The Financial Data Analyst is responsible for developing, maintaining, and improving financial reports, dashboards, and analytical tools used by leadership to monitor budgets, actual results, forecasts, and key financial performance indicators.
This role will work closely with the Finance team to automate reporting, develop financial models, analyze business performance, and provide meaningful insights to support decision-making across the organization.
Role & Responsibilities
- Work closely with the Finance team to understand data requirements and develop automated reports for monthly financial statements, budgets, and forecasts.
- Develop and maintain dashboards for KPIs and key financial metrics using data from the organization's ERP platform and other relevant systems.
- Build and maintain comprehensive financial reporting packages, including P&L, Balance Sheet, and Cash Flow statements, for a multi-currency, consolidated organization with multiple subsidiaries and divisions.
- Utilize DAX and SQL to connect and integrate data from multiple databases and reporting sources.
- Develop financial models and what-if scenarios to support business analysis and decision-making within a complex and evolving business environment.
- Partner collaboratively with Finance team members to meet reporting deadlines and continuously improve existing processes.
- Identify and implement process improvements, including the development of standard and ad-hoc reports, analytical tools, and Excel dashboards.
- Investigate and resolve outstanding financial issues, discrepancies, and unbalanced transactions.
- Act as a frequent liaison with members of the Senior Management Team, providing financial analysis and responding to questions regarding business performance.
- Maintain accurate, reliable, and timely financial reporting and analysis.
Skills & Qualifications
- Bachelor's degree in Finance, Accounting, Business, or a related discipline.
- 3–5 years of experience in a financial analysis, financial reporting, or similar role.
- Strong practical knowledge of the full accounting cycle.
- Advanced proficiency in Microsoft Excel is required.
- Strong knowledge of SQL, DAX, and Power BI reporting.
- Experience developing financial statements, financial models, dashboards, budgets, and forecasts.
- Experience with ERP and accounting systems; experience with Jonas is considered an asset.
- CPA designation or enrollment in the CPA program is considered an asset.
- Experience working with multi-currency and/or consolidated financial reporting is considered an asset.
- Strong understanding of IFRS accounting principles, financial planning, budgeting, forecasting, and financial reporting.
- Strong analytical skills with the ability to interpret financial information and clearly present findings to management.
- Strong working knowledge of Microsoft Office, particularly Excel.
- Knowledge of applicable federal, provincial, and local requirements relating to financial recordkeeping and record retention.
Key Competencies
- Professional written and verbal communication skills.
- Strong critical thinking, analytical, and problem-solving abilities.
- Ability to interpret complex data and identify underlying trends, issues, and opportunities.
- Strong attention to detail and accuracy.
- Ability to work effectively under pressure, manage multiple priorities, and meet deadlines.
- Excellent organizational, time-management, and prioritization skills.
- Self-motivated with a proactive approach to problem solving.
- Strong results orientation with a focus on resolving important issues.
- Ability to work collaboratively as part of a Finance team.
- Proven ability to manage and/or lead multiple projects with minimal supervision.
- Comfortable working in a fast-paced, deadline-driven, and growing business environment.
- Exceptional communication and interpersonal skills.
- Demonstrated discretion and ability to maintain confidentiality when handling sensitive financial information.