Financial Planning Analyst

Transpharmation Ltd.; Fergus; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading contract research organization in Ontario seeks a motivated Financial Planning Analyst to join their dynamic team. This pivotal role involves providing financial analysis to support strategic planning, mergers, and acquisitions, requiring strong analytical skills and a bachelor's degree in finance or related fields.

Benefits

Competitive wages and benefits

Friendly and team-oriented work atmosphere

Qualifications

• Minimum 3 years of experience in financial planning and analysis.
• Strong analytical, critical thinking, and problem-solving skills.
• Proficiency in financial modeling and forecasting.

Responsibilities

• Develop and maintain financial models to support strategic initiatives.
• Analyze financial data and create reporting packages for management.
• Support annual budgeting and forecasting processes.

Skills

Analytical Skills

Problem Solving

Critical Thinking

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.