FP&A Analyst – Budgeting & Forecasting

Applicantz, Inc; Montreal; Vor Ort; CAD 70.000 - 90.000; Vollzeit

Zusammenfassung

Applicantz, Inc. is seeking an FP&A professional in Montreal to drive monthly forecast execution and budgeting workstreams.

You will update forecasting models, build automation for variance analysis, and document the processes for each forecast submission. You will collaborate with the Finance Transformation team to consolidate expenses, refine allocations, and ensure accurate mappings between employees and cost centers.

Qualifikationen

• Forecasting and budgeting experience.
• Automation for variance analysis.
• Document and standardize forecasting procedures.

Aufgaben

• Support monthly forecast preparation (Outlook, Forecast 1, Forecast 2).
• Update forecasting models and validate assumptions.
• Build automation or agents for variance analysis.
• Document processes for each forecast submission.
• Consolidated View of MX expenses (Actual vs. Forecast) in Power BI: identify gaps and allocations.
• Establish a repeatable reconciliation process between actuals and forecasts.

Tools

Microsoft Excel

PowerPoint

SAP

BPC

Jobbeschreibung

Top Skills

• Advanced Microsoft Excel skills
• Advanced PowerPoint skills
• SAP experience
• BPC experience

Job Description:

Monthly Forecast Execution

• Support monthly forecast preparation (Outlook, Forecast 1, Forecast 2).
• Update forecasting models and validate assumptions.
• Build automation or agents for variance analysis.
• Document processes for each forecast submission.

Consolidated View of MX Expenses (Actual vs. Forecast) in Power BI

• Partner with the Finance Transformation team to identify gaps, overlaps, and potential double-counting, including allocations.
• Determine how allocations are treated, tracked, and reflected in actuals.
• Validate employee mapping across functions and cost centers.
• Assess whether G&A and Corporate Communications costs require separate tracking.
• Update forecasts to reflect revised employee mapping and associated costs.
• Support actual versus budget analysis using the new employee mapping.
• Establish a repeatable reconciliation process to ensure completeness, accuracy, and consistency between actuals and forecasts.
• Document data sources, expense treatments, and ownership for each expense category.

FY28 Budget Development

• Support the FY28 planning process by owning a defined workstream and partnering with the FP&A team and department leaders.
• Distribute budget templates, collect submissions, and follow up to ensure planning deadlines are met.
• Consolidate submissions and review for completeness, consistency with planning guidelines, and alignment with revised employee mapping.
• Update budget and forecast projections based on revised employee mapping and associated costs.
• Develop supporting analyses for management review, including variances against current-year forecasts and prior-year actuals.
• Model and compare planning scenarios, documenting key assumptions, drivers, and variances.

Headcount Tracking Process (Ashby)

• Develop a process to track approved headcount budgets, committed costs, and remaining funding by department.
• Establish a review process for new role requests, requiring department leaders to identify offsetting funding within existing budgets.
• Create a framework for evaluating role substitutions, including scenarios where a higher-cost role requires funding from multiple planned positions.
• Document approval requirements and update headcount plans and forecasts to reflect approved changes.
• Support the bi-weekly ARR forecast by collecting inputs, updating projections, and validating assumptions.
• Analyze changes from prior forecasts and highlight key drivers, risks, and opportunities.
• Update revenue and billings forecasts based on revised ARR projections and timing assumptions.
• Refine billings assumptions and forecasting methodologies.
• Prepare supporting analyses and commentary for management review.
• Document forecasting processes, including data sources, assumptions, responsibilities, timelines, and the flow-through impact of ARR changes on revenue and billings.

ARR, ACV, and Billings Alignment

• Support alignment of ARR, ACV, and Billings with metric definitions.
• Document current MaintainX metric definitions, compare them with definitions, and quantify gaps.
• Assist in developing a bridge from current metrics to aligned metrics.
• Support the restatement of historical and forecasted figures under the new definitions