Analyst, Financial Planning

6 months ago


Calgary, Canada Benevity Full time

**Meet Benevity**:
The world's coolest companies (and their employees) use Benevity's technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We're also one of the first B Corporations in Canada, meaning we're as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, United Kingdom, the United States and more

Benevity is the global leader in online workplace giving, donation matching, volunteering, and community investment software and we are seeking an Analyst, Financial Planning & Analysis. Reporting to the Manager, Financial Planning & Analysis, this role will assist our leadership team with forecasting, analyzing and understanding our financial plans and results.

If you are detail-oriented and capable of handling and intelligently analyzing large amounts of data while supporting a company full of passionate people who want to make a difference in the world through their work - this role is for you

**What you'll do**:

- Work closely with the Director/Manager and senior business partners across Benevity to assist in the development of annual budgets, as well as monthly forecasting and financial plans that align with strategic business objectives and deliver on targets
- Provide support for forecast adjustments through on-going analysis of risks and offsets while also addressing business and financial constraints
- Deliver consistent and reliable variance analysis of the company's financial, people and operational data to inform and educate decision making at the highest levels
- Contribute detailed financial information on business units to our long-term modeling effort, producing high quality insight and analysis of our financial future to the Board and Executive
- Own FP&A data maintenance and reliability
- Provide intelligence and strategic business support to help facilitate decision making processes for key business and ad hoc analysis such as: people planning, cost efficiency strategies, capital investment alternatives, currency sensitivities, scenario analysis, as well as other growth-related initiatives
- Support ongoing process improvements, enhancements projects and continuous development of planning tools & models to ensure that robust financial data, metrics and analysis are available across the organization to aid in and support decision making

**What you'll bring**:

- Bachelor's Degree in Accounting, Business, Finance and/or Strategy or MBA
- Minimum of two (2) years of Business Planning (FP&A), Corporate Finance, Budgeting/Forecasting or related experience; software start-up or technology sector experience is a plus
- Knowledge of Adaptive Insights product suite (or similar business planning tool) experience; Software-as-a-service industry experience is a plus
- Knowledge of Sage Intacct or other comparable accounting software
- Curious, naturally analytical, motivated to learn, question the status-quo, move fastand break things
- Demonstrated attention to detail with well-developed problem-solving skills
- Self-starter with the ability to work both independently and with a team
- Highly developed ability to prioritize and multi-task
- Ability to work well under pressure and meet set deadlines
- Strong communication and interpersonal skills with a customer service focus
- Advanced knowledge of Excel
- Knowledge of business intelligence / analytics tools such as Tableau a plus

**Discover your purpose at work**:
We are not employees, we are Benevity-ites. From all locations, backgrounds and walks of life, who deserve more

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up... If you want a career where you're valued for who you are and challenged to see who you can become

It's time to join Benevity. We're so excited to meet you.

**Where we work**:
At Benevity, we have developed a Community First approach that we design our people's experience around with goals to build a strong community and culture, achieve stellar execution of our business goals and social mandate, and ensure Benevity-ites thrive. For those who live within a reasonable commuting distance to an office, we can split our time working in the office and from home to optimize the opportunities of both, with the requirement that we spend at least 50% of the time in the office.

**Join a company where DEIB isn't a buzzword**:
Diversity, equity, inclusion and belonging are part of Benevity's DNA. You'll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences,



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