Senior Financial Planning & Analysis Analyst

Accountabilities

• Coordinate and support annual budgeting and monthly forecasting processes for assigned business areas.

• Analyze financial results and provide decision support to management, translating complex information into clear business insights and recommendations.

• Evaluate the financial impact of existing and proposed initiatives, including return on investment, assumptions, risks, and opportunities.

• Partner with operational leaders to improve financial understanding, strengthen forecast accuracy, and support divisional objectives.

• Identify opportunities to improve reporting, internal controls, workflows, and data quality, presenting recommendations to senior stakeholders.

• Lead or contribute to finance projects involving process redesign, software upgrades, system implementations, and reporting enhancements.

• Document and communicate new or revised finance processes, protocols, and controls, supporting their adoption across the team.

• Develop a strong understanding of business operations, performance drivers, and reporting needs to ensure analysis supports practical decisions.

• Write, modify, and optimize SQL queries to extract, combine, validate, and analyze financial and operational data for recurring and ad hoc reporting.

• Prepare and distribute daily, weekly, and monthly management reports in line with established deadlines.

• Conduct period-over-period and budget-to-actual variance analyses, investigate performance drivers, and communicate findings and recommendations.

• Develop, maintain, and enhance Power BI dashboards, reports, and analytical models using large and complex datasets.

• Validate data completeness, accuracy, and consistency across multiple systems before using it for reporting and analysis.

• Maintain the integrity of reporting data, analytical models, OLAP cubes, and designated reporting-system access and security.

• Provide guidance, knowledge sharing, training, and constructive feedback to colleagues as needed.

• Collaborate with Finance and Operations teams to resolve issues, meet reporting deadlines, and advance shared priorities.

• Handle confidential information responsibly and complete other financial analysis, reporting, and project assignments as required.

Requirements:

• Post-secondary degree or diploma in Accounting, Finance, Business Administration, or a related discipline.

• Three to five or more years of progressive experience in financial reporting, accounting, financial planning and analysis, business intelligence, data analytics, management information, or a comparable Finance role.

• Canadian CPA designation, successful completion of the Common Final Examination (CFE), or active progress toward the CPA designation is considered an asset.

• Demonstrated experience preparing management reports and presenting financial results and insights to senior leaders.

• Advanced Microsoft Excel skills and strong proficiency with ERP, accounting, database, and reporting systems.

• Advanced Power BI expertise, including the ability to build data models, dashboards, and reports using large and complex datasets.

• Strong SQL skills, with demonstrated ability to write and modify queries to extract, join, validate, and analyze data.

• Strong business acumen and the ability to connect financial and operational information to business performance, risks, and opportunities.

• Experience with Microsoft Dynamics GP (Great Plains), Management Reporter, Workday Adaptive Planning, or comparable financial systems is an asset.

• Previous experience in insurance or financial services is considered an advantage.

• Strong analytical, problem-solving, communication, and collaboration skills.

• Excellent attention to detail, discretion when handling confidential information, and the ability to manage competing priorities and recurring deadlines.

• An equivalent combination of education and directly relevant professional experience may be considered.

Benefits:

• Annual salary of CAD $85,000–$90,000, depending on experience, qualifications, and internal equity.

• Pay-for-performance incentives.

• Remote work opportunities for candidates located anywhere in Canada.

• E-flex benefits program and wellness initiatives.

• Registered Retirement Savings Plan (RRSP) with a 2% employer match.

• Training, career development, and employee recognition programs.

• Reimbursement for professional licenses and membership dues.

• Employee referral bonuses.

• Access to employee perks and vendor discount programs.

• Opportunities for career growth and professional development.

• Work-life balance within a collaborative and supportive environment.