Financial Systems & Budgeting Analyst

Clarity Recruitment; Kelowna; Remote; CAD 70,000 - 90,000; Full time

Job summary

A fast-growing tech company in the SaaS sector is looking for a Financial Systems & Budgeting Analyst on a 6-month remote contract. The role involves optimizing financial processes, improving reporting systems, and collaborating with a dynamic finance team. Ideal candidates have solid finance experience and proficiency with ERP systems, Power BI, and Excel. Join to make a significant impact in an innovative environment!

Qualifications

• 5 years of experience in finance, budgeting, and systems implementation.
• Proficiency with ERP systems, Power BI, and advanced Excel.
• Background in SaaS, tech, or software industries is a strong asset.

Responsibilities

• Support implementation of ERP to automate financial workflows.
• Contribute to annual budget planning with various departments.
• Build and enhance executive dashboards in Power BI.

Skills

Communication

Collaboration

Systems Implementation

Process Improvement

Budgeting

Excel

Power BI

Tools

Mid-sized ERP

Power BI

Excel

OneStream

Job description

Our client in the SaaS tech industry is hiring for a Financial Systems & Budgeting Analyst for a 6-month remote contract, and we’re assisting them with the recruitment process. This role is ideal for a systems-savvy finance professional who enjoys optimizing workflows, driving process improvements, and building smart solutions with tools like Power BI, and Excel. If you’re excited about making an impact at a fast-growing tech company, we want to hear from you.

What You’ll Be Doing :

In this role, you’ll join a lean but collaborative finance team to :

• Support the implementation of a mid-sized ERP to automate financial data workflows and streamline reporting
• Contribute to the annual budget planning cycle, partnering with departments such as Sales & Marketing, R&D, G&A, and COGS
• Build and enhance dashboards in Power BI for executive-level reporting and decision-making
• Assist with tax compliance, gathering data for third-party vendors
• Review and improve Excel-based financial models, optimizing for accuracy and efficiency
• Ensure data integrity and consistency across financial reports and systems
• Automated workflows in ERP to improve financial reporting
• Executive-facing dashboards and visuals in Power BI
• Budget templates and forecasting tools across business units
• Organized datasets for tax compliance support
• Streamlined Excel models and process documentation

What We’re Looking For :

• 5 years of solid experience in finance, budgeting, and systems implementation
• Proficiency with a mid-sized ERP system, Power BI, and advanced Excel
• Strong communication skills and ability to collaborate across functions
• Background in SaaS, tech, or software industries is a strong asset
• Ability to work independently and juggle multiple deliverables in a dynamic setting
• Experience with OneStream is a plus, but not required
• Ability to work Pacific Standard Time zone hours

Next Steps :

We here at Clarity Recruitment would like to thank you for your application.

Only those selected for a phone interview will be contacted via email and text.

Clarity Recruitment and our client are firmly committed to fostering diversity within our community. Our clients welcome those who would contribute to the further diversification of their staff, including, but not limited to, women, visible minorities, Aboriginal people, persons with disabilities, and persons of any sexual orientation or gender identity. Please notify us if you require accommodation in the application process.

Clarity Recruitment helps start-ups and scale-ups build top-performing finance & accounting teams with a structured recruitment process and better results. Visit findingclarity.ca to learn more.