Financial Planning & Analysis Analyst

Convoy Supply Ltd; Surrey; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Employee Assistance Programs and Tele‑

Retirement saving plans

Employee referral bonuses

Paid training and development

Paid time off

Short- and Long-term disability

Job summary

Convoy Supply Ltd in Surrey, BC, is seeking a Financial Planning & Analysis Analyst. You will identify inconsistencies in unit results, standardize budgeting and reporting, and provide revenue analysis with explanations to operations.

The role also involves building and maintaining models, forecasting, and presenting to senior management. The ideal candidate has 2–3 years in financial analysis, strong Excel skills, and familiarity with Power BI/Tableau/ERP systems; CPA/CFA is a plus.

Qualifications

• Post‑secondary education in finance, accounting, economics, business or related CFA/CPA designation with IFRS knowledge.
• 2–3 years of experience in financial analysis.
• Advanced knowledge of MS Excel (Power Query and advanced formulas).
• Strong attention to detail and analytical skills.
• Ability to plan, manage multiple priorities and meet deadlines.

Responsibilities

• Administer and maintain the financial model accurately and timely.
• Improve financial forecasting and assist with near‑ and long‑term forecasting.
• Prepare corporate presentations and support multiple departments with data.
• Develop financial models to support strategic initiatives.
• Analyze monthly performance and report to senior management.
• Explain deviations from budget and prior year to operations leadership.
• Collaborate with finance, operations and IT on forecasting.
• Adhere to controls and ensure reliability of reports.

Skills

Advanced Excel

Power BI

Tableau

Workday

Oracle Cloud ERP

Education

CFA or CPA designation (in final stages)

Tools

Excel

Power BI

Tableau

Workday

Oracle Cloud ERP

Job description

Financial Planning & Analysis, Analyst

Join Our Team at Convoy – Where Your Career Builds as Strong as Our Materials!

Founded in 1972, Convoy is North America’s trusted distributor of top-tier construction materials. With over 40 locations in US and Canada, we’ve grown into a leader in the industry, but we never forget the core values that got us here: exceptional products, outstanding customer service, and a genuine commitment to helping our customers thrive.

At Convoy, we don’t just offer jobs – we offer career-building opportunities. Here, you’ll be part of a dynamic, supportive, and fun environment where your voice matters, your growth is a priority, and success is something we all share.

We’re looking for passionate individuals who want to make an impact, bring fresh ideas, and be part of a team that values integrity, hard work, and collaboration. Whether you’re just starting your career or looking for your next challenge, Convoy is the place to build something meaningful – for yourself, for our customers, and for your future.

Why Convoy Supply?

• Growth Opportunities: We believe in developing our people and offering them the chance to advance.
• Teamwork at Its Best: Success isn’t just about individual effort – it’s about what we achieve together.
• Commitment to Safety: Your well-being is a top priority, every day.
• Comprehensive & Competitive Benefits: Robust benefits package designed to support you and your family’s health and well-being, and peace of mind, which also include:
  • Employee Assistance Programs and Telemedicine Services
  • Retirement saving plans
  • Employee referral bonuses
  • Paid training and development
  • Paid time off (vacation, sick time and company-paid holidays)
  • Short- and Long-term disability coverage

If you're driven to make an impact, build strong relationships, and contribute to something that matters — Convoy Supply is the place for you. Ready to roll up your sleeves and be part of something bigger? We’d love to meet you. Join us and help shape the future of construction, one delivery at a time.

Position Summary

The FP&A Analyst position is responsible for identifying inconsistencies within the business unit results, and making recommendations for standards on budgeting, performance metrics, and reporting. The position requires an individual who can confirm that the financial strategies and initiatives of the Company are integrated with corporate and business strategies. In this role, the FP&A Analyst will also provide detailed revenue analysis, recommend concepts to maximize revenue growth, and provide explanations to operational personnel on deviations from expected results.

Responsibilities

• Administer and prepare the company's financial model accurately and in a timely manner.
• Participate in the improvement of the financial forecasting for the organization.
• Assist with near‑term and long‑term financial forecasting, as well as corporate presentations.
• Develop and maintain working templates and support for various departments (Finance, Operations, Marketing, IT) to gather data and provide analysis of the financial performance of the Company.
• Develop financial models and analyses to support strategic initiatives.
• Responsible for the preparation, analysis, and review of the monthly financial performance reports to disseminate and present to the senior management.
• Complete analysis and communicate reasons for revenue and expense deviations in comparison to budget and prior year and identify and report financial trends, working closely with operations team leadership.
• Perform analysis and provide recommendations on business performance metrics.
• Perform audits to ensure a high degree of accuracy and reliability of reports and financial results.
• Act as a liaison and support between the corporate head office, regional offices, and the operational sites for all forecasting.
• Work with Corporate Controller and Credit Managers on ad hoc projects as required.

Qualifications

• Post‑secondary education in finance, accounting, economics, business or a related CFA or CPA designation or in final stages of acquiring such designation with advanced knowledge of IFRS accounting.
• 2 -3 years of experience in financial analysis.
• Advanced knowledge MS Excel skills (Power Query and advanced formulas).
• Strong attention to detail, highly organized and efficient.
• Strong analytical skills and proficiency for designing, manipulating data, and reporting.
• Ability to plan, effectively manage multiple priorities and meet deadlines.
• Flexibility to adapt to constant changes.
• Strong verbal and written communication with the ability to explain complex concepts in a straight‑forward manner for both senior managers and non‑financial managers.
• Strong interpersonal skills to work with team members from many different departments with competing priorities.
• Experience with MS Power BI, Tableau, and Workday is an asset.
• Experience with ERP systems such as Oracle Cloud is an asset