Financial Analyst – Financial Analysis & Business Support

We wake up to a different alarm.

The issues impacting our communities here in the GTA keep us awake at night. But it’s also what gets us up each day, determined to fight local poverty and its interconnected challenges, and to make this region everything it can be for everyone who calls it home. We believe in the power of community, of people coming together, doing what it takes to build and transform neighbourhoods where everyone can thrive. Any Way We Can.

How you will make a difference:

Reporting to the Manager, Financial Analysis and Business Support, the Financial Analyst with a focus on budgets and planning will be responsible for providing financial reporting & analysis and financial insights, to support decision-making. This role is responsible for supporting budgeting, forecasting, pledge-to-cash analysis, and financial modeling, while also building dashboards and visualizations that translate data into meaningful insights. Provides support in the in the development of campaign programs, donor segments, grants, and community investment programs and provide analytical insight into the financial data.

Financial Planning & Analysis and Reporting

• Support department budget managers by analyzing program planning and how they align with business goals.
• Support the Manager with annual budget and multi-year financial planning processes through forecasting, scenario modelling and projections.
• Build positive relationships with departments to support Finance as a trusted advisor.
• Translate financial results and forecasts into clear insights to support decision-making.
• Perform variance and trend analysis to assist in monitoring financial performance.
• Analyze revenue channels and grant programs, compile spending and community investment data, and highlight trends and areas for improvement.
• Collaborate with departments (e.g. Community Impact and Donor Relations) to provide financial analysis and ROI insights for program and campaigns.
• Support analysis to evaluate how funds raised align with community impact and organizational goals.
• Prepare financial reports to ensure transparency and compliance to meet funder requirements.
• Assist in preparing and managing grant applications and reports.
• Prepare claims reimbursement from funding partners and ensure timely submission.
• Assist in the preparation of journal entries for submission to Controllership for processing.
• Identify and resolve financial discrepancies and present recommendations.
• Ensure compliance with relevant accounting standards and regulations.
• Ensure compliance with funding partner agreements.
• Provide support for financial audits by ensuring data accuracy and timely completion.

Business Intelligence & Reporting

• Assist in designing, developing, and maintaining dashboards and financial reports using Power BI and Excel.
• Serve as a key contact for Strategic Finance on business intelligence tools, supporting accurate and timely reporting of KPIs and financial results.
• Analyze fundraising data to identify trends and improve fundraising strategies.
• Support in developing storytelling and visualization techniques to communicate financial insights clearly to program managers and other stakeholders.
• Support ongoing improvements to reporting tools to enable easier self-service access to financial data.
• Improve reporting processes and reduce turnaround time for financial data requests.
• Other ad-hoc duties as required to meet business and department needs.

Process Improvement and Support

• Work with departments in understanding of financial goals and key metrics.
• Finance support to department in provide financial reporting and data for program planning, performance tracking and use of funds.
• Work closely with Transformation team to utilize systems for reporting and analysis.
• Support in data visualization, reporting, and analysis

What you bring to the role:

• Post secondary education in Finance, Accounting, Economics, or a related field.
• Chartered Professional Accountant (CPA) designation or candidate preferred.
• Over 3 years of progressive experience in FP&A, Business Analytics, Accounting, Program Management or similar.
• Strong technical proficiency in Microsoft Excel and Power BI is essential.
• Familiarity with ERP and CRM systems (e.g., Sage Intacct, Salesforce) is desirable.
• Experience in budgeting, forecasting, variance analysis, and financial modelling.
• Experience in the not-for-profit sector or public sector is an asset.
• Analytical and problem-solving skills to interpret data.
• Enjoys collaborating with other departments, and values knowledge sharing.
• Excellent communication skills, presentation skills.
• A flexible and creative individual capable of managing multiple priorities and projects.
• Attention to detail, integrity, and accountability.
• Collaborative, customer-service and continuous improvement mindset.
• Comfortable operating independently while contributing as part of a broader team.
• Willingness to actively contribute to the organizational equity framework through participation in learning opportunities and implementing anti-oppressive, and anti-racist learning into action internally and externally

Being part of our team:

• Competitive total compensation package including:
  • Salary
  • Comprehensive benefits
  • Defined benefit employer-matching pension
  • Life insurance
  • Short-term and long-term disability benefits
  • Employee and family assistance program (EFAP)
• Generous paid time-off package including vacation, personal and cultural days, summer hours and hybrid work environment
• Commitment to the well-being and work-life balance for our employees
• Collaborative, high-performing, and team focused on long-term and collective success
• Largest United Way world-wide
• Work with the GTA’s top philanthropic leaders

Please apply no later than July 23, 2025.

We are committed to being transparent about our practices around pay. The salary range for this role will be shared with candidates who are being considered for it.

As part of our recruitment process, United Way Greater Toronto offers accommodation for applicants with disabilities. If we contact you about an opportunity, please let us know if you require accommodation.

As per our recruitment policy, internal candidates are encouraged to let their current manager know that they have applied for another role.

About United Way Greater Toronto:

As the largest non-government funder of community services in the GTA, United Way Greater Toronto reinforces a crucial community safety net to support people living in poverty. United Way’s network of agencies and initiatives in neighbourhoods across Peel, Toronto and York Region works to ensure that everyone has access to the programs and services they need to thrive. Mobilizing community support, United Way’s work is rooted in ground-breaking research, strategic leadership, local advocacy and cross-sectoral partnerships committed to building a more equitable region and lasting solutions to the GTA’s greatest challenges.

Building community takes a community and together, with you, we will shape a stronger, brighter GTA for everyone who lives here. Any Way We Can.

Learn more about our work at unitedwaygt.org**.**

Diversity & Inclusion:

United Way is committed to creating an inclusive workplace that reflects our diverse community to ensure we’re best equipped to serve it. We encourage candidates from diverse backgrounds and those who may need accommodation to apply to join our team. Our commitment to excellence in diversity goes beyond promoting equity. By incorporating a variety of experiences and perspectives, we create opportunities for innovative solutions and maximize the impact of our work.