About This Role
The Financial Planning & Analysis Analyst identifies inconsistencies in business unit results and recommends standards for budgeting, performance metrics, and reporting. This role ensures that the company's financial strategies align with corporate and business objectives, while also providing detailed revenue analysis and explanations for deviations from expected results to operational personnel.
Responsibilities
- Administer and prepare the company's financial model accurately and in a timely manner
- Participate in the improvement of financial forecasting for the organization
- Assist with near-term and long-term financial forecasting, as well as corporate presentations
- Develop and maintain working templates and support for various departments (Finance, Operations, Marketing, IT) to gather data and provide analysis of the financial performance of the Company
- Develop financial models and analyses to support strategic initiatives
- Responsible for the preparation, analysis, and review of the monthly financial performance reports to disseminate and present to the senior management
- Complete analysis and communicate reasons for revenue and expense deviations in comparison to budget and prior year and identify and report financial trends, working closely with operations team leadership
- Perform analysis and provide recommendations on business performance metrics
- Perform audits to ensure a high degree of accuracy and reliability of reports and financial results
- Act as a liaison and support between the corporate head office, regional offices, and the operational sites for all forecasting
- Work with Corporate Controller and Credit Managers on ad hoc projects as required
Requirements
- Post-secondary education in finance, accounting, economics, business or a related CFA or CPA designation or in final stages of acquiring such designation with advanced knowledge of IFRS accounting
- 2-3 years of experience in financial analysis
- Advanced knowledge of MS Excel skills (Power Query and advanced formulas)
- Strong attention to detail, highly organized and efficient
- Strong analytical skills and proficiency for designing, manipulating data, and reporting
- Ability to plan, effectively manage multiple priorities and meet deadlines
- Flexibility to adapt to constant changes
- Strong verbal and written communication with the ability to explain complex concepts in a straight-forward manner for both senior managers and non-financial managers
- Strong interpersonal skills to work with team members from many different departments with competing priorities
- Experience with MS Power BI, Tableau, and Workday is an asset
