Financial Analyst, Margin Accounting Jobs in Oakville, Ontario, Canada

Description

The Financial Analyst plays a key role in supporting financial planning, forecasting, reporting, and business decision-making across the organization. This position is responsible for analyzing financial and operational data, identifying trends and risks, supporting month-end close activities, and providing actionable insights to business leaders.

Success in this role is driven by strong analytical skills, intellectual curiosity, attention to detail, and the ability to transform complex data into meaningful recommendations. The ideal candidate is comfortable working with large data sets, building financial models, and partnering with cross-functional teams in a fast-paced environment.

Responsibilities

Support the monthly forecast, annual budget, and financial planning processes. Analyze financial and operational results against budget, forecast, and prior year performance. Prepare variance analyses and provide clear explanations of key business drivers. Assist with month-end close activities, including pulling support for revenue recognition, ensuring costs are posting appropriately, and financial reporting. Extract, validate, and analyze data from multiple systems to support decision-making. Develop and maintain financial models, reports, dashboards, and analytical tools. Create and enhance spreadsheets, databases, and reporting processes to improve efficiency and accuracy. Partner with business leaders to provide financial insights and support operational decision-making. Prepare recurring and ad hoc financial reports, analyses, and presentations. Identify opportunities for process improvements, automation, and enhanced reporting. Support profitability, revenue, margin, and expense analyses across business units and clients. Perform other duties and special projects as assigned.

Qualifications

Minimum Qualifications-Knowledge, Skills and Abilities

Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field. 1–3+ years of experience in Financial Planning & Analysis (FP&A), Accounting, Finance, or a related analytical role. Progress toward a CPA designation is considered an asset. Internship or co-op experience in a finance environment is considered an asset. Progress toward a CPA designation is considered an asset. Advanced proficiency in Microsoft Excel, including pivot tables, lookups, financial modeling, and data analysis. Experience working with large datasets and transforming data into meaningful business insights. Strong analytical, problem-solving, and critical thinking skills. Understanding of budgeting, forecasting, variance analysis, and financial reporting concepts. Experience with Power BI, Tableau, SQL, or other business intelligence/reporting tools is an asset. Ability to communicate financial information clearly to both finance and non-finance stakeholders. High attention to detail and strong organizational skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Self-motivated with a strong sense of ownership and accountability. Demonstrated ability to work independently as well as collaboratively within a team. Strong interpersonal, written, and verbal communication skills. Maintains confidentiality and handles sensitive information with professionalism and discretion.

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Financial Analyst, Margin Accounting Jobs in Oakville, Ontario, Canada

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