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RECRUITMENT PARTNERS INC. logo

Senior Financial Analyst, Financial Planning & Projects

  • AB
  • On-site
  • Posted Oct 9, 2026
  • 1 position

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Employment type
Full-time
Experience level
Senior · 5+ years
Minimum education
Professional degree
Posting language
English
Working hours
40 hours per week
Seniority
Mid-Senior level

Job summary

Support annual operating and capital budgets, forecasts, and multi-year financial plans while partnering with budget holders to provide financial guidance and decision-making insights. Develop reporting and analytics, optimize ERP processes, monitor project and capital expenditures, investigate variances, perform reconciliations, and support period-end and audit activities.

Job details

Our client is seeking a Senior Financial Analyst to join their Finance team. Reporting to the Finance Manager, this position offers the opportunity to play a critical role in financial planning, forecasting, reporting, ERP optimization, and finance transformation initiatives across the organization. The successful candidate will partner with leadership and stakeholders throughout the organization to strengthen decision-making, improve financial processes, and support ongoing operational excellence. Your Success Will Be Defined By Your Ability To Support the development and monitoring of annual operating and capital budgets, forecasts, and multi-year financial plans Partner with budget holders across the University to provide financial guidance, forecasting support, and decision-making insights. Develop management reporting, dashboards, KPIs, and financial analytics to support organizational performance Support ongoing optimization of their ERP system, including reporting enhancements, testing, reconciliation, and process improvements Monitor project and capital expenditures, investigate variances, and provide recommendations to improve reporting and controls Perform complex account reconciliations, support month-end and year-end activities, and assist with audit preparation Your strengths include: CPA designation Bachelor's degree in Accounting, Finance, Commerce, or a related discipline Minimum 5 years of progressive experience in accounting, financial analysis, budgeting, forecasting, audit, or financial management Strong financial planning, forecasting, budgeting, and analytical capabilities Advanced Microsoft Excel skills and strong financial systems aptitude Ability to independently investigate complex financial issues and drive solutions Strong project management, communication, and stakeholder relationship skills If you are interested in this role and meet the above criteria, please click the "Apply" button to send your resume directly Raymond Luu. Recruitment Partners Inc. is an Alberta-based, Alberta-focused recruitment firm. We are dedicated to building long-term relationships while securing top talent for Alberta's best employers. At the heart of our efforts is a collaborative, consultative approach. We are proud of our team of consultants, who come with practical business experience, a strong network of professional contacts, and are focused on what is best for both clients and candidates. We will facilitate the best fit between client and candidate. This means reduced turnover, enhanced employee engagement, increased productivity, customer satisfaction, and more. Accounting & Finance - Engineering, Sales & Operations - HR & Office Support - Technology - Contingent Workforce - Executive Search Contact us today - Your Search Partner - www.recruitmentpartners.ca

What you’ll do

Support annual operating and capital budgets, forecasts, and multi-year financial plans while partnering with budget holders to provide financial guidance and decision-making insights. Develop reporting and analytics, optimize ERP processes, monitor project and capital expenditures, investigate variances, perform reconciliations, and support period-end and audit activities.

Requirements

Requires a CPA designation, a bachelor's degree in accounting, finance, commerce, or a related discipline, and at least five years of progressive relevant experience. Candidates should have strong budgeting, forecasting, and analytical capabilities, advanced Excel skills, financial systems aptitude, and effective problem-solving, project management, communication, and stakeholder relationship skills.

Listed skills

  • Financial planning · Preferred
  • Budgeting · Preferred
  • Forecasting · Preferred
  • Financial analysis · Preferred
  • Management Reporting · Preferred
  • Project management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Financial Planning
  • Budgeting
  • Forecasting
  • Financial Analysis
  • Management Reporting
  • Dashboard Development
  • KPI Analysis
  • ERP Optimization
  • Account Reconciliation
  • Variance Analysis
  • Audit Preparation
  • Advanced Microsoft Excel
  • Project Management
  • Stakeholder Communication
  • Financial Process Improvement

Job areas

  • Finance & Accounting
  • Data & Analytics
  • Management & Leadership

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