Senior Analyst, Planning & Analysis

Canadian Accounting Consultants [CPA Recruitment]; Vaughan; On-site; CAD 110,000 - 150,000; Full time

Job summary

Canadian Accounting Consultants is seeking a Chartered Professional Accountant (CPA) to lead financial planning, budgeting, forecasting, and profitability analysis for a Canadian-owned organization with a history of stability and growth. The role emphasizes data-driven decision support and cross-functional collaboration to enhance strategic initiatives.

The ideal candidate will bring CPA credentials, advanced Excel, and experience with Power BI and Alteryx to drive actionable insights, improve

Qualifications

• CPA designation with experience in financial planning and analysis.
• Advanced Excel skills and strong financial modelling capabilities.
• Experience using Power BI or Alteryx for analytics and reporting.

Responsibilities

• Develop, maintain, and analyze financial models to support strategic planning and decision-making.
• Prepare and present annual budgets, forecasts, profitability analysis, and other value‑added financial analyses.
• Prepare detailed financial reports with variance, trend, profitability insights, and KPIs.

Skills

Financial modeling

Budgeting & forecasting

Data-driven analysis

Cross-functional collaboration

Education

CPA designation

Tools

Power BI

Alteryx

Excel

Job description

We are currently recruiting on behalf of a well-established, Canadian-owned company with over a century of stability and innovation. The organization has grown through strategic acquisitions, solidifying its position as a trusted partner within its marketplace across Canada.

The organization is seeking a progressive Chartered Professional Accountant (CPA) who thrives in a dynamic environment supporting strategic planning and high-impact analysis. Strong attention to detail responsible for management reporting, developing the annual budget, forecasting and profitability analysis.

Key Responsibilities and Oversight:

• Develop, maintain, and analyze financial models to support strategic planning and operational decision-making.
• Play a critical role in the preparation and presentation of annual budgets, forecasts, profitability analysis, and other value-added financial analysis.
• Prepare and present detailed financial reports, including variance analysis, trend analysis, profitability insights, and key performance indicators.
• Support the management, analysis, and reporting of financial terms and commercial agreements.
• Collaborate with cross-functional teams to ensure accurate revenue recognition and inventory management.
• Partner with business leaders to evaluate pricing, profitability, and strategic growth initiatives.
• Support budgeting and forecasting processes, utilizing advanced data tools to enhance accuracy and efficiency.
• Identify business risks and opportunities through data-driven analysis and provide actionable recommendations to management.
• Drive continuous improvement initiatives by implementing innovative data analysis solutions and enhancing financial processes, systems, and controls.
• Assist in special projects related to process improvement, system integration, and reporting enhancements.
• Contribute to the development of financial best practices aligned with organizational growth objectives.

Successful Candidate Will Possess:

• CPA designation with experience in financial planning and analysis or a CPA in public accounting with Demonstrated expertise in Power BI, Alteryx, or similar analytical and reporting tools.
• Advanced Excel and financial modelling capabilities with a strong aptitude for systems and business applications.
• Strong understanding of budgeting, forecasting, profitability analysis, revenue recognition, and performance reporting.
• Proven ability to translate complex financial data into meaningful business insights and recommendations.
• Self-starter with strong financial acumen and a genuine interest in leveraging data to improve business performance.
• Excellent communication and collaboration skills, with experience partnering across multiple functional areas.
• Proven track record of implementing process improvements using advanced analytical tools and technology.
• Ability to maintain high standards of accuracy, integrity, and attention to detail in financial reporting.

This opportunity is an existing vacancy with an employer who has engaged our recruiting services.