Job Description
Sr. Financial Analyst - FP&ADepartment: Finance & InvestmentsEmployment Type: Full TimeLocation: Head OfficeDescriptionWe are looking for an integral member of our Finance team, with high visibility across the organization. The position will appeal to those who are experts in building robust and agile business models, in identifying key business metrics, building sophisticated Excel models to assess and budget and forecast key profitability and cash flow drivers, and presenting financial analyses to management in both written and verbal formats. A keen interest in building automation through advanced data models will be a key asset to interested candidates.ResponsibilitiesFinancial Planning & Analysis and ForecastingDevelop and maintain comprehensive financial forecast models to support various financial planning initiatives, including but not limited to, monthly forecast, annual budget and long-term strategy planning such as a 5-year outlook.Conduct actual/forecast vs. budget financial variance analysis on a monthly basis with meaningful commentary to management on its performance and apply the implications to rolling forecast updates.Identify, track, analyze and report on key financial and operational drivers to measure performance against strategic and operational goals.Proactively work with peers to continuously improve FP&A team operation efficiency through system automation and process improvement.Collaborate with business to improve operational efficiency and to identify cost saving opportunities.Management Reporting & Key Business DriversDevelopment, execution and monitoring of Corporate and Divisional KPIs and their reportingNew Business OpportunitiesBusiness case modeling and cost-benefit analysis for new profit-generating initiativesProduct analysis for existing or proposed productsOther key responsibilitiesYear-end external audit involvement and support, as neededMaintain SOPs for prevailing procedures and recommend procedural changes that would improve efficiencies and mitigate riskOther ad hoc financial analysis, financial reporting or annual projectsQualificationsBachelor’s degree in Finance, Economics or AccountingAccounting designation3 to 5 years experience in financial planning, analysis and reporting and/or data analyticsStrong analytical skills to develop business and product modelsAble to define issues, collect appropriate data, establish facts and draw valid conclusionsCritical thinker focused on corporate strategy, financial results and operational improvementsUnderstanding of advanced Financial Planning & Analysis tools like Vena, Cube, Prophix or IBM Planning AnalyticsAdvanced Excel skills with the ability to create complex models using advanced formulas, pivot tables, Power Pivots, Power Queries and chartsGood in designing executive dashboards using interactive tools such as Power BI or TableauExcellent verbal and written communication skills and the ability to summarize and present complex financial data in an organized, concise mannerExcellent time management skills with a proven ability to organize, plan work and set and achieve objectivesAble to work independently and have the ability to interact with co-workers, management, auditors and/or regulatorsInterest in technology and process automationProven dedication to internal and external customer needsHonest, ethical and trustworthy attitudeDesire to work in a team environment, in multiple different capacitiesExperience in financial services, asset management or wealth management sectors