Financial Reporting Analyst

Options Consulting Solutions; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

Options Consulting Solutions is seeking a Financial Reporting Analyst/Insights Specialist for a hybrid, Toronto-based role. You will build and maintain financial and non-financial reports and dashboards, turning data into clear insights for leadership.

You will sharpen SQL and Power BI skills, model data from multiple sources, and advise stakeholders on what to measure and how to report it. Collaboration with internal teams is essential.

Qualifications

• Degree in accounting, finance, business or economics or related field.
• 3+ years as a financial/FP&A or similar role.
• Strong SQL: write queries, join tables and pull data.
• Advanced Excel: pivot tables, lookups, financial modelling.
• Strong grasp of financial statements, budgets and metrics.

Responsibilities

• Develop and maintain complex financial and non-financial reports and dashboards.
• Model data from multiple sources using SQL, Excel and BI tools.
• Prepare reporting packages and ad hoc requests.
• Provide insights and trends for leadership.
• Ensure accuracy by validating and reconciling data.

Skills

SQL querying

Advanced Excel

Financial modelling

Budgeting

Financial statements

Data reconciliation

Communicate findings

Education

Bachelor's degree in Finance

Tools

Power BI

Tableau

Power Query

DAX

Python

Job description

Financial Reporting Analyst/Insights Specialist - Fulltime - Hybrid

Are you a financial analyst or accounting analyst who enjoys the reporting side of the job more than the month-end grind? This role is your next step.

As a Reporting Analyst, you will build and maintain the financial and non-financial reports and dashboards that clients, company leadership rely on. You will bring your finance foundation to the table, sharpen your SQL and Power BI skills, and turn data into clear insights that shape decisions.

You will work closely with internal teams and stakeholders, acting as a trusted advisor on what to measure, how to report it and what the numbers mean.

What you'll do

Reporting and dashboards

• Develop and maintain complex financial and non-financial reports and dashboards for client, management and business needs.
• Prepare and model data from multiple sources using SQL, Excel, Power BI and other business intelligence tools.
• Prepare reporting packages, including quarterly and annual presentations, financial templates and ad hoc requests.
• Develop matter management reports for clients and internal stakeholders.

Insights for leadership

• Interpret financial and business information to identify trends, risks and opportunities, and present clear takeaways to leadership.
• Translate stakeholder goals, measures and requirements into accurate, easy-to-use reporting deliverables.
• Advise lawyers and Business Services professionals on reporting requirements, deliverables and how to interpret results.
• Provide financial data, reporting and analytical support for projects and firm-wide initiatives.

Quality and controls

• Validate and reconcile reports, dashboards and underlying data, resolving discrepancies before distribution.
• Review reports and analysis prepared by other Analysts for accuracy, completeness and sound interpretation.
• Maintain documentation for data sources, reporting requirements, calculations and processes.
• Help strengthen the firm's reporting capability by assessing and applying the right tools and approaches.
• Provide reporting and analytical coverage during absences, peak periods and shifting business priorities.

What you bring:

Required

• Degree in Accounting, Finance, Business, Economics or a related field.
• 3+ years in a financial analyst, accounting, FP&A or similar role.
• Working experience with SQL: writing queries, joining tables and pulling data for analysis.
• Advanced SQL and Excel skills (pivot tables, lookups, financial modelling).
• Strong grasp of financial statements, budgets and key financial metrics.
• A sharp eye for detail and a habit of reconciling numbers before they go out.
• Ability to explain financial and data findings clearly to non-finance audiences.

Nice to have

• Hands-on experience with Power BI, Tableau or another BI tool.
• Experience in a professional services environment.
• Exposure to matter management, time and billing, or practice management systems.
• Familiarity with Power Query, DAX or Python.