Sr. Budgeting & Forecasting Analyst

Altea Healthcare; Vancouver; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading healthcare organization is looking for a detail-oriented Sr. Budgeting & Forecasting Analyst to enhance their FP&A team. This role involves delivering accurate financial forecasts and budgets, collaborating with various departments, and driving strategic decision-making. The ideal candidate will possess strong analytical skills, a solid understanding of financial statements, and the ability to communicate complex data effectively. If you have a proactive mindset and a passion for finance, this could be your next career move.

Qualifications

• 3–5 years of experience in FP&A, financial analysis.
• Strong Excel and financial modeling skills.

Responsibilities

• Support annual budgeting, monthly forecasting, and long-range planning.
• Develop and improve financial models for forecasting and business planning.
• Analyze performance, identifying trends and opportunities.

Skills

Analytical

Problem Solving

Organizational

Communication

Education

Bachelor’s degree in Finance

CPA

Tools

Excel

Power BI

Job description

We are seeking a detail-oriented and analytical Sr. Budgeting & Forecasting Analyst to join our growing FP&A team. This role is critical in driving strategic decision-making by delivering accurate, timely, and insightful financial forecasts, budgets, and performance analyses. You’ll work cross-functionally with departments across the business to develop robust financial models, track key performance indicators (KPIs), and support company-wide planning initiatives.

Key Responsibilities :

• Support the annual budgeting, monthly forecasting, and long-range planning processes
• Develop, maintain, and improve financial models to support forecasting, scenario analysis, and business planning
• Collaborate with business unit leaders to gather inputs, validate assumptions, and understand financial impacts of operational plans
• Analyze monthly and quarterly performance, identifying key trends, variances, and opportunities for improvement
• Prepare internal reports and dashboards to communicate financial performance and forecast updates to senior leadership
• Partner with Accounting and other Finance functions to ensure accurate financial data and alignment between actuals and forecasts
• Contribute to continuous improvement of FP&A processes, tools, and systems (e.g., Excel, Power BI, etc.)

Qualifications :

• Bachelor’s degree in Finance, Accounting, or a related field
• Successful completion of a CPA (or working towards it)
• 3–5 years of experience in FP&A, financial analysis
• Strong Excel and financial modeling skills
• Solid understanding of financial statements and corporate budgeting / forecasting processes
• Excellent analytical, organizational, and problem-solving skills
• Ability to communicate complex financial data clearly to both finance and non-finance stakeholders
• Self-starter with a proactive mindset and strong attention to detail

Seniority level: Not Applicable

Employment type: Full-time

Job function: Accounting / Auditing

Industry: Hospitals and Health Care