Sr. Financial Analyst

Socket.dev; Mississauga; Hybrid; CAD 77,000 - 104,000; Full time

Job summary

Bond Brand Loyalty is seeking a Senior (Sr.) Financial Analyst to support financial planning, analysis, and decision making across departments. The role requires collaboration with cross functional teams to analyze data, identify trends, and provide insights to drive performance and strategic initiatives.

This hybrid role is based in Mississauga, with in-office presence at 6911 Mississauga Road when required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 3–5 years of financial analysis and 3+ years FP&A experience in marketing services or related industry.
• Enrolled or completed CFA/CPA certification.
• Strong analytical skills with ability to interpret complex financial data.
• Proficient in financial modeling, forecasting and budgeting tools.
• Advanced Excel skills: large data manipulation, pivot tables, macros, data simulations.
• Experience with NetSuite, Oracle and SAP, FP&A systems; automation focus.
• Strong attention to detail and ability to meet deadlines in a fast-paced environment.
• Excellent interpersonal, written and verbal communication and presentation skills.
• Experience with NetSuite, MS Dynamics and PowerBI is a plus.

Responsibilities

• Conduct detailed financial analysis including budgeting, forecasting, and variance analysis.
• Prepare monthly, quarterly, and annual financial reports for senior management.
• Prepare accurate forecasts; monitor results versus budget/forecast and investigate variances.
• Coordinate annual budget and periodic forecasts with department heads.
• Develop and maintain financial models to support various business scenarios.
• Identify inefficiencies in financial processes and streamline data integrity.
• Provide financial insights to support strategic planning and business development.
• Assist in risk management and compliance efforts.
• Partner with Sector Leads, Client Leads and Project Managers with key financial data.

Skills

Financial analysis

Forecasting

Budgeting

Advanced Excel

Attention to detail

Communication

Presentation skills

Education

Bachelor's degree in Finance/Accounting/Business

CFA/CPA certification

Tools

NetSuite

Oracle

SAP

PowerBI

MS Dynamics

Job description

At Bond Brand Loyalty, we build growth and loyalty for some of the world’s most recognized brands. Behind that work is a team of smart, curious people who care deeply about clients, each other, and building something meaningful together.

The Senior (Sr.) Financial Analyst will play a crucial role in supporting the financial planning, analysis, and decision-making processes within Bond. This role will involve working closely with various departments to analyze financial data, identify trends, and provide actionable insights to drive business performance and strategic initiatives.

Please note: This is a hybrid role. When in-office presence is required, the incumbent will be based at our Mississauga office, located at 6911 Mississauga Road, Mississauga.

Are You The One:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 3-5 years of experience in financial analysis and 3+ years in a financial planning and analysis role, preferably within marketing services or a related industry.
• Enrolled or completed a Professional certifications (e.g., CFA, CPA).
• Strong analytical skills with the ability to interpret complex financial data.
• Proficiency in financial modeling, forecasting, and budgeting tools.
• Advanced Excel skills, eg. Mass data manipulations, pivot tables & reporting, advanced conditional formatting, formulas, Macros, data simulations and modeling.
• Proficient in financial software (e.g. NetSuite, Oracle, and SAP), as well as FP&A systems, with a focus on driving efficiency improvements through automation.
• Strong attention to detail and commitment to accuracy with the ability to prioritize multiple assignments to achieve required deadlines within a fast-paced environment.
• Exceptional listening, analytical, attention to detail, prioritization, problem-solving, and decision-making skills.
• Excellent interpersonal, organization, communication (oral and written), and presentation skills with the ability to present financial information clearly.
• Working knowledge of NetSuite, MS Dynamics and PowerBI is an asset.

A Day in the Life:

1. Financial Analysis:
   • Conduct detailed financial analysis, including budgeting, forecasting, and variance analysis.
   • Analyze financial performance against key metrics and identify trends for improvement.
   • Prepare monthly, quarterly, and annual financial reports for senior management.
2. Budgeting and Forecasting:
   • Prepare accurate and timely forecasts; monitor results versus budget/forecast and investigate variances.
   • Assist in the preparation and coordination of the annual budget and periodic forecasts.
   • Work with department heads to ensure budgets align with the company's strategic goals.
   • Provide insights and recommendations for budget adjustments.
3. Data Management:
   • Develop and maintain financial models to support various business scenarios.
4. Process Improvement:
   • Identify inefficiencies in financial processes and recommend improvements.
   • Collaborate with cross-functional teams to streamline processes and improve data integrity.
5. Strategic Support:
   • Provide financial insights to support strategic planning and business development.
   • Evaluate new business opportunities, including pricing strategies, ROI analysis, and risk assessment.
6. Compliance and Risk Management:
   • Ensure compliance with financial regulations and standards.
   • Assist in the development and implementation of risk management strategies.
7. Business Partnering
   • Be a key business partner to Sector Leads, Client Leads and Project Managers by providing key financial data to aid in strategic decision making

Compensation:

The expected base salary compensation for this role is $77,133.00 to $104,000.00 CAD annually.

Use of Artificial Intelligence (AI):

Bond uses AI tools during parts of the screening, assessment, and selection process, supporting a fair and efficient hiring process. We welcome applications from all qualified candidates; however, only those selected for an interview will be contacted.

Vacancy Type:

This posting is for an existing vacancy.

Theactual base salary compensation will vary depending on local market conditions, geography, and relevant job-related factors such as skills, qualifications, experience, and education/training.

At Bond, we believe compensation is more than a salary. Our Total Rewards program is designed to help you grow your career, support your well-being and keep you meaningfully connected:

• Flexibility: A hybrid work model and flexible vacation offers agility to meet the needs of our global business and workforce, allowing us to inspire the best from our people.
• Moments that matter: Social events like F1rst Thursdays, Kick-Off gatherings, and holiday parties make it easy to build relationships and have fun.
• Health & Wellness support: Competitive healthcare and wellness benefits that care for both body and mind including Medical, Dental, Vision, Health Care Spending Account,Employee Assistance Program, access to 24/7 virtual healthcare and/or consultation services for you and your family— all available from your first day.
• Future-focused: Retirement planning assistance with company matching.
• Career development: Access to learning programs, mentorship, stretch projects, and internal mobility to keep you moving forward.
• Celebrating your impact: Recognition programs for individual and team achievements, peer-nominated awards, and service anniversaries.