Senior Financial Analyst

Kognitive Sales Solutions; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading company in the sales solutions sector is seeking a Senior Financial Analyst to drive strategic decision-making and enhance financial reporting processes. This unique role offers direct exposure to the CEO and senior leadership, and involvement in vital financial planning and analysis initiatives. Candidates should have a background in finance, strong modeling skills, and the ability to communicate complex data effectively. Opportunities for growth in a dynamic environment are available, along with a hybrid work model.

Benefits

Direct exposure to leadership

Flexible work-from-home options

Competitive compensation package

Growth opportunities

Qualifications

• 3-5 years of experience in financial analysis or FP&A.
• Strong financial modeling and forecasting skills.
• Confident communicator able to explain financial data.

Responsibilities

• Lead the annual budgeting process and validate assumptions.
• Conduct variance analysis against budget and forecast.
• Develop financial reporting packages for senior leadership.

Skills

Financial modeling

Forecasting

Data analysis

Communication

Organizational skills

Education

Bachelor's degree in Finance

Accounting

Economics

Tools

Excel

PowerBI

Job description

At Kognitive Sales Solutions, we are committed to delivering innovative and data-driven sales strategies that fuel our clients' growth. We are currently seeking a Senior Financial Analyst to join our team and help drive strategic decision-making through financial insights, reporting, and cross-functional collaboration. This is a unique opportunity to work directly with the executive team and influence financial processes at the organizational level.

Position Overview

As the Senior Financial Analyst, you will play a critical role in leading financial planning, reporting, and modeling across the organization. Reporting directly to the CEO, this role is ideal for a self-starter who thrives in a fast-paced environment and wants to build structure around budgeting, forecasting, and decision-making processes.

You'll collaborate with department heads and our external accounting team to ensure timely and accurate financial reporting, build tools that empower leadership with insights, and support high-level planning conversations with clear, data-backed analysis.

Key Responsibilities

• Lead and support the annual budgeting process by gathering inputs, validating assumptions, and developing financial models
• Maintain and update rolling forecasts across revenue, expense, and margin categories
• Prepare planning scenarios to support strategic and operational decision-making
• Conduct variance analysis comparing actual results to budget and forecast
• Collaborate with the external accounting team to ensure accurate and timely monthly reporting and close
• Create clear and concise financial reporting packages for senior leadership
• Develop and maintain financial models to support margin tracking, cost analysis, and investment decisions
• Perform ad hoc financial analysis to support client proposals, pricing decisions, and business cases
• Monitor and analyze key financial KPIs to surface insights and identify trends
• Partner with the CEO and department leaders to gather data, share insights, and support business planning
• Assist in building tools, templates, and processes that enhance reporting accuracy and decision-making
• Coordinate with the external accounting firm on reconciliations and ensure compliance with internal controls
  
  

Requirements

Qualifications

• 3-5 years of experience in financial analysis, FP&A, or a related function
• Bachelor's degree in Finance, Accounting, Economics, or a similar field
• Strong financial modeling and forecasting skills with advanced Excel proficiency
• Clear and confident communicator, able to translate financial data for non-financial stakeholders
• Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines
• Experience working independently and taking ownership of projects from start to finish
• Previous experience supporting small to mid-sized or entrepreneurial businesses is an asset
• Familiarity with accounting platforms or PowerBI tools is considered a plus
  
  

Benefits

• Direct exposure to the CEO and senior leadership team
• Hybrid work model with flexible work-from-home
• Competitive compensation package
• Growth opportunities in a fast-paced and expanding organization