Senior Financial Analyst

Kognitive; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A dynamic sales solutions company in Toronto is seeking a Senior Financial Analyst to drive financial insights and reporting. You will lead budgeting processes, collaborate with department heads, and contribute to strategic decision-making. The ideal candidate has 3-5 years of financial analysis experience, a Bachelor's in Finance or a related field, and strong Excel skills. This role offers a competitive compensation package and a hybrid work model.

Benefits

Direct exposure to CEO and leadership team

Hybrid work model

Competitive compensation

Growth opportunities

Qualifications

• 3–5 years of experience in financial analysis or FP&A.
• Strong financial modeling and forecasting skills.
• Experience with accounting platforms is a plus.

Responsibilities

• Lead and support the annual budgeting process.
• Maintain and update rolling forecasts.
• Conduct variance analysis on actual results.

Skills

Financial analysis

Financial modeling

Excel proficiency

Communication skills

Organizational skills

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, or Economics

Tools

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