Financial Reporting Analyst

Swoon; Montreal; On-site; CAD 70,000 - 95,000; Full time

Job summary

Swoon is seeking a Financial Reporting Analyst in Montreal to support financial reporting, forecasting, budgeting, and analysis. This role emphasizes accuracy, ownership of complex financial tasks, and collaboration with stakeholders across the business.

You will participate in monthly forecast cycles, prepare variance analyses, coordinate budgets, and help align revenue, expenses, and headcount planning with internal definitions. A proactive, detail-oriented mindset is essential for success.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• At least 3 years of experience in finance, accounting, FP& A, or related area.
• Advanced Microsoft Excel and financial modelling skills.
• Advanced PowerPoint skills.
• Experience with SAP and BPC.
• Strong analytical, problem-solving, and reconciliation skills.
• Excellent organization and attention to detail.
• A proactive, self-directed approach and the ability to take ownership of deliverables.
• Confidence presenting financial findings to stakeholders.

Responsibilities

• Support monthly forecast cycles by updating models and validating assumptions.
• Prepare actual-versus-forecast expense analyses and reconcile across units.
• Partner with finance and stakeholders on expense allocations and headcount mappings.
• Assist annual budget development by distributing templates and consolidating submissions.
• Prepare management analyses comparing budgets with prior results and model planning scenarios.
• Maintain headcount plans with approved budgets and changes.
• Support recurring revenue and billings forecasts by gathering inputs and updating projections.
• Align revenue and billing metrics with internal definitions.
• Identify opportunities to improve reporting and automate variance analysis.
• Prepare clear supporting documentation and presentations for management review.

Skills

Excel

Financial modelling

PowerPoint

Analytical

Problem-solving

Reconciliation

Attention to detail

Ownership

Stakeholder communication

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

SAP

BPC

Power BI

Job description

We’re seeking a Financial Reporting Analyst to support financial reporting, forecasting, budgeting, and analysis. This is an accounting-focused role for someone who is organized, proactive, and comfortable taking ownership of detailed financial work.

What you’ll do

• Support monthly forecast cycles by updating models, validating assumptions, analyzing variances, and documenting processes.
• Prepare actual-versus-forecast expense analysis and support reconciliation across business units, cost centres, and expense categories.
• Partner with Finance and business stakeholders to review expense allocations, employee mapping, and cost assumptions.
• Support annual budget development by distributing templates, consolidating submissions, checking them for completeness, and following up on deadlines.
• Prepare management analyses comparing budgets and forecasts with prior-period results, and model planning scenarios.
• Maintain headcount plans by tracking approved budgets, committed costs, remaining funding, and approved changes.
• Support recurring revenue and billings forecasts by gathering inputs, updating projections, validating assumptions, and explaining key changes.
• Help align revenue and billing metrics with internal definitions, including documenting differences and supporting historical and forecast updates.
• Identify opportunities to improve reporting and automate variance analysis.
• Prepare clear supporting documentation and presentations for management review.

What you’ll bring

• Bachelor’s degree in Finance, Accounting, or a related field.
• At least 3 years of experience in finance, accounting, FP&A, or a related area.
• Advanced Microsoft Excel and financial modelling skills.
• Advanced PowerPoint skills.
• Experience with SAP and BPC.
• Strong analytical, problem-solving, and reconciliation skills.
• Excellent organization and attention to detail.
• A proactive, self-directed approach and the ability to take ownership of deliverables.
• Confidence working with diverse internal stakeholders and presenting financial findings.

Preferred

Experience with Power BI, forecasting, budgeting, expense allocation, headcount planning, or recurring revenue and billings analysis.