independently.

Compensation

• Compensation: $115,000 to $125,000 CAD

Who We Are

We are committed to improving the economic and social well-being of the impoverished and disadvantaged. For 85 years, The Fedcap Group has developed scalable, innovative, and potentially disruptive solutions to some of society’s most pressing needs. The Fedcap Group is the parent company of a growing number of top-tier nonprofit agencies dedicated

to serving over 300,000 children and adults each year across the United States, the United Kingdom, and Canada. We provide educational services to every age group, vocational training in high-growth labor industries, behavioral health services, work readiness skill-building, and jobs—all targeted to helping people achieve long-term self-sufficiency.

The Fedcap Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We are an EEO employer