Financial Planning Analyst

Summary

Join Numeris, Canada's leading broadcast measurement and consumer behaviour data provider, as a Financial Planning Analyst. You will be responsible for monthly financial statement analysis, budget execution and monitoring, and project costing. Key duties include conducting financial analysis, preparing reports, developing financial models, and supporting the monthly forecasting process. You will also build relationships across the business, provide performance reporting, and lead financial meetings. The ideal candidate possesses 5+ years of relevant experience in financial analysis or accounting, strong analytical and communication skills, and advanced Microsoft Office skills. Numeris offers a competitive salary and benefits package, including flexible hours, paid time off, education reimbursement, and various wellness programs.

Requirements

• 5 + working years’ experience in financial analysis or accounting with relevant working experience in financial and business forecasting, reporting and in-depth variance analysis
• Sound critical and analytical thinking, problem-solving, planning, prioritization, and execution skills
• Excellent communication, interpersonal skills and ability to effectively articulate and communicate complex financial information and analytical results to all levels of management
• Proven work experience in a finance business support role with focus on budgeting, forecasting, standard costing and financial analysis
• Strong attention to details, highly organized with the ability to manage multiple priorities and meet tight deadlines
• Requires a sound knowledge of accounting standards and budgeting principles, methods
• Highly motivated individual with excellent interpersonal skills
• Advanced level Microsoft Office (Excel, Word, PowerPoint)
• Undergraduate degree Required

Responsibilities

• Conduct financial analysis, monthly rolling forecasting and budgeting to support business objectives
• Prepare and analyze financial reports, identifying trends and opportunities for improvement
• Develop financial models to assess business performance, profitability, and cost efficiencies
• Support the monthly rolling forecast process by collecting, validating, and inputting data into financial models, ensuring accuracy and timeliness
• Provides timely rolling forecasts projections, sound variance analyses, and commentary to Finance team in support of monthly forecasting and performance reporting
• Responsible for establishing and maintaining effective relationships across the business to understand the business and the primary business drivers, goals, and the needs of the main business partners and internal customers
• Provide timely, relevant reporting and analyses of departmental performance against historical, budgeted and forecasted results to facilitate decision making
• Lead monthly financial meetings with business partners and internal clients to explain variances
• Performs deep-dive analysis on key financial issues, identifying key drivers, providing insightful commentary, and thoughtful recommendations
• Develops a deep understanding of the business to provide insightful and actionable key indicators to measure business performance
• Provides timely forecasts, variance analyses, and commentary to Finance team in support of monthly rolling forecasting and the corporate initiatives performance reporting
• Performs deep-dive analysis on projects costings, identifying key drivers, providing insightful commentary, and thoughtful recommendations
• Monitor operational and financial performance models, highlighting trends and performing variance analysis
• Develop a deep understanding of the business to provide insightful and actionable key indicators to measure business performance
• Maintains the planning system on an ongoing basis, makes recommendations for planning system enhancements and support to maintain a user-friendly financial planning tool for management
• Supports special projects and assists in other areas of the department as needed

Preferred Qualifications

• Good working knowledge of Great Plains and Prophix is an asset
• CPA designation is an asset

Benefits

• Competitive salary and benefits package (Health and Dental employer paid premiums plus a Personal Spending Account)
• Flexible Summer Hours Program between May - September
• Paid Time Off during the holiday’s closure between Christmas & New Year’s Day
• Education Reimbursement: For those wishing to pursue additional professional development, funding up to $1000 per year is offered (some conditions apply)
• Continuous learning and development via Percipio, our Learning Management System
• Be part of additional programs such as MentorMe, which helps our employee’s network, and grow within the organization
• Leadership Training offerings for new and emerging leaders
• Employee Wellness Programs: EFAP support via Kii
• Employee Recognition program using Teamo Points Platform
• Employee Appreciation Events to celebrate ALL of our Employees
• Culture of great teams, coworkers and supportive leadership
• Perkopolis: Participation in a program that provides exclusive discounts on products and services to employees. Perks include shopping discounts, movie tickets, services, event/show tickets and much more!