Financial Planning Analyst

ZenaTech Inc.; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

ZenaTech Inc. is seeking a Financial Planning Analyst for a 12-month temporary contract with potential for full-time employment. The role supports forecasting, budgeting, and strategic planning, reporting to the VP of Corporate Development and collaborating with the Finance team and cross-functional operations in multiple locations.

You will build spreadsheets and dashboards, prepare planning documents, and help manage financial goals as the company scales globally.

Qualifications

• Bachelor's degree in accounting, finance, business, or equivalent.
• 3-5 years of related work experience.
• 3-5 years of experience in financial analysis and financial modelling.
• CPA certification in progress or similar credential is expected or encouraged.

Responsibilities

• Assist Finance in monitoring and analyzing financial accounts monthly, quarterly, and annually.
• Create financial models to analyze trends, project finances, and assess risks.
• Review and monitor annual budget; prepare quarterly budget reviews.

Skills

Financial analysis

Financial modelling

Budgeting

Forecasting

Excel

Communication

Problem-solving

Interpersonal skills

Education

Bachelor's degree in accounting/finance/business

CPA in progress

Tools

Excel

QuickBooks

Job description

ZenaTech (Nasdaq: ZENA | FSE: 49Q) is a technology company specializing in AI drones, Drone-as-a-Service (DaaS), enterprise SaaS, and quantum computing solutions for mission-critical business applications. Since 2017, the company has leveraged its software development expertise and expanded its drone design and manufacturing capabilities through ZenaDrone to innovate and enhance customer inspection, monitoring, safety, security, compliance, and surveying processes.

Job Overview

This position is a 12-Month Temporary contract with consideration for fulltime employment upon conclusion. As a Financial Planning Analyst, you will play a key role in driving ZenaTech’s financial forecasting, business planning, and results management processes by creating the spreadsheets, dashboards, and actionable planning documents to help us manage our business. Reporting to the VP of Corporate Development and working closely with our Finance team and cross-functional operations teams in various locations, you will support operational planning and management to ensure our financial goals are met as we scale globally.

Job Responsibilities

• Assist Finance Department in monitoring and analyzing financial accounts on a monthly, quarterly, and annual basis.
• Create financial models to analyze trends, make financial projections, and assess financial risks
• Review and monitor annual budget; prepare quarterly budget review reports.
• Help develop standardized financial management and reporting tools; create internal control systems to ensure good financial management and enable early detection of fraud or errors.
• Produce financial reports for management, as needed or requested, including income statements, cash flow statements, and balance sheets.
• Present financial models and reports to management on major financial issues/risks.
• Supporting ad hoc analysis projects and tasks

Qualification & Experience

• Bachelor’s degree in accounting, finance, business, business administration, or equivalent
• 3-5 years of related work experience
• 3-5 years of experience in financial analysis and financial modelling
• Currently working towards achieving professional certification such as a CPA.

Required Skills

• Accounting skills, including knowledge of accounting principles, standards and techniques, cost analysis and reduction, cash flow management.
• Basic knowledge of accounting programs.
• Strong financial planning, organizational, and analytical skills.
• Fluent with financial planning software programs, such as Excel or QuickBooks; ability to prepare financial statements and create financial models for budgeting and risk analysis.
• Good problem-solving skills.
• Good interpersonal and communication skills; ability to make clear, persuasive presentations to management, clients, or other stakeholders.
• Ability to recognize potential financial problems, engage in strategic planning and analysis of financial resources, markets, and products, assist management in making sound, profitable financial decisions

We use artificial intelligence to review and screen applications and materials. However, every candidate we move forward with is reviewed and selected, and all final hiring decisions are made, by a member of our hiring team.

We are an equal opportunity employer committed to employment equity utilizing hiring practices on merit and business needs. We encourage applications from women, Indigenous peoples, persons with disabilities, members of visible minorities and all others of legally protected status.

This posting is for an existing vacancy.