Financial Data Analyst

IS2 Workforce Solutions; Abbotsford; On-site; CAD 75,000 - 90,000; Full time

Job summary

IS2 in Abbotsford, BC, is seeking a Financial Data Analyst to support financial planning, reporting, costing, and business decision‑making through advanced data analysis and financial modeling. The candidate should have strong Excel, Power BI, and SQL skills and a solid foundation in accounting and ERP systems.

This role emphasizes financial analysis, budgeting support, robust modeling, and data visualization to drive operational and financial performance.

Qualifications

• Requires strong Excel skills, financial modeling experience, and ability to transform data into insights.
• Experience with BI dashboards and data visualization.
• Familiarity with ERP systems and data structures.
• Ability to analyze large data sets and provide actionable recommendations.
• Strong communication skills for presenting findings to stakeholders.

Responsibilities

• Analyze large volumes of financial and operational data to identify trends, risks, and opportunities.
• Develop and maintain recurring financial reports, dashboards, and KPIs.
• Support budgeting, forecasting, and variance analysis processes.
• Provide actionable recommendations based on financial and business performance.
• Design and maintain Power BI dashboards and automated reporting.

Skills

Advanced Excel & modeling

Power BI & visualization

SQL & databases

ERP data understanding

Analytical thinking

Data accuracy

Communication & presentation

Prioritization & deadlines

Education

University degree in Business or Accounting

Tools

Power BI

SQL

Job description

Financial Data Analyst supports financial planning, reporting, costing, and business decision-making through advanced data analysis and financial modeling. The ideal candidate will have strong expertise in Excel, Power BI, and database querying tools, combined with a solid foundation in accounting and ERP systems. This role will transform complex financial data into actionable insights that drive operational and financial performance. CPA designation is not required. Candidates with strong analytical, financial modeling, and business intelligence skills are encouraged to apply.

This position requires immediate Controlled Goods clearance, therefore, only Canadian Citizens or Permanent Residents will be considered at this time.

Pay:$75,000-$90,000 Location: Abbotsford, BC In-person, Full-Time

Major Responsibilities & Duties

Financial Analysis & Reporting

• Analyze large volumes of financial and operational data to identify trends, risks, and opportunities.
• Develop and maintain recurring financial reports, dashboards, and KPIs.
• Support budgeting, forecasting, and variance analysis processes.
• Provide actionable recommendations to management based on financial and business performance.

Financial Modeling

• Build, maintain, and enhance financial models for budgeting, forecasting, scenario analysis, and strategic decision‑making.
• Develop profitability, pricing, and cost allocation models.
• Perform sensitivity and trend analyses to support business initiatives and investments.

Business Intelligence & Data Analytics

• Design and maintain interactive dashboards and reports using Power BI.
• Extract, transform, and analyze data using SQL, Power Query, and other query tools.
• Improve data quality, reporting accuracy, and automation across finance processes.
• Collaborate with business stakeholders to define reporting requirements and data solutions.

Costing & ERP Systems

• Support product costing, operational costing, and margin analysis initiatives.
• Analyze manufacturing, distribution, or operational costs to identify efficiency opportunities.
• Maintain and validate financial data within ERP systems.
• Partner with operations, supply chain, and accounting teams to improve cost visibility and reporting.

Accounting & Financial Controls

• Apply general accounting principles to ensure accuracy and consistency in reporting.
• Support month-end and year-end financial reporting activities.
• Assist with account reconciliations, financial audits, and internal controls as required.
• Ensure data integrity between ERP systems and reporting platforms.

Core Skills

• Advanced proficiency in Microsoft Excel, including: PivotTables, Power Query, Advanced formulas and functions, and Financial modeling.
• Strong proficiency in Power BI dashboard development and data visualization.
• Experience writing and optimizing SQL queries and working with relational databases.
• Strong understanding of data management, reporting automation, and analytics best practices.
• Familiarity with ERP reporting tools and financial data structures.
• Strong analytical and problem‑solving abilities.
• Excellent attention to detail and data accuracy.
• Ability to translate complex financial data into clear business insights.
• Effective communication and presentation skills.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.

Education

• University degree in Business, Accounting or equivalent CPA designation is not required.

Experience

• 3–7 years of experience in financial analysis, business analysis, data analytics, or related finance roles.
• Experience building robust financial models and conducting financial analysis.
• Experience working with ERP systems (e.g., SAP, Oracle, Microsoft Dynamics, NetSuite, JD Edwards, or similar).
• Experience with costing and general accounting practices.
• Experience in manufacturing, distribution, supply chain, or operational finance environments.
• Knowledge of data warehousing concepts and business intelligence tools.
• Experience with advanced analytics, forecasting, and scenario planning.
• Understanding of cost accounting methodologies and profitability analysis