Financial Analyst

Options Consulting Solutions

Toronto

On-site

CAD 120,000 - 130,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

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

Get AI-powered advice on this job and more exclusive features.

Options Consulting Solutions provided pay range

This range is provided by Options Consulting Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$120,000.00/yr - CA$130,000.00/yr

Direct message the job poster from Options Consulting Solutions

Senior Recruitment Consultant at Options Consulting Solutions, Owner Jackson Consulting

We’re looking for a Financial Analyst with a competed CPA designation who thrives at the intersection of finance, technology, and innovation. In this role, you’ll go beyond traditional financial analysis—bringing fresh ideas on how AI and automation can transform processes, boost efficiency, and drive profitability.

What You’ll Do:

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.

What You Bring:

CPA designation (CPA, CA; CPA, CMA; or CPA, CGA).
5+ years of financial analysis experience in a professional services or similar environment that focuses on client service.
Strong analytical skills and advanced Excel & PowerPoint abilities.
Knowledge of AI tools, predictive analytics, or data visualization platforms (e.g., Power BI).
Ability to turn complex data into clear, actionable insights.

Why Join Us?

You’ll be part of a forward-thinking team that values innovation, embraces new technology, and empowers you to make a measurable impact. If you’re excited about merging finance expertise with AI-driven solutions, we’d love to hear from you.

Seniority level