Senior Associate, Financial Planning & Analysis

NextGenEnergyJobs; Canada; On-site; CAD 90,000 - 120,000; Full time

Job summary

GoodLeap is a technology company delivering financing and software products for sustainable solutions. We seek a skilled FP&A professional to support budgeting, forecasting, and monthly close across business units.

You will prepare board-ready materials, drive data-driven insights, and help enhance Workday reporting and Adaptive Planning while maintaining data integrity across systems. Strong Excel, SQL, and BI tool experience are essential in our fast-moving finance team.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field.
• 4-6 years of FP&A or related experience.
• Fintech or banking experience preferred.
• MBA, CPA, or CFA a plus.
• Advanced Excel, complex formulas, financial modeling, and pivot tables; Power Query a plus.
• Experience with Workday Financials and/or Adaptive Planning is a plus.
• Strong grasp of GAAP and management reporting concepts.
• Experience handling large datasets across multiple systems; SQL a plus.
• Familiarity with BI tools such as Tableau or Power BI a plus.
• Detail-oriented with strong data integrity and reconciliation skills.
• Ability to translate financial results into clear narratives for leadership.

Responsibilities

• Support annual budgeting across business units including model maintenance and consolidation.
• Prepare near-term close packages and assist executive leadership with presentations.
• Respond to ad hoc analyses on headcount, production, and operations.
• Support the buildout of Workday reporting and Adaptive Planning; optimize data structures and automation.

Skills

Advanced Excel

Financial modeling

Forecasting

Power Query

SQL (basic-mid)

GAAP & reporting

Education

Bachelor's degree in finance/accounting/economics

MBA/CPA/CFA a plus

Tools

Workday Financials

Adaptive Planning

Tableau

Power BI

Job description

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more.

Key Responsibilities

• Budgeting & Forecasting: Support the annual budget build across business units, including model maintenance, BU coordination, and consolidation; support quarterly reforecast cycles and long-range planning activities.
• Monthly & Quarterly Reporting: Prepare and maintain recurring close reporting packages across business units with a standard of accuracy and completeness that requires minimal senior review; support Finance leadership in summarizing results and preparing materials for executive leadership and Board presentations, producing polished, leadership-ready outputs that are factually tight and clearly structured.
• Ad Hoc Analysis: Respond to business-driven analytical requests across topics such as headcount, production, and operational performance; synthesize findings into clear outputs for Finance leadership and business stakeholders.
• Systems & Process: Support the buildout of Workday financial reporting capabilities to support BU finance partners and the implementation of Adaptive Planning; maintain data integrity, hierarchies, and tie-outs across financial systems. Optimize data structure and reporting production work flows to scale with the business and enhance efficiency, while maintaining quality. Proactively identify opportunities to automate recurring manual processes (e.g., data pulls, formatting, reconciliations) using tools such as Power Query, Excel macros, or AI-assisted scripting.

Requirements

• Bachelor's degree in finance, accounting, economics, or related field required
• 4-6 years of progressive experience in FP&A or a combination of FP&A and corporate or public accounting
• Fintech or banking industry experience preferred
• MBA, CPA, or CFA a plus
• Advanced Excel skills including complex formulas, financial modeling, and pivot tables; Power Query a plus
• Experience with Workday Financials and/or Adaptive Planning is a plus
• Strong understanding of corporate finance, GAAP, and management reporting concepts
• Experience working with large datasets and across multiple systems; basic to intermediate SQL a plus
• Familiarity with BI tools such as Tableau or Power BI a plus
• Detail-oriented with strong data integrity discipline and a systematic approach to model tie-outs and reconciliations
• Ability to synthesize financial results into clear written narratives and leadership-ready summaries
• Comfortable managing multiple deliverables under tight close deadlines in a fast-moving environment
• Demonstrated curiosity about and experience applying AI tools (e.g., Claude, Copilot) to automate or accelerate recurring FP&A workflows such as variance commentary, data preparation, or report drafting; willingness to champion adoption across the team