Associate, Financial Planning

5 months ago

Guelph, Canada Gateway Services Inc Full time

**Job Overview**

The Associate, FP&A, reporting into the Director, FP&A, is responsible for assisting the finance team on the overall planning, monitoring, evaluation, and reporting of GSI’s financial performance. This involves assisting with the financial analysis procedures, as well as identifying and prioritizing recommended actions. In addition, the role assists with financial modeling, forecasting, and reporting efforts to ensure efficient financial operations.

**Duties & Responsibilities**
- Interact proactively and collaboratively with various team members on a regular basis.
- Assist with the annual and quarterly budgeting process organization-wide.
- Continuously develop tools/systems and automate processes; manage the existing budgeting and forecasting solution and continue to streamline the forecasting and budgeting processes to provide enhanced reporting functionality.
- Assist with providing clear, accurate and reliable predictive forecast modeling for multiple functional areas.
- Review historical data, predict future results, analyze, and explain budget variances.
- Review and analyze results and develop insightful suggestions.
- Review operations profit and loss statements for cost-savings opportunities and work cross-functionally to incorporate these initiatives.
- Identify key data sources and utilize data-driven insights about important departmental metrics to improve business decisions.
- Coordinate, prepare and analyze monthly, quarterly, and annual rolling forecasts and prepare reporting on actuals vs. budgeted results, including additional ad-hoc analysis on results.
- Assist with establishing budget and operating benchmarks, to assist in preparation of monthly / annual forecasts.
- Maintain awareness of proper internal controls and make recommendations for any deficiencies.
- Perform quantitative analysis required for strategic planning, special projects, and reports for management and communicate results to management team.
- Prepare other reports and participate in other special projects as requested.

**Education, Training & Qualifications**
- Bachelor’s degree in Finance or Accounting required
- A minimum of 3 years of professional experience required
- CPA or other relevant qualification is an asset
- Experience with Netsuite ERP, PowerBI and Vena CRM considered an asset.

**Skills & Abilities**
- Exceptional analytical, quantitative, and statistical skills.
- In-depth knowledge of corporate finance and accounting principles, laws and best practices.
- Advanced quantitative and analytical skills.
- Strong financial modeling skills, along with understanding of financial reporting and cash flow information.
- Detail-oriented and able to balance multiple responsibilities and tasks while meeting deadlines.
- Solid computer skills with proficiency in MS Excel and working with a large ERP/Financial System.
- Ability to act and operate independently with mínimal daily direction to accomplish objectives.
- Ability to work cooperatively and collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem solving, and results.
- Excellent organizational and leadership skills.
- Outstanding communication and interpersonal abilities.

**Working Conditions**
- Prolonged periods sitting at a desk and working on a computer.

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