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 turning complex data into actionable insights for Xpera, Canada’s national risk mitigation services provider. Improving FP&A, CRM, reporting, modeling, and decision-making.
Responsibilities
- Analyze business and financial data to identify trends, performance drivers, and actionable insights
- Develop and maintain dashboards, reports, and visualizations tracking KPIs and business performance
- Partner with business leaders and stakeholders to gather requirements and translate business needs into practical solutions
- Own implementation, optimization, and ongoing support of the sales CRM
- Support sales growth through pipeline analysis, performance tracking, and revenue insights
- Develop financial models and analyses, including gross margin, pricing, standard costing, and buy-versus-lease evaluations
- Lead system and process improvements and coordinate implementation with technical teams
- Lead user acceptance testing to ensure systems meet business requirements and quality standards
- Support strategic planning, budgeting, forecasting, and data consolidation
- Analyze monthly and quarterly financial results against budget, forecast, and prior year; identify root causes and recommend actions
- Prepare weekly, monthly, quarterly, ad hoc financial and management reporting, including executive and Board presentations
- Ensure reporting systems and source data are accurate and reconciled
- Support variance analysis and continuously improve FP&A reporting processes and practices
Requirements
- Bachelor’s Degree in Business Administration, Information Systems, Finance, or a related field
- 5 or more years of experience as a Financial Analyst or in a similar role
- CPA designation considered an asset
- Experience managing projects from vision setting through implementation
- Experience developing and delivering high quality written and verbal communications
- Strong analytical and problem-solving skills
- Proven ability in change management
- Ability to work independently and make decisions with limited information
- Proficiency with Microsoft Office products, SQL, Power BI/Tableau, JIRA, and BPM tools
- Strong knowledge of Generally Accepted Accounting Principles (GAAP)
- Knowledge of accounting and financial systems/software and basic financial principles
- Advanced financial modeling skills, including proficiency with financial modeling tools
Benefits
- Benefits
- EAP
- RRSP matching program from your first day of employment
- Great employee perks including discount programs and recognition awards
- Employee referral incentives
- Business casual environment
- Opportunity for career growth and development
- Supportive and collaborative team environment
- Accommodations available on request throughout the recruitment and assessment process
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