Senior Financial Planning & Analysis Analyst

Davies

. Coordinate and support annual budgeting and monthly forecasting processes .

Posted 11/9/2026full-timeRemote • CanadaSenior💰 CA$85,000 - CA$90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, reporting, and budgeting processes, with advanced skills in SQL and Power BI for data management and visualization. Strong ability to collaborate across departments to enhance financial understanding and operational performance.

Highest-signal resume keywords

Financial ReportingSQL Query DevelopmentAdvanced Power BI CapabilityCanadian CPA DesignationManagement Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingForecastingVariance AnalysisData ValidationData AnalyticsReporting EnhancementsProcess RedesignOLAP CubesManagement Information Systems

Soft Skills

CollaborationCommunicationProblem-SolvingKnowledge SharingDiscretion

Tools & Technologies

Microsoft ExcelPower BIERP SystemsMicrosoft Dynamics GPWorkday Adaptive Planning

Certifications & Qualifications

Canadian CPA DesignationCFE Completion

Industry Keywords

Financial ServicesInsurance SectorBusiness IntelligenceOperational PerformanceFinancial Planning

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Coordinate and support annual budgeting and monthly forecasting processes
Provide financial analysis and decision support to management
Assess financial implications of initiatives, including ROI considerations and key assumptions
Partner with operational leaders to improve financial understanding and forecast quality
Identify improvements to reporting, controls, workflows and data quality
Lead or participate in finance projects, process redesign, software upgrades, system implementations and reporting enhancements
Document and communicate finance processes, protocols and controls
Build understanding of business operations, performance drivers and reporting requirements
Create and optimize SQL queries for recurring and ad hoc reporting
Prepare and distribute daily, weekly and monthly management reporting
Perform variance analyses and communicate findings and recommendations
Maintain integrity of reporting data, analytical models, OLAP cubes and reporting-system access and security
Support recurring operational and financial dashboards
Provide guidance, knowledge sharing, training and feedback to colleagues
Collaborate across finance and operations to resolve issues and meet deadlines
Handle confidential information with discretion
Validate data completeness, accuracy and consistency across multiple systems
Develop, maintain and enhance Power BI dashboards and reports

Requirements

What you’ll need

Post-secondary degree or diploma in accounting, finance, business administration or a related discipline
Canadian CPA designation, successful completion of the CFE, or active progress toward the CPA designation is an asset
Three to five or more years of progressive experience in financial reporting, accounting, financial planning and analysis, business intelligence, data analytics or management information, or a comparable Finance role
Experience preparing management reporting and communicating financial results to senior leaders
Advanced Microsoft Excel skills
Strong proficiency with ERP, accounting, database and reporting systems
Advanced Power BI capability, including building data models, dashboards and reports for large and complex data sets
Demonstrated ability to write and modify SQL queries to extract, join, validate and analyze data
Strong business acumen and ability to connect financial and operational data to business performance, risks and opportunities
Experience with Microsoft Dynamics GP (Great Plains), Management Reporter, Workday Adaptive Planning or comparable finance systems is an asset
Experience in the insurance or financial services sector is an asset
Equivalent combination of education and directly relevant experience may be considered
Successful completion of applicable pre-employment screening requirements

Benefits

Comp & perks

Pay-for-Performance Incentives
Work-Life Balance & Hybrid/Remote Work Opportunities
E-flex Benefits Program & Wellness Initiatives
Registered Retirement Savings Plan (RRSP) with 2% Match
Training, Career Development, and Employee Recognition Programs
Reimbursement for Licenses and Dues
Employee Referral Bonuses
Employee Perks (access to vendor discount programs)
Accommodations available on request for candidates with disabilities