Financial Planning Specialist (Remote)

Job summary

The specialist will manage annual corporate planning cycles, construct rolling forecasts, and consolidate operational budgets into master financial models. They are also responsible for conducting scenario modeling and presenting financial plans to senior stakeholders.

Job details

Role: Financial Planning Specialist (Remote) Location: Remote (Canada) Employment Type: Full-Time Job Overview: We are looking for a Financial Planning Specialist to manage annual corporate planning cycles, construct rolling forecasts, and build structured financial plans. What You'll Do: Consolidate operational budgets into master corporate financial models. Create rolling 12-month financial forecasts across revenue and expense items. Conduct scenario modeling and stress-testing under various market conditions. Present financial plans to senior stakeholders during annual budget reviews. Track planning performance against actual results continuously. What We're Looking For: Bachelor’s degree in Finance, Accounting, or Business Analytics. 3+ years of experience in FP&A or corporate financial planning. Expert-level mastery of Microsoft Excel and FP&A enterprise platforms. Strong analytical reasoning and numerical accuracy. Core Competencies for Success: Analytical Thinking: Ability to translate complex financial data into clear, actionable narratives. Adaptability: Comfort working independently and thriving in a fast-paced, fully remote environment. Attention to Detail: Commitment to maintaining 100% accuracy in financial reporting and compliance. Cross-Functional Collaboration: Skill in presenting financial insights to non-technical stakeholders. Why You’ll Love Working With Us: Remote-First Culture: We believe you do your best work when you have the flexibility to work from where you are most productive. Meaningful Impact: You aren't just crunching numbers; your insights will directly influence our strategic growth. Continuous Learning: We encourage professional development and support continuous learning in the ever-evolving finance sector. Equal Opportunity Employer We hire based on skills, expertise, and qualifications. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are evaluated based on demonstrated expertise and suitability for the role. Apply Now!

What you’ll do

The specialist will manage annual corporate planning cycles, construct rolling forecasts, and consolidate operational budgets into master financial models. They are also responsible for conducting scenario modeling and presenting financial plans to senior stakeholders.

Requirements

Candidates must have a Bachelor's degree in Finance, Accounting, or Business Analytics and at least 3 years of experience in FP&A. Expert-level proficiency in Microsoft Excel and FP&A enterprise platforms is required.

Benefits

• Remote-first culture • Professional development • Continuous learning support

Listed skills

• Budgeting · Preferred
• Financial Reporting · Preferred
• Microsoft Excel · Preferred
• Financial planning · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• FP&A
• Corporate Financial Modeling
• Rolling Forecasts
• Scenario Modeling
• Stress-Testing
• Microsoft Excel
• Analytical Thinking
• Financial Reporting
• Cross-Functional Collaboration
• Budgeting
• Business Analytics

Job areas

• Finance & Accounting
• Data & Analytics
• Consulting