Financial Business Analyst

Crestview Strategy; Toronto; Hybrid; CAD 60,000 - 70,000; Full time

Job summary

Crestview Strategy, a public affairs agency, is hiring a Financial Business Analyst to join our growing team in Toronto. This hybrid position supports financial planning, reporting, and analysis across our global client base.

You will help with budgeting, forecasting, modeling, dashboards, and data integrity, while collaborating with cross-functional teams. A Bachelor's degree and 1–3 years FP&A or related experience are expected; strong Excel and CRM experience are valued.

Qualifications

• Proven ability to perform financial modeling and data analysis.
• Experience with budgeting, forecasting, and financial reporting.
• Strong Excel and PowerPoint skills with attention to detail.
• Experience using CRM systems and managing business data.
• Excellent written and verbal communication skills.

Responsibilities

• Develop and maintain financial models and analyses for performance.
• Assist with annual operating plans, budgets, forecasts and long-term projections.
• Prepare financial reports and statements for senior leadership.
• Analyze data to identify trends and drive strategic decisions.
• Build dashboards and tools to track financial and operational performance.
• Support data management, validation and reporting accuracy.

Skills

Excel

PowerPoint

Financial modeling

Data analysis

Presentation skills

CRM experience

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

CRM software

Job description

We are Crestview Strategy, a public affairs agency, and we are hiring a Business Financial Analyst to join our growing team.

We are a multi-national firm serving clients across Canada, UK, The Gulf and Australia. We work with some of the largest companies in the world on a variety of interesting and complex public affairs mandates and issues.

As a Financial Business Analyst, you will support the financial planning, reporting, and analysis activities that help drive informed business decisions across our global public affairs firm. You will assist with budgeting, forecasting, financial modeling, and performance reporting, while helping maintain the data and systems that support our operational and financial objectives.

Role Description

• Support the development and maintenance of financial models and analyses to evaluate the operational and financial performance of a multi-million-dollar global public affairs firm.
• Assist with the preparation of annual operating plans, budgets, forecasts, and long-term financial projections.
• Prepare business and financial reports, including financial statement analysis and performance reporting for senior leadership.
• Conduct financial and operational analyses to identify trends, improve business performance, and support strategic decision-making.
• Analyze and present financial and business data to senior management and key stakeholders in a clear and actionable manner.
• Develop and maintain financial models, reporting tools, databases, and dashboards to track financial and operational performance.
• Support data management, validation, and ongoing analysis to ensure reporting accuracy and integrity.
• Maintain and enhance CRM data to support business development, forecasting, and reporting activities.
• Collaborate with cross-functional teams to gather information, improve processes, and support business initiatives.
• Assist with ad hoc financial, operational, and strategic projects as required.

Requirements

• Bachelor's degree in Finance, Accounting, and Economics, or a related field.
• 1-3 years of experience in a financial analysis, business analysis, FP&A, consulting, or related analytical role.
• Strong proficiency in Microsoft Excel and PowerPoint, including financial modeling, data analysis, and presentation development.
• Strong analytical, problem-solving, and critical-thinking skills.
• Experience working with CRM systems and business data management.
• Familiarity with accounting principles and financial statements.
• Experience with financial reporting, budgeting, forecasting, or performance analysis is considered an asset.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.

This position is hybrid and is based out of our downtown Toronto office.

This position is a new vacancy, with salary range of $60,000 - $70,000 annually, plus up to 20% performance bonus.

We thank all applicants for their interest; however, only those selected for an interview will be contacted. Crestview is committed to an inclusive, barrier-free recruitment and work environment. Accommodations are available upon request at any stage of the hiring process. If you require accommodation, please email [e-mail] with your specific request, and we will work with you to support your needs.

Please note: Applicants must have legal authorization to work in Canada.

AI Usage:

As part of our recruitment process, we may use technology-assisted tools, including artificial intelligence (AI), to help review and assess applications. These tools are used to support our hiring process and do not make employment decisions. All screening, interview, and selection decisions are made by our Talent team.