Senior Financial Analyst, FP&A

Converge Enterprise; Toronto; Hybrid; CAD 90,000 - 135,000; Full time

Job summary

Converge Enterprise seeks a Senior Financial Analyst, FP&A, to partner with Finance and regional leaders in Toronto. You will build and maintain financial models, dashboards, and planning packages to support forecasting and strategic planning.

The role requires strong analytical skills, experience in budgeting, and the ability to communicate complex financials to senior stakeholders across functions. Remote work options are available in this Toronto-based team.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; CPA/CFA is a plus.
• Experience in financial planning & analysis, corporate finance, budgeting, M&A, or investment banking.
• Proficiency in ERP, advanced Excel and PowerPoint; SQL/PowerBI/Datarails a plus.
• Strong analytical and modeling skills; translate data into insights.
• Excellent communication and presentation to non-financial stakeholders.
• Strong initiative and team management in a collaborative environment.

Responsibilities

• Lead development and maintenance of financial models, KPI dashboards, and reporting for short- and long-term planning.
• Own monthly variance analysis and present deviations with actionable recommendations to leadership.
• Drive annual budgeting process with regional controllers and senior leadership to build accurate budgets.
• Prepare monthly financial results with stakeholders and resolve discrepancies with accounting.
• Monitor KPIs and financial health of the global organization, flagging risks and opportunities.
• Prepare materials for Board meetings including summaries and strategic analyses.
• Support lender reporting and covenant calculations as required.
• Assist investor inquiries with data, ad hoc analyses, and due diligence support.
• Collaborate with cross-functional teams to provide financial insights for expansion.

Skills

Financial modeling

Forecasting

Communication

Leadership

Cross-functional collaboration

Analytical thinking

Education

Bachelor's degree in Finance/Accounting

CPA/CFA (bonus)

Tools

ERP systems

Excel

PowerPoint

SQL

PowerBI

Datarails

Job description

Position Title: Senior Financial Analyst, FP&A

Position Location: Toronto, Ontario - Remote

Department: Finance

Reports to: Senior Manager, FP&A and Corporate Development

FP&A

• Partner with FP&A leadership to drive strategic initiatives, special projects, and continuous improvement across the FP&A function
• Lead the development and maintenance of sophisticated financial models, KPI dashboards, and reporting packages that support short-term forecasting and long-term strategic planning
• Own the monthly variance analysis process — identifying and communicating meaningful deviations between actuals and forecasts, and delivering actionable recommendations to senior leadership, including business segment leaders and the executive team
• Drive the annual budgeting process end-to-end by coordinating with regional controllers, department heads, and senior leadership to build comprehensive, accurate budgets
• Partner with Practice and Regional leaders to prepare, analyze, and interpret monthly financial results, working with the accounting team to identify and resolve discrepancies
• Monitor and report on key financial metrics and KPIs to assess the financial health of the global organization, proactively flagging trends, risks, and opportunities
• Prepare and support materials for Board of Directors meetings, including financial summaries, performance updates, and strategic analysis packages
• Support lender reporting requirements by preparing covenant compliance schedules, borrowing base calculations, and other periodic deliverables required under credit agreements
• Assist in responding to investor and shareholder inquiries by compiling financial data, preparing ad hoc analyses, and supporting due diligence processes
• Analyze market trends, competitive dynamics, and economic indicators to anticipate potential impacts on the company's financial position and inform strategic decision-making
• Serve as a trusted finance partner to cross-functional teams — including Sales, Marketing, Operations, and HR — providing financial insights that support strategic initiatives and business expansion efforts

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; professional certification such as CPA, CFA, or equivalent is a plus.
• Experience in financial planning and analysis, corporate finance, budgeting, mergers and acquisitions, or investment banking.
• Proficiency in financial software and tools, including ERP systems, advanced Excel and PowerPoint; experience in SQL, PowerBI, or Datarails or other FP&A planning tools is a plus
• Strong analytical and modeling skills, with the ability to translate complex financial data into actionable insights.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
• Strong initiative and team management skills, fostering a collaborative and results-oriented work environment.