Financial Specialist

Talentify; Milton; On-site; CAD 85,000 - 100,000; Full time

Job summary

A financial services company based in Milton, ON, seeks a Financial Specialist. This role involves managing budgeting and forecasting, conducting variance analyses, and preparing financial reports. Candidates need expertise in Excel and a strong background in financial analysis. The position is hybrid and offers a competitive salary between $85,000 and $100,000. A pension plan and comprehensive benefits are included.

Benefits

Pension plan through Omers

100% employer-covered benefits

Qualifications

• Experience in forecasting and financial analysis is essential.
• Proficiency in budgeting, variance analysis, and accrual management is required.
• Strong analytical and planning skills are necessary.

Responsibilities

• Manage budgeting and forecasting cycles in collaboration with business units.
• Conduct detailed variance analyses to identify discrepancies.
• Partner with operational teams for future spending strategies.
• Prepare and manage accruals to ensure accurate records.
• Deliver financial reports to leadership.
• Build complex financial models using Excel.

Skills

Forecasting and financial analysis

Budgeting and variance analysis

Financial reporting

Expertise in Excel

Job description

Job Title: Financial Specialist

Job Description

As a Financial Specialist, you will be responsible for managing budgeting and forecasting cycles in collaboration with various business units. You will conduct detailed variance analyses to identify and explain discrepancies between actual and budgeted figures, partner with operational teams to anticipate future spending, and inform strategic planning. Additionally, you will prepare and manage accruals to ensure accurate financial records and deliver timely, insightful financial reports to leadership. Building and maintaining complex financial models using Excel is also an essential part of the role.

Responsibilities

• Manage budgeting and forecasting cycles in collaboration with business units.
• Conduct detailed variance analysis to identify and explain discrepancies between actuals and budgeted figures.
• Partner with operational teams to anticipate future spend and inform strategic planning.
• Prepare and manage accruals to ensure accurate financial records.
• Deliver timely and insightful financial reports to leadership.
• Build and maintain complex financial models using Excel.

Essential Skills

• Experience in forecasting and financial analysis.
• Proficiency in budgeting, variance analysis, and accrual management.
• Strong skills in financial reporting and analysis.
• Expertise in Excel, including pivot tables, VLOOKUP, and IFS functions.

Additional Skills & Qualifications

• Experience with discrepancies between budgets and actuals is beneficial.
• Strong analytical and planning skills.

Work Environment

The position requires a work schedule of 8:30 am to 4:30 pm with a one-hour break. Employees are expected to work in the office three days a week, typically with more people present on Wednesdays. However, there is flexibility, and changes may occur based on government guidelines. The team consists of eight members, and the dress code is business casual. This role offers a pension plan through Omers and 100% employer-covered benefits, within a growing organization.

Job Type & Location

This is a Permanent position based out of Milton, ON.

Pay and Benefits

The pay range for this position is $85000.00 - $100000.00/yr.

Workplace Type

This is a hybrid position in Milton,ON.

Aston Carter est un employeur souscrivant au principe de l’égalité des chances et accepte toutes les candidatures sans tenir compte de la race, du sexe, de l’âge, du couleur, de la religion, des origines nationales, du statut d’ancien combattant, d’un handicap, de l’orientation sexuelle, de l’identité sexuelle, des renseignements génétiques ou de toute autre caractéristique protégée par la loi.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] for other accommodation options.