Senior Analyst, Planning & Analysis

Job summary

The role involves developing financial models and leading the preparation of annual budgets, forecasts, and profitability analyses. The candidate will partner with business leaders to provide data-driven insights and drive continuous improvement in financial processes.

Job details

We are currently recruiting on behalf of a well-established, Canadian-owned company with over a century of stability and innovation. The organization has grown through strategic acquisitions, solidifying its position as a trusted partner within its marketplace across Canada. The organization is seeking a progressive Chartered Professional Accountant (CPA) who thrives in a dynamic environment supporting strategic planning and high-impact analysis. Strong attention to detail responsible for management reporting, developing the annual budget, forecasting and profitability analysis. Key Responsibilities and Oversight: • Develop, maintain, and analyze financial models to support strategic planning and operational decision-making. • Play a critical role in the preparation and presentation of annual budgets, forecasts, profitability analysis, and other value-added financial analysis. • Prepare and present detailed financial reports, including variance analysis, trend analysis, profitability insights, and key performance indicators. • Support the management, analysis, and reporting of financial terms and commercial agreements. • Collaborate with cross-functional teams to ensure accurate revenue recognition and inventory management. • Partner with business leaders to evaluate pricing, profitability, and strategic growth initiatives. • Support budgeting and forecasting processes, utilizing advanced data tools to enhance accuracy and efficiency. • Identify business risks and opportunities through data-driven analysis and provide actionable recommendations to management. • Drive continuous improvement initiatives by implementing innovative data analysis solutions and enhancing financial processes, systems, and controls. • Assist in special projects related to process improvement, system integration, and reporting enhancements. • Contribute to the development of financial best practices aligned with organizational growth objectives. Successful Candidate Will Possess: • CPA designation with experience in financial planning and analysis or a CPA in public accounting with Demonstrated expertise in Power BI, Alteryx, or similar analytical and reporting tools. • Advanced Excel and financial modelling capabilities with a strong aptitude for systems and business applications. • Strong understanding of budgeting, forecasting, profitability analysis, revenue recognition, and performance reporting. • Proven ability to translate complex financial data into meaningful business insights and recommendations. • Self-starter with strong financial acumen and a genuine interest in leveraging data to improve business performance. • Excellent communication and collaboration skills, with experience partnering across multiple functional areas. • Proven track record of implementing process improvements using advanced analytical tools and technology. • Ability to maintain high standards of accuracy, integrity, and attention to detail in financial reporting. All interested candidates should submit their résumé for consideration by applying directly to this posting or via email at careers@caconsultants.ca — one of our consultants will contact you directly. We welcome the résumé of any CPA currently seeking new opportunities. Why partner with us? Canadian Accounting Consultants is a specialized recruiting firm focused exclusively on the placement of CPAs in the Greater Toronto Area. With over 15 years of experience and a team of dedicated professionals, we are the preferred firm for Chartered Professional Accountants seeking valuable career advice and progressive opportunities with top employers. We are Your Partner in Search Success ® Stay informed of all postings by following our company page on LinkedIn at https://www.linkedin.com/company/canadian-accounting-consultants This opportunity is an existing vacancy with an employer who has engaged our recruiting services.

What you’ll do

The role involves developing financial models and leading the preparation of annual budgets, forecasts, and profitability analyses. The candidate will partner with business leaders to provide data-driven insights and drive continuous improvement in financial processes.

Requirements

A CPA designation is required, along with expertise in Power BI, Alteryx, and advanced Excel. Candidates must demonstrate strong financial acumen and the ability to translate complex data into actionable business recommendations.

Listed skills

• Power BI · Preferred
• Data analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning And Analysis
• Financial Modelling
• Budgeting
• Forecasting
• Profitability Analysis
• Power BI
• Alteryx
• Advanced Excel
• Revenue Recognition
• Variance Analysis
• Trend Analysis
• KPI Reporting
• Data Analysis
• Process Improvement
• Strategic Planning
• Management Reporting

Job areas

• Finance & Accounting
• Data & Analytics
• Management & Leadership
• Consulting