Senior Financial Analyst - FP&A

Ontario Teachers Insurance Plan; Waterloo; Hybrid; CAD 60,000 - 95,000; Full time

Job summary

Join a forward-thinking organization that values its employees and fosters a supportive work environment. As a Senior Financial Analyst, you'll play a crucial role in driving financial planning and analysis processes that support strategic decision-making and enhance business performance. Your expertise will be essential in developing budgets, forecasts, and long-term financial plans, while also providing insightful analysis to senior management. With a commitment to professional development and a culture that encourages growth, this is an exciting opportunity to make a meaningful impact in a dynamic team. If you are passionate about finance and eager to contribute to a company that prioritizes its people, this role is perfect for you.

Benefits

Rewarding salary and bonuses

100% premium coverage for group benefits

Defined benefit pension plan

100% coverage of continuing education fees

Access to LinkedIn Learning

Flexible work-from-home options

Opportunities for advancement

Qualifications

• 3-5 years of experience in financial planning and analysis or corporate finance.
• Proficiency in financial modeling and advanced Excel skills.

Responsibilities

• Drive financial planning processes and enhance business performance.
• Prepare and present comprehensive financial reports to senior management.

Skills

Financial Planning

Financial Analysis

Problem-Solving

Communication Skills

Analytical Skills

Education

Bachelor’s degree in finance, accounting, economics, or business

CPA designation

Tools

Microsoft Dynamics 365

Power BI

Excel

Job description

Finance and Accounting location_on Waterloo, ON

With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us.

At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization: they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits support and service.

Job Description

What You’ll Do:

Reporting to the Senior Manager, Financial Planning and Analysis, you’ll be responsible for driving the financial planning and analysis processes to support strategic decision-making and enhance business performance. This role involves developing and managing budgets, forecasts, and long-term financial plans, providing insightful analysis and reporting to senior management, and collaborating with cross-functional teams to support key business initiatives. The Senior Financial Analyst will also identify opportunities for process improvements to ensure the efficiency and accuracy of financial reporting.

The core parts of your role will be to:

• Financial Planning & Forecasting: Actively support the development of annual budgets, monthly and quarterly financial forecasts, and long-term financial plans, ensuring alignment with strategic goals.
• Performance Analysis: Conduct detailed financial analysis to evaluate business performance, identify trends, and provide actionable insights to senior management.
• Reporting & Presentations: Prepare and present comprehensive financial reports, dashboards, and presentations to executive leadership, highlighting key metrics and financial performance.
• Strategic Support: Collaborate with management and cross-functional teams to support strategic initiatives, including acquisitions, capital investments, and cost optimization projects.
• Process Improvement: Identify and implement process improvements to enhance the efficiency and accuracy of financial planning and analysis activities.
• Business Partnership: Partner with business units to understand their financial needs, provide guidance, and support decision-making processes to drive business growth and efficiency.

Qualifications

Let’s Talk About You:

This is the unique blend of skills and experience we would love to see in an ideal candidate:

• Education: A recognized financial accounting designation such as CPA. A bachelor’s degree in finance, accounting, economics, business, or a related field.
• Experience: Three to five years of experience in financial planning and analysis, corporate finance, or a related field. Experience in a senior finance role is preferred.
• Technical Skills: Proficiency in financial modeling, forecasting, and analysis. Advanced skills in Excel. Experience with Microsoft Dynamics 365, Power BI is an asset.
• Other Skills: Strong analytical, problem-solving, and communication skills. The ability to work collaboratively with cross-functional teams and present complex financial information to non-financial stakeholders. Ability to draw insights from data and present complex financial information to non-financial stakeholders.

We also consider your potential.If you know you have what it takes to do the job, but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.

Additional Information

Some of the Perks We Offer:

We offer best-in-class pension and benefits, total reward programs, and comprehensive mental wellness supports to set you up for every success in and outside of work. Here are just some of the reasons you’ll love working here:

• Rewarding salary and bonuses that truly value your dedication
• Industry-leading group benefits with 100% premium coverage (excluding LTD) that start on your first day
• Defined benefit pension plan for a financially confident retirement
• 100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
• Access to a wealth of learning resources, including LinkedIn Learning for professional development
• Flexible work-from-home and hybrid options
• Unlock your potential with opportunities for advancement

Let’s work together! If you are interested in this opportunity, please apply online.

OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities.

As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable, and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique.

We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.