Senior Financial Analyst

Summary

Join Plusgrade as a Senior Financial Analyst and contribute to the growth of their Points business unit. You will conduct modeling, research, and analysis to support strategic planning and decision-making. Responsibilities include market and competitor analysis, internal data exploration, forecasting, and managing monthly and annual planning for partners. You will also build financial models for new products, lead prioritization meetings, and conduct post-launch analyses. The ideal candidate possesses strong analytical skills, excellent communication abilities, and advanced proficiency in Microsoft Excel and PowerPoint. This role requires 5+ years of experience in FP&A, preferably within a loyalty program, e-commerce, or technology company.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 5+ years of progressive experience in a financial planning & analysis (FP&A) role, with a strong preference for experience in a loyalty program, e-commerce, or technology-focused company
• Proven experience in building and maintaining complex financial models, budgets, and forecasts
• Strong analytical skills with the ability to translate complex data into actionable business insights
• Excellent communication and presentation skills, with the ability to effectively partner with and influence senior leaders
• Advanced proficiency in Microsoft Excel and PowerPoint
• Demonstrated ability to work independently, manage multiple priorities, and meet tight deadlines in a fast-paced environment
• Intellectual curiosity and a passion for understanding business drivers and identifying opportunities for improvement

Responsibilities

• Market & Competitor Analysis: Research loyalty programs, competitor performance, and market trends to keep us competitive
• Internal Data Exploration: Deep-dive into company data to find trends and opportunities related to points issuance, redemption, and costs
• Own and update market sizing file: Maintain and update the market sizing file to support strategic planning and identify new growth areas
• New Partner Pipeline: Forecast revenue potential for new partners by researching market data and building models
• Existing Partners: Manage the monthly forecasting and annual planning for our current Platform partners, ensuring financial targets and KPIs are met
• New Product Business Cases: Work with product & marketing teams to build comprehensive financial models for all new points-related products and features, including projections for revenue, costs, and ROI
• Lead FP&A Prioritization meetings: Facilitate meetings with the Business Development team to align on financial priorities and track contract progress
• Performance Investigation: Analyze historical financial data to understand what's driving our performance and investigate any variances from our plans
• Risk & Opportunity Analysis: Proactively identify and quantify financial risks and opportunities to help the business make informed decisions
• Post-Launch Analysis: Conduct post-mortems on new products to measure performance against initial projections
• Ad-Hoc Support: Conduct on-demand financial analyses to support strategic decisions, such as evaluating new partnerships or the profitability of products

Preferred Qualifications

• MBA and/or professional certification (CPA, CFA) is a plus
• Experience with financial planning software (e.g., Adaptive) and business intelligence tools (e.g., Tableau, Looker) is highly desirable

Benefits

• RRSP/401(k) Matching
• Comprehensive Health Plans
• Flexible Paid Time Off
• Travel Experience Credit
• Annual Wellness Credit
• Team Events and Monthly Lunches
• Home Office/Commuter Credit
• Work From Anywhere Program
• Parental Leave Top Up
• Adventure Pass