Senior Financial Analyst FP&A

Momentum Financial Services Group; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

Momentum Financial Services Group is seeking a Senior Financial Analyst for its Toronto office. This role is vital for developing complex financial reports, dashboards, and presentations. The successful candidate will work closely with management to enhance financial processes and support decision-making, ensuring financial insights drive strategic initiatives. Candidates should have solid analytical and reporting skills, ideally with a background in finance.

Qualifications

• 3-4+ years in an analytical financial role with progressive responsibilities.
• Experience with financial reporting processes.
• Education in Finance or a related field required.

Responsibilities

• Prepare and develop weekly and monthly reporting packages for management.
• Assist with Management Business Review and Board presentations.
• Support business decisions through detailed analysis.

Skills

Analytical skills

Excel modeling

Presentation skills

Attention to detail

Problem-solving

Education

Bachelor’s degree

MBA or CPA

Tools

Hyperion (HFM)

Job description

Momentum Financial Services is a leading provider of financial services in North America. For 40 years, we've been committed to providing financial solutions that meet the evolving needs of consumers and business owners. Through our retail network of over 400 locations, known as Moneymart, Insta Cheques and the Cheque Cashing store, we provide access to cash and related products to help our customers achieve their goals.

Our highly skilled workforce puts customers first in everything we do. We serve 2 million people annually with diverse and innovative financial products such as loans, cheque cashing, money transfer and prepaid cards. Through this ever-evolving suite of services, we empower customers to manage their finances and improve their lives. Wherever customers are on their financial journey, Momentum Financial Services Group provides solutions.

GENERAL FUNCTION

The Senior Financial Analyst, Financial Planning & Analysis will play an integral role in the development of presentations, dashboards, analyses, and KPIs for management and the Board of Directors. The individual will work closely within the FP&A and Accounting teams as well as other stakeholders throughout the organization.

DUTIES/RESPONSIBILITIES

• Spearhead the coordination, preparation and development of weekly and monthly reporting packages for management under tight deadlines.
• Prepare detailed KPI reports for management and the Board.
• Assist with the preparation of Management Business Review, Board of Directors and other presentations as required.
• Proactively identify opportunities for process improvements in financial reporting processes.
• Support the retail business by developing reports and analysis to facilitate key business decisions such as incentive payments, business optimization, and forecasting.
• Assist with development and reporting of store level performance, profitability, and efficiency analysis.
• Compile and analyze product level data, KPIs and financial information.
• Assist with ad hoc requests and projects that utilize financial and business metrics.

EDUCATION

• Bachelor’s degree required, MBA or CPA is a plus.

EXPERIENCE

• 3-4+ years of experience in an analytical financial role with progressive responsibilities.

SKILLS

• Ability to prioritize duties as assigned and have a strong sense of urgency during tight deadlines
• Strong power point skills with the ability to manage and develop presentation slides
• Strong analytical and excel modeling skills, ability to work with large data sets; deliver insight from complex information
• Attention to detail and the highest standards for accuracy and precision
• Ability to manage multiple projects/priorities
• Passion to automate processes using our financial planning and analytics tools
• Experience using Hyperion (HFM), general ledger systems, and forecasting tools
• Excellent written and oral communications skills
• Good knowledge of generally accepted accounting principals
• Ability to work independently and find solutions in a fast-paced, quickly changing and sometimes unstructured environment

#SJ

Additional Information

All your information will be kept confidential according to EEO guidelines.

*Notice to Ontario Applicants –Momentum Financial Services Groupis committed to accommodating applicants with disabilities up to the point of undue hardship during the recruitment, assessment, and selection process. If you are selected for an interview, please notifyMomentum Financial Services Group if you require accommodation in respect of the materials or procedures used at any time during this process. If you require accommodation,we will work with youto determine how to meet your needs.

Note to Internal Applicants: All internal applicants are required to notify current manager regarding interest in applying for this role.

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