Senior Financial Planning & Analysis (FP&A) Analyst, Revenue

Kount; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning & Analysis Analyst to join their dynamic finance team. In this role, you will be responsible for preparing annual budgets and monthly forecasts, while analyzing revenue streams and delivering insightful financial reports. The ideal candidate will possess strong analytical skills, advanced proficiency in Excel and Tableau, and a solid understanding of financial principles. This is a fantastic opportunity to contribute to a forward-thinking company that values innovation and collaboration, while continuously improving financial processes and gaining efficiencies through automation and BI tools.

Qualifications

• 5+ years of experience in FP&A or advisory role.
• Strong understanding of financial principles and data analysis techniques.

Responsibilities

• Prepare annual budgets, forecasts, and financial reporting.
• Analyze revenue streams and maintain dashboards for stakeholders.
• Collaborate with FP&A and Accounting teams to ensure compliance.

Skills

Excel

Tableau

Salesforce

G-Suite

BI tools

Financial analysis

Data analysis techniques

Financial reporting

Education

Bachelor's degree in finance

Bachelor's degree in accounting

MBA

Tools

Oracle Hyperion

Power BI

Job description

Synopsis of the role:

As a Senior Financial Planning & Analysis (FP&A) Analyst, Revenue at Equifax Canada, you will work closely with various business units to prepare annual budgets, monthly forecasts and monthly reporting to the business and management. You will analyze business & project results and trends and often interface with senior management to deliver financial information in a concise and meaningful manner to foster effective decision making. An ideal candidate is a highly motivated, analytical team player who is proficient in Excel, Tableau, Salesforce, G-Suite and has experience in BI tools. This position reports to the Senior Manager, Financial Performance & Analysis.

What You’ll do

• Prepare, develop, consolidate and manage the annual budget, monthly forecast and reporting including a 3-5 year plan identifying opportunities to enhance financial outlooks, and other financial analysis tasks and projects.

• Analyze and report on several revenue streams, including daily volumes tracking, monthly forecasting and reporting on revenue by product and revenue by client utilizing Salesforce

• Maintain, update and publish various monthly results and dashboards using Hyperion, Tableau or other Power BI tools to several stakeholders in business and corporate finance

• Assist in finalizing month end results, including analyzing functional activity and consulting with leaders and business partners, and preparing insightful commentary on monthly results.

• Work collaboratively with other FP&A and Accounting team members to ensure financial results are in conformity with US Generally Accepted Accounting Principles (GAAP) and policies of the company

• Regular and ad hoc financial analysis of revenue pools, deep dive analysis, business cases and preparation of various reports to management

• Continuously improve the financial processes to gain efficiencies and identify areas of productivity through automation and utilization of BI tools

What Experience You Need

• Education: Bachelor's degree in finance, accounting, or a related field

• Experience: 5+ years of experience in FP&A and /or advisory role

• 5+ years of relevant experience in a corporate or consulting environment

• Skills: Strong understanding of financial principles, accounting practices, and data analysis techniques

• Proficiency in financial reporting, financial management, forecasting, budgeting and reporting; advanced Excel skills with experience in modeling software (e.g., Oracle Hyperion / Essbase) and Tableau

• Attributes: Strong attention to detail, highly organized and ability to manage multiple deadlines. A proactive problem-solver with excellent communication skills. Curious and looking to learn, improve and adapt.
  

What could set you apart

• Professional Designation (CA, CGA, CMA or MBA).

• Experience in Salesforce/ Tableau/ BI and AI tools

• Forecasting using statistical or economic models

Primary Location:

CAN-Toronto-5700 Yonge

Function:

Function - Finance

Schedule:

Full time