Senior Financial Planning Analyst

Xpera; Edmonton; Hybrid; CAD 90,000 - 110,000; Full time

Benefits offered by this job

Benefits package

RRSP matching

Job summary

Xpera Risk Mitigation & Investigation in Edmonton is seeking a Senior Financial Planning Analyst to join our Finance team. You will transform complex data into clear, actionable insights to support strategic priorities and drive operational efficiency.

Reporting to the Controller, you will bridge finance, operations and technology, build scalable financial solutions, and partner with stakeholders to identify process improvements.

Qualifications

• 3 or more years of experience as a Financial Analyst or in a similar role.
• Hold, or be actively pursuing, a recognized professional designation such as CPA or CFA.
• Experience managing projects from vision setting through implementation.
• Experience developing and delivering high quality written and verbal communications.
• A team player with strong analytical and problem-solving skills.
• Proven ability in change management to drive a high performing culture.
• Ability to work independently and make decisions with limited information.
• Proficiency with Microsoft Office products, SQL, Power BI and Tableau, JIRA, and BPM tools.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Knowledge of accounting and financial systems/software and basic financial principles.
• Advanced financial modeling skills.

Responsibilities

• Analyze business and financial data to identify trends, performance drivers, and actionable insights.
• Develop and maintain dashboards, reports, and visualizations to track KPIs and provide visibility into performance.
• Partner with business leaders to gather requirements and translate into practical solutions.
• Own the implementation, optimization, and support of the sales CRM.
• Support sales growth through pipeline analysis and insights to improve revenue.
• Develop financial models and analyses including gross margin, pricing, and standard costing.
• Lead system and process improvements by identifying gaps and coordinating with technical teams.
• Lead user acceptance testing (UAT) to ensure systems meet requirements.
• Support annual planning, budgeting, forecasting, and data consolidation with Accounting.
• Analyze monthly and quarterly results; identify root causes and actions to improve performance.
• Prepare and coordinate weekly to ad hoc reporting and board presentations.
• Ensure data accuracy and reconcile source systems; improve FP&A processes.

Skills

Financial analysis

Analytical skills

Problem solving

Change management

Communication

Project management

Independent worker

GAAP knowledge

Accounting systems

Financial modeling

Data-driven decision making

Education

Bachelor’s Degree in Business Administration, Information Systems, Finance, or related field

CPA or CFA designation (held or pursued)

Tools

SQL

Power BI

Tableau

JIRA

BPM tools

Microsoft Office

Job description

Xpera Risk Mitigation & Investigation (Xpera) is Canada’s premier national provider of risk mitigation services. Our comprehensive offerings empower clients to enhance business performance and maintain operational continuity by equipping them with the expertise and tools necessary to manage risks at all levels. Our innovative solutions encompass investigations, labour dispute management, evacuation support, emergency security, and emergency staffing. With these solutions, we collaborate with our clients as a proactive partner, poised to assist them in addressing current crises or developing strategies to mitigate potential future risks. More information about Xpera can be found at xpera.ca.

Adventurous, Respectful, Determined: We lead with “yes”, trust in our shared expertise, and embrace innovation while holding each other accountable to our vision.

We are excited to introduce a new Senior Financial Planning Analyst role within our Finance team. This net-new position reflects our continued investment in strengthening financial insight, operational efficiency, and data-driven decision-making across the organization. Reporting to the Controller, you will play a key role in bridging finance, operations, and technology - transforming complex data into clear, actionable insights that support strategic priorities. Working closely with stakeholders across departments, you will help identify opportunities for process improvement, enhance reporting capabilities, and support the development of scalable financial solutions. This role is designed for a proactive, analytical thinker who is comfortable navigating ambiguity, challenging assumptions, and driving meaningful change. As Xpera continues to grow, the Senior Financial Planning Analyst will be instrumental in shaping how we leverage data to improve performance and deliver value across the business.

This is a regular, full-time hybrid position, Monday to Friday, with one to two days per week in the Edmonton, Alberta office (1024 Parsons Road SW). The salary range is $90,000.00 to $110,000.00 CAD per year, based on experience, and includes benefits, an EAP, and an RRSP matching program from your first day of employment.

What You Will Do:

• Analyze business and financial data to identify trends, performance drivers, and actionable insights that support decision-making.
• Develop and maintain dashboards, reports, and visualizations to track Key Performance Indicators (KPIs) and provide visibility into business performance.
• Partner with business leaders and stakeholders to gather requirements, define business needs, and translate them into practical solutions.
• Own the implementation, optimization, and ongoing support of the sales CRM, including process design, testing, rollout, and continuous improvement.
• Support sales growth through pipeline analysis, performance tracking, and insights to improve conversion, productivity, and revenue.
• Develop financial models and analyses, including gross margin, pricing, standard costing, and buy-versus-lease evaluations.
• Lead system and process improvements by identifying gaps, recommending enhancements, and coordinating implementation with technical teams.
• Lead user acceptance testing (UAT) to ensure systems and solutions meet business requirements and quality standards.
• Support annual strategic planning, budgeting, forecasting, and data consolidation in partnership with Accounting and functional leaders.
• Analyze monthly and quarterly financial results against budget, forecast, and prior year; identify root causes and recommend actions to improve performance.
• Prepare and coordinate timely weekly, monthly, quarterly, and ad hoc financial and management reporting, including executive and Board presentations.
• Ensure reporting systems and source data are accurate and reconciled, support variance analysis, and continuously improve FP&A reporting processes and practices.

What You Will Bring:

• A Bachelor’s Degree in Business Administration, Information Systems, Finance, or a related field.
• 3 or more years of experience as a Financial Analyst or in a similar role.
• Hold, or be actively pursuing, a recognized professional designation such as CPA or CFA.
• Experience managing projects from vision setting through implementation.
• Experience developing and delivering high quality written and verbal communications.
• A team player with strong analytical and problem-solving skills.
• Proven ability in change management to drive a high performing culture.
• Ability to work independently and make decisions with limited information.
• Proficiency with Microsoft Office products, SQL, Power BI/Tableau, JIRA, and BPM tools.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Knowledge of accounting and financial systems/software and basic financial principles.
  
• Advanced financial modeling skills, including proficiency with financial modeling tools.

Why Work With Us:

• Great employee perks including discount programs and recognition awards.
• Employee referral incentives.
• Business casual environment.
• Opportunity for career growth and development.
• Supportive and collaborative team environment.

We serve a diverse population across Canada and beyond. We strive to reflect that diversity within our workforce and ensure that every employee can be their authentic self.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates throughout the recruitment and assessment process.

In accordance with Human Rights and Accessibility legislation, Xpera is an equal opportunity employer who is committed to providing an inclusive and barrier-free recruitment process. Applicant should advise Human Resources if they require any type of accommodation during the recruitment process.

Unsolicited Outreach Statement – Recruitment Agencies:

Xpera Risk Mitigation & Investigation will not accept unsolicited resume submittals from third-party recruiters and hereby request agencies to not contact Xpera employees or managers directly to present candidates. Be advised Xpera will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume and will consider any unsolicited resumes forwarded public information. Xpera welcomes resumes submitted directly from candidates.