Finance Analyst

2 weeks ago

Montréal, Canada ClearEstate Full time

**Join ClearEstate**

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We're looking for extraordinary people to shape our offering and solidify our leadership position in a massive $40B market.

Since 2020, ClearEstate offers technology-enabled services, designed to handle all estate planning and settlement needs. We are building an end-to-end tech-enabled service to alleviate the procedural and emotional burdens of estate planning and settlement.

Aiming to empower underserved executors, we value team members who share our core values and will naturally thrive in our culture of empathy, transparency, growth mindset, radical accountability, genuine care, and diversity and inclusion.

**What we're looking for**

As a Finance Analyst FP&A reporting into the Finance Manager, you will:

- **Perform financial analysis**: track unit profitability trends, review profitability by market and other key financial indicators
- **Prepare budgets and forecasts**:support the preparation of budgets, forecasts, strategic plans and the Management Discussion & Analysis (MD&A);
- **Create periodic reports**:prepare weekly and monthly management reports including slide decks for business reviews, budget/forecast meetings, and special projects.
- **Analyse business opportunities**:build data models to support business needs including pro-forma modelling to evaluate potential business opportunities, perform sensitivity and what-if analyses
- **Drive continuous improvement**: lead improvement initiatives related to quality of financial information as well as processes and procedures to ensure that data are collected, organised, enriched and reported in a secure way with a full audit trail
- **Track KPIs**:provide support to various functions in the business related to financial results and KPIs.

**Who you are**
- **2-3 years** of relevant experience in financial planning & analysis;
- **Bachelor's degree** in commerce, finance, accounting or equivalent;
- **Collaborative;**:

- **Positive** attitude;
- **Strategic** and **analytical**;
- Excellent **computer skills** with MS Office software;
- A great **communicator**;
- Bilingual in **English and** **French** an asset.

**What we offer**
- The opportunity to be a part of something big and meaningful with a positive impact.
- Transparent compensation package starting from the first phone call including information on our Employee Stock Options and benefits.
- Permanently flexible remote work policy.
- A strong work-life balance with 4 weeks paid vacation and 6 flex days.
- Virtual and in-person team building activity opportunities.
- A friendly work environment that has diversity and inclusion at the heart of our priorities

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