Financial Planning Analyst

Summary

Join ecobee's energetic Finance team as a Financial Planning Analyst! Reporting to the FP&A Manager, you will support all aspects of the FP&A function, from budgeting and forecasting to variance analysis and cost management. This hybrid role (2 days in-office) requires 3+ years of experience in a mid-size company and a Bachelor's degree in finance or a related field. You'll leverage your financial modeling skills and collaborate with various departments. ecobee offers competitive salaries, health benefits, a progressive Parental Top-Up Program, flexible hours, and a hybrid work environment. Be part of a growing global tech company committed to sustainability and employee well-being.

Requirements

• 3+ years of experience working for a mid-size private or public company
• Bachelor’s degree in finance, accounting, or a related field
• Proficiency with cloud-based ERP systems such as NetSuite or similar platforms
• Ability to work independently and as part of a team
• Strong organizational skills with the ability to multi-task and work under pressure, including meeting public company reporting timelines
• Strong financial modelling skills and ability to translate numerous data points into actionable and easy to understand insights for business partners
• Excellent written and verbal communication skills

Responsibilities

• Support the financial planning, budgeting, and forecasting processes and ensure timely delivery to all ecobee management and corporate parent stakeholder groups
• Prepare analytical review over the income statement, balance sheet, cash flow statement, and business KPIs as compared to previous month, budget, forecast and prior period
• Contribute to the analysis and preparation of Product and Channel P&Ls for our monthly and quarterly Management Business Reviews (MBRs)
• Monitor and report on the company’s financial performance against management KPIs
• Utilize the company’s financial planning & analysis platform (Workday Adaptive Planning) to update and develop reports, support the implementation of dashboards, and assist in user training to enhance stakeholder engagement
• Update and maintain the data and models in the company’s FP&A platform to ensure timely and accurate reporting
• Help to automate and streamline existing monthly, quarterly, and annual processes
• Collaborate with other departments across the organization to bring new tools, data, insights, and approaches to drive increasingly insightful recommendations across the company
• Assist with ad hoc reporting, analysis, and cross-functional requests

Preferred Qualifications

• Experience within a manufacturing or consumer electronics company considered a strong asset
• Experience with cube-based FP&A platforms such as Adaptive Planning (or Prophix, Vena, Anaplan, Oracle Hyperion, etc.) is preferred
• Understanding of export, transform, and load (ETL) processes in the context of data models maintained within an FP&A platform is preferred
• Proficiency with Microsoft Word, Excel, and PowerPoint in a SharePoint environment
• Knowledge or exposure to US GAAP or IFRS is an added benefit

Benefits

• Competitive salaries
• Health benefits
• Progressive Parental Top-Up Program (75% top-up or five bonus days off)
• Flexible hours
• Hybrid work environment
• In-house learning enablement team
• Generous professional learning budget