Financial Planning Analyst

Transpharmation Inc; Fergus; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading consulting firm in Fergus is seeking a motivated Financial Planning Analyst to join their team. This role involves providing crucial financial analysis to support strategic planning and decision-making within the company. The ideal candidate will have strong analytical abilities, excellent communication skills, and proficiency in financial modeling and Excel, with a foundation in finance or related fields. This is an exciting opportunity to contribute to significant strategic initiatives while working in a supportive and dynamic environment.

Qualifications

• 3 years of experience in financial planning and analysis preferred.
• Strong analytical skills and experience with private equity-backed organizations a plus.
• Ability to work collaboratively with various departments.

Responsibilities

• Develop and maintain financial models to support strategic initiatives.
• Analyze financial data and create reporting packages and dashboards.
• Prepare presentations for executive leadership and stakeholders.

Skills

Analytical

Critical Thinking

Problem Solving

Attention to Detail

Communication

Presentation Skills

Time Management

Education

Bachelor’s degree in finance, Accounting, Economics, or related field

Tools

Microsoft Excel

Financial Software

Oracle Net Suite

Job description

Transpharmation is a dynamic preclinical contract research organization that specializes in high-quality, translational drug discovery services. The company provides a friendly and team-oriented work atmosphere as well as competitive wages and benefits.

JOB SUMMARY

We’re seeking a motivated Financial Planning Analyst to join our dynamic team. In this pivotal role, you'll provide ad hoc financial analysis to support strategic planning, merger and acquisition opportunities.

DUTIES AND RESPONSIBILITIES

• Develop and maintain financial models to support strategic initiatives.
• Analyze financial data and create reporting packages and dashboards for management with clear, concise financial commentary.
• Support and assist in annual budgeting and forecasting processes.
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
• Provide insights and recommendations to management based on analysis.
• Provide ad hoc financial analysis to support strategic planning, merger and acquisition opportunities and operational improvements.
• Collaborate with various departments to gather financial information and ensure accuracy.
• Help develop and maintain financial systems and planning tools
• Drive process improvements to enhance forecasting accuracy and reporting efficiency.
• Prepare presentations for executive leadership and stakeholders.

QUALIFICATIONS

Education

• Bachelor’s degree in finance, Accounting, Economics, or related field.

Experience

• Minimum of 3 years of experience in financial planning and analysis.
• Strong analytical, critical thinking, and problem-solving skills.
• Proficiency in financial modeling and forecasting.
• High attention to detail and ability to work under tight deadlines.
• Excellent communication and presentation skills with the ability to translate data into actionable insights.
• Advanced proficiency in Microsoft Excel and financial software. Oracle Net Suite experience a plus.
• Ability to work collaboratively in a team environment.
• Experience with private equity backed organizations as well as mergers and acquisitions a plus.

Knowledge

• Good understanding of accounting principles and leading-edge business practices
• Excellent communication skills
• Excellent analytical, financial, and mathematical abilities
• Exceptional attention to detail and accuracy
• Extremely trustworthy and professionally minded
• Strong time management and prioritization skills
• Ability to multitask
• Ability to work in a team environment as well as independently
• Ability to work under pressure and with tight deadlines
• Advanced presentation skills
• Advanced proficiency in Microsoft Excel and financial software.
• Oracle Net Suite experience a plus.