Financial Planning Analyst supporting financial models, reporting packages, and variance analysis. Hybrid role with three office days weekly for Finning, the world’s largest Caterpillar dealer.
About the role
- Senior Financial Analyst overseeing receivables, payables, reconciliations, and month-end close. Supporting Planitar’s spatial-data property technology business as it scales globally.
Responsibilities
- Oversee and execute customer invoicing processes, including review of manual invoices and validation of automated billing outputs
- Monitor and manage cash application, including Stripe settlements, manual receipts, and unapplied cash resolution
- Perform monthly A/R subledger to G/L reconciliations and investigate discrepancies
- Support collections by identifying overdue balances, billing errors, or payment issues and coordinating resolution
- Ensure customer setups are complete and accurate
- Review and process vendor bills for completeness, accuracy, coding, and approvals
- Oversee manual payments, EFTs, and wires in compliance with approval thresholds and documentation requirements
- Manage project-based payouts aligned with project completion and revenue recognition
- Perform A/P aging reviews and resolve discrepancies or aged items
- Ensure vendor setups and changes follow documented controls and tax requirements
- Perform or review monthly bank reconciliations for all accounts
- Investigate and resolve reconciling items and maintain reconciliation schedules
- Execute and coordinate day-to-day month-end close activities under the Finance Manager’s close calendar and governance
- Support manual consolidation activities, including trial balance preparation and intercompany reconciliation
- Maintain close checklists and evidence folders for review and audit requirements
- Lead implementation of workflows and tools to improve process quality and efficiency
- Act as the first line of review for transactional accounting accuracy
- Identify recurring errors, bottlenecks, and rework drivers and propose fixes
- Document and maintain SOPs for recurring accounting processes
- Ensure compliance with approval matrices and internal controls
Requirements
- 6+ years of experience in accounting operations (A/R, A/P, cash, close)
- Strong experience with month-end close execution and reconciliations
- Comfort working in high volume, growing environments
- Hands on experience with cloud accounting systems (Xero, NetSuite or similar)
- Strong attention to detail and documentation discipline
- Ability to work independently and meet close deadlines
- Clear written and verbal communication skills for issue escalation
Benefits
- 100% employer-paid flexible benefits plan
- Comprehensive Health & Dental coverage
- Health Spending Account (HSA) or Lifestyle Spending Account (LSA) options
- 3% DPSP match
- Hybrid Work Environment
- Professional Development Incentive
- Opportunities to grow as we scale
- The backing of a global industry leader through REA Group
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
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