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Financial Analyst, FP&A
Think Research. Prepare and analyze monthly financial reports and presentations for senior management .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, reporting, and modeling, with a strong focus on developing KPIs and providing insights to senior leadership. Proficient in Microsoft Excel for data management and presentation, while fostering a collaborative team environment.
Highest-signal resume keywords
Financial ReportingKPI DevelopmentFinancial ModelingMicrosoft Excel ExpertiseAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudget PreparationCash Flow ForecastingData Room PreparationFP&A Process AutomationProfitability AnalysisCost of Sales AnalysisRevenue AnalysisCapital Expenditure AnalysisComplex Financial Models
Soft Skills
Exceptional Communication SkillsInterpersonal SkillsProblem-SolvingAttention to DetailTeam Collaboration
Certifications & Qualifications
Bachelor’s Degree in AccountingBachelor’s Degree in FinanceCPACA
Industry Keywords
Financial AcumenBusiness FundamentalsFast-Paced EnvironmentStakeholder EngagementStrategic Thinking
About the role
Key responsibilities & impact- Prepare and analyze monthly financial reports and presentations for senior management
- Assist in developing relevant organizational KPIs
- Analyze current and past KPI trends across revenue, cost of sales, expenses, and capital expenditures
- Identify risks and recommend financial actions
- Generate internal management reports, including profitability, actual versus budget, churn, and cash flow forecasts
- Assist with reporting and prepare presentations and stakeholder packages
- Aid in preparing data rooms as required
- Streamline and automate FP&A processes to improve efficiency and meet deadlines
- Review and challenge business activities, projected outcomes, and key metric assumptions
- Manage issues and ensure timely resolution
- Assist with special projects and other duties as necessary
- Work closely with financial reporting to ensure consistent accounting treatment and cohesive forward- and backward-looking financial information
- Support annual budget and quarterly forecast preparation, including data collection, assumptions, documentation, and reporting
- Contribute to the development of the FP&A function and provide real-time insights to senior leadership
Requirements
What you’ll need- Bachelor’s Degree in Accounting or Finance
- CPA or CA designation would be considered an asset
- 3+ years of progressive experience in a finance role in a fast paced environment
- Experience in building and improving complex financial models
- Strong knowledge of business fundamentals and financial acumen
- Exceptional communication skills and strong interpersonal skills
- Logical and efficient, with keen attention to detail
- Ability to solve problems and navigate complexity in a constantly evolving and often ambiguous environment
- Expert Microsoft Excel skills with the ability to efficiently handle large data sets and concisely present and articulate to management
- Strategic thinking and ability to drive business initiatives end to end and deliver insights
- Strong analytical skills, self-motivated, proactive, and results-oriented
- Ability to work under pressure to meet deadlines
- Commitment to working in team-based environments, promoting team effectiveness and contributing to a positive work environment
- No Canadian work experience required
Benefits
Comp & perks- Fully remote work environment
- 4 weeks of paid vacation
- 6 personal days
- Competitive benefits
- Growth opportunities with leaders who support development through mentorship
- In-person collaboration, connection, and team events when it adds value
- Equal employment opportunities
- Accommodations for people with disabilities