Salary Range: $65,000.00 To $75,000.00 Annually

The Financial Analyst plays a key cross-functional role in supporting the company’s financial planning, budgeting, contract analysis, and accounting processes. This position works closely with category & marketing and other departments to help develop budgets, monitor spending, analyze financial commitments, support month-end closing, and provide

meaningful reporting and insights to support business decisions. The ideal candidate is analytical, detail-oriented, and collaborative, with a strong foundation in accounting and financial analysis. This role requires the ability to work effectively with non-finance stakeholders, evaluate financial implications of contracts and business activities, and ensure financial information is accurate, timely, and aligned with company policies and objectives.

Main Accountabilities

- Budgeting & Forecasting Support
- Reporting, Controls & Process Improvement
- Undertake additional responsibilities and special projects as required.

Key Responsibilities

Budgeting, Forecasting & Financial Analysis

- Assist in the development of annual budgets, quarterly forecasts, and monthly spending projections for category & marketing and other functional areas.
- Monitor actual results against budget & forecast, and prepare variance analysis with explanations and recommendations.
- Support department leaders with financial planning for campaigns, projects, vendor services, subscriptions, and operational expenses.
- Build and maintain financial models to improve planning accuracy and support scenario analysis.
- Identify trends, risks, and opportunities that may impact budget performance or spending expectations.





Departmental Business Finance Support

- Act as a finance officer to category & marketing, and other departments by providing financial guidance and analysis to support business decision-making.
- Work with department leaders to evaluate proposals, spending requests, and business initiatives.
- Translate financial data into clear and practical insights for non-finance stakeholders.
- Support cross-functional initiatives that require budgeting, cost analysis, or financial input.

Contract Analysis & Commercial Support

- Review contracts, vendor agreements, agency arrangements, and service agreements to assess financial terms, pricing, payment schedules, and other relevant renewal clauses.
- Evaluate contract implications on budgets, accruals, and cash flow planning.
- Work closely with internal stakeholders such as category & marketing, legal, and other department leaders to ensure financial terms are appropriate and aligned with company policies.
- Maintain schedules or summaries of key contracts and commitments for reporting and planning purposes.
- Identify potential cost savings, financial risks, or compliance concerns in commercial agreements.

Accounting & Month-End Close

- Support month-end and year-end close related to departmental spending, accruals, prepaid expenses, and expense allocations.




- Prepare or assist with journal entries, account reconciliations, and supporting schedules.
- Review invoices and expense coding for accuracy, completeness, and compliance with company policies.
- Ensure financial transactions are properly recorded in accordance with accounting standards and internal procedures.
- Assist with audit or review requests and documentation related to expenses, contracts, and departmental financial activity.
- Reporting, Controls & Process Improvement
- Prepare regular financial reports, dashboards, and management summaries related to departmental spending and financial performance.
- Help maintain internal controls over budget approvals, spending, and financial commitments.
- Monitor compliance with company approval processes, expenses and payment expectations, and financial policies.
- Identify and recommend improvements to budgeting, reporting, contract tracking, and financial workflows.
- Support continuous improvement initiatives that increase efficiency, visibility, and financial discipline across the organization.

Qualifications

- Bachelor’s degree in accounting, Finance, Business Administration, or a related field.
- CPA designation or progress toward CPA is considered an asset.
- 2–5+ years of relevant experience in finance, accounting, financial planning & analysis (FP&A;), or a similar role.
- Experience supporting budgets, forecasting, variance analysis, and month-end close.
- Experience reviewing contracts, vendor agreements, or commercial terms is preferred.
- Solid understanding of accounting principles, accruals, reconciliations, and financial reporting.
- Advanced pro

📌 Financial Analyst (Kelowna)
🏢 Canco Petroleum
📍 Kelowna