Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Financial Analyst supporting Circular Materials, a national recycling producer-responsibility organization. Managing FP&A, budgeting, forecasting, reporting, financial analysis, and dashboards remotely in Canada.
Responsibilities
- Partner with Finance, operational teams, and department leaders to gather inputs, validate assumptions, and communicate financial insights
- Support and/or lead monthly, quarterly, and annual financial forecasting, budgeting, and reporting processes
- Assist with monthly and year-end financial close processes and preparation of financial statements
- Analyze financial information and prepare accounting-related records, including invoices and journal entries
- Review past results, perform variance analysis, identify trends, recommend improvements, and assist decision-making
- Develop, manage, and improve Excel-based financial tools
- Assist in developing dashboards, reporting tools, commentary, and analysis for program and departmental results
- Assist with key metric reporting for company leadership, the board of directors, and external reporting
- Prepare commentary on point-in-time and period-over-period revenue and cost results
- Review processes and recommend improvements for implementation
- Support one-off reporting requests and assist with preparation and maintenance of cost and fee information
- Perform other ad hoc duties as assigned
Requirements
- University Degree in Accounting or Finance is required
- Minimum 3 years of progressive experience in Financial Planning & Analysis (FP&A), Financial Reporting, Corporate Finance, or Accounting
- Advanced Excel proficiency, including financial modeling, pivot tables, Power Query, complex formulas (INDEX/MATCH, XLOOKUP, SUMIFS), and large dataset analysis
- Able to summarize large quantities of complicated information efficiently and clearly
- Able to develop clear, accurate, and professional presentations
- Skilled in drill-down and variance analysis across multiple dimensions, identifying trends, and making recommendations for improvements
- High level of accuracy and strong attention to detail
- High level of integrity, personal responsibility, and accountability
- Ability to work effectively with multi-disciplinary and cross-functional teams in a dynamic context with changing priorities
- Ability to perform well under tight deadlines
- Experience with process improvement implementation and/or developing automated dashboards
- CPA designation completed or in progress considered an asset
- SAP S4 HANA/SAP Fiori, PowerBI, and Datarails experience would be an asset
Benefits
- Remote work from a Canadian home office environment
- Flexible or extra hours may be required on occasion
- Occasional in-person meetings
- CPA designation completed or in progress considered an asset
- Accommodation support during recruitment and/or assessment processes
- Equal opportunity and inclusive workplace
- Full-time employment, 40 hours per week
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