Senior Financial Analyst

isgSearch; Toronto; Hybrid; CAD 90,000 - 95,000; Full time

Benefits offered by this job

Hybrid work 2 days per week in-office

Annual performance bonus

Comprehensive health benefits

RRSP matching

Job summary

isgSearch is seeking a seasoned FP&A professional in Toronto to develop and maintain forecasting models supporting monthly forecasts, annual budgets, and long-term plans. You will analyze variances and advise management, while partnering with Sales, Marketing and other leaders to drive insights and growth initiatives.

The role requires strong Excel, Power BI, and analytical skills, with exposure to BI tools like Tableau, SQL, and planning systems.

Qualifications

• Minimum 3 years of FP&A, financial analysis or data analytics experience.
• Experience supporting Sales, Marketing, Revenue Operations or Go-to-Market functions preferred.
• Advanced Excel and financial modelling skills.

Responsibilities

• Develop and maintain financial forecasting models for monthly, annual and long-term planning.
• Perform actual vs forecast analysis and provide commentary to management.
• Analyze GM metrics including CAC, ROI, lead conversion and CLV.
• Partner with Sales, Marketing and other leaders to drive data-driven decisions.
• Build business cases and financial analyses for growth initiatives.

Skills

Advanced Excel

Financial modelling

Power BI

Analytical skills

SQL

Tableau

Data storytelling

Education

CPA designation preferred

Tools

Power BI

Tableau

SQL

Vena

Adaptive

Anaplan

Hyperion

Job description

Salary:
$90,000 - $95,000 + bonus

Our client:
A growing financial services organization based in downtown Toronto.

Principal tasks and responsibilities include:

• Develop and maintain financial forecasting models supporting monthly forecasts, annual budgets and long-term strategic planning.
• Perform actual versus forecast and budget variance analysis, providing meaningful commentary and recommendations to management.
• Analyze key Go-to-Market metrics including customer acquisition costs, marketing ROI, lead conversion, sales productivity, payback periods and customer lifetime value.
• Partner closely with Sales, Marketing and other business leaders to evaluate performance, identify opportunities and support data-driven decision making.
• Develop business cases and financial analyses supporting growth initiatives, product launches and customer acquisition strategies.
• Identify and analyze key financial and operational drivers impacting revenue growth and profitability.
• Build scenario and sensitivity analyses to evaluate strategic opportunities and risks.
• Design and maintain executive dashboards, scorecards and management reporting.
• Leverage Power BI and other business intelligence tools to automate reporting and provide greater visibility into business performance.
• Translate complex financial and operational data into clear, actionable recommendations for senior leadership.
• Support improvements to FP&A processes, reporting, systems and data integrity.

Qualifications and pre-requisites:

• Minimum 3 years of experience in FP&A, financial analysis, data analytics or business performance reporting.
• Experience supporting Sales, Marketing, Revenue Operations or other Go-to-Market functions is strongly preferred.
• Advanced Excel and financial modelling skills.
• Strong Power BI experience is highly preferred.
• Experience with Tableau, SQL or other business intelligence and analytics tools is an asset.
• Experience working with large datasets and translating data into meaningful business insights.
• Exposure to financial planning systems such as Vena, Adaptive, Anaplan, Hyperion or similar platforms.
• Strong analytical and problem-solving capabilities.
• Ability to communicate financial insights effectively to both finance and non-finance stakeholders.
• Strong business partnering skills with the ability to influence and collaborate across functions.
• CPA designation is preferred.

Additional information or perks:

• Hybrid work model - 2 days per week in the downtown Toronto office.
• Annual performance bonus.
• Comprehensive health and benefits package.
• RRSP matching program.

isgSearch does not use artificial intelligence throughout the hiring process.