Financial Planning & Analysis Analyst

KEV Group; Toronto; On-site; CAD 60,000 - 95,000; Full time

Job summary

An established industry player is seeking a talented Financial Analyst to join their dynamic team. In this role, you will prepare and analyze business reports that support critical planning and decision-making processes. You will collaborate cross-functionally to create insightful reports while driving process improvements and ensuring accurate financial reporting. This is a unique opportunity to contribute to an organization that positively impacts K-12 education, all while working in a hybrid environment that fosters professional growth and collaboration. If you are a self-starter with a passion for finance and a commitment to excellence, this role is for you.

Benefits

Comprehensive health and dental benefits

Continuing Education

Collaborative work environment

Qualifications

• Experience as a Financial Analyst with strong business acumen.
• Advanced Excel skills and familiarity with financial modeling.

Responsibilities

• Support budgeting and forecasting processes through data analysis.
• Update financial models and create insightful reports for leadership.

Skills

Business Acumen

Financial Analysis

Excel

Communication Skills

Critical Thinking

Attention to Detail

Education

Post-secondary degree or diploma in Business

CPA certification

Tools

PowerBI

Sales Force

Net Suite

FP&A Planning Tools

Job description

KEV Group is an enterprise SaaS company that provides an all-in-one activity fund management solution for K-12 schools. By seamlessly integrating and automating all fee management processes, our SchoolCash platform provides real-time visibility and control over how districts and schools create, collect, manage, track, and reconcile these funds. Parents benefit from an easy-to-use solution that offers convenience and supports all payment types. More than 26,000 schools across North America rely on our solutions to manage over $4 billion in activity funds annually.

The company is headquartered in Toronto with offices in Cambridge, ON and across the U.S., KEV is a portfolio company of Five Arrows. With over €10 billion of assets under management (AUM), the corporate private equity business of Five Arrows invests in companies with highly defensible market positions, strong management teams, and growth-based business models.

Why Join KEV?

• Work in an industry that benefits children, parents and schools
• Do meaningful and purpose-driven work, and make a real impact
• Join a quickly growing organization with real opportunity for learning and growth
• Passionate and accessible leadership team that cares about people, personally and professionally
• Hybrid work environment (3 days a week in either our North York or Cambridge office)

Job Description:

KEV Group is looking for a highly skilled Financial Analyst, FP&A to prepare and analyze business and management reports in support of KEV’s planning and decision-making processes. You will perform a range of functions tied to business analysis including but not limited to building annual budgets, forecasting, monthly and weekly variance analysis, KPI reporting and other ad-hoc analysis. You will report to the VP FP&A and have some exposure to other senior executives. You will be a self-starter, who is able to work independently, meet tight deadlines and thrive in situations without perfect information.

Responsibilities:

• Support the budgeting/forecasting process and monthly variance analysis by building templates, consolidating data, and analyzing data.
• Update existing financial models, including Income Statement, Balance Sheet, Revenue, and Cost projections.
• Work cross-functionally across the organization to understand data and systems and help build insightful and user-friendly reports for the leadership teams.
• Incorporate critical thinking skills in financial analysis, strategic analysis, and business modeling to provide robust analysis to support internal stakeholders’ decision-making.
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements and optimization.
• Work closely with the accounting team to ensure accurate financial reporting.
• Identify and drive process improvements, including the creation and automation of standard and ad-hoc reports and dashboards.
• Identify and prepare business reporting requirements, validating for accuracy and integrity of the data being collected and reported.

Requirements and Skills:

• Post-secondary degree or diploma in Business is required.
• Must have strong business acumen and having or pursuing a CPA certification is a plus.
• Previous work experience as a Financial Analyst is required.
• Proven ability to translate rough financial concepts into final reports or summaries for presentation to management is required as is the ability to work independently.
• Advanced skills in Excel required. Experience with PowerBI, Sales Force, Net Suite and FP&A Planning Tools is an asset.
• Excellent communication (verbal and written), interpersonal, and relationship building skills required.
• Demonstrated ability to work in a fast-paced, high-pressure environment meeting tight deadlines and being able to prioritize effectively is required.
• Proven attention to accuracy and detail is required.
• Ability to work independently.

We Offer:

Comprehensive health and dental benefits.

Continuing Education.

Great colleagues and collaboration.

This job description indicates the general nature and level of work expected. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required by an individual joining the KEV team in this or any other capacity.

KEV Group is pleased to accommodate individual needs in accordance with the Accessibility of Ontarians with Disabilities Act, 2005 (AODA), within our recruitment process. If you require accommodation at any time throughout the recruitment process, please speak with Human Resources or the hiring manager.

KEV Group is an equal opportunity employer who agrees not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

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