Senior Financial Analyst

Reports To
Director of Finance – Risk & Analysis

Summary
Reporting to the Director of Finance, the Senior Financial Analyst is responsible for month end accounting schedule preparation, assistance with ERP implementation, forecasting, financial performance reporting and analysis.

Responsibilities

Month End Activities

Prepare schedules and analysis to support trial balances, balance sheets and other financial statements.

Reconcile general ledger accounts, including intercompany.

Assist with the preparation and maintenance of fixed asset schedules.

Prepare and post journal entries, including accruals.

Reconcile sub-ledgers to the general ledger.

Assist with integrating accounting for new acquisitions.

Other month end tasks and responsibilities as required from time to time.

ERP Implementation

Assist with the implementation of Microsoft Dynamics 365.

Input historical financial and non-financial data into Dynamics 365 for comparative analysis.

Test and reconcile reporting between current accounting systems and Dynamics 365.

Other ERP implementation tasks as required from time to time.

Financial Analysis and Forecasting Activities

Prepare variance analysis and commentary for department and branch income statements compared to budget and historical figures.

Develop budgets and forecasts for all departments and general administration costs.

Track and forecast capital expenditures (capex).

Prepare monthly KPI and other performance management metrics.

Prepare monthly and ad hoc external reporting schedules.

Support financial reporting and analysis of acquisitions.

Other tasks as may be required consistent with the Senior Financial Analyst role.

Requirements

Bachelor’s degree.

CPA designation or completion of CFE and working toward CPA designation.

Minimum 3 years of progressive work experience in accounting in a multi-department, multibranch environment with separate cost centers in multiple provinces.

Experience with job costing and/or a field service organization.

ERP system experience is required;
Microsoft Dynamics or Microsoft Great Plains (GP) experience is an asset.

Excellent Microsoft Excel skills (including pivot tables, IF, VLOOKUP functions).

Excellent verbal and written communication skills.

Ability to build and maintain relationships with all departments.

Excellent organizational, time management and prioritizing skills.

Strong problem identification and resolution skills.

Follow all company health and safety policies, privacy policies, and be available for work in case of power outage or state of emergency.

Working Conditions

Prepare, attend, and conduct presentations.

Manual dexterity required to use desktop computer and peripherals.

Occasional overtime as required (i.e., month‑end and year‑end).

Ability to lift or move up to 10 lbs.

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