Financial Analyst

**Position Summary**

**Key Responsibilities**

Financial Data Analysis & Reporting
- Analyze monthly financial results, trends, and variances versus budget/forecast.
- Build and maintain executive dashboards and KPI reporting, including margin trends, cash flow forecasts, and departmental spend.
- Prepare ad hoc analyses to support operational decisions and executive planning.
- Provide monthly, quarterly, and annual financial reporting packages for leadership and board-level review.

Budgeting & Forecasting
- Partner with the Sr. Accounting Manager to consolidate annual budgets and rolling forecasts.
- Develop financial models and scenario plans for revenue, expenses, and working capital.
- Track forecast accuracy, identify risks/opportunities, and ensure cross-departmental input.

Business Performance Insights
- Conduct detailed margin, product line, and customer profitability analysis.
- Analyze pricing strategies, SKU performance, and sales trends to support commercial decisions.
- Support new product launch assessments, tariff and material cost impact studies, and operational efficiency initiatives.

ERP Data Quality & Reporting Optimization
- Lead data integrity efforts in Epicor, including audits, corrections, and exception reviews.
- Work with department managers to improve ERP utilization and eliminate offline reporting tools.
- Design and implement reporting structures that increase visibility and drive decision-making.

Costing & Job Analysis
- Collaborate with Operations and Supply Chain to ensure accurate standard costing for new and existing parts.
- Review job variances and work order closures for financial accuracy.
- Support continuous improvement initiatives related to product costing and operational performance.

Rebates & Commissions
- Manage the full cycle of rebate and commission processes, including contract reviews, accruals, and reporting.
- Prepare monthly/annual calculations for internal and external sales teams, ensuring approval and accuracy.
- Provide financial insight into incentive trends and trigger points for action.

Cross-Functional Liaison
- Act as the financial bridge between Finance, Operations, and Sales, ensuring alignment on key metrics and decisions.
- Provide financial insight and modeling to support strategic projects and initiatives across departments.

Process & Systems Improvement
- Identify inefficiencies in financial reporting, costing, and operational analytics.
- Recommend and implement automation and workflow improvements.
- Support ERP enhancements or system upgrades to improve financial data flow and reporting capabilities.

Project & Strategic Support
- Assist with special projects including inventory analysis, acquisition assessments, and cost-reduction initiatives.
- Evaluate financial risks, model outcomes, and provide recommendations to leadership.

**Key Tasks**
- Perform monthly variance analysis (actual vs. budget/forecast).
- Extract, analyze, and report data from ERP (Epicor), Excel, and Power BI.
- Collaborate with the General Accountant to ensure data integrity and accuracy.
- Support Accounting Manager with cash flow forecasting, working capital management, and financial scenario modeling.
- Prepare audit-ready reconciliations and year-end schedules as assigned.
- Research industry and market trends to support strategic planning.

**Qualifications**
- Bachelor’s degree in Finance, Accounting, or related discipline.
- CPA designation or progression toward CPA is preferred.
- 3-5+ years of financial analysis or accounting experience in a manufacturing or industrial environment.
- Strong Excel skills; experience with Power BI and ERP systems (Epicor preferred).
- Solid understanding of costing, budgeting, forecasting, and financial modeling.
- Excellent communication and collaboration skills with the ability to translate financial data into actionable insights.
- Highly organized and detail-oriented, with the ability to manage multiple priorities.

**Why Join Dahl Valve**

At Dahl Valve, our values — Integrity, Teamwork, Service Excellence, and Growth — drive everything we do. As a Financial Analyst, you'll be at the center of strategic decision-making in a collaborative environment where your insights shape business outcomes. We offer meaningful work, continuous learning opportunities, and a chance to grow with a Canadian manufacturing success story.

**Job Types**: Full-time, Permanent

Pay: $70,000.00-$85,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off
- RRSP match

Work Location: In person