Job Title

Financial Planning & Reporting Analyst

Job Location

Hybrid (Montreal, QC)

Job Type

T4 Contract

Experience

3+ Years

Rate

CAD 45 - 50 per hour

Role Summary

NearSource is seeking a Financial Planning & Reporting Analyst to support financial forecasting, budgeting, expense management, revenue planning, and management reporting. The role will collaborate with finance and business stakeholders to strengthen financial data accuracy, improve forecasting processes, and deliver actionable insights that support business decisions.

1. Monthly Forecast Execution

- Support monthly forecast submissions, including Outlook, Forecast 1, and Forecast 2.
- Update forecasting models, validate assumptions, and maintain the accuracy of financial projections.
- Develop automation solutions or agents to support variance analysis.
- Document forecasting procedures, assumptions, and submission requirements for each forecast cycle.

2. Consolidated Expense Reporting and Power BI Analysis

- Partner with the Finance Transformation team to identify gaps, overlapping expenses, potential double-counting, and allocation discrepancies.
- Determine how allocations are treated, tracked, and reflected in actual financial results.
- Validate employee mapping across functions and cost centers.
- Assess whether General & Administrative (G&A;) and Corporate Communications expenses require separate tracking.
- Update forecasts and actual-versus-budget analyses to reflect revised employee mapping and associated costs.
- Establish a repeatable reconciliation process to ensure completeness, accuracy, and consistency between actuals and forecasts.
- Document data sources, expense treatments,



allocation methodologies, and ownership for each expense category.
- Support the consolidated view of expenses, including actual-versus-forecast reporting in Power BI.

3. FY28 Budget Development

- Own a defined workstream within the FY28 budget planning process, collaborating with the FP&A; team and department leaders.
- Distribute budget templates, collect submissions, and follow up with stakeholders to meet planning deadlines.
- Consolidate budget submissions and validate completeness, consistency with planning guidelines, and alignment with revised employee mapping.
- Update budget and forecast projections to reflect approved employee mapping changes and associated costs.
- Prepare management analyses comparing proposed budgets with current-year forecasts and prior-year actuals.
- Develop and compare planning scenarios, documenting assumptions, financial drivers, and variances.
- Support management reviews by providing clear financial analysis and supporting documentation.

4. Headcount Tracking and Budget Control

- Develop a process to track approved headcount budgets, committed costs, and remaining departmental funding using Ashby.
- Establish a review process for recent role requests, requiring department leaders to identify offsetting funding within existing budgets.




- Develop a framework for evaluating role substitutions, including scenarios in which higher-cost positions require funding from multiple planned positions.
- Document approval requirements and maintain updated headcount plans and forecasts to reflect approved changes.

5. Annual Recurring Revenue (ARR) Forecasting

- Support bi-weekly ARR forecasting by collecting inputs, updating projections, and validating assumptions.
- Analyze changes from previous forecasts and identify key drivers, risks, and opportunities.
- Update revenue and billings forecasts based on revised ARR projections and timing assumptions.
- Refine billings assumptions and forecasting methodologies.
- Prepare supporting financial analyses and commentary for management review.Document forecasting processes, including data sources, assumptions, responsibilities, timelines, and the impact of ARR changes on revenue and billings.

6. ARR, ACV, and Billings Alignment

- Support the alignment of Annual Recurring Revenue (ARR), Annual Contract Value (ACV), and billings with established metric definitions.
- Document existing metric definitions, compare them with the applicable target definitions, and quantify discrepancies.
- Assist in developing reconciliation bridges between current and aligned metrics.
- Support the restatement of historical and forecasted figures using revised metric definitions.

7. Financial Reporting and Analysis

- Compile and analyze financial information to support organizational planning and decision-making.
- Develop integrated revenue and expense analyse

📌 Financial Planning (Montreal)
🏢 NEARSOURCE TECHNOLOGIES
📍 Montreal