Financial Planning & Reporting Analyst

Position

Description:

This role is hybrid and requires you to be at our downtown Toronto and/or Client office ,at a minimum 2 days per week subject to change at any time.

We are seeking a highly analytical and collaborative Senior Financial Planning & Reporting Analyst to support strategic financial management and decision-making across a dynamic portfolio of initiatives. This role is ideal for someone who enjoys combining financial expertise, data analytics, and process improvement to deliver actionable insights and drive business performance.

The successful candidate will lead financial planning, forecasting, budgeting, and reporting activities while partnering with stakeholders across the organization to manage financial commitments, support project and portfolio governance, and identify opportunities to improve operational efficiency through automation and technology-enabled solutions.

Your future duties and responsibilities:

Financial Planning & Analysis
Lead financial planning, budgeting, forecasting, and month-end reporting activities.
Deliver timely, accurate, and insightful financial analyses to support strategic and operational decision-making.
Develop financial models, forecasts, and scenario analyses to assess business performance and future financial impacts.
Prepare management reports, dashboards, and presentations for leadership and key stakeholders.
Portfolio & Project Financial Management
Support financial oversight of portfolios, programs, and projects.
Develop and maintain a strong understanding of vendor contracts, funding arrangements, financial commitments, and budget allocations.
Monitor project expenditures and provide analysis on budget performance, variances, and financial risks.
Coordinate investigations and respond to stakeholder inquiries related to contract, vendor, and project financial matters.
Reporting, Analytics & Process Improvement
Utilize advanced Excel, reporting platforms, and data visualization tools to analyze large datasets and present meaningful insights.
Design and maintain financial dashboards and automated reporting solutions.
Identify opportunities to streamline manual processes, improve reporting efficiency, and enhance data quality.
Collaborate with technology and automation teams to implement sustainable process improvements and reporting solutions.
Stakeholder Collaboration
Partner with business leaders, project managers, finance teams, vendors, and other stakeholders to support financial planning and reporting requirements.
Communicate financial information clearly and effectively to both finance and non-finance audiences.
Provide recommendations based on financial analysis to support business objectives and informed decision-making.

Required qualifications to be successful in this role:

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline.
3-5 years of experience in financial planning and analysis (FP&A), financial reporting, budgeting, forecasting, or a related finance function.
Strong experience supporting project, program, or portfolio financial management.
Advanced proficiency in Microsoft Excel, including financial modeling, complex formulas, pivot tables, and data analysis.
Experience developing reports, dashboards, and visualizations using business intelligence or data analytics tools (e.g., Power BI, Tableau, or similar platforms).
Strong analytical, problem-solving, and critical-thinking skills.
Excellent communication and stakeholder management abilities.
Demonstrated ability to work independently, prioritize competing demands, and manage complex assignments in a fast-paced environment.

Preferred Qualifications
Professional accounting or finance designation (CPA, CFA, or equivalent) or progress toward certification.
Experience working with vendor contract management, procurement, or funding governance processes.

Experience with financial systems, enterprise planning tools, or reporting automation solutions.
Knowledge of process improvement, automation, and data transformation initiatives.

"CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $55,–$,. This role is an existing vacancy."

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Skills: