Senior Financial Planning & Analysis Analyst

Jobgether; Canada; Remote; CAD 85,000 - 90,000; Full time

Benefits offered by this job

Remote Canada work

RRSP match 2%

Training and development

Wellness program

Pay-for-performance

Employee referral bonus

Discount programs

Work-life balance

Job summary

Jobgether is seeking a Senior Financial Planning & Analysis Analyst for a remote Canada-based role. You will support budgeting, forecasting, and management reporting, turning complex data into actionable insights using Power BI, SQL, and Excel.

You will partner with Finance and Operations to improve processes and data quality. The role emphasizes dashboards, data models, and strategic analysis, with collaboration across leadership and ongoing professional development.

Qualifications

• Post-secondary degree or diploma in Accounting, Finance, Business Administration, or a related discipline.
• 3–5+ years in financial reporting, FP&A, BI, data analytics, or a similar Finance role.
• Canadian CPA designation or active progress toward CPA is an asset.
• Proven experience presenting financial results to senior leaders.
• Advanced Excel skills and proficiency with ERP, database, and reporting systems.
• Advanced Power BI expertise with large datasets.
• Strong SQL abilities to extract and analyze data.
• Business acumen linking financial and operational information.
• Experience with Dynamics GP, Workday Adaptive Planning is a plus.
• Insurance/financial services experience is a plus.
• Strong analytical, communication, collaboration, and attention to detail.

Responsibilities

• Coordinate and support annual budgeting and monthly forecasting processes for assigned business areas.
• Analyze financial results and provide decision support to management, translating complex information into clear insights.
• Evaluate the financial impact of initiatives, including ROI, assumptions, risks, and opportunities.
• Partner with operational leaders to improve forecast accuracy and support divisional objectives.
• Identify opportunities to improve reporting, internal controls, and data quality with senior stakeholders.
• Lead or contribute to finance projects involving process redesign, upgrades, and reporting enhancements.
• Document and communicate new or revised finance processes and controls.
• Develop understanding of business operations to ensure practical decision support.
• Write, modify, and optimize SQL queries to extract and analyze data for reports.
• Prepare and distribute daily, weekly, and monthly management reports.

Skills

Analytical thinking

Communication skills

Collaboration

Attention to detail

Education

Post-secondary degree or diploma in Accounting, Finance, Business Administration, or related discipline

CPA designation (asset)

Tools

Power BI

SQL

Excel

ERP systems

Microsoft Dynamics GP

Workday Adaptive Planning

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Financial Planning & Analysis Analyst based in Canada.

We are seeking an analytical and technically skilled Senior Financial Planning & Analysis Analyst to support financial and operational decision-making across a growing organization. In this remote role, you will transform complex financial and operational data into reliable reporting, meaningful insights, and practical recommendations. You will play a key part in budgeting, forecasting, financial performance analysis, and management reporting. Using advanced Power BI, SQL, and Excel capabilities, you will develop reporting tools and improve the quality and accessibility of business information. Working closely with Finance and operational leaders, you will help strengthen financial processes, enhance systems, and support strategic initiatives. This opportunity combines financial expertise, data analytics, business partnership, and continuous improvement in a collaborative, fast-paced environment.

Accountabilities

• Coordinate and support annual budgeting and monthly forecasting processes for assigned business areas.
• Analyze financial results and provide decision support to management, translating complex information into clear business insights and recommendations.
• Evaluate the financial impact of existing and proposed initiatives, including return on investment, assumptions, risks, and opportunities.
• Partner with operational leaders to improve financial understanding, strengthen forecast accuracy, and support divisional objectives.
• Identify opportunities to improve reporting, internal controls, workflows, and data quality, presenting recommendations to senior stakeholders.
• Lead or contribute to finance projects involving process redesign, software upgrades, system implementations, and reporting enhancements.
• Document and communicate new or revised finance processes, protocols, and controls, supporting their adoption across the team.
• Develop a strong understanding of business operations, performance drivers, and reporting needs to ensure analysis supports practical decisions.
• Write, modify, and optimize SQL queries to extract, combine, validate, and analyze financial and operational data for recurring and ad hoc reporting.
• Prepare and distribute daily, weekly, and monthly management reports in line with established deadlines.
• Conduct period-over-period and budget-to-actual variance analyses, investigate performance drivers, and communicate findings and recommendations.
• Develop, maintain, and enhance Power BI dashboards, reports, and analytical models using large and complex datasets.
• Validate data completeness, accuracy, and consistency across multiple systems before using it for reporting and analysis.
• Maintain the integrity of reporting data, analytical models, OLAP cubes, and designated reporting-system access and security.
• Provide guidance, knowledge sharing, training, and constructive feedback to colleagues as needed.
• Collaborate with Finance and Operations teams to resolve issues, meet reporting deadlines, and advance shared priorities.
• Handle confidential information responsibly and complete other financial analysis, reporting, and project assignments as required.

Requirements:

• Post-secondary degree or diploma in Accounting, Finance, Business Administration, or a related discipline.
• Three to five or more years of progressive experience in financial reporting, accounting, financial planning and analysis, business intelligence, data analytics, management information, or a comparable Finance role.
• Canadian CPA designation, successful completion of the Common Final Examination (CFE), or active progress toward the CPA designation is considered an asset.
• Demonstrated experience preparing management reports and presenting financial results and insights to senior leaders.
• Advanced Microsoft Excel skills and strong proficiency with ERP, accounting, database, and reporting systems.
• Advanced Power BI expertise, including the ability to build data models, dashboards, and reports using large and complex datasets.
• Strong SQL skills, with demonstrated ability to write and modify queries to extract, join, validate, and analyze data.
• Strong business acumen and the ability to connect financial and operational information to business performance, risks, and opportunities.
• Experience with Microsoft Dynamics GP (Great Plains), Management Reporter, Workday Adaptive Planning, or comparable financial systems is an asset.
• Previous experience in insurance or financial services is considered an advantage.
• Strong analytical, problem-solving, communication, and collaboration skills.
• Excellent attention to detail, discretion when handling confidential information, and the ability to manage competing priorities and recurring deadlines.
• An equivalent combination of education and directly relevant professional experience may be considered.

Benefits:

• Annual salary of CAD $85,000–$90,000, depending on experience, qualifications, and internal equity.
• Pay-for-performance incentives.
• Remote work opportunities for candidates located anywhere in Canada.
• E-flex benefits program and wellness initiatives.
• Registered Retirement Savings Plan (RRSP) with a 2% employer match.
• Training, career development, and employee recognition programs.
• Reimbursement for professional licenses and membership dues.
• Employee referral bonuses.
• Access to employee perks and vendor discount programs.
• Opportunities for career growth and professional development.
• Work-life balance within a collaborative and supportive environment.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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