Senior Financial Analyst - FP&A

SENIOR FINANCIAL ANALYST – FP&A

FULL-TIME

SALARY $75,000 - $85,000

MISSISSAUGA, ON/HYBRID

Are you seeking a role that blends finance expertise within a company undergoing an exciting growth strategy?

Do you value working with a company that focuses on families and their personal growth?

The Company

Our Client is a reputable leader in the education savings is looking for a dynamic Senior Financial Analyst within their Financial Planning & Analysis Team while also supporting the investment team. This multifaceted role will have a direct impact on the success of key transformation initiatives as well the introduction of several new products and growth areas..

Company Perks and Rewards

Competitive Salary and Bonus

Comprehensive Benefits Package

Extended work remote options

Collaborative and supportive company culture

Professional development and mentorship opportunities

Hybrid Work Environment

The Job!

As an Senior Financial Analyst, you will be responsible for building robust and agile business models, identifying key business metrics, building sophisticated Excel models to assess, budget and forecast key profitability and cash flow drivers, and presenting financial analyses to management in both written and verbal formats.

Develop and maintain comprehensive financial forecast models to support various financial planning initiatives, including but not limited to, monthly forecast, annual budget and long-term strategy planning such as a 5-year outlook.

Conduct actual/forecast vs. budget financial variance analysis on a monthly basis with meaningful commentary to management on its performance and apply the implications to rolling forecast updates.

Identify, track, analyze and report on key financial and operational drivers to measure performance against strategic and operational goals.

Collaborate with business to improve operational efficiency and to identify cost saving opportunities.

Development, execution and monitoring of Corporate and Divisional KPIs and their reporting

Business case modeling and cost-benefit analysis for new profit-generating initiatives

Product analysis for existing or proposed products

Year-end external audit involvement and support, as needed

What you bring to the job

You are someone with excellent communication skills and strong attention to detail. You also come with the following:

Degree in Finance, Accounting, or related field

Experience in the Wealth Management, Asset Management or Financial Services industry

Previous experience in Financial Planning & Analysis

Understanding of advanced Financial Planning & Analysis Tools like Vena, Cube, Prophix or IBM Planning Analytics

Advanced proficiency in Microsoft Excel (pivot tables is a must)

Strong analytical skills

Qualified job seekers are asked to apply with Reference to #12864.

I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!

Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a a personal disability.

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