- Manage the annual operating plan and multi-department budgeting process, including headcount planning, departmental cost drivers, forecasting, and budget-versus-actual analysis

- Build and maintain financial forecasts, analyze performance and variances, and identify key financial and operational drivers

- Build and continuously improve long-term cash forecasts, modeling scenarios and sensitivities for liquidity risks and opportunities

- Analyze capital expenditure requests and investment opportunities using business cases and NPV, IRR, ROIC, and payback frameworks

- Analyze and forecast working capital requirements, focusing on inventory, accounts receivable, and accounts payable

- Prepare financial analysis, reporting, presentation materials, and decision-ready insights for senior leadership and the Board of Directors

- Leverage ERP data, Excel, analytical tools, and AI to improve financial models, reporting, forecasting, data preparation, and recurring analytical processes

- Report to the SVP, FP&A; and support the finance leadership team

Requirements

- Bachelor's degree in Finance, Accounting, Economics, or a related field required

- Five (5) or more years of progressive FP&A;, corporate finance, transaction, or investment experience

- Ideally including exposure to an industrial, manufacturing, or capital-intensive business

- Demonstrated command of cash flow forecasting, capital expenditure analysis, and returns/capital allocation frameworks (NPV, IRR, ROIC, payback)

- Experience coordinating a multi-department annual budget process, including headcount planning and departmental cost driver analysis





- Strong understanding of working capital dynamics in a growing manufacturing or product business

- Experience preparing materials for or supporting communication with a Board of Directors, private-equity sponsor, or lenders is strongly preferred

- Expert-level financial modelling and advanced Excel skills, with ability to build transparent, robust, well-controlled models from the ground up

- Experience with an ERP environment; EPICOR preferred

- Comfort working with large, imperfect data sets

- Comfort querying source data directly; SQL preferred and Python an advantage

- Practical use of AI tools for analytical work, automation, data preparation and reconciliation, and model/document/commentary drafting

- Judgment to verify AI output and recognize where it should not be relied upon

Core Competencies

Demonstrates expertise in financial planning and analysis, including cash flow forecasting, capital expenditure analysis, and advanced financial modeling. Proficient in leveraging ERP systems and analytical tools to enhance financial reporting and decision-making processes.

Highest-signal resume keywords

- Financial Modelling

- Cash Flow Forecasting

- Capital Expenditure Analysis

- ERP Experience

- Advanced Excel Skills

Hard Skills

- Financial Analysis

- Budgeting Process Management

- NPV Analysis

- IRR Analysis

- ROIC Analysis

- Payback Frameworks

- Working Capital Forecasting

- Data Analysis

- SQL

- Python

Soft Skills

- Communication with Senior Leadership

- Judgment in Data Verification

Industry Keywords

- FP&A;

- Corporate Finance

- Manufacturing

- Capital-Intensive Business

Tools & Technologies

- ERP Systems

- Excel

- AI Tools

- Analytical Tools

📌 Senior Financial Analyst, FP&A (Montreal)
🏢 Jobtailor
📍 Montreal