Senior Financial Analyst – Strategic Analytics Job Calgary area,Alberta Canada,Finance & Banking

The Opportunity

This role sits at the intersection of finance, data, and strategy and is critical to delivering forward-looking insights that inform senior leadership decision making. This is not a traditional reporting role. This role will help drive how Financial Planning & Analysis partners with the business, leveraging data, modeling, and storytelling to drive clarity, discipline, and value across the organization.

Role Responsibilities

Strategic Financial Planning & Analysis & Business Partnering

Partner with senior leaders across the organization to support budgeting, forecasting, and long-range planning

Develop and maintain robust, driver-based financial models that link financial outcomes to operational and strategic levers

Develop scenario analysis and sensitivity modeling to support strategic initiatives, investments, and resource allocation decisions

Translate complex financial and operational data into clear, execute-ready insights

Advanced Analytics & Data Driven Insights

Analyze large, multidimensional datasets (financial, operational, Assets Under Management, headcount, product, pricing)

Identify trends, anomalies, and leading indicators that influence financial outcomes

Design and enhance dashboards, visualizations, and self-serve analytics

Elevate the quality of insights by moving from descriptive reporting to diagnostic and predictive analysis

Data, Systems & Process Excellence

Support finance system enhancements, automation, and tool implementation (e.g., budgeting and forecasting platforms)

Reduce manual processes and improve scalability through automation, standardization and improved processes

Ensure a strong, reliable data foundation to support strategic analysis

Enterprise Support & Ad Hoc Analysis

Deliver high impact ad hoc analysis (e.g., pricing, compensation modeling, product profitability, cost efficiency)

Support cross functional initiatives including new product launches, and transformation efforts

Contribute to a high-performance Financial Planning & Analysis culture grounded in curiosity, rigor, and collaboration

Desired Qualifications

Bachelor’s degree in a Finance, Business or quantitative discipline

Professional accounting designation CPA, CFA or MBA required

8+ years of experience in FP&A, strategic finance, and/or analytics focused finance roles

Demonstrated strength in financial modeling, forecasting, and scenario analysis

Experience working with large datasets and complex business drivers

Exposure to investment management, asset management, or professional services is an asset

Advanced Excel and financial modeling skills

Experience with BI and data tools (e.g., Power BI, Tableau, SQL, or similar)

Comfortable working with imperfect data and improving it over time

Ability to connect financial outcomes to operational and strategic drivers

An innate drive for data quality, governance, and usability

Naturally curious and analytical; asks “why” and “what’s next”

Able to synthesize complexity into clear, compelling narratives

Confident partnering with senior stakeholders while maintaining analytical independence

Comfortable operating in ambiguity and a fast-evolving environment

Result focused, outcome-driven, and proactive

Why Mawer?

Directly contribute to the firm’s growth as a global, independent investment manager.

Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.

Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.

Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.

We offer a flexible work environment with a blended workplace approach tailored to the unique needs of…


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