Financial Planning and Analysis Analyst (FP&A)

Reporting to the FP&A Director, the Financial Analyst participates in the budgeting process, acts as a business partner to various departments, and works on special projects and continuous improvement initiatives. The role also involves performing value-added financial analyses, enhancing management dashboards, and preparing tax credit claims and other government incentives.

KEY RESPONSIBILITIES

Budget planning and forecasting (approx. 30% of time)

• Participate in the budget planning process and forecast updates
• Lead and coordinate financial projections for a business unit, including mid-year forecasts and annual budgets
• Structure and oversee data collection from stakeholders to ensure data quality, consistency, and reliability
• Consolidate, analyze, and summarize financial information to identify key variances, risks, and opportunities
• Take ownership of sections of financial documentation for senior management, the board of directors, and other stakeholders

Business partnering (approx. 25% of time)

• Act as a Finance business partner to senior management and their teams
• Support teams in monitoring financial performance and conducting financial analyses to inform decision-making
• Develop and improve performance metrics (KPIs)
• Perform regular budget follow-ups by analyzing variances, explaining discrepancies, and highlighting issues, trends, and opportunities

Special projects and continuous improvement (approx. 20% of time)

• Contribute to special projects, including ad hoc analyses, acquisition integrations, and transformation initiatives (e.g., system changes)
• Perform financial analyses and modeling (profitability, ROI, scenarios) to guide and influence strategic decisions
• Automate and enhance performance tracking and management tools (Power BI, dashboards, etc.)
• Lead continuous improvement initiatives for business unit processes
• Contribute to the optimization of financial tools and systems

External reporting (approx. 15% of time)

• Prepare and review financial presentations for the board of directors, particularly related to budgets and forecasts
• Prepare and review monthly and quarterly financial and operational results presentations for shareholders and the board
• Ensure consistency, quality, and clarity of presented information

Tax credits and government incentives (approx. 10% of time)

• Identify and optimize opportunities related to tax credits and government incentives to maximize financial benefits
• Prepare and coordinate documentation for claims
• Maintain up-to-date documentation related to tax credits and incentives
• Act as a resource person for teams and train new employees and managers