Financial Analyst

Financial Analyst

Our Calgary-based client is seeking a highly analytical and business-focused Financial Analyst to transform complex financial and operational data into actionable insights that drive strategic decision-making and business performance. This role is central to bridging the gap between data and direction, enabling leadership to better understand performance drivers and growth opportunities. The successful candidate will analyze financial results, forecasts, and key operational metrics to uncover trends, identify risks and opportunities, and explain the “why” behind business performance.

This includes evaluating pipeline conversion rates, operational efficiency, and overall business outcomes, then translating findings into clear, concise, and executive-ready insights.

Your success will be defined by your ability to:

Analyze monthly, quarterly, and year-to-date financial results versus budget and forecast

Translate financial data into concise, executive-ready insights and recommendations

Support financial reporting and performance updates for management

Assist with rolling forecasts, annual planning, and medium-term outlooks

Maintain forecast assumptions and perform scenario and sensitivity analysis

Track and analyze operational KPIs (pipeline conversion, turnaround times, capacity, pricing, and product performance)

Link operational trends to financial outcomes such as revenue, margins, and capital efficiency

Partner with Finance, Operations, BI, and Data teams to ensure KPI accuracy and consistency

Provide ad hoc analysis and contribute to strategic projects (forecasting, cost behavior, trend analysis)

Support automation initiatives and adoption of AI-driven finance tools

Your strengths include:

Bachelor’s degree in Finance, Accounting, Economics, or a related field

2–5 years of experience in financial analysis, FP&A, or corporate finance

Strong analytical and problem-solving capabilities

Advanced proficiency in Microsoft Excel

Experience with Power BI or other data visualization and analytics tools

Ability to communicate financial insights clearly to both finance and operational stakeholders

Experience with in financial services, lending, or asset-based business environments is considered an asset

Exposure to or interest in automation, AI, and Copilot-enabled finance tools is preferred