Experience Level5 years +
DescriptionReporting to the Manager, Financial Planning and Analysis, the Financial Planning Analyst will assist with financial planning and reporting processes.
In this role, you will interact with different areas of the organization and all levels of management to gather and interpret financial information and provide professional, accurate and timely support.
The position objectives include providing financial analysis, forecasting, modeling and budgeting support to TechInsights and its subsidiaries.
You bring strong admin / super user knowledge of Adaptive Insights to the role as a key responsibility area will be special projects involving modeling within Adaptive Insights.
Perform the Administrator role for Adaptive Insights, the company’s financial planning and reporting tool
Assist on special projects concerning the development and deployment of forecasting / modeling in Adaptive Insights
Lead the preparation of and communicate results of monthly cash flow forecasting
Provide backup for the preparation, analysis and communication of weekly revenue forecasts
Assist with the preparation of monthly / quarterly financial reporting packages including the calculation of relevant KPIs and other measurements
Perform financial analysis and provide commentaries on key MTD / QTD / YTD budget / forecast variances
Prepare and communicate analysis to support business unit leaders in their business decision making
Coordinate inputs and assist in the preparation of budgets and forecasts
Develop financial models to support various budget and forecast scenarios
Assist in costing and profitability analysis, including the periodic updating of costing rates used in financial systems
Oversee preparation and posting of internal service charges and other inter-departmental allocations
Assist with month-end close procedures, journal entries and reconciliations as required
Perform other duties assigned, as required
Must have advanced knowledge of Adaptive Insights, including the design of financial models and reports as well as system administrator role
Advanced knowledge of MS Office and Excel
Strong working knowledge of NetSuite is desirable
Degree / diploma in Accounting, Finance, Business Administration or related discipline
Professional accounting designation or working towards a designation (CPA CMA, CPA CA, CPA CGA) is desirable
5 years of professional experience in a financial analyst role or similar
Experience working within a multi-entity / multi-currency environment is an asset
Confident, proactive, organized and positive attitude
Attention to detail in all areas of work
Strong time management skills and the ability to produce quality work within tight timelines
Ability to handle multiple projects simultaneously and effectively
Good problem-solving, analytical and listening skills
Ability to work effectively with individuals at all levels within the organization
Good aptitude for dealing with complex systems issues
Quality improvement-oriented, professional approach
Professional written and verbal communication skills
Competitive salaries, comprehensive benefits and career opportunities are some of the components that draw talent to our company.
More importantly, our strong sense of camaraderie, mutual respect and shared goals that define our culture, keep talent with our company.
TechInsights is committed to meeting the needs of people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.