Synopsis of the Role
We are looking for a highly motivated and analytical Financial Analyst, Revenue to join our FP&A team. The role is crucial for supporting effective decision-making by partnering with business units to deliver accurate annual budgets, monthly forecasts, and insightful performance reporting. The ideal candidate is a detail-oriented team player, proficient in Excel, BI tools, Tableau and Salesforce. This is a hybrid position (3 days/week in office), reporting to the Senior Manager, Financial Performance & Analysis.
What You’ll do
Assist in preparing & consolidating the annual budget, monthly forecast and reporting including a 3-5 year plan identifying opportunities to enhance financial outlooks, and other financial analysis tasks and projects
Analyze and report on several revenue streams, including daily volumes tracking, monthly forecasting and reporting on revenue by product and revenue by client utilizing Salesforce
Support the monthly reporting and forecasting process by analyzing financial results, prepare comments and ensure timely and accurate production of monthly reporting packages
Work collaboratively with other FP&A and Accounting team members to ensure financial results are in conformity with US Generally Accepted Accounting Principles (GAAP) and policies of the company
Regular and ad hoc financial analysis of revenue pools, deep dive analysis, business cases and preparation of various reports to management
Continuously improve the financial processes to gain efficiencies and identify areas of productivity through automation and utilization of BI tools
Build and maintain strong relationships with internal business and Corporate stakeholders
What Experience You Need
Education: Bachelor's degree in finance, accounting, or a related field
Experience: 3+ years of experience in FP&A, preferably in revenue
Skills: Strong understanding of financial principles, accounting practices, and data analysis techniques
Proficiency in financial reporting, financial management, forecasting, budgeting and reporting; advanced Excel skills with experience in modeling software (e.g., Oracle Hyperion / Essbase) and Tableau
Attributes: Strong attention to detail, highly organized and ability to manage multiple deadlines. A proactive problem-solver with excellent communication skills. Curious and looking to learn, improve and adapt.
What could set you apart
Professional Designation (CA, CGA, CMA or MBA).
Experience in Salesforce/ Tableau/ BI and AI tools
Forecasting using statistical or economic models
This is an existing position.
Primary Location:
CAN-Toronto-5700 YongeFunction:
Function - FinanceSchedule:
Full time
