Financial Analyst - FP&A

Equifax, Inc.; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A prominent company is seeking a Financial Analyst to support the Tech business unit in budgeting and financial reporting. The ideal candidate will have strong analytical capabilities and a bachelor's degree in a relevant field, with proficiency in financial reporting tools. This role demands effective communication and teamwork skills to enhance financial processes and drive business decisions.

Qualifications

• 2-5 years part-time experience in financial analysis.
• Proficiency in Excel & G-Suite required.
• Experience with BI tools preferred.

Responsibilities

• Prepare and manage annual budgets and monthly forecasts.
• Analyze expenses, project costs, and provide insightful reporting.
• Collaborate with FP&A and accounting teams for financial conformity.

Skills

Analytical Skills

Problem Solving

Communication

Team Collaboration

Education

Bachelor’s degree in Finance, Economics, Business, Accounting, or related discipline

Tools

Excel

G-Suite

Tableau

Looker Studio

Hyperion (HFM)

OOBI (Business Intelligence Objects)

Job description

As a Financial Analyst at Equifax Canada, you will work closely with the Tech (IT) business unit to prepare annual budgets, monthly forecasts, and monthly reporting to the business and management. You will analyze business & project results and trends and often interface with senior management to deliver financial information in a concise and meaningful manner to foster effective decision making. An ideal candidate is a highly motivated, analytical team player who would like to pursue a finance or accounting designation and is proficient in Excel & G-Suite and has some experience in BI tools (Tableau & Looker Studio). This position reports to the Director, Financial Planning & Analysis.

What you’ll do

Prepare, develop, consolidate, and manage the annual budget, monthly forecast, and reporting including a 3-5 year plan identifying opportunities to enhance financial outlooks, and other financial analysis tasks and projects.

Analysis and reporting on our Tech expense streams, including project costs, preparation and timely completion of monthly forecasts and month-end results reporting / analysis.

Analysis of month-end expense results, including analyzing functional activity and consulting with leaders and business partners, and preparing insightful commentary on monthly results. Preparation of various monthly reports and dashboard schedules using Tableau or other dashboarding tools.

Develop business cases along with the business case sponsor and various business areas to assess investment recommendations and NPV analysis.

Work collaboratively with other FP&A team members and accounting teams to ensure financial results are in conformity with US Generally Accepted Accounting Principles (GAAP) and policies of the company.

Regular and ad hoc analysis of expense pools, deep dive analysis, and preparation of various reports to management.

Continuously improve the financial processes to gain efficiencies and identify areas of productivity through automation and utilization of BI tools.

What experience you need

2-5 years of relevant part-time experience in financial analysis.

Bachelor’s degree from an accredited University with a focus on Finance, Economics, Business, Accounting, or other quantitative discipline is essential.

High analytical and problem-solving abilities.

Effective verbal and written communication, presentation, and interpersonal skills.

Make decisions guided by policies in nonstandard situations that impact the achievement of financial or business or project objectives and know when to provide updates, escalate, or seek guidance from management.

Critical thinking skills, ability to adapt and prioritize multiple tasks, and multi-task given business demands.

Must be able to work as a member of a team and influence others.

Ability to manage multiple assignments and priorities with a professional attitude and to deliver professional results.

Proficient with financial concepts and experience in financial reporting & planning tools such as Hyperion (HFM) and / or OOBI (Business Intelligence Objects) with an emphasis on Microsoft Excel and Google Slides.

What could set you apart

Experience in BI tools such as Tableau, Power BI etc preferred.