Senior Financial Analyst - Strategic Projects

Insight Global; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Insight Global in Toronto is seeking an experienced senior analyst to shape the Pro business, balancing ongoing finance work with long-range projects, strategic planning, and senior-level recommendations.

You will partner with Finance and stakeholders on forecasting, planning, and performance analysis, leading cross-functional initiatives and mentoring others. The role emphasizes forward-looking value and collaboration with U.S. partners.

Qualifications

• Bachelor’s degree in Finance, Business, or related discipline.
• 3-5+ years of financial analysis or financial business partner experience, with meaningful senior-level depth preferred.
• Expertise in financial modeling, forecasting, and strategic problem solving.
• Proactive and adaptable, with the ability to manage changing priorities in a fast-paced environment.
• Hands-on experience with Tableau and data-visualization tools.
• Experience using AI tools such as Copilot or Gemini.
• Experience demonstrating leadership through mentoring or guiding the work of others.
• Excellent communication, presentation, and relationship-building skills.

Responsibilities

• Partner with the Finance Manager and business stakeholders on long-range projects and strategic planning.
• Assess future opportunities, including the customer loyalty journey and potential credit options for Pro customers.
• Act as a key finance partner, using data and insight to influence decisions.
• Contribute to monthly forecasting, semi-annual planning, financial studies, and projections with Canadian and U.S.-based finance partners.
• Prepare and present complex financial analysis in a concise, user-friendly format for senior management.
• Lead special projects, identify process improvements, and share best practices across Finance.
• Demonstrate leadership through initiative ownership, cross-functional collaboration, and sound judgment.
• Maintain required reporting while focusing primarily on forward-looking analysis and strategic value.

Skills

Advanced Excel

Tableau

BigQuery

Presentation

Communication

Leadership

Education

Bachelor’s degree in Finance or Business

Master’s degree in Finance or Business

Tools

Google BigQuery

Job description

Job Description

Position PurposeThis forward-looking role is for an experienced senior analyst who can help shape the evolution of the Pro business and demonstrate readiness for broader leadership. It combines ongoing finance responsibilities with long-range projects, strategic planning, business partnership, and senior-level recommendations.

Key Responsibilities

• Partner with the Finance Manager and business stakeholders on long-range projects and strategic planning.
• Assess future opportunities, including the customer loyalty journey and potential credit options for Pro customers.
• Act as a key finance partner, using data and insight to influence decisions.
• Contribute to monthly forecasting, semi-annual planning, financial studies, and projections with Canadian and U.S.-based finance partners.
• Prepare and present complex financial analysis in a concise, user-friendly format for senior management.
• Lead special projects, identify process improvements, and share best practices across Finance.
• Demonstrate leadership through initiative ownership, cross-functional collaboration, and sound judgment.
• Maintain required reporting while focusing primarily on forward-looking analysis and strategic value.

About This Team

The Contractor Services & Pro Finance team is a trusted strategic partner to the Pro business, providing the financial insight, planning, and decision support needed to drive sustainable growth. The team supports a broad portfolio through financial planning and reporting, outside-sales partnership, and forward-looking strategic initiatives. Team members collaborate closely with business leaders and cross-functional partners to translate financial data into clear recommendations, improve performance, and help shape the future of the Pro business. This is a highly visible environment where strong partnership, thoughtful analysis, and a willingness to challenge the status quo are valued.

Working Environment & Technology

• Advanced Excel capability.
• Tableau or comparable data-visualization experience.

Skills and Requirements

• Bachelor’s degree in Finance, Business, or a related discipline.
• 3-5+ years of financial analysis or financial business partner experience, with meaningful senior-level depth preferred.
• Expertise in business analysis, financial modeling, forecasting, and strategic problem solving.
• Proactive and adaptable, with the ability to manage changing priorities in a fast-paced environment.
• Intermediate to advanced Excel capability.
• Hands-on experience with Tableau.
• Google BigQuery knowledge and experience with data-visualization tools.
• Demonstrated leadership through project ownership and stakeholder partnership.
• Excellent communication, presentation, and relationship-building skills.
• Master’s degree in Finance, Business, or a related discipline.
• Experience demonstrating leadership through mentoring or guiding the work of others.
• Experience using AI tools such as Copilot or Gemini.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].