Senior Financial Analyst

The Fertility Partners Inc.; Toronto; On-site; CAD 90,000 - 125,000; Full time

Job summary

The Fertility Partners Inc. in Toronto is seeking a Senior Financial Analyst to join our fast-paced, PE-backed healthcare group. You will drive budgeting, forecasting, and quarterly analysis across the clinic network, delivering insights to senior leadership.

You will build financial models, partner with executives, and enhance reporting and MIS automation to improve financial decisions and operational efficiency.

Qualifications

• Experience in complex financial modelling and forecasting.
• Strong analytical and creative problem-solving skills.
• Proficiency with Excel; knowledge of Power BI, Adaptive Insights, or NetSuite a plus.
• CPA/CA designation preferred.

Responsibilities

• Budgeting and forecasting for the upcoming fiscal year across the clinic network.
• Monthly, quarterly, and annual analysis and reporting.
• Develop financial models and deliver insights for senior leadership and SLT.
• Support board materials, investor updates, and internal reporting.
• Lead MIS automation initiatives to improve financial information across the platform.

Skills

Financial modelling

Forecasting

Financial analysis

Excel advanced

Power BI

Adaptive Insights

NetSuite

Attention to detail

Communication

Independent work

Education

Post-secondary education in finance/business/economics/math/statistics/strategy

CPA/CA designation preferred

Tools

Excel

Power BI

Adaptive Insights

NetSuite

Job description

About the job

Job Summary:

The Senior Financial Analyst role offers a valuable opportunity to grow within a fast-paced, private equity-backed healthcare organization. As part of a small, agile team, you will work closely with senior executives and contribute to key business decisions through high-impact analysis and support.

This position is an existing vacancy and will involve a variety of projects and responsibilities, including budgeting and forecasting, monthly and quarterly analysis and reporting, and operational improvements across our clinic network.

Duties/Responsibilities:

• Financial and Operational Planning - Collaborate with business and clinic leaders to support the budget process for the upcoming fiscal year, perform quarterly latest estimates, and support continuous review and updates of financial, capital, and human capital forecasts for the Western region.
• Financial and Operational Analysis - Drive in-depth analyses on a monthly/quarterly/annually basis into the results of the business; identify key opportunities and risks to support business partners and the Senior Leadership Team (SLT) in both short-term and long-term decision making.
• Strategic Planning and Opportunity Analysis - Evaluate opportunities, compile research, develop detailed financial models and presentations in a good story-telling manner, and support the business in determining action items based on priority ranking.
• Investor/Board and Internal Reporting - Support the preparation of board materials, investor updates, executive presentations, and internal management reporting.
• Technology and Efficiency - Support and lead various technology initiatives to automate the financial information (MIS) process across the platform and clinics, enhancing the efficiency, accuracy, and quality of financial results.
• Ad hoc Analysis - Perform analysis and modelling to support investment, financial, and/or operating decisions.

Required Skills/Abilities:

• Demonstrated experience in complex financial modelling, forecasting, and conducting fundamental research
• Strong analytical and creative problem-solving skills
• Advanced proficiency with Excel; experience with Power BI, Adaptive Insights, and NetSuite is an asset
• Ability to work with complex, evolving systems and large, varied data sets
• Strong attention to detail with a commitment to accuracy and quality
• Proven ability to manage multiple priorities, adapt to changing requirements, and make effective decisions under pressure
• Self-starter who thrives in a fast-paced environment and can work independently with minimal supervision
• Strong interpersonal and communication skills, with the ability to receive and act on constructive feedback

Education and Experience:

• Post-secondary education in Business, Finance, Economics, Math, Statistics, Strategy, or a related quantitative discipline
• CPA, CA designation (or equivalent) preferred