Senior Financial Analyst

Pellera; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A financial services firm in Toronto is seeking a Senior Financial Analyst to join its Finance Department. This role involves working with financial models and KPI dashboards to support strategic initiatives while analyzing variances between actual and projected results. The ideal candidate will have a Bachelor's in Finance or related field and possess strong analytical skills. Proficiency in financial software, especially Excel, is essential. The position offers a hybrid work environment with one day per week onsite.

Qualifications

• Bachelor’s degree in relevant field required.
• Experience in financial planning and analysis, corporate finance, or investment banking preferred.

Responsibilities

• Execute ongoing initiatives and special projects with Senior Manager and Director of FP&A.
• Support annual budgeting process by working with regional controllers and department heads.
• Maintain financial models and KPI reports for forecasting.
• Analyze and communicate variances between actual results and forecasts.
• Monitor key financial metrics and KPIs.

Skills

Proficiency in financial software and tools

Strong analytical and modeling skills

Excellent communication and presentation skills

Strong initiative and team management skills

Ethical and Critical Thinking

Excellent organizational skills

Ability to function well in a high-paced environment

Proficient with Microsoft Office Suite

Education

Bachelor’s degree in Finance, Accounting, Business Administration

Professional certification such as CPA, CFA

Tools

ERP systems

Advanced Excel

PowerPoint

SQL

PowerBI

Datarails

Job description

Practice/Department:

Finance

Position Title:

Senior Financial Analyst, Financial Planning and Analysis

Job Family:

Family

Position Location:

Hybrid, one day per week onsite in Toronto office

Reports to:

Senior Manager

Main Purpose of the Role:

The Senior Financial Analyst will work closely with the Senior Manager and Director of FP&A to support strategic initiatives and special projects. The role involves maintaining financial models and KPI dashboards to support forecasting, while analyzing variances between actual results and projections to provide actionable insights for improving operational efficiency.

Essential Functions:

• Work closely with the Senior Manager and Director of FP&A to execute ongoing initiatives and special projects
• Support the annual budgeting process by partnering with regional controllers, department heads and senior leadership team to develop comprehensive and accurate budgets
• Assist and maintain sophisticated financial models and KPI reports / dashboard to support short-term and long-term forecasting, identifying trends, risks, and opportunities
• Regularly analyze and communicate variances between actual financial results and forecasts, providing actionable insights to drive operational efficiency and financial performance
• Support monitoring of key financial metrics and KPIs, assessing the financial health of the global organization
• Work closely with regional FP&A team and cross-functional teams to analyze and understand market trends, competitive landscape, and economic indicators to anticipate potential impacts on the company’s financial position
• Collaborate closely with cross-functional teams, including Sales, Marketing, Operations, and HR, to provide financial insights and support for strategic initiatives, and business expansion efforts
• The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the organization and the overall business objectives of the organization.

Required Skills/Abilities/Competencies:

• Proficiency in financial software and tools, including ERP systems, advanced Excel and PowerPoint; experience in SQL, PowerBI, or Datarails or other FP&A planning tools is a plus
• Strong analytical and modeling skills, with the ability to translate complex financial data into actionable insights.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
• Strong initiative and team management skills, fostering a collaborative and results-oriented work environment.
• Ethical and Critical Thinking
• Excellent organizational skills and attention to detail.
• Ability to function well in a high-paced and at times stressful environment.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; professional certification such as CPA, CFA, or equivalent is a plus.
• Experience in financial planning and analysis, corporate finance, budgeting, mergers and acquisitions, or investment banking.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

The Company is committed to the success of its employees. If you require accommodation because of a ground protected under the applicable human rights legislation , please contact People Operations at your earliest convenience.