Opens an external site
- Employment type
- Full-time, Contract
- Experience level
- Mid-level · 2+ years
- Minimum education
- Professional degree
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The Senior Financial Analyst supports financial planning, reporting, budgeting, and forecasting for Canadian operations, with a focus on consolidated management reporting and capital expenditures. This role also drives Finance modernization through the implementation of new budgeting platforms and expanded Power BI reporting.
Job details
Role Purpose The Senior Financial Analyst supports financial planning, reporting, budgeting, and forecasting for Canadian operations, with a focus on consolidated management reporting, capital expenditures, and Shared Services. This hands-on role analyzes complex financial data, performs consolidations and reconciliations, and delivers accurate, decision-ready reporting. The role also supports Finance modernization through expanded Power BI reporting and the implementation of a new budgeting and forecasting platform. Key Responsibilities Financial Reporting, Consolidation & Ad Hoc Analysis * Prepare and present monthly consolidated financial and operational reporting, including business performance, KPIs, budget-to-actual results, forecasts, and variance analysis for executive and regional leadership. * Consolidate, reconcile, and validate financial and operational data from multiple sources, delivering accurate reporting and insights to support business decisions. * Maintain budget and forecast models, support month-end reviews, and investigate financial variances, discrepancies, and reclassification requirements. Capital Expenditure Reporting * Manage capital reporting and project data, including budget, forecast, spend, and variance analysis, while maintaining data integrity through consolidation, reconciliation, and collaboration with key stakeholders. Shared Services Financial Planning & Analysis * Partner with Shared Services leaders to manage budgets and forecasts, analyze financial performance, investigate variances, and provide insights, recommendations, and risk/opportunity analysis to support decision-making. Reporting Automation & Planning Systems * Support reporting and planning system enhancements, including Power BI reporting, budgeting and forecasting tools, data validation, process design, testing, and continuous improvement initiatives. Knowledge & Qualifications * Bachelor's degree in Commerce, Accounting or Finance. * CPA, CFA and/or MBA qualification an asset. * Minimum of 3-4 years of post-designation experience in financial reporting and analysis, including budgeting, forecasting and variance reporting. * Advanced Microsoft Excel proficiency is essential, including complex formulas, lookups, PivotTables, large dataset manipulation, manual consolidation, reconciliations and robust ad hoc analysis. * Strong data management skills: able to extract, clean, organize, validate and interpret high volumes of information, resolve inconsistencies and turn complex data into accurate, accessible reporting. * Solid financial and business acumen, including financial statements, management reporting, budgeting, forecasting, financial modelling and variance analysis. * Hands-on experience with Power BI required, including report/dashboard development, data transformation and validation. Knowledge of Power Query and DAX is an asset. * Experience improving or automating financial reporting and planning processes; exposure to budgeting system implementation, Oracle EPBCS or comparable planning platforms is an asset. * Strong written and verbal communication skills, with the ability to explain financial results to non-finance stakeholders and build effective relationships with business leaders. * Detail-oriented and resourceful; comfortable working independently in a high-volume, partly manual reporting environment while developing better long-term processes. * Familiarity with port and terminal operations is valuable but not required. * Must be fluent in English. * Previous Canadian work experience or experience working directly with Canadian industries.
What you’ll do
The Senior Financial Analyst supports financial planning, reporting, budgeting, and forecasting for Canadian operations, with a focus on consolidated management reporting and capital expenditures. This role also drives Finance modernization through the implementation of new budgeting platforms and expanded Power BI reporting.
Requirements
Candidates must hold a Bachelor's degree in Commerce, Accounting, or Finance with 3-4 years of post-designation experience in financial reporting and analysis. Proficiency in Microsoft Excel and Power BI is essential, along with strong data management and analytical skills.
Listed skills
- Power BI · Preferred
- Budgeting · Preferred
- Financial Reporting · Preferred
- Data Validation · Preferred
- Microsoft Excel · Preferred
- Communication Skills · Preferred
- data management · Preferred
- Forecasting · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial reporting
- Budgeting
- Forecasting
- Variance analysis
- Consolidation
- Reconciliation
- Power BI
- Microsoft Excel
- Financial modeling
- Data management
- Capital expenditure reporting
- Data validation
- Process automation
- Business acumen
- Communication skills
- Variance Reporting
- Ad Hoc Analysis
- Resourcefulness
- Financial Acumen
- Management Reporting
- Data Analysis Expressions (DAX)
- Business Decisions
- Variance Analysis
- Opportunity Analysis
- Planning
- Accounting
- Automation
- Financial Forecasting
- Business Acumen
- Dashboard
- Capital Expenditure
- Certified Public Accountant
- Chartered Financial Analyst
- Decision Making
- Continuous Improvement Process
- Data Validation
- Data Integrity
- Data Management
- Data Transformation
- English Language
- Finance
- Financial Analysis
- Financial Data
- Financial Modeling
- Financial Planning
- Financial Statements
- Leadership
- Key Performance Indicators (KPIs)
- Operational Data Store
- Operational Reporting
Job areas
- Finance & Accounting
- Data & Analytics
- Management & Leadership
- Consulting
- Financial Analyst
- Financial Analyst (General)
- Financial Analysts
- Financial and Investment Analysts
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