Financial Reporting Analyst

Jobtailor; Edmonton; On-site; CAD 70,000 - 100,000; Full time

Job summary

Jobtailor is seeking a skilled financial analyst to develop and sustain reporting for Accounts Receivable, Collections, and related KPIs. You will transform data into actionable insights, support close processes, and partner with cross-functional teams.

The role requires 4–6 years in finance or accounting, advanced Excel, and experience with Power BI and ERP systems. You will drive automation and data governance to improve forecasting and decision-making.

Qualifications

• Bachelor of Accounting/Finance required.
• CPA, CFA, MBA, or equivalent designation.
• 4–6 years of analytical experience in Finance or Accounting.
• Experience in credit and collections, banking, or data analytics.
• Advanced Excel skills including lookups, pivots, Power Query, Power Pivot, INDIRECT, SUMIFS.
• Knowledge of IFRS and the financial cycle.

Responsibilities

• Develop and sustain reporting and analytics for Accounts Receivable, Collections, and collections effectiveness.
• Develop, calculate, and sustain KPIs, operational reports, executive-level reports, and quarterly AFDA calculations.
• Support financial data governance initiatives and sustainment activities, including reporting, training, and configuration of new capabilities.
• Manage and participate in projects by providing analytical support and reporting services.
• Support execution of business and finance initiatives.
• Collaborate cross-functionally to achieve strategic objectives and initiatives.
• Drive continuous improvement and innovation through data-driven insights, process optimization, and automation.
• Maintain confidentiality and safeguard sensitive financial information.
• Support monthly and quarterly close processes and cyclical planning.
• Provide executive-level and operational-level analytics and KPIs.
• Analyze financial and operational results and develop financial models and reports.
• Provide data-driven insights to identify trends, risks, and opportunities.
• Contribute to cash reporting and forecasting, process improvements, and automation.
• Leverage financial systems expertise to enhance reporting and analytics capabilities.

Skills

Financial Analysis

KPI Development

Advanced Excel Skills

Data Governance

Credit And Collections Experience

Education

Bachelor Of Accounting/Finance

CPA

CFA

MBA

Tools

MS Office

Power Query

Power BI

Power Pivot

M3 Lawson/Infor

HighRadius

SAP BPC

SAP AFO

Job description

• Develop and sustain reporting and analytics for Accounts Receivable, Collections, and collections effectiveness, including trends, DSO, and bad debt reporting
• Develop, calculate, and sustain KPIs, operational reports, executive-level reports, and quarterly AFDA calculations
• Support financial data governance initiatives and sustainment activities, including responsibility reporting, training, and configuration of new capabilities
• Manage and participate in projects by providing analytical support, subject matter expertise, and reporting services
• Support execution of business and finance initiatives
• Collaborate cross-functionally with departments across the organization to achieve strategic objectives and business initiatives
• Drive continuous improvement and innovation through data-driven insights, process optimization, and automation opportunities
• Maintain confidentiality and safeguard sensitive financial, business, and organizational information
• Support monthly and quarterly close processes and cyclical planning processes
• Provide executive-level and operational-level analytics and KPIs
• Analyze financial and operational results and develop financial models and executive-level reports
• Provide data-driven insights to identify trends, risks, and opportunities
• Contribute to cash reporting and forecasting, process improvements, and automation initiatives
• Leverage financial systems expertise to enhance reporting and analytics capabilities

Requirements

• Bachelor of Accounting/Finance
• CPA, CFA, MBA, or equivalent finance/accounting designation
• At least 4–6 years of experience in an analytical role in Finance or Accounting
• Experience in credit and collections, banking, or data analytics
• Experience with financial analysis, financial modelling, profitability analysis, forecasting and budgeting, and strategic planning
• Advanced Excel skills, including lookups, pivot tables, Power Query, Power Pivot, INDIRECT formulas, and SUMIFS
• Knowledge of the financial cycle, including income statement, balance sheet, cash cycle, and general accounting standards/IFRS
• Understanding of the link between analysis and business impact and ability to identify and integrate financial-modeling drivers
• Systems experience with MS Office, Power Query, Power BI, Power Pivot, M3 Lawson/Infor, HighRadius, SAP BPC, SAP AFO, or related ERP and collections software
• Strong time management, organizational, analytical, interpersonal, verbal communication, and written communication skills
• Self-motivated to learn new concepts and participate in new projects

Core Competencies

Demonstrates expertise in financial analysis, reporting, and data governance, with a strong focus on developing KPIs and providing data-driven insights to support strategic business initiatives. Proficient in advanced Excel functions and financial systems to enhance reporting capabilities and drive process improvements.

Highest-signal resume keywords

• Financial Analysis
• KPI Development
• Advanced Excel Skills
• Data Governance
• Credit And Collections Experience

Hard Skills

• Financial Modelling
• Profitability Analysis
• Forecasting
• Budgeting
• Strategic Planning

Soft Skills

• Time Management
• Organizational Skills
• Analytical Skills
• Interpersonal Skills
• Verbal Communication

Certifications & Qualifications

• Bachelor Of Accounting/Finance
• CPA
• CFA
• MBA

Industry Keywords

• Accounts Receivable
• Collections
• Financial Cycle
• General Accounting Standards
• IFRS

Tools & Technologies

• MS Office
• Power Query
• Power BI
• Power Pivot
• M3 Lawson/Infor
• HighRadius
• SAP BPC
• SAP AFO