Specialist Budget & Reporting

CP; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading transportation company in Calgary is seeking a Financial Coordinator to manage invoicing, warranty tracking, and budget planning. The ideal candidate will have an undergraduate degree in a relevant field and a minimum of 2 years in budget management and financial forecasting. Proficiency in SAP and Microsoft Excel is required. This role offers opportunities for professional growth in a dynamic environment.

Qualifications

• Minimum 2 years’ experience in budget management and financial forecasting.
• Expert knowledge of Microsoft Excel and SAP or other related ERP systems.
• Good communication, organizational, and analytical skills required.

Responsibilities

• Manage invoicing and warranty tracking associated with parts agreements.
• Lead the monthly budget outlook and annual OpEx/CapEx budget planning.
• Prepare financial reports and forecasts for executive leadership.

Skills

Budget management

Financial forecasting

Microsoft Excel

Communication skills

Analytical skills

Education

Undergraduate degree in Commerce, Accounting, Finance, Economics, Mathematics, Engineering, or relevant fields

Tools

SAP

ERP systems

Job description

POSITION ACCOUNTABILITIES

• Manage processing and / or validate invoicing associated with the long-term parts agreements, including other third-party agreements, as applicable
• Ensure accurate warranty tracking for materials per contract, and file warranty claims regularly
• Manage outsourced locomotive maintenance activities or repairs while assisting with negotiating changes to contracts, ensuring that controls are in place for the effective cross-billing of charges related to the locomotive contracts
• Manage improvements in operational effectiveness through lean continuous improvement, system and standard setting, performance scorecards, and leveraging process management
• Ensure accounting and reporting processes comply with applicable internal control (SOX) requirements, as applicable
• Lead the monthly budget outlook for the associated locomotive maintenance materials and third-party expenses
• Prepare and present detailed financial reports and forecasts to executive leadership, offering actionable recommendations
• Lead annual OpEx and CapEx budget planning for locomotive maintenance, servicing and overhauls, locomotive facility infrastructure and shop equipment improvements and replacements
• Liaise between Mechanical, Finance, HR, and other business divisions as the need arises
• Supports the justification of equipment modifications and / or changes to maintenance procedures
• Participates in locomotive long-term planning teams

POSITION REQUIREMENTS

• Undergraduate degree in Commerce, Accounting, Finance, Economics, Mathematics, Engineering, or other relevant fields
• Minimum 2 years’ experience in budget management, financial forecasting
• Expert knowledge of Microsoft Excel
• SAP, or other related ERP experience
• Good communication and presentation skills
• Strong organizational, time management and strong analytical skills

PRE-EMPLOYMENT REQUIREMENTS