Financial Analyst

The Mason Group - Strategic Search Partners; Vaughan; On-site; CAD 65,000 - 90,000; Full time

Job summary

The Mason Group is seeking a Financial Analyst in Vaughan, Ontario to develop and maintain financial reports and leadership dashboards for budgets, actuals, and forecasts.

You will build automated reports and KPI dashboards from the Jonas ERP platform, linking data with SQL/DAX for multi-currency consolidation and scenarios. Strong Excel, IFRS knowledge, and 2–5 years of experience are required.

Qualifications

• Bachelor's degree in Finance or Accounting.
• High level of proficiency in Excel required.
• Strong knowledge of SQL, DAX, Excel & Power BI Reporting.
• CPA designation (or enrollment) is an asset.
• Experience using Jonas software is an asset.
• 2–5+ years' experience building financial statements, models and dashboards.
• Foreign Exchange/multi-currency exposure is an asset.
• Complete knowledge of full accounting cycle and IFRS reporting.

Responsibilities

• Develop and maintain automated monthly reports for statements, budgets, and forecasts.
• Create dashboards for KPI and financial metrics using Jonas ERP data.
• Build out multi-currency financial packages (P&L, Balance Sheet, Cash Flow) with SQL/DAX links.
• Develop what-if scenarios and financial models in a changing business environment.
• Collaborate with Finance to meet reporting deadlines and improve processes.
• Identify and drive reporting enhancements, including ad-hoc reports and Excel dashboards.
• Liaise with Senior Management on financial insights and issue resolution.

Skills

Excel

SQL

Power BI

DAX

IFRS

Financial modeling

Multi-currency

CPA (asset)

Jonas

Communication

Budgeting

Forecasting

Education

Bachelor's degree in Finance or Accounting

Tools

Jonas

Job description

Our client is a Canadian electric mobility company focused on developing and providing innovative electric transportation solutions. The company specializes in electric vehicles and related mobility products, with an emphasis on making sustainable, efficient, and accessible transportation more practical for everyday consumers. They specialize in large-scale projects, high profile design-build work, retrofit applications, and clean energy solutions. Providing full service in the residential, industrial, commercial, and institutional spaces on a national scale.

The Financial Analyst is responsible for developing and maintaining the financial reports and dashboards that will be used to review budget, actual and forecasts by leadership.

• Work with the finance team to understand the requirements and create automated reports for monthly financial statements, budget, and forecasts.
• Develop dashboard for KPI and key financial metrics that will be driven from our Jonas ERP platform and shared with leadership team.
• Experience in building out full scale financial packages (P&L Balance Sheet and Cash flow) for a multi-currency, consolidated company with multiple subsidiaries and divisions using DAX/SQL to link various databases.
• Ability to understand and navigate a changing and complex business environment in building out financial models to develop what if scenarios as part of the analysis.
• Work collaboratively with other Finance team members, specifically to meet reporting deadlines and improve existing processes.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards.
• Resolve outstanding issues and troubleshoot unbalanced transactions.
• Frequent liaison with all levels of the Senior Management Team.

Requirements

• Bachelor's Degree in Finance or Accounting.
• High level of proficiency in Excel is a requirement.
• CPA designation (or enrollment) is an asset.
• Strong knowledge of SQL, DAX, Excel & Power BI Reporting.
• Experience using Jonas software is an asset.
• 2-5+ years' experience building out financial statements, models and dashboards.
• Foreign Exchange/multi-currency exposure is an asset.
• Minimum 3-5+ years’ experience in a similar position doing similar functions leading up to and including the duties defined in this job description.
• Complete knowledge and practical experience of full accounting cycle.
• Sound knowledge and experience of IFRS accounting, financial planning, budgeting & forecasting and financial reporting.
• Strong analytical skills with an ability to effectively present information and respond to questions from groups of managers.
• Good working knowledge of accounting software, preferably Jonas (an asset) along with a strong working knowledge of Microsoft Office, specifically excel.
• Thorough knowledge of all relevant Federal, Provincial, and local requirements regarding financial recording and record retention, and the like is essential.
• Professional written and verbal communication skills.
• High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
• Able to work well under pressure, multitask and meet set deadlines.
• Good organizational, time management and prioritizing skills.
• Self-starter with proactive approach and exceptional problem-solving skills.
• Strong desire to achieve results; an emphasis on getting important issues resolved.
• Proven commitment; a team player.
• Proven ability to handle and/or lead multiple projects with minimal oversight.
• Able to contribute as a strong team player in a fast-paced, deadline-driven, diverse, and high-growth business environment.
• Strong attention to detail, organizational & time management skills.
• Exceptional communication skills.
• Uphold the highest level of confidentiality and discretion on transactions/responsibilities.

Additional Information

The Mason Group is committed to fostering a diverse, inclusive, and accessible recruitment process. We welcome applicants from all qualified candidates. Accommodations are available upon request for candidates participating in all stages of the recruitment process, in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).

This role is for an immediate vacancy, and we are actively hiring.

If you are already registered with The Mason Group, please contact your Recruiting Consultant directly with reference to job #21192.