Senior Financial Planning & Analysis Analyst -Remote- Anywhere in Canada

SCM Services d’assurances; United States; Remote; USD 60,000 - 63,000; Full time

Benefits offered by this job

Hybrid/Remote work opportunities

RRSP with match

Training and career development

Employee recognition programs

Licenses and dues reimbursement

Performance incentives

Vendor discounts

Job summary

ClaimsPro LP - Shared Services seeks aSenior Financial Planning & Analysis Analyst. The role supports budgeting, forecasting and strategic decision‑making across operations. You will develop data tools, maintain Power BI reporting and optimize SQL queries.

You will collaborate with leaders to deliver accurate management reporting, drive process improvements and uphold data integrity in a remote Canada setting. CPA assets and ERP experience are valued.

Qualifications

• Degree or diploma in accounting/finance/business administration.
• CPA designation is an asset, CFE completion considered favorable.
• 3–5+ years in financial reporting, FP&A, BI, data analytics, or related finance role.
• Experience presenting financial results to senior leaders.
• Advanced Excel and proficiency with ERP, accounting, data, and reporting systems.
• Strong Power BI capability for data models, dashboards and large datasets.
• Experience writing/modifying SQL queries to extract and analyze data.
• Ability to connect financial data to business performance, risks and opportunities.

Responsibilities

• Coordinate annual budgeting and monthly forecasting processes.
• Provide financial analysis and translate results into actionable insights.
• Assess ROI and key assumptions for initiatives.
• Partner with operations to improve forecast quality and decision-making.
• Identify and implement reporting/data quality improvements.
• Lead finance projects including process redesign and software upgrades.
• Develop, maintain and enhance Power BI dashboards and reports.

Skills

Financial analysis

Excel proficiency

Business acumen

Data interpretation

Education

Post-secondary degree in accounting/finance/business

Canadian CPA designation asset

Tools

Power BI

SQL

ERP systems

Microsoft Dynamics GP / Great Plains

Workday Adaptive Planning

Job description

Company:

ClaimsPro LP - Shared Services

Senior Financial Planning & Analysis Analyst -Remote- Anywhere in Canada

We have an existing opportunity for a Senior Financial Planning & Analysis Analyst. This position is remote and can be situated anywhere in Canada.

Role Summary

This position is a key member of the divisional finance team, responsible for developing reliable data, analytical tools and management information that support operational and strategic decision‑making. Reporting to the Controller, the role works with large and complex data sets, develops and maintains Power BI reporting, creates and optimises SQL queries, and supports enhancements to finance systems, processes and data controls.

Key Responsibilities

Planning, Forecasting and Business Partnership

• Coordinate and support the annual budgeting and monthly forecasting processes for assigned areas.
• Provide financial analysis and decision support to management, translating financial results into practical business insights.
• Assess the financial implications of existing and proposed initiatives, including return-on-investment considerations and key assumptions.
• Partner with operational leaders to strengthen financial understanding, improve forecast quality and support achievement of divisional objectives.

Process Improvement, Systems and Change

• Identify opportunities to improve reporting, controls, workflows and data quality, and present recommendations to senior leaders.
• Lead or participate in finance projects, including process redesign, software upgrades, system implementations and reporting enhancements.
• Document and communicate new or revised finance processes, protocols and controls, and support effective adoption across the team.
• Champion productive change and contribute to a responsive, service-oriented finance function.
• Build a strong understanding of business operations, performance drivers and reporting requirements to ensure analysis is relevant and supports practical decision-making.
• Create and optimises SQL queries to extract, combine and analyze financial and operational data for recurring and ad‑hoc reporting needs.

Management Information and Data Integrity

• Prepare and distribute daily, weekly and monthly management reporting in accordance with established corporate timelines.
• Perform period‑over‑period, budget‑to‑actual and other variance analyses; investigate drivers and communicate clear findings and recommendations.
• Maintain the integrity of reporting data, analytical models, OLAP cubes and designated reporting‑system access and security.
• Support the development and maintenance of recurring operational and financial dashboards.

Team Contribution

• Provide guidance, knowledge sharing, training and constructive feedback to colleagues as required.
• Collaborate across finance and operations to resolve issues, meet reporting deadlines and advance shared priorities.
• Handle confidential information with discretion and maintain high standards of integrity and professionalism.
• Complete other financial analysis, reporting and project work as assigned.
• Work with large and complex data sets from multiple systems, validating data completeness, accuracy and consistency before use in reporting and analysis.
• Develop, maintain and enhance Power BI dashboards and reports that provide clear, actionable insight for finance and operational leaders.

Qualifications and Experience

• Post‑secondary degree or diploma in accounting, finance, business administration or a related discipline.
• Canadian CPA designation, successful completion of the CFE, or active progress toward the CPA designation is an asset.
• Three to five or more years of progressive experience in financial reporting, accounting, financial planning and analysis, business intelligence, data analytics or management information, or a comparable Finance role.
• Experience preparing management reporting and communicating financial results to senior leaders.
• Advanced Microsoft Excel skills and strong proficiency with ERP, accounting, database and reporting systems.
• Advanced Power BI capability, including building data models, dashboards and reports for large and complex data sets, is required.
• Demonstrated ability to write and modify SQL queries to extract, join, validate and analyze data is required.
• Strong business acumen and the ability to connect financial and operational data to business performance, risks and opportunities are required.
• Experience with Microsoft Dynamics GP (Great Plains), Management Reporter, Workday Adaptive Planning or comparable finance systems is an asset.
• Experience in the insurance or financial services sector is an asset.
• An equivalent combination of education and directly relevant experience may be considered.

Working Conditions

• Fast‑paced, collaborative environment with multiple priorities and recurring management‑information and deliverable deadlines.
• Additional hours may occasionally be required during month‑end, year‑end, budgeting, forecasting or audit periods.
• Employment is conditional on successful completion of the organization’s applicable pre‑employment screening requirements.
• Responsibilities and time allocations may change to reflect business needs.

What We Offer

Competitive Compensation– $85,000 - $90,000 CAD. Compensation is commensurate with experience, qualifications, and internal equity. Your success matters to us, and we believe in rewarding high performance with meaningful financial incentives and career growth opportunities. In addition, you’ll enjoy:

• Pay-for-Performance Incentives
• Work-Life Balance & Hybrid/Remote Work Opportunities
• E-flex Benefits Program & Wellness Initiatives
• Registered Retirement Savings Plan (RRSP) with 2% Match
• Training, Career Development, and Employee Recognition Programs
• Reimbursement for Licenses and Dues
• Employee Referral Bonuses
• Employee Perks (access to vendor discount programs)

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