- Lead forecasting, analysis and monitoring of management expenses, project spend and business initiatives
- Prepare monthly and quarterly expense reporting, variance analysis and commentary
- Support annual planning, forecasting and budget processes
- Identify expense drivers, forecast risks and opportunities, and recommend actions
- Develop and maintain dashboards, KPI reporting and analytical tools
- Perform business case modelling and financial analysis for strategic initiatives, product launches and business opportunities
- Analyze trends across assets under management, sales, productivity and business performance metrics
- Define data requirements and enhance reporting capabilities with stakeholders
- Support incentive compensation modelling, monitoring and governance
- Implement process improvements through automation, technology and enhanced analytics
- Prepare reporting and analysis for audit, governance and control requirements
- Translate complex financial information into actionable insights and recommendations

Requirements

- CPA designation (or equivalent) with relevant finance experience
- 5–7 years of experience in finance, FP&A;, business analytics or accounting
- Strong financial modelling, forecasting and analytical skills
- Experience developing dashboards, business cases and executive reporting
- Advanced Excel and data visualization skills (Tableau, Power BI or similar)




- Strong communication and stakeholder management skills
- Ability to manage multiple priorities and deliver high-quality results in a fast-paced environment
- Curious, collaborative and committed to continuous improvement
- Knowledge of investment management, distribution or sales compensation is an asset

Core Competencies

Demonstrates expertise in financial modelling, forecasting, and analytical skills, with a robust focus on developing dashboards and executive reporting. Proven ability to translate complex financial data into actionable insights while managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

- CPA Designation
- Financial Modelling
- Forecasting
- Advanced Excel
- Data Visualization

ATS Optimization Keywords

Hard Skills

- Financial Analysis
- Variance Analysis
- Expense Reporting
- Business Case Modelling
- KPI Reporting
- Trend Analysis
- Expense Driver Identification
- Process Improvement
- Automation
- Governance and Control

Soft Skills

- Strong Communication
- Stakeholder Management
- Curious
- Collaborative
- Commitment to Continuous Improvement

Certifications & Qualifications

- CPA Designation

Industry Keywords

- Investment Management
- Sales Compensation
- Business Analytics
- FP&A;
- Accounting

Tools & Technologies

- Tableau
- Power BI

📌 Senior Financial Analyst, Financial Planning – Analytics (Ontario)
🏢 Jobtailor
📍 Ontario