Reporting to the Senior Financial Analyst, the Financial Analyst will assist in the preparation of timely and accurate monthly reporting including standard Financial Deck and financial statements, along with variance analysis and commentary. Month end support such as journal entries, variance analysis, and balance sheet reconciliation activities will be part of this role as well. The Financial Analyst will ensure the necessary operations, financial, and government reporting are prepared accurately and on time. Prepare research and explain variances from both plan (budget) and comparable prior reporting periods (past business trends) and complete monthly reporting and analysis of business operational measures, mostly financial, however, may include some non-financial measures.

Your role:

• Prepare monthly financial deck and operational financial statements, including a high-level review of revenue, labour, and overhead.
• Perform detailed variance analysis with clear commentary to communicate results to Operations leadership.
• Respond to ad-hoc inquiries from Operations and Finance partners.
• Support the preparation of annual budgets and periodic forecasts.
• Complete government and audit reporting requirements accurately and on time.
• Maintain and update a comprehensive reporting calendar to ensure all deliverables are met.
• Liaise with auditors (annually) and government funding contacts (quarterly).
• Prepare year-end working papers reconciliations, and related supporting schedules
• Continuously improve existing reporting tools, templates, and processes to enhance efficiency and accuracy.
• Identify opportunities for automation and standardization across financial reporting.
• Complete region-specific journal entries not handled by the accounting team (core month-end entries).
• Conduct balance sheet analyses for all consolidated accounts, providing supporting documentation and explanations for variances as required.
• Partner cross-functionally with departments including Operations, Payroll, Accounts Receivable, and Real Estate and other teams as needed to ensure alignment on financial performance and reporting.
• Promote cross collaboration and accountability across departments.
• Prepare additional ad hoc financial analyses and reports as required.
• Support special projects and initiatives as assigned
• Work in accordance with company health and safety guidelines and procedures; actively participate in safety initiatives, and promptly report any hazards or concerns.
• Ensure proper use of routine practices and use of personal protective equipment as required.
• Respect privacy and confidentiality of clients/caregivers/families and the health care team. Obtain verbal, or when required, signed consent to treat and ensure ongoing consent.
• Ensure the timely preparation and presentation of financial and operational performance results to both Operations and Finance leadership.
• Facilitate the annual Budget and periodic Forecast processes, supporting accurate tracking of actual performance against targets.
• Ensure all monthly, quarterly, and annual reporting requirements are completed accurately and submitted within required deadlines for both Corporate Finance and external audit purposes.
• Maintain proactive communication with Operations, Finance, and cross-functional teams (including Payroll, Accounts Receivable, and Real Estate) to ensure financial inquiries and issues are addressed promptly.
• Prepare accurate and well-documented working papers to support audits, government reporting, and tax return preparation.
• Foster collaboration and constructive discussion with colleagues, operational leads, and administrative teams to identify opportunities for process improvement and operational efficiency.
• Demonstrate accountability in delivering reliable financial insights that support data-driven decision-making across the organization.

What you will need to be successful

• Bachelor of Commerce, Bachelor Business Administration/Management, or equivalent
• Currently enrolled in the CPA (CA, CMA, CGA) program is an asset.
• 2 to 4 years of financial report analysis, budgeting/forecasting, variance analysis, account analysis and reconciliation.
• Liaising with cross functional departments such as A/P, or A/R
• Advanced working knowledge of Microsoft Suite, specifically Excel
• Working knowledge of Tools and Systems: NetSuite, SmartView and large Datasets is an asset
• Ability to work with highly confidential information with professionalism and tact
• Strong interpersonal skills & collaborative mindset.
• Results-oriented with problem-solving skills.
• Ability to multitask and attention to detail.
• Team player and collaborative mindset
• Excellent verbal and written communication skills.
• Excellent time management and organizational skills.
• Demonstrates a positive, can-do attitude and maintains a constructive approach when faced with challenges.

Join us at CBI Health – where working together makes great things happen.

To learn more about CBI, please visit www.cbihealth.ca

CBI Health is committed to providing a diverse, equitable, and inclusive workplace where everyone feels safe and accepted as their authentic selves. We actively seek qualified candidates who share our commitment to equity and inclusion and contribute to the diversification of ideas and perspectives that help us innovate and provide the best possible care to our clients.

We welcome applications from all individuals regardless of race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristics that make each of us different.

In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act and CBI Policies on Accommodation, a request for accommodation will be accepted as part of our hiring process. Please inform your recruiter if you have any accommodation requests.