Financial Analyst

Kassen Recruitment; Vaughan; On-site; CAD 70,000 - 95,000; Full time

Job summary

Kassen Recruitment in Vaughan, Canada, is seeking a Financial Data Analyst who blends financial analysis with data reporting and BI to transform numbers into actionable insights. You will develop reporting solutions and support business decisions with accurate analysis.

You will work with finance and business leaders to enhance reporting, build dashboards, and create financial models. Strong Excel, SQL, DAX, and Power BI skills are essential; CPA is an asset.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 3–5 years in financial reporting, BI, or analytics.
• Strong Excel, budgeting and forecasting knowledge.
• Experience with SQL, DAX, Power BI or similar tools.
• ERP and multi-entity reporting experience is a plus.

Responsibilities

• Develop and maintain financial reports, dashboards, and analytical tools.
• Collaborate with finance stakeholders to deliver automated reporting solutions.
• Build financial reporting packages including P&L, balance sheets, and cash flow.
• Create KPIs and dashboards to reveal financial and operational insights.
• Build financial models and scenario analyses for planning decisions.
• Work with large datasets from multiple sources to ensure data accuracy.
• Identify opportunities to automate reporting processes and improve workflows.
• Investigate discrepancies and assist with data and reporting issues.
• Present financial information to stakeholders across the organization.

Skills

Excel

Financial Modeling

Budgeting & Forecasting

Education

Bachelor's degree in Finance

Tools

Power BI

SQL

DAX

Job description

We're recruiting a Financial Data Analyst for an opportunity that combines financial analysis with data reporting and business intelligence. This role is ideal for someone who enjoys transforming financial data into meaningful insights, developing reporting solutions, and supporting business decisions through accurate and timely analysis.

Working closely with the finance team and business leaders, you'll help enhance financial reporting, improve reporting processes, and develop dashboards that provide valuable visibility into business performance.

What You'll Do

• Develop and maintain financial reports, dashboards, and analytical tools that support financial reporting, budgeting, and forecasting.
• Collaborate with finance stakeholders to understand reporting requirements and deliver automated reporting solutions.
• Build and maintain financial reporting packages, including profit and loss statements, balance sheets, cash flow reporting, and other management reports.
• Develop dashboards and key performance indicators (KPIs) that provide meaningful insights into financial and operational performance.
• Create financial models and scenario analyses to support planning and business decision-making.
• Work with large datasets from multiple sources to improve reporting accuracy and data integrity.
• Identify opportunities to improve reporting processes through automation, enhanced workflows, and business intelligence tools.
• Investigate reporting discrepancies and assist with resolving data and financial reporting issues.
• Collaborate with finance and business teams to meet reporting deadlines and support ongoing initiatives.
• Present financial information and reporting insights to stakeholders across the organization.

What You'll Bring

• Bachelor's degree in Accounting, Finance, or a related field.
• Approximately 3 to 5 years of experience in financial reporting, financial analysis, business intelligence, or a similar role.
• Strong understanding of the full accounting cycle, financial reporting, budgeting and forecasting.
• Experience building financial reports, dashboards and analytical models.
• Advanced Microsoft Excel skills.
• Strong knowledge of SQL, DAX, Power BI, or similar reporting and data visualization tools.
• CPA designation, or progress toward obtaining one, is considered an asset.
• Experience working with ERP systems and financial reporting platforms.
• Exposure to multi-entity or multi-currency reporting environments is considered an asset.
• Strong analytical, organizational and problem-solving skills with exceptional attention to detail.
• Excellent written and verbal communication skills with the ability to present financial information to both finance and non-finance stakeholders.
• Ability to manage multiple priorities and work effectively in a collaborative, fast-paced environment.

Why Join

This role offers the opportunity to combine finance, technology, and analytics while helping shape how financial information is used across the organization. You'll work on projects that improve reporting capabilities, automate manual processes, and provide business leaders with meaningful insights to support strategic decision-making. If you enjoy solving complex problems, working with data, and continuously improving financial reporting, this is an excellent opportunity to grow your career.