Financial Analyst - FP&A

Equifax, Inc.; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Financial Analyst, where you'll collaborate with the Tech business unit to drive financial planning and analysis. Your role will involve preparing budgets, forecasts, and insightful reports that aid in strategic decision-making. This position offers the chance to enhance your analytical skills while working with advanced BI tools like Tableau and Looker Studio. If you're passionate about finance, eager to improve processes, and ready to influence key business decisions, this opportunity is perfect for you. Embrace your potential in a dynamic environment that values innovation and teamwork.

Qualifications

• 2-5 years of relevant experience in financial analysis is required.
• Proficiency in Excel and G-Suite is essential for this role.

Responsibilities

• Prepare and manage the annual budget and monthly forecasts.
• Analyze month-end expense results and prepare insightful commentary.

Skills

Financial Analysis

Analytical Skills

Communication Skills

Problem-Solving

Critical Thinking

Education

Bachelor's degree in Finance, Economics, Business, Accounting

Tools

Excel

G-Suite

Tableau

Looker Studio

Hyperion (HFM)

OOBI (Business Intelligence Objects)

Job description

Synopsis of the role

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.

• Interest to pursue a Financial designation (e.g. CA, CMA, CFA, CGA).