Financial Planning

2 weeks ago

Old Toronto, Canada Emburse, Inc. Full time
p>Financial planning and analysis (FP&A) is the budgeting, forecasting and analytical processes that support an organization's financial health and business strategy. FP&A analysts, managers, and directors are responsible for providing senior management with the financial analysis and information they need to make major operational, financial, and strategic decisions.
What you'll do:
  • Build and maintain complex financial models for all revenue streams (recurring, non-recurring, professional services)
  • Own the budgeting, forecasting, and reporting for all revenue streams
  • Update and review monthly and quarterly reports
  • Compile data from sources and consolidate them into a consistent format
  • Research and analyze variance in monthly accounting reports
  • Participate in the yearly annual operating plan process
  • Support business with monthly forecasting operating expense and headcount needs
  • Identify and actively help functional management control expense levers as appropriate
  • Communicate with functional business managers and finance colleagues regarding significant variances from budget/forecast
  • Work with peers across the business finance organization to develop trusted relationships that deliver strong interlocks and seamless operational experiences
  • Review month-end financial package for individual business units and functional units with written analysis of actuals compared to budget and prior periods
  • Interact with leaders in all functional departments to prepare ad-hoc forward-looking analysis with recommendations
  • Prepare monthly by customer recurring revenue reporting, including reviewing trends for increase and decrease as well as potential billing issues.
  • Review the commission reporting process including data compilation, statement automation, and journal entry preparation
  • Align closely with Accounting to assist as necessary and to serve as backup on key functions
  • Take the lead in the building of on-demand reporting packages, including key performance indicators, leveraging the existing accounting and CRM system
  • Assist in building of annual budgets and quarterly forecasts by working with key stakeholders for inputs and maintaining and improving existing data models
  • Create and maintain a monthly dashboard with key metrics for quick review of our financial performance with explanation to variances.
  • Provide comparative industry and competitor financial performance indicators to our company

What we're looking for:
  • Bachelor’s Degree in Finance or Accounting
  • 5+ years of related experience preferred
  • Report writing with Jedox, NetSuite ERP, and Salesforce CRM preferred
  • Strong problem-solving skills, using rigorous logic and methods to solve difficult problems with effective solutions
  • Learns quickly when facing new problems
  • Makes good decisions based upon a mixture of analysis, experience, and judgment
  • Ability to work effectively with a wide range of decision-makers to yield results
  • Proficient in Microsoft Office Suite, particularly Excel
  • Excellent communication skills, both oral and written
  • Ability to work autonomously and as part of a team
  • Strong organization skills and ability to manage multiple high-priority projects simultaneously and successfully
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