Financial Analyst

CPA Ontario; Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

CPA Ontario is looking for a Financial Analyst to join its Finance Team for an 18-month full-time contract. You will be responsible for preparing and analyzing business reports, supporting budgeting processes, and collaborating cross-functionally. The ideal candidate will have a background in finance or accounting, preferably with CPA enrollment and strong skills in financial reporting and analysis.

Qualifications

• Minimum 2 years’ experience as a Financial Analyst.
• Enrolled or completed in CPA certification program.
• Deep understanding of financial reporting, budgeting, and forecasting.

Responsibilities

• Perform monthly and quarterly financial reporting, conducting variance analysis.
• Support budgeting and forecasting with data templates and consolidation.
• Collaborate with departments to track key performance indicators.

Skills

Financial Reporting

Budgeting

Forecasting

Data Analysis

Communication

Education

Post-secondary degree in finance, accounting, or business

CPA certification (in process or completed)

Tools

Microsoft Excel

Power BI

SQL

Job description

Bring Your Reporting and Analysis Skills to Our Finance Team

contract, full-time – 18 months)

CPA Ontario is currently seeking a Financial Analyst to prepare and analyze business and management reports in support of the organization’s planning and decision-making processes. In this role, you will support our leaders with reporting and analytics, maintain existing reports, collaborate with members of the Finance team and cross-functionally with other departments, and contribute to annual budgeting and forecasting efforts.

What You’ll Be Doing :

• Performing monthly and quarterly financial reporting, conducting variance analysis to support decision-making, tracking operational metrics, and communicating and analyzing results with key stakeholders, including senior leadership.
• Collaborating with Business Unit leads to develop, analyze, and support the budgeting and forecasting process, preparing presentations and summarizing the budget and forecast for senior leadership, assessing assumptions, and identifying risks and opportunities.
• Supporting the budgeting and forecasting process by designing and formatting relevant templates and consolidating budget data.
• Collaborating cross-functionally with leadership across the organization to understand and translate business objectives and provide analysis to track key performance indicators and budgets.
• Working closely with the accounting team to ensure accurate financial reporting.

Who You Are :

• A post-secondary graduate preferably in finance, accounting, or business with a minimum of 2 years’ experience as a Financial Analyst, and a deep understanding of financial reporting, budgeting, and forecasting.
• Enrolled in or in the process of completing the CPA certification program; a completed CPA designation and current membership in good standing is strongly preferred.
• Skilled in the use of Microsoft Office products including Word, PowerPoint, Outlook, and Teams, with advanced Excel functions and data manipulation techniques, including pivot tables, arrays, formulas, and macros. Experience with Power Query, Power BI, or SQL queries is an asset.
• Experienced at extracting data, creating queries, developing complex reports, and providing detailed analysis.
• Able to translate complex financial concepts into final reports and summaries for management presentations.
• An excellent communicator (verbal and written) with strong interpersonal and relationship-building skills, capable of working as part of a team and collaborating across multiple departments and levels.
• Flexible working in a fast-paced, deadline-oriented environment where work outside of regular business hours may be required.