Senior Financial Analyst

Kassen Recruitment; Cowansville; On-site; CAD 80,000 - 100,000; Full time

Job summary

A diversified industrial organization is seeking a Senior Financial Analyst to support financial planning & analysis, treasury management, and process improvement. This role requires a Bachelor's degree in Finance and 5+ years of relevant experience, focusing on building financial models and preparing reports. Join a collaborative team that values your contributions and offers opportunities for professional growth.

Qualifications

• 5+ years of experience in FP&A, treasury, corporate finance, or similar roles.
• Advanced proficiency in Microsoft Excel; experience with Power BI or Power Query is an asset.
• Knowledge of ERP or financial systems.

Responsibilities

• Support financial planning & analysis (FP&A), treasury management, business acquisitions.
• Prepare monthly, quarterly, and annual financial reports.
• Build and maintain financial models for forecasting and scenario analysis.

Skills

Analytical skills

Attention to detail

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, or related discipline

Tools

Microsoft Excel

Power BI

Job description

A diversified industrial organization with operations across multiple sectors, including energy, agriculture, mining, and transportation, is seeking a Senior Financial Analyst to join its finance team. The company focuses on acquiring and operating market-leading businesses and provides strong financial and operational support to its portfolio.

About the Role

We are looking for a detail-oriented Senior Financial Analyst to support financial planning & analysis (FP&A), treasury management, business acquisitions, automation initiatives, and process/reporting improvements. Responsibilities include budgeting, forecasting, variance analysis, MD&A preparation, and a variety of ad hoc projects. The role reports to the Director of Finance and works closely with cross-functional teams to deliver timely, accurate, and insightful financial information.

What You\'ll Do

• Financial Planning & Analysis (FP&A)
• Prepare monthly, quarterly, and annual financial reports by compiling and validating performance data.
• Build and maintain financial models to support forecasting, scenario analysis, and decision-making.
• Provide analysis for management presentations and internal reviews.
• Ensure data accuracy by reconciling inputs, updating assumptions, and maintaining consistency across reports.

Treasury & Liquidity Management

• Monitor weekly cash positions to align balances with operational funding needs.
• Support short- and long-term cash flow forecasts and highlight liquidity variances.
• Compile bank transaction data to support reconciliations and reporting.
• Provide documentation for treasury compliance, banking relationships, and policy adherence.

Process Improvement & Automation

• Gather requirements from finance and business teams to improve reporting accuracy and timeliness.
• Assist in the design and maintenance of dashboards and reporting templates (Excel, Power BI, etc.).
• Identify manual tasks and support automation initiatives.
• Test and validate new reporting processes and system enhancements.

Budgeting, Forecasting & Variance Analysis

• Support the annual budget process by collecting data and validating inputs.
• Prepare updated forecasts as required.
• Collaborate with subsidiaries to gather variance analysis information and prepare commentary for the MD&A.

Ad Hoc & Cross-Functional Support

• Conduct financial data analysis for projects such as profitability studies, trend analysis, and cost-benefit reviews.
• Partner with cross-functional teams to provide finance insights that support operational and strategic decisions.
• Respond to senior management and stakeholder requests for financial information.

What You Bring

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• 5+ years of experience in FP&A, treasury, corporate finance, or similar roles.
• Advanced proficiency in Microsoft Excel; experience with Power BI or Power Query is an asset.
• Knowledge of ERP or financial systems.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent written and verbal communication abilities.

Why Join

This is an excellent opportunity to work in a fast-paced, collaborative, and growth-focused environment where your contributions will directly impact business performance. You’ll gain exposure to cross-functional initiatives, strategic projects, and opportunities for professional growth within a supportive and driven team.