Senior Financial Analyst

The Role

The Principal – Financial Planning and Analysis provides strategic financial insights and supports the financial planning, budgeting, forecasting, and analysis functions to drive decision-making and align with company objectives.

This role reports to the Finance Business Partner and collaborates with team members to enhance financial strategies.

This position is hybrid, up to 3 days onsite at the AMS office in Toronto Downtown.

• Support the end-to-end monthly forecasting process, gathering inputs, validating assumptions, analyzing trends, and preparing forecast updates.
• Partner with business stakeholders to collect key forecast drivers, including revenue, costs, headcount, project activity, volumes, pricing, and other operational assumptions.
• Analyze monthly trends and determine whether forecast assumptions require updates based on actual performance.
• Work closely with Finance Business Partners and business leaders to challenge assumptions and ensure forecasts are realistic and supported by business activity.
• Track material changes to forecast assumptions and clearly explain the financial impact on revenue, gross margin, operating expenses, EBITDA, and other key metrics.
• Support forecast review meetings by preparing financial analysis, commentary on risks and opportunities, and presentation materials.
• Support the annual budgeting process, including preparing budget templates, consolidating submissions, reviewing assumptions, and coordinating with business stakeholders.
• Analyze budget assumptions and identify gaps, inconsistencies, risks, opportunities, and areas requiring further clarification.

• Prepare, review, and support month‑end journal entries and balance sheet reconciliations.
• Prepare and review monthly P&L results, including detailed variance analysis versus forecast, budget, and prior year.
• Provide clear commentary on financial performance, key business drivers, risks, and opportunities.
• Analyze revenue, gross margin, operating expenses, headcount costs, and other key financial metrics.
• Identify unusual trends, one‑time items, timing differences, and recurring business impacts.
• Support monthly financial reviews with Finance leadership and business stakeholders.

• Identify opportunities to enhance financial planning and analysis processes.
• Implement best practices and automation to improve efficiency.
• Monitor and evaluate the effectiveness of financial systems and tools.
• Support ad‑hoc financial analysis and business requests from Finance leadership, business partners, and senior management.
• Identify opportunities to automate recurring reports, templates, reconciliations, and manual finance processes.

• 4+ years of experience in financial planning and analysis, accounting, corporate finance, or a related finance role.
• Strong forecasting, budgeting, P&L analysis, variance analysis, and month‑end reporting capabilities to support business performance and decision‑making.
• Experience preparing journal entries and supporting financial close activities, ensuring accuracy and compliance.
• Advanced Excel and PowerPoint skills to analyze data, develop financial models, and present insights effectively.
• Development of executive‑level reporting materials and financial commentary, translating complex financial information into actionable business insights.
• Advanced finance or accounting expertise, supported by an MBA, CPA, or progress toward a CPA designation.
• Bachelor’s or Master’s degree in Finance, Accounting, Business, Economics, or a related field.

• Strong analytical and problem‑solving skills.
• Excellent written and verbal communication skills.
• Ability to explain financial results clearly to both finance and non‑finance stakeholders.
• Strong time management and organizational skills.
• Ability to manage competing priorities and meet deadlines.
• High attention to detail and accuracy.
• Proactive, self‑motivated, and able to work independently.
• Comfortable working in a fast‑paced and changing environment.
• Collaborative team player who contributes to a positive, inclusive, and…