We are hiring an FP&A; Analyst to take ownership of recurring financial reporting, data hygiene, and ad hoc analysis across the business. This role is the hands-on engine behind the numbers that leadership sees every week and month - building and maintaining dashboards, cleaning and reconciling data sourced from our ERP and adjacent systems, and producing the analysis that helps Finance leadership and business-unit stakeholders make decisions.

You bring an accounting foundation and robust technical skills - particularly in Excel. You will also play an important supporting role in our upcoming ERP implementation, helping with data clean-up, migration validation, and report rebuilding under the direction of the Group Controller
and the implementation team.

This is an execution-focused role. We are looking for someone who takes pride in producing clean, accurate, well-structured output and who treats data quality as non-negotiable.

Key Responsibilities

Reporting & Dashboards

• Build, maintain, and continuously improve Excel-based dashboards covering KPIs at the business-unit and consolidated level.
• Prepare recurring monthly and quarterly reporting packages, including KPI summaries and supporting schedules for management review.
• Apply standardized KPI definitions consistently across business units so reporting rolls up cleanly into enterprise views.
• Refresh and quality-check reports on a defined cadence; flag and resolve anomalies before delivery.

Data Management & Hygiene

• Serve as the central intake for finance data requests originating from any business unit - triage, structure, and deliver.
• Clean, validate, and reconcile finance and operational data sourced from the current ERP and adjacent systems.
• Identify data discrepancies between systems and work with the relevant owners to resolve them at the source rather than patching in Excel.




• Apply and enforce basic data quality standards across reporting outputs.

ERP Implementation Support
• Assist the upcoming new ERP rollout under the direction of the Group Controller.
• Support data clean-up, mapping, and migration validation activities; help with UAT and reconciliation between legacy and new systems.
• Help with the purging and archiving of legacy data from current systems in preparation for cutover.
• Rebuild existing recurring reports in the new system once it goes live; document data flows and reporting logic to support a clean transition.

Ad Hoc Analysis
• Deliver ad hoc analysis on topics such as gross profit, inventory, project profitability, customer and salesperson profitability, landed costs, and warranty, as requested by
Finance leadership.
• Translate ambiguous business questions into structured analyses with clear conclusions, with guidance from the Controller where needed.
• Support the broader FP&A; process (budgeting, forecasting, variance analysis) by providing the underlying data, schedules, and reporting.

Qualifications Required
• Bachelor's degree in Accounting, Finance, or a related discipline.
• 3–5 years of relevant experience in an accounting, financial analyst, or junior analyst role.
• Advanced Excel skills - including complex formulas (INDEX/MATCH, XLOOKUP, SUMIFS, array formulas), pivot tables, dashboard construction, large-volume data handling, and structured workbook design. Excel is this role's primary analytical tool, not a supplementary one.
• Experience developing, maintaining,



and improving financial or operational dashboards, with the ability to transition from Excel-based reporting toward ERP-based dashboard solutions. Strong ERP knowledge and the ability to extract, analyze, and leverage ERP data are highly important for this role.
• Solid grasp of accounting fundamentals, including financial statements, gross profit, inventory, accruals, and basic cost concepts.
• Demonstrated experience cleaning, validating, and reconciling data extracted from ERP systems or other financial systems.
• Strong attention to detail and the discipline to self-check work before delivering analysis or reports.
• Strong written and verbal communication skills, with the ability to explain data, trends, and findings clearly to non-finance audiences.

Preferred Qualifications
• SQL - ability to query the ERP or data warehouse directly to pull and reconcile data.
• Power Query and Power Pivot.
• Power BI, Tableau, or similar BI tooling.
• Prior NetSuite experience (user, administrator, or implementation participant).
• Exposure to ERP implementation, migration, or major systems projects in any capacity.
• VBA, Office Scripts, or Python for Excel automation and data manipulation.
• Experience in distribution, wholesale, manufacturing, or industrial services
environments.
• CPA or CPA-in-progress.

We are a truly an outstanding company to work for, with a long history of success. We offer a uniquely supportive work culture, ongoing opportunities to learn and upskill, a company-paid, competitive benefits plan, healthcare spending account and matching RRSP/DPSP after one year along with healthy time-off provisions, an Employee Assistance Program and social opportunities! Please visit our website to learn more, and apply today for this new role in our growing business.

📌 Financial Planning and Analysis (FP&A) Analyst (GLP)
🏢 CareerBeacon
📍 Oakville