Senior Financial Planning Analyst

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

Benefits offered by this job

Bonus/commission potential

Pension plan

Personal days

Employee assistance program

Professional development opportunities

Wellness programs

Vacation pay

Exclusive memberships and discounts

Job summary

Kohl & Frisch Limited, a Canadian-owned healthcare distributor based in Vaughan, is seeking a Senior Financial Analyst, Planning. You will support end-to-end budgeting, forecasting, and profitability analysis to guide management decisions.

Bring a commerce degree and 5 years of progressive planning experience, with strong Excel skills and knowledge of budgeting software. The role offers a competitive salary and comprehensive benefits in a full-time capacity.

Qualifications

• University degree in Commerce (BBA, BCom) and/or MBA.
• 5 years of progressive experience in financial planning, budgeting, forecasting or analysis.
• Strong analytical mindset with ability to translate data into insights.
• Experience with budgeting software and driving process improvements.

Responsibilities

• Prepare components of the annual budget, mid-year estimates, and long-term forecasts.
• Assist with customer profitability models and other value-add analysis.
• Support review of customer contracts and related financial implications.
• Assist month-end reporting focusing on sales, gross margin, and expenses.
• Partner with business to develop metrics and KPIs.
• Conduct trend analysis to identify risks and opportunities and recommend actions.
• Act as super user to administer budgeting software and develop templates.
• Drive continuous improvement in budgeting processes and controls.
• Engage in special projects as needed.

Skills

Advanced Excel

Financial analysis

Data analysis

Adaptive Insights

Education

BBA / BCom or MBA

Tools

Adaptive Insights

Job description

STATUS: Full-Time Contract

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
• 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)
• Personal Days
• Employee Assistance Program
• Opportunity for Professional Development
• Wellness programs
• Vacation Pay
• Exclusive memberships and discounts

Kohl & Frisch would like to thank all applicants for their interest. All applicants who received interviews will receive an update on their application status within 45 days of applying. We value your interest in joining our team and strive to provide a timely, transparent hiring experience.

Kohl & Frisch Limited welcomes applications from individuals with disabilities and provides accommodations upon request for candidates taking part in the selection process.

As part of our recruitment process we may use AI for initial screening and assisting in evaluating candidate qualifications. All final hiring decisions will be made by our recruitment team.