Financial Planning and Analysis Consultant

3 weeks ago


Canada Actionkpi Full time

Company Overview: ActionKPI is a leading consultancy specializing in performance management, dedicated to delivering exceptional financial solutions to a diverse clientele.

Position Summary: We are currently looking for a Financial Planning and Analysis Consultant to enhance our team. This role involves crafting performance-oriented FP&A solutions, streamlining integrated business planning workflows, and developing comprehensive budgeting and forecasting models tailored to various sectors.

Key Responsibilities:

  • Assist in the creation of innovative solutions that meet client needs.
  • Facilitate business requirements gathering sessions to understand client objectives.
  • Design and implement technical financial models that drive decision-making.
  • Provide training and ongoing support to clients to ensure successful adoption of solutions.
  • Engage in internal projects and initiatives that align with company goals.

Candidate Profile: The ideal candidate will possess strong communication skills, capable of translating complex technical concepts into accessible business language. A CPA designation or a minimum of five years of experience in the FP&A domain is essential. Familiarity with enterprise financial planning and analysis tools is highly desirable.

Core Values: At ActionKPI, we prioritize a positive impact, teamwork, critical thinking, adaptability, and a commitment to continuous improvement. We seek individuals who resonate with these values.

Communication and Skill Requirements: Candidates should demonstrate excellent written and verbal communication abilities, leadership qualities, troubleshooting skills, and project management expertise. Proficiency in Excel and the Microsoft Office Suite is required.

Experience Requirements: Applicants should have substantial experience in FP&A, including month-end reporting and budgeting/forecasting processes, along with a history of successful cross-collaboration projects.

Educational Background: A bachelor’s degree in Business, Finance, Economics, or a related field is required, along with an accounting designation.



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