Senior Financial Analyst, FP&A

Vaco Recruiter Services; Toronto; On-site; CAD 95,000 - 105,000; Full time

Job summary

A global investment firm is seeking a Senior Financial Analyst, FP&A to support financial forecasting, reporting, and analysis. This role offers excellent compensation and career growth opportunities. Ideal candidates will have a finance degree and CPA designation with relevant experience.

Qualifications

• 3-5 years of experience in Finance (accounting, reporting, corporate finance).

Responsibilities

• Support in the preparation of financial forecasting and related analytics.
• Review quarterly earnings forecast submissions.
• Prepare clear and concise report summaries.

Skills

Financial Analysis

Forecasting

Reporting

Analytical Skills

Education

Degree in finance, accounting or related business discipline

CPA, CA

Job description

About the Company
Our client is a global investment firm. They are looking for a Senior Financial Analyst, FP&A to join their team!

Why Work Here

• Net new role due to growth
• Excellent total compensation package with
• Working with the best and brightest CPA's in Toronto
• Excellent career path opportunities and fast upward mobility for people who perform well

About the Opportunity

• Support in the preparation of regular financial forecasting/re-forecasting and related analytics
• Review of quarterly earnings forecast submissions from operating companies
• Identify unusual or unexpected variances for follow-up
• Leverage knowledge of each operating company’s business plan to identify inconsistencies or changes between the updated forecasts and the business plan
• Utilize an understanding of the underlying business as well as macroeconomic factors to assess any related impact on forecasted results
• When actual results are submitted, compare to forecasts, identify variances and follow-up with appropriate contacts to understand and/or assess the need for updates to be made
• Clearly summarize variances to prior periods and the business plan in writing and verbally to more senior members of the team
• Support quarterly and year-end financial reporting of key operating metrics for management reporting and public company external documents, including Management’s Discussion and Analysis. and Supplemental information
• Assist in preparing quarterly and year end Asset Management reports focusing on key metrics including assets under management, fee bearing capital, fee revenues and fee-related earnings
• Liaise with relevant contacts to understand the underlying reasons for changes in these metrics
• Prepare clear and concise report summaries, including analyses and reconciliations to prior periods, identifying key drivers of change
• On an annual basis, work with other finance, investments and M&A team members to develop and consolidate a 5-year business plan
• Work with, and build relationships with, contacts at the relevant operating companies to understand the key strategies within the business plans as well as changes to the plans from the prior year, key priorities for the underlying businesses and the largest risks to successful execution of the plans
• Ensure business plan submissions from operating companies reflect results and transactions in accordance with accounting policies
• Layer corporate assumptions onto the plan consistent with overarching BWS objectives
• Distill the detailed consolidated business plan into presentations for senior management, clearly and concisely explaining the key drivers of the plan
• Develop engaging PowerPoint decks and presentations to effectively communicate financial data and insights to senior team members
• Prepare files and tables for ad-hoc analyses that are clear and easy to understand
• Identify opportunities for process improvements to drive efficiency, increase productivity and support future business growth

About You

• Degree in finance, accounting or related business discipline
• A recognized professional accounting designation (CPA, CA)
• Three to five (3-5) years of work experience in Finance (accounting, reporting, corporate finance)

Salary Range
$95,000 - $105,000/year

How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.
When referencing this job, quote #441039

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.