Senior Analyst, Financial Planning and Analysis
Top Benefits
About the role
Attention all aspiring and newly minted CPA’s currently working in public accounting! We have a terrific opportunity for you to step into private industry and work directly under a supportive mentor in this dynamic and collaborative role! Reporting to the Manager, Financial Reporting, the Senior Financial Analyst will play a key role in supporting financial planning, forecasting, reporting, and analysis. The role involves collaborating across departments to support accruals and variance analysis, partnering with budget holders to deliver meaningful insights, and leveraging innovative tools to enhance reporting and data visualization. The ideal candidate is polished, communicative, hardworking, and eager to learn, with strong initiative and the ability to thrive in a high-performing team. Main responsibilities include:
- Collaborate with Finance reporting, treasury and sales team to support accurate forecasting, variance analysis and integrated planning
- Partner with budget holders to improve reporting, accountability and strategic decision making
- Administer and optimize financial planning tools, including template design, automation and user support
- Develop and publish dashboards, reports and KPIs for senior leadership, leveraging advanced analytics and visualization tools
- Provide training, support, and self-serve reporting solutions for international stakeholders
- Lead financial planning cycles, including the annual operation and planning, and quality forecast, ensuring data accuracy and integrity
- Support ad hoc projects and benchmarking to drive profitability, performance optimization and strategic planning
This role offers a fantastic work-life balance, an excellent culture with a supportive leader, advancement opportunities, and long-term stability. Apply today!
Qualifications
The main qualifications for this role include:
- Post-secondary education in finance or accounting
- CPA designation, complete or in progress, is required
- Minimum 4 years of experience in financial reporting, audit or corporate finance
- Strong understanding of accounting principles and procedures
- Excellent communication and interpersonal skills
- Proficiency with Excel
How You Will Be Rewarded:
- $75,000 - $85,000 annual salary
- Bonus potential
- Excellent benefits package
- 3 weeks’ vacation + 14 additional days
- Hybrid work environment – Monday/Tuesday in office
- Competitive RRSP matching plan
Location : Ottawa
Internal Job ID# : 4893
Recruiter Name : Matt Stevenson
About Stevenson & White
Stevenson & White is Canadian owned and operated. Located in Ottawa, we specialize in the recruitment of finance, accounting and payroll professionals at all levels. We place people on a permanent, contract and temporary basis across all business sectors and at all levels, from the Junior Accountant to the CFO.
When it comes to recruitment, we believe it is all about the fit! We know that what we do has to be more than simply matching resumes to job descriptions which is why we meet with our clients and candidates face to face whenever possible before working with them!
In 2000, Stevenson & White was created to offer a more personalized service to both clients and candidates. Now, thanks to the loyal support of our clients and candidates we are a market leader in Ottawa and the surrounding area!
Contact us today and learn more about how we can help you!
(613) 225-5417 info@stevensonandwhite.com
Senior Analyst, Financial Planning and Analysis
Top Benefits
About the role
Attention all aspiring and newly minted CPA’s currently working in public accounting! We have a terrific opportunity for you to step into private industry and work directly under a supportive mentor in this dynamic and collaborative role! Reporting to the Manager, Financial Reporting, the Senior Financial Analyst will play a key role in supporting financial planning, forecasting, reporting, and analysis. The role involves collaborating across departments to support accruals and variance analysis, partnering with budget holders to deliver meaningful insights, and leveraging innovative tools to enhance reporting and data visualization. The ideal candidate is polished, communicative, hardworking, and eager to learn, with strong initiative and the ability to thrive in a high-performing team. Main responsibilities include:
- Collaborate with Finance reporting, treasury and sales team to support accurate forecasting, variance analysis and integrated planning
- Partner with budget holders to improve reporting, accountability and strategic decision making
- Administer and optimize financial planning tools, including template design, automation and user support
- Develop and publish dashboards, reports and KPIs for senior leadership, leveraging advanced analytics and visualization tools
- Provide training, support, and self-serve reporting solutions for international stakeholders
- Lead financial planning cycles, including the annual operation and planning, and quality forecast, ensuring data accuracy and integrity
- Support ad hoc projects and benchmarking to drive profitability, performance optimization and strategic planning
This role offers a fantastic work-life balance, an excellent culture with a supportive leader, advancement opportunities, and long-term stability. Apply today!
Qualifications
The main qualifications for this role include:
- Post-secondary education in finance or accounting
- CPA designation, complete or in progress, is required
- Minimum 4 years of experience in financial reporting, audit or corporate finance
- Strong understanding of accounting principles and procedures
- Excellent communication and interpersonal skills
- Proficiency with Excel
How You Will Be Rewarded:
- $75,000 - $85,000 annual salary
- Bonus potential
- Excellent benefits package
- 3 weeks’ vacation + 14 additional days
- Hybrid work environment – Monday/Tuesday in office
- Competitive RRSP matching plan
Location : Ottawa
Internal Job ID# : 4893
Recruiter Name : Matt Stevenson
About Stevenson & White
Stevenson & White is Canadian owned and operated. Located in Ottawa, we specialize in the recruitment of finance, accounting and payroll professionals at all levels. We place people on a permanent, contract and temporary basis across all business sectors and at all levels, from the Junior Accountant to the CFO.
When it comes to recruitment, we believe it is all about the fit! We know that what we do has to be more than simply matching resumes to job descriptions which is why we meet with our clients and candidates face to face whenever possible before working with them!
In 2000, Stevenson & White was created to offer a more personalized service to both clients and candidates. Now, thanks to the loyal support of our clients and candidates we are a market leader in Ottawa and the surrounding area!
Contact us today and learn more about how we can help you!
(613) 225-5417 info@stevensonandwhite.com