Financial Planning and Analytics Consultant
2 weeks ago
About Callow & Associates Management Consultants, Inc.
Callow & Associates Management Consultants, Inc. is a leading Microsoft Dynamics consultancy based in Calgary, Alberta. We partner with our clients to improve their business processes by providing enterprise resource planning (ERP) solutions and financial planning and analytics (FP&A) tools.
Job Summary
We are seeking a highly skilled Financial Reporting and Budgeting Systems Analyst to join our rapidly growing team. As a key member of our team, you will be instrumental in the growth and success of our company.
Key Responsibilities
- Implement and support Solver and PowerBI solutions
- Create and modify reports to meet client needs
- Assist with and create budgeting templates
- Develop dashboards
- Participate in client requirements gathering
- Coordinate and provide user training
Benefits
We offer a competitive variable compensation program, six flex days annually, a one-week sabbatical every two years, and options for remote work. In addition to standard vacation, we provide an attractive benefits package.
Requirements
- University degree in financial accounting or a related field
- Knowledge of accounting principles and business processes
- Ability to manage client relationships
- Experience in creating financial reports
- Strong Excel skills
- Excellent written and spoken English skills
- Two to five years of business experience with involvement in the implementation of financial reporting solutions
Preferred Qualifications
- Experience in financials, general ledger, financial statements, and budgeting
- Knowledge of FP&A tools such as Solver, Prophix, or Jet Reports
- Experience with data warehousing and SQL Server database structure
- Experience with data visualization tools such as Power BI or Tableau
- Experience with SSRS, Crystal Reports, or similar tools
- Experience with ETL tools such as Microsoft SQL Server SSRS
Other Key Skills
- Excellent time management, communication, problem-solving, and creative thinking
- Strong aptitude for learning
- Highly motivated self-starter
How to Apply
Please submit your cover letter and CV, highlighting how you meet the qualifications above. Only candidates who include a cover letter will be considered for this position.
-
Financial Planning Specialist
2 hours ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...
-
Financial Planning Specialist
2 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...
-
Financial Planning Specialist
2 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...
-
Financial Planning Specialist
5 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...
-
Financial Planning Specialist
5 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Conduct financial needs...
-
Financial Planning Specialist
1 week ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will play a key role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Financial Planning: Develop and implement comprehensive financial plans for clients, taking into...
-
Financial Planning Specialist
1 week ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will play a key role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Financial Planning: Develop and implement comprehensive financial plans for clients, taking into...
-
Financial Planning Specialist
2 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...
-
Financial Planning Specialist
2 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...
-
Financial Planning Specialist
6 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Financial Planning: Develop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
6 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeFinancial Consultant Job DescriptionWe are seeking a skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Financial Planning: Develop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
1 week ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob SummaryWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesConduct thorough financial analyses to identify clients' goals and...
-
Financial Planning Specialist
1 week ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob SummaryWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a key member of our financial services team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesConduct thorough financial analyses to identify clients' goals and...
-
Senior Wealth Planning Consultant
15 hours ago
Calgary, Alberta, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Planning Consultant to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing expert wealth planning advice and guidance to high net worth and ultra high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Senior Wealth Planning Consultant
16 hours ago
Calgary, Alberta, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Planning Consultant to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing expert wealth planning advice and guidance to high net worth and ultra high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Financial Planning Specialist
17 hours ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...
-
Financial Planning Specialist
19 hours ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...
-
Financial Planning Specialist
4 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...
-
Financial Planning Specialist
4 days ago
Calgary, Alberta, Canada J&H Financial Corp Full timeJob Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at J&H Financial Corp. As a Financial Consultant, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Financial Planning: Develop...
-
Senior Wealth Planning Consultant
3 weeks ago
Calgary, Alberta, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing expert wealth planning advice and guidance to our high net worth and ultra high net worth clients.Key ResponsibilitiesWealth Planning and...