Senior Financial Analyst, Planning

Kohl & Frisch Ltd; Vaughan; On-site; CAD 85,000 - 100,000; Full time

Benefits offered by this job

Health and dental benefits

Personal days

Employee Assistance Program

Professional development opportunities

Wellness programs

Vacation pay

Job summary

Kohl & Frisch Limited in Concord, Ontario, is seeking a Senior Financial Analyst, Planning, to join the Finance team. You will develop the end-to-end annual budget, forecasts, and profitability analysis, leveraging data and systems to support management decisions.

This full-time contract role requires an accounting designation, a commerce degree, and at least five years in financial planning. Proficiency in Excel and Adaptive Insights is preferred, with a salary range of CAD 85,000–100,000 and

Qualifications

• University degree in Commerce (i.e., BBA, BCom) and/or MBA.
• Accounting designation required.

Responsibilities

• Prepare key components of the annual financial budget, mid-year estimate, and long-term forecasts.
• Assist with customer profitability models and other value-add analysis.
• Support the review and management of customer contracts and the relevant financial implications.
• Support month-end reporting to management focusing on sales, gross margin, and operating expenses.
• Partner with the business to prepare analysis and KPI interpretations.
• Complete trend analysis to identify risks and opportunities with recommendations to management.
• Assist in administrating and optimizing budgeting software; act as a super user.
• Apply business acumen to drive continuous improvement and efficiencies.
• Participate in special projects as required.
• Other duties as required.

Skills

Analytical skills

Financial modeling

Attention to detail

Systems aptitude

Education

Commerce degree (BBA/BCom) and/or MBA

Accounting designation required

Tools

Excel

Adaptive Insights

Job description

• Accounting designation required

POSITION: Senior Financial Analyst, Planning

STATUS: Full-Time Contract

LOCATION: Kohl & Frisch Limited (Concord, ON )

REPORTS TO: Manager, Financial Planning, Analysis & Internal Controls

DEPARTMENT: Finance

Founded in 1916, Kohl & Frisch Limited has a solid reputation in the healthcare industry that distinguishes it as the only national, Canadian-owned and operated wholesale distributor. A family-owned company, it is one of Canada’s leading national distributors and is the essential link between pharmaceutical manufacturers and healthcare providers. Kohl & Frisch is fully equipped to service large chain retailers, independent pharmacies, clinics, and hospitals for all their Rx, OTC, home healthcare, and front shop needs.

About the Role

The Senior Financial Analyst – Planning is responsible for leveraging their exceptional analytical skills to utilize data and available systems to support comprehensive financial analysis for key management decision-making.

The individual will be an important part of the Financial Planning team and will support the company in developing the end-to-end annual budget, forecasting, and various profitability analysis.

What will you do?

• Preparation of key components of the annual financial budget, mid-year estimate, and long-term forecasts
• Assist with customer profitability models and other value-add analysis
• Support the review and management of customer contracts and the relevant financial implications
• Support month-end reporting to management with a key focus on sales, gross margin, and operational expenses
• Partner with the business to prepare analysis as required as well as support the development and interpretation of key metrics and KPIs
• Complete trend analysis to identify risks and opportunities and provide recommendations to management
• Assist in administrating and optimizing the financial budgeting software, update and simplify budget models and develop new templates to support the business - the role will be relied upon as a super user
• Apply strong business acumen to influence a culture of continuous improvement by implementing process and job efficiencies
• Participate as a subject matter expert in special projects as required
• Other duties and projects as required of the position

What You Bring

• University degree in Commerce (i.e., BBA, BCom) and/or MBA
• Accounting designation required
• 5 years of progressive experience in financial planning, preferably in a wholesale/distribution environment
• A self-starter who thrives on preparing analysis to understand business performance
• Demonstrates a high level of interest and aptitude for systems and applications to facilitate analysis and improve efficiencies and controls over data
• Excellent Excel and work experience with Adaptive Insights would be an asset

What's in it for you?

This position offers a salary range of $85,000 - $100,000, exclusive of discretionary bonus eligibility and our full benefits package. The final salary offered to the selected candidate will be determined by factors including location, relevant experience, skill level and education.

Additional Compensation (if applicable):

• Bonus or commission structure
• Pension Plan (eligibility after 18 months service)

Benefits:

• Health, dental, vision from day 1
• Personal Days
• Employee Assistance Program
• Opportunity for Professional Development
• Wellness programs
• Vacation Pay
• Exclusive memberships and discounts

Kohl & Frisch Limited welcomes applications from individuals with disabilities

and provides accommodations upon request for candidates taking part in the selection process.