Senior Financial Planning Analyst
The Senior Financial Planning Analyst assists in the timeliness & integrity of Financial & Management reporting, analysing variances and investigating root causes, providing an action plan to mitigate risks.
The Senior FP&A Analyst will play a pivotal role in Annual Business Planning, Budgeting & Forecasting, collecting, analyzing, and reviewing the forecasts and drive process improvements to improve forecast accuracy.
The position requires a strong analytical mindset, financial modelling skills, attention to detail, and the ability to work collaboratively across departments and de-centralized business units.
Responsibilities
Planning, Forecasting and Reporting
- Development and maintenance of comprehensive financial models for budgeting, forecasting, and long-term planning. (Sales Volume, Pricing, Costs, P&L).
- Support the forecast update process cycle and annual budgeting process: coordination across all businesses finance teams on requirements, preparation of informational memos and maintenance of the overall planning calendar.
- Proactively participate in all planning, budgeting, and forecasting activities of local teams to ensure timely submission of the quarterly forecasting process.
- Preparation of forecast review presentations for local management teams
- Continually improving reporting & forecasting processes and scale reporting to reflect evolving needs of the company
Analysis/Quarter / Month End Close
- Provide comprehensive financial & business analysis and reporting support to local finance teams during the Quarter End Reporting.
- Develop and maintain management reporting, dashboards and KPIs to support analysis of the business, including variances to budget, forecast, and prior periods.
- Identify variances between Actual and budget, forecast and prior year periods, providing meaningful insights to support decision-making; enable business partners to manage their budgets and recommend corrective actions as necessary.
- Perform volume/price/mix sales analysis.
- Assist with financial / strategic reviews with the Sales & Operations team and Develop monthly new business reporting for Sales team.
Other Responsibilities
- Recommend & drive continuous process improvements and automation initiatives within the FP&A function to enhance efficiency, accuracy, and internal controls.
- Undertake ad hoc financial analysis and special projects as needed, providing decision support to various business initiatives.
- Support in Exploration and implementation of financial & operations systems / ERPs.
Qualifications
- Bachelor’s degree in finance, Business or Accounting
- CPA designated or near the final stages of the program
- 5+ years of relevant experience in FP&A
- Prior experience working in manufacturing is required
- Experience with manufacturing concepts such as shrinkage, traceability and trade spend an asset
- Exposure to ERP systems
- Highly proficient in Microsoft Office and advanced Excel functionality (Power Pivot, Power Query, Data Modelling experience will be considered an asset)
- Strong budgeting, forecasting, strategic planning, and financial modeling experience
- Able to drive process improvements and efficiency in a fast-paced environment
- Meticulous attention to detail & very strong organizational skills
- Exceptional verbal and written communication abilities, with a proven track record of driving action and execution across cross-functional (decentralized) teams.
- Flexibility to adjust workload and hours, when necessary, especially during Quarter end
This is a permanent hybrid role with an annual salary of $100,000.00-$110,000.00 plus bonus and benefits.