Senior Financial Analyst, FP&A

Jobtailor; Montreal (administrative region); On-site; CAD 110,000 - 170,000; Full time

Job summary

Jobtailor in Montreal seeks a senior FP&A professional to lead annual budgeting, forecasting, and financial modeling within a manufacturing context. You will drive multi-department planning, analyze variances, and present decisive insights to senior leadership and the Board.

The role emphasizes cash flow forecasting, capital expenditure analysis, and data-driven decision support, leveraging EPICOR, Excel, SQL, Python, and AI tools to enhance reporting and forecasting processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• Five (5) or more years of progressive FP&A, corporate finance, transaction, or investment experience.
• Exposure to an industrial, manufacturing, or capital-intensive business is ideal.
• Demonstrated command of cash flow forecasting, capital expenditure analysis, and returns/capital allocation frameworks (NPV, IRR, ROIC, payback).
• Experience coordinating a multi-department annual budget process, including headcount planning and departmental cost driver analysis.
• Strong understanding of working capital dynamics in a growing manufacturing or product business.
• Experience preparing materials for or supporting communication with a Board of Directors, private-equity sponsor, or lenders is strongly preferred.
• Expert-level financial modelling and advanced Excel skills, with ability to build clear, robust models from the ground up.
• Experience with an ERP environment; EPICOR preferred.
• Comfort working with large, imperfect data sets.
• Comfort querying source data directly; SQL preferred and Python an advantage.
• Practical use of AI tools for analytical work, automation, data preparation and reconciliation, and model/document/commentary drafting.
• Judgment to verify AI output and recognize where it should not be relied upon.

Responsibilities

• Manage the annual operating plan and multi-department budgeting process, including headcount planning, departmental cost drivers, forecasting, and budget-versus-actual analysis.
• Build and maintain financial forecasts, analyze performance and variances, and identify key financial and operational drivers.
• Build and continuously improve long-term cash forecasts, modeling scenarios and sensitivities for liquidity risks and opportunities.
• Analyze capital expenditure requests and investment opportunities using business cases and NPV, IRR, ROIC, and payback frameworks.
• Analyze and forecast working capital requirements, focusing on inventory, accounts receivable, and accounts payable.
• Prepare financial analysis, reporting, presentation materials, and decision-ready insights for senior leadership and the Board of Directors.
• Leverage ERP data, Excel, analytical tools, and AI to improve financial models, reporting, forecasting, data preparation, and recurring analytical processes.
• Report to the SVP, FP&A and support the finance leadership team

Skills

Financial Modelling

Cash Flow Forecasting

Capital Expenditure Analysis

ERP Experience

Advanced Excel Skills

Budgeting Process Management

Data Analysis

SQL

Python

Working Capital Forecasting

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

EPICOR ERP

Excel

SQL

Python

AI Tools

Job description

• Manage the annual operating plan and multi-department budgeting process, including headcount planning, departmental cost drivers, forecasting, and budget-versus-actual analysis


• Build and maintain financial forecasts, analyze performance and variances, and identify key financial and operational drivers


• Build and continuously improve long-term cash forecasts, modeling scenarios and sensitivities for liquidity risks and opportunities


• Analyze capital expenditure requests and investment opportunities using business cases and NPV, IRR, ROIC, and payback frameworks


• Analyze and forecast working capital requirements, focusing on inventory, accounts receivable, and accounts payable


• Prepare financial analysis, reporting, presentation materials, and decision-ready insights for senior leadership and the Board of Directors


• Leverage ERP data, Excel, analytical tools, and AI to improve financial models, reporting, forecasting, data preparation, and recurring analytical processes


• Report to the SVP, FP&A and support the finance leadership team

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field required


• Five (5) or more years of progressive FP&A, corporate finance, transaction, or investment experience


• Ideally including exposure to an industrial, manufacturing, or capital-intensive business


• Demonstrated command of cash flow forecasting, capital expenditure analysis, and returns/capital allocation frameworks (NPV, IRR, ROIC, payback)


• Experience coordinating a multi-department annual budget process, including headcount planning and departmental cost driver analysis


• Strong understanding of working capital dynamics in a growing manufacturing or product business


• Experience preparing materials for or supporting communication with a Board of Directors, private-equity sponsor, or lenders is strongly preferred


• Expert-level financial modelling and advanced Excel skills, with ability to build clear, robust, well-controlled models from the ground up


• Experience with an ERP environment; EPICOR preferred


• Comfort working with large, imperfect data sets


• Comfort querying source data directly; SQL preferred and Python an advantage


• Practical use of AI tools for analytical work, automation, data preparation and reconciliation, and model/document/commentary drafting


• Judgment to verify AI output and recognize where it should not be relied upon

Core Competencies

Demonstrates expertise in financial planning and analysis, including cash flow forecasting, capital expenditure analysis, and advanced financial modeling. Proficient in leveraging ERP systems and analytical tools to enhance financial reporting and decision-making processes.

Highest-signal resume keywords

• Financial Modelling


• Cash Flow Forecasting


• Capital Expenditure Analysis


• ERP Experience


• Advanced Excel Skills

Hard Skills

• Financial Analysis


• Budgeting Process Management


• NPV Analysis


• IRR Analysis


• ROIC Analysis


• Payback Frameworks


• Working Capital Forecasting


• Data Analysis


• SQL


• Python

Soft Skills

• Communication with Senior Leadership


• Judgment in Data Verification

Industry Keywords

• FP&A


• Corporate Finance


• Manufacturing


• Capital-Intensive Business

Tools & Technologies

• ERP Systems


• Excel


• AI Tools


• Analytical Tools