The Senior Financial Analyst is a key finance partner to the assigned portfolio, working closely with the Senior Director, Financial Planning & Analysis and business leaders to understand performance and support sound decision-making. The role owns core planning and performance-management activities, including monthly financial analysis, annual budgets, forecasts, revenue reporting, and commission calculations. Drawing on strong business judgment and analytical expertise, the Senior Financial Analyst identifies performance drivers, translates complex data into clear insights, strengthens financial controls, and leads improvements that enhance the accuracy, timeliness, and value of financial reporting. The Senior Financial Analyst will:

Key responsibilities

- 1) Financial Reporting & Analysis Own the review of monthly financial results for the assigned portfolio, identifying, investigating, and explaining material variances across revenue and expense lines. Analyze revenue streams and operating drivers, including new business, terminations, client activity, and other factors affecting in-year and year-over-year performance. Prepare clear monthly and year-to-date commentary that links financial results to underlying business drivers, risks, and opportunities. Validate the accuracy and completeness of monthly financial reporting, including the review of accounting entries and coordination with Accounting to resolve issues. Provide timely, decision-useful analysis and recommendations to Finance and business leaders.
- 2) Budgeting, Forecasting & Performance Management Own the preparation of annual budgets and forecasts for the assigned portfolio in partnership with the Senior Director, Financial Planning & Analysis and business stakeholders.



Build and maintain supporting models and assumptions for revenue, expenses, headcount, and other key performance drivers. Quantify gaps between actuals, budget, and forecast; assess their financial impact and recommend practical actions or forecast adjustments. Challenge inputs and assumptions constructively, ensuring plans are well supported, internally consistent, and aligned with current performance trends. Monitor risks and opportunities throughout the year and communicate emerging impacts proactively.
- 3) Commissions & Compensation Administration Own the accurate and timely calculation of monthly, quarterly, and annual internal commissions and variable compensation for the assigned portfolio. Interpret and apply commission plan guidelines consistently, maintaining clear supporting documentation and appropriate review controls. Investigate exceptions, reconcile discrepancies, and partner with relevant stakeholders to resolve issues. Prepare ad hoc commission analysis and provide insight into compensation trends and financial impacts.
- 4) Business Partnership & Decision Support Develop a solid understanding of the assigned portfolio, its operating model, and the drivers of financial performance. Build effective relationships with business, Operations, and Accounting partners, serving as a trusted source of financial insight and guidance. Translate complex analysis into concise,



audience-appropriate messages and presentation materials for management discussions. Respond to ad hoc analytical requests, assessing financial implications and presenting clear conclusions and recommendations.
- 5) Process Improvement & Financial Controls Contribute to process-improvement initiatives that increase the accuracy, efficiency, scalability, and timeliness of reporting and analysis. Identify opportunities to standardize, automate, and strengthen recurring models, files, dashboards, and controls. Maintain well-organized documentation and ensure analytical work is transparent, repeatable, and reviewable. Share knowledge with analysts and cross-functional partners, promoting consistent practices and continuous improvement.

Requirements

- 5+ years of progressive experience in Finance/FP&A;, preferably in services environments.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- CPA designation or active progress toward a CPA designation is preferred; CFA, MBA, or another relevant professional credential is considered an asset.
- Advanced Excel skills (complex formulas, large datasets, modeling); strong PowerPoint; exposure to BI tools (e.g., Power BI) an asset.
- Strong business acumen and judgment, with the ability to connect financial results to operational drivers and recommend action.
- Excellent time management and commitment to deadlines in a fast‑paced, evolving environment.
- Adaptable, actively embraces and manages change; Proven ability to be successful in a fast‑paced and rapidly changing work environment.
- Clear, concise written and verbal communication; able to present to various levels of management.
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📌 Senior Financial Analyst (Calgary)
🏢 123 Corporate
📍 Calgary