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Financial Planning Analyst

2 months ago


Victoria, British Columbia, Canada Waterworth Full time

**Job Summary**

Waterworth is a Software-as-a-Service for financial forecasting. We are seeking a skilled Financial Analyst to join our Customer Success team to help our clients achieve financial sustainability.

**Key Responsibilities**

  • **Strategic Advising**: Collaborate with senior city officials to establish a clear path to financial sustainability and drive action to achieve goals.
  • **Relationship Management**: Develop and maintain strong relationships with clients to ensure mutual understanding and trust.
  • **Model Building**: Build, calibrate, and present financial models to clients, requiring strong accounting fundamentals and data analysis skills.
  • **Maximize Customer Value**: Focus on delivering exceptional customer experience and exceeding client expectations.

**Training and Development**

The Training Program covers municipal government and utilities, financial management, software, and Customer Success. Each domain requires developing different skills, and a commitment to integrating them to execute effectively.

**About Waterworth**

We are a SaaS technology start-up that helps local governments sustainably manage their finances. Over 200 municipalities across North America rely on us. Our workplace culture is exciting, and we are growing rapidly, with a significant impact.

**Requirements**

  • **Accounting Expertise**: Strong financial accounting and modeling skills, with a desire to apply them to drive actionable results.
  • **Confident Presentation Skills**: Engage with senior government officials, inspiring trust and respect through expertise and comfort with our tool.
  • **Selling Skills**: Articulate how Waterworth solves problems associated with financial sustainability, leveraging relationships to deliver value.
  • **Analytical Capacity**: Develop analytical abilities to work with numbers, spreadsheets, business, and financial concepts, and software.
  • **High-energy and Fun**: Resonate with and contribute to our intense, energetic, and inspired team culture.

**Benefits**

  • **Pay Range**: CA$60,000/yr - CA$90,000/yr
  • **Extended Health and Dental**
  • **2 Weeks Vacation**
  • **In-person located in downtown Victoria, BC**
  • **Casual dress**
  • **Company events**