Financial Analyst

Discover
The Opportunity

CAA Atlantic is recognized as one of Atlantic Canada's Top Employers We are committed to your professional development. Our comprehensive training programs and continuous learning opportunities will help you advance in your skills and achieve your goals. Our generous vacation allowance, annual incentive program, and top-tier benefits ensure you and your family are well taken care of.
With a legacy dating back to 1947, we blend tradition with innovation to revolutionize safety, service, and well-being. Today we are proud to serve over 320,000 Members across New Brunswick, Nova Scotia, Prince Edward Island, and Newfoundland and Labrador. If you're looking to be part of a company that's leading the charge in modernizing the travel, automobile industry, look no further Together, we'll drive innovation and redefine the way Atlantic Canada experiences the world.

Find out more about life at CAA Atlantic by watching this short video on YouTube: Hidden Gems: Working at CAA Atlantic

To learn more about the CAA Atlantic employee experience visit us online:

• Careers CAA Atlantic- Work With Us
• Careers CAA Atlantic - Employee Benefits
• Careers CAA Atlantic- Team Member Stories

Currently we're recruiting for an experienced Financial Analyst to join our team out of Saint John, NB or Dartmouth, NS. As the Financial Analyst, you will be a strategic partner in shaping the financial direction of our organization. This role goes beyond traditional reporting-your insights and expertise will help drive business decisions that impact our members, employees, and the future of our company.

Reporting to the Manager, Financial Planning and Analysis, you will be deeply involved in the full financial planning cycle, collaborating with cross-functional teams to develop budgets, forecasts, and performance analyses that support both day-to-day operations and long-term strategic goals. Your work will provide the foundation for executive decision-making, ensuring our leadership team has the data and analysis needed to steer the organization effectively.

You'll leverage advanced tools like NetSuite, Excel, CoPilot, and Power BI to build dynamic financial models and visualizations, transforming complex data into actionable intelligence. Your ability to interpret trends, identify risks and opportunities, and communicate findings will be essential in helping the organization innovate and adapt in a rapidly changing industry. This is a high-impact position for someone who thrives on challenge, enjoys problem-solving, and is passionate about making a difference through data-driven decision-making.

In this role, you'll have the opportunity to:

• Partner with department leaders to understand their financial needs and deliver tailored analysis.
• Contribute to the development and refinement of financial processes, driving enhanced reporting and insights.
• Present findings and recommendations to senior management, influencing key business decisions.
• Continuously expand your skills through professional development and exposure to a wide range of financial activities.
• Support strategic initiatives, including new product launches, operational improvements, and member experience enhancements.

What you'll do
Responsibilities

• Prepare monthly and quarterly variance reports for departments, incorporating financial and operational metrics
• Be a key contributor to the annual budget process by assisting your manager in the creation of templates, uploading files, updating models and building presentations
• Act as a finance business partner supporting departments financial analysis and planning
• Work collaboratively with the accounting team by proactively sharing information and insights
• Load and manage data in NetSuite planning and budgeting tool
• Build financial models and visualizations using Excel and Power BI
• Support ad hoc financial analysis as directed by the Senior Manager

What you'll need
Qualifications

Education & Certifications:

• Bachelor's degree in Finance, Accounting, or a related field
• FP&A certification is considered an asset but not required

Experience:

• Minimum 5 years of relevant experience
• Demonstrated experience in financial planning, budgeting, and analysis
• Proficiency with accounting systems and spreadsheet programs/applications (e.g., Excel, Power BI, NetSuite)
• Experience using AI tools such as CoPilot or ChatGPT
• Experience preparing variance reports and financial models
• Experience in preparing presentations using Microsoft PowerPoint

Knowledge & Skills

• Strong understanding of financial analysis, accounting principles, and reporting
• Ability to work with large complex data sets and distil down to key insights or actions
• Excellent organizational, problem-solving, and communication skills
• Ability to work collaboratively and proactively in a fast-paced environment
• Ability to utilize modern AI tools to assist in the preparation of analysis

Look for yourself
Photo Gallery

• 
  
• 
  
• 
  
• 
  
• 
  
• 
  
• 
  
• 
  
• 
  
• 
  

A little bit about us
CAA Atlantic

CAA Atlantic

At CAA Atlantic, we're not just a company; we're a driving force in the modern world of Atlantic Canada. With a rich history dating back to 1947, we are deeply rooted in our region, but our vision is firmly fixed on the future. Our mission? To revolutionize the way people experience safety, travel, and well-being in the 21st century.

Serving our members with pride across the four Atlantic Provinces, we're not your typical organization. As a forward-thinking, not-for-profit, we're committed to pushing the boundaries of what's possible.

If you're looking to be part of a company that's leading the charge in modernizing the travel and safety industry, look no further. As a four-time recipient of the Most Trusted Brand in Canada over the past five years, we're on an unwavering journey to become the most trusted member-focused organization and top employer in Atlantic Canada. Join us and be part of the future with CAA Atlantic. Together, we'll drive innovation, ensure safety, and redefine the way Atlantic Canada experiences the world.

Why Work With Us:

• Challenging work with an amazing team
• Strong commitment to the community and giving back (more than $50K in charitable giving to the IWK Foundation, Ronald McDonald House Atlantic and the Janeway Children's Hospital Foundation in 2022, in addition to many more)
• A competitive compensation package
• Generous paid time off based on professional experience
• Paid volunteering
• Telemedicine - provides you with 24/7 direct access to medical care and wellness services by phone or video chat
• Health and Safety of employees is the number one priority
• Complimentary Premier CAA Membership
• An in-house gym facility and/or corporate gym rate and partial reimbursement
• An innovative and dynamic work environment
• Ongoing learning and development opportunities

Our Vision: To be the most trusted and sustainable Member organization in Atlantic Canada.

Our Mission: To make a difference every day by anticipating, understanding, and exceeding the expectations of our Members

Our Core Values

• WE WILL BE BOLD We embrace change and encourage bold decisions to be made in pursuit of delivering positive impact and innovative solutions for our Members and our community.
• WE DO WHAT WE SAY Our Members and our Community know they can trust us to be there when we say we will, to provide the safety and security they can count on and deliver the great service they've come to expect. Our word is our bond.
• WE THINK DIFFERENTLY We create a culture built on being curious, embracing new ideas, backgrounds, and perspectives, which expands our thinking and leads to creative solutions.
• WE DO THE RIGHT THING We commit to operating in the best interest of others, upholding integrity and being transparent in our actions and decision making.

Diversity and inclusion at CAA Atlantic

As a member-driven organization, we are dedicated to building a workforce that reflects the diversity of the communities in which we live. It is important to us that every employee has the opportunity to reach their full potential, and we recognize that diverse perspectives enhance our collective innovation, creativity and allow us to provide amazing service to our Members.

Accommodation

Applicants should identify if they require accommodation during the competition process (on a confidential basis). All postings available in alternate formats upon request.

---