Senior Financial Analyst - Financial Planning & Analysis

Opportunity Overview

The Senior Financial Analyst will play a pivotal role in supporting the financial planning and analysis functions, including forecasting, budgeting, financial modeling, performance review, and reporting, aiding decision-making throughout the organization. This position is intended for prospective roles and does not represent a current vacancy.

Key Responsibilities

• Develop and maintain detailed financial models related to operations, forecasts, and the evaluation of investments under different capital structures.
• Assist in preparing budgets and forecasts, analyzing differences between budgets and actual financial results.
• Conduct impact analyses of revenue, expenses, and underlying assumptions on projected financial performance.
• Create and validate models to assess key performance indicators such as cash flow, IRR, ROIC, MOIC, and NPV.
• Prepare insightful financial commentary and analysis of budget variances and trends on various cycles and ad-hoc basis.
• Support valuation and performance review tasks, coordinating inputs and critically reviewing internal and external assumptions.
• Contribute to comprehensive budgeting and forecasting processes and produce materials for management and stakeholder briefing.
• Design and sustain cash flow forecasting models reflecting a thorough understanding of cash dynamics.
• Collaborate closely with business units to understand assumptions, risks, and opportunities influencing forecasts and outcomes.
• Identify and implement enhancements to financial processes, modeling, and analytics.
• Conduct scenario analyses and "what-if" financial modeling to aid strategic and operational decisions.
• Develop strong partnerships across departments and uphold Finance's role as an engaged business partner.
• Efficiently manage multiple priority deliverables meeting tight deadlines with precision.

Required Qualifications

• Bachelor's degree in accounting, finance, or related technical field.
• CPA certification coupled with a minimum of three years of relevant experience.
• Prior experience in asset management, corporate or investment finance, or institutional finance is preferred.
• Proven expertise in creating and analyzing comprehensive financial models.
• Advanced proficiency in Excel and ability to produce professional presentations using PowerPoint.
• Strong comprehension of income statements, balance sheets, and cash flow statements.
• Curious mindset with eagerness to grasp critical financial drivers and metrics.
• Continuous improvement orientation toward financial modeling and planning.
• Customer-centric approach with excellent relationship management and collaborative skills.
• Excellent verbal and written communication abilities at all organizational levels.
• Capability to juggle multiple assignments ensuring prompt and accurate delivery in pressured environments.
• Upholds highest standards of ethics and integrity.
• Experience using financial systems, ERP or planning tools, with industry-specific platforms considered an advantage.

Core Competencies

• Authenticity: Building trust through courage and integrity.
• Performance Focus: Accountability and achievement orientation.
• Stakeholder Insight: Understanding and addressing stakeholder needs.
• Relationship Building: Effective communication and collaboration skills.

Additional Information

Location is Oakville, Ontario, with a hybrid work model requiring three days at the office. The employer is dedicated to diversity, equity, inclusion, and accessibility and offers accommodations for persons with disabilities. Salary expectation ranges from $85,000 to $100,000 annually. Only candidates selected for interviews will be contacted.