Financial Analyst, Planning & Forecasting

Roneta; Calgary; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Free on-site parking

Pet-friendly office

On-site gym and fitness area

Job summary

Roneta, a Calgary-based RV rental, sales and service organization, seeks a finance professional to partner with North American leadership. You will help build budgeting, forecasting, and reporting models across Canada and the U.S., translating complex data into actionable insights.

This in-office role relies on strong Excel modeling, cross-entity collaboration, and proficiency with AI-enabled tools to improve forecasting and cash flow planning across North America.

Qualifications

• 3+ years of financial analysis, budgeting, forecasting, or FP&A.
• Advanced Microsoft Excel skills with large financial models.
• Understanding of three-way P&L, balance sheet, and cash flow statements.
• Experience with large spreadsheets and financial models.
• Midsized to large company experience.
• Experience with AI tools (Copilot, ChatGPT, Claude).
• ERP systems experience (Microsoft Dynamics 365 is an asset).
• Experience with multi-entity, multi-location, or cross-border reporting is an asset.

Responsibilities

• Support annual budgeting across Canada and the U.S.
• Coordinate monthly and quarterly forecast updates.
• Analyze budget-to-actuals, variances and trends.
• Consolidate forecast submissions from departments and regions.
• Maintain planning assumptions and model integrity.
• Assist capex planning and cash flow forecasting.

Skills

Advanced Excel

Budgeting & Forecasting

FP&A

Three-way Financial Statements

AI Experience

Financial Modeling

Multi-entity Reporting

Tools

Microsoft Dynamics 365

Copilot/ChatGPT

Job description

Our client is a leading Calgary-based RV rental, sales and service organization with several locations across North America.

Enjoy a positive, caring, people-oriented and friendly service environment with constant exposure to excited, happy, vacationing customers. Office is employee pet friendly – dogs and cats are around every corner. On-site work-out area with weights and cardio machines. This role is 100% in-office, which is located just outside of Calgary. Free on-site parking.

Position Summary and Responsibilities:

Join their North American Finance team based at the head office in Calgary. Your main duties will be to

• Support the production of three-way financial forecasts (P&L, balance sheets, cash flow) and income statements.
• Maintain and enhance large Excel-based budgeting and forecasting models for our Canadian and U.S. operations
• Coordinate budget and forecast submissions, consolidate inputs across departments and business units

Beyond budgeting and forecasting, the role also supports cash flow forecasting, capex planning, profitability reporting, location performance analysis, and ad hoc financial analysis for operational and strategic decisions. It is well suited to someone who enjoys building and improving Excel models, solving complex planning problems, and turning financial information into clear, practical insight for business leaders.

Working closely with leadership, operational teams, and other financial analysts, this position offers the opportunity to build deep expertise in financial planning, forecasting, modeling, and business partnering while helping improve finance processes and reporting across North America. Key responsibilities include:

Budgeting & Forecasting

• Support the annual budgeting process across Canada and the United States.
• Coordinate monthly and quarterly forecast updates.
• Analyze budget-to-actual results, forecast variances, and emerging trends to identify risks, opportunities, and key business drivers.
• Collect and consolidate forecast submissions from multiple departments and regions.
• Maintain planning assumptions and ensure consistency across reporting areas.
• Assist with long-range planning and forecasting activities.
• Take day-to-day responsibility for the overall quality, structure, integrity, and usability of the budgeting and forecasting models.
• Maintain, improve, and redesign large Excel-based budgeting and forecasting models.
• Distribute key outputs from the forecasts to various stakeholders to support reporting needs and operational alignment.
• Develop and maintain supporting schedules, assumptions, and planning templates.

Business Partnering and Support

• Support capex planning and business case evaluations
• Assist with cash flow forecasting to support liquidity management.
• Prepare ad hoc financial analyses and reports, including profitability assessments and location performance reviews
• Provide financial support for operational and strategic decisions.
• Identify opportunities to improve budgeting, forecasting, and reporting processes.
• Enhance model efficiency, usability, and accuracy.
• Document key processes and maintain planning templates.
• Assist in evaluating tools and technologies that may improve future planning and reporting activities, including but not limited to AI adoption opportunities.

Requirements:

• 3+ years of financial analysis, budgeting, forecasting, or FP&A.
• Advanced Microsoft Excel skills, including experience building, maintaining, auditing, and improving large financial models.
• Understanding of three-way (P&L, balance sheet, cashflow) financial statements, and the income statements
• Experience working with large spreadsheets and financial models.
• Midsized to large company experience
• Experience with AI, e.g., Copilot, ChatGPT, Claude
• Experience working with ERP systems e.g. Microsoft Dynamics 365 is an asset.
• Experience with multi-entity, multi-location, or cross-border reporting considered an asset.