Principal Analyst, Financial Planning

3 weeks ago

Old Toronto, Ontario, Canada Relay Financial Full time


At Relay Financial, our vision is to empower small businesses to thrive. We recognize that conventional banking often hinders growth for entrepreneurs, and we are on a mission to transform that narrative. Our platform serves as a comprehensive, collaborative solution for financial management, designed specifically for small to medium-sized businesses (SMBs) and their financial operations, both internal and external. Our commitment is to deliver a customer experience that is centered around human needs, ensuring that SMBs are always 'on the money'.

We are excited to welcome our inaugural Senior Financial Analyst, FP&A to our Finance & Accounting team. This pivotal role will be instrumental in laying the groundwork for our Financial Planning & Analysis (FP&A) function. Reporting directly to the Director of Finance, the Senior Financial Analyst will significantly contribute to the enhancement of our budgeting and forecasting processes as we navigate our growth trajectory. The ideal candidate will demonstrate a robust analytical aptitude, superior financial modeling capabilities, and the ability to offer strategic insights that inform business decisions.

Key Responsibilities:
  • Engage with leadership to formulate and refine annual budgets and monthly forecasts
  • Execute comprehensive financial analyses to uncover trends, risks, and opportunities
  • Collaborate with cross-departmental teams to collect data for precise forecasting and provide insights for strategic choices
  • Prepare variance analyses and articulate financial drivers to internal stakeholders during the month-end closing process
  • Maintain standardized reporting and dashboards to track KPIs and financial metrics
  • Assist in the development of multi-year business plans and conduct financial modeling for strategic initiatives
  • Identify inefficiencies in processes, spearhead improvements, and implement best practices in financial planning
  • Offer recommendations to bolster long-term organizational success and assess the financial implications of new ventures
  • Deliver decision support through financial modeling, scenario analysis, and sensitivity assessments
  • Conduct ad-hoc financial analyses to aid special projects, strategic initiatives, and evaluate the financial ramifications of business opportunities
Candidate Profile:
  • A minimum of 3 years of experience in financial analysis, FP&A, or a related field, ideally within the tech startup ecosystem
  • Proven experience in financial modeling, budgeting, forecasting, and variance analysis
  • Strong proficiency in financial software and tools (e.g., Google Sheets), with advanced Excel skills
  • Exceptional analytical, problem-solving, and organizational skills, with meticulous attention to detail
  • Effective communicator and presenter, capable of conveying complex financial information to non-financial stakeholders
  • Passionate about contributing to the development of a strategic finance function, adept at solving intricate business challenges through accurate and timely financial models, analyses, and recommendations
  • Ability to work independently, collaborate effectively, and manage multiple priorities
  • Resilient and adaptable; thriving in a fast-paced, evolving environment
  • Located in Toronto or the Greater Toronto Area; hybrid work model with in-office collaboration two days a week
Preferred Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline; MBA or CPA is advantageous
  • Experience in a scaling fintech organization
Our Commitment to You:
  • Competitive compensation and equity opportunities: every team member shares in our success.
  • Comprehensive health benefits: full health coverage + an HSA/WSA from day one to ensure you have the necessary support.
  • Generous vacation policy: 3 weeks of vacation + 5 flexible days + a year-end holiday shutdown to recharge and rejuvenate.
  • Hybrid work environment: we value collaboration and connection, offering catered lunches and a snack/beverage program for in-office days.
  • Focus on personal and professional development: support from leadership committed to your growth through regular feedback and coaching.
  • Top-tier equipment: a Mac environment with all the tools you need to excel.
  • Team-oriented culture: we prioritize collaboration, team bonding, and most importantly, having fun.

Interview Process Overview:

Stage 1: A 45-minute video call with our Director of Finance

Stage 2: A take-home case study, followed by a 1-hour presentation of your solution to our team

Stage 3: A 30-minute video call discussing values with a member of our leadership team

We encourage applicants from diverse backgrounds and perspectives to apply, even if they do not meet all listed qualifications. At Relay, we believe that diversity is essential for building high-performing teams, and we are dedicated to creating an inclusive work environment. We are an equal-opportunity employer and welcome individuals from all walks of life.

We are committed to providing accommodations throughout the hiring process. If you require assistance during the interview process, please reach out to our People Team, and we will work with you to meet your needs.

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