Financial Planning Analyst

Job summary

Support annual budgets, quarterly forecasts, financial modeling, and monthly close processes while partnering with teams across the business. Analyze financial performance, build automated Power BI reports, track KPIs, and provide actionable recommendations to improve business decisions and reporting processes.

Job details

Analyste FP&A Responsabilités Participer aux budgets annuels, prévisions trimestrielles et modèles financiers à trois états. Collaborer avec les équipes Marketing, Produit, Ventes, RH et Chaîne d’approvisionnement pour soutenir la planification financière. Analyser les écarts de revenus, les marges et la performance par canal, segment et région. Développer et automatiser des tableaux de bord et rapports financiers avec Power BI. Définir et suivre les KPI financiers et opérationnels. Réaliser des analyses de variance, de rentabilité, d’investissement et de stratégies de prix. Soutenir les processus de clôture mensuelle et l’amélioration des processus de reporting. Identifier les possibilités d’automatisation et d’amélioration de la qualité des données. Fournir des recommandations financières pour soutenir les décisions d’affaires. Compétences / Exigences Baccalauréat en finance, comptabilité, économie ou domaine connexe. 3 à 5 ans d’expérience en FP&A, idéalement auprès d’équipes commerciales. Maîtrise avancée d’Excel et de Power BI, incluant DAX et les tableaux de bord interactifs. Expérience avec SAP, Oracle ou NetSuite atout. Expérience avec Anaplan, Adaptive ou Hyperion atout. MBA, CPA ou CMA atout. Forte capacité d’analyse et aisance avec de grands volumes de données. Capacité à transformer des données complexes en recommandations concrètes. Excellentes aptitudes en communication et capacité à influencer les décisions. Rigueur, curiosité, autonomie et capacité à gérer plusieurs priorités. +++ FP&A Analyst Responsibilities Support annual budgeting, quarterly forecasting and three-statement financial modeling. Partner with Marketing, Product, Sales, HR and Supply Chain teams on financial planning. Analyze revenue variances, margins and performance by channel, segment and region. Build and automate financial dashboards and reports using Power BI. Define and track financial and operational KPIs. Perform variance, profitability, investment and pricing analyses. Support the monthly close process and improve financial reporting processes. Identify opportunities for automation and data quality improvements. Provide actionable financial insights and recommendations to support business decisions. Skills / Requirements Bachelor’s degree in Finance, Accounting, Economics or related field. 3–5 years of FP&A experience, ideally supporting commercial teams. Advanced Excel and Power BI skills, including DAX and interactive dashboards. Experience with SAP, Oracle or NetSuite an asset. Experience with Anaplan, Adaptive or Hyperion an asset. MBA, CPA or CMA an asset. Strong analytical skills and comfort working with large datasets. Ability to translate complex data into clear, actionable recommendations. Excellent communication and influencing skills. Curious, detail-oriented and able to manage multiple priorities.

What you’ll do

Support annual budgets, quarterly forecasts, financial modeling, and monthly close processes while partnering with teams across the business. Analyze financial performance, build automated Power BI reports, track KPIs, and provide actionable recommendations to improve business decisions and reporting processes.

Requirements

A bachelor’s degree in Finance, Accounting, Economics, or a related field and 3–5 years of FP&A experience are required. Candidates should have advanced Excel and Power BI skills, strong analytical and communication abilities, and the capacity to turn complex data into actionable recommendations; ERP and planning software experience and an MBA, CPA, or CMA are assets.

Listed skills

• Financial Reporting · Preferred
• Power BI · Preferred
• Data analysis · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning and Analysis
• Annual Budgeting
• Quarterly Forecasting
• Three-Statement Financial Modeling
• Variance Analysis
• Profitability Analysis
• Investment Analysis
• Pricing Analysis
• Financial Reporting
• Power BI
• DAX
• Advanced Excel
• KPI Tracking
• Data Analysis
• Data Quality Improvement
• Cross-Functional Collaboration

Job areas

• Finance & Accounting
• Data & Analytics

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