Strategic Financial Planning Specialist

3 days ago


Burlington, Ontario, Canada Opta Group LLC. Full time
Job Title: Senior Financial Analyst

We are seeking a highly skilled Senior Financial Analyst to join our Corporate Finance team. The successful candidate will play a key role in delivering key financial information and critical business insights to senior management and other stakeholders.

Responsibilities:
  • Develop relationships with various stakeholders to prepare budgets, forecasts, and manage performance against set goals.
  • Assist with managing the overall business planning cycle, focusing on continuous improvement.
  • Coordinate the consolidation of budget and rolling-forecast inputs and prepare analysis for the senior leadership team.
  • Perform business analytics and provide value-added commentary on monthly/quarterly trends and KPI performance.
  • Support business acquisition and integration through 'what-if' scenarios and sensitivity analyses for management and functional teams.
Treasury Reporting:
  • Prepare daily, weekly, and monthly treasury reports, including global cash flow forecast and KPI dashboards (liquidity ratios, working capital metrics, etc.).
  • Monitor global cash availability and liquidity across all business operations.
  • Assist with quarterly reporting to lenders, rating agencies, and monitoring compliance with debt covenants and other credit requirements.
  • Aggregate global information on CAPEX projects, prepare monthly reporting, and maintain a rolling forecast for CAPEX.
Requirements:
  • Articulate, straightforward, and succinct communication skills.
  • Well-rounded business acumen and experience in assessing operations and business processes.
  • Strong analytical, financial, and systems skills.
  • Advanced knowledge of Excel is required; experience with Power BI, Tableau, or other data analytics tools would be an asset.
  • Passion for producing results that have an impact.
  • Desire to advance in the organization.

Estimated Salary: $120,000 - $150,000 per annum based on location and industry standards.



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