Financial Analyst

Position Summary

dahl Valve Limited is seeking a dynamic and highly analytical Financial Analyst to support strategic decision-making through financial insights, reporting, and modeling. This role bridges core financial planning and analysis with operational support, ERP data integrity, and process optimization. The ideal candidate is business-minded, collaborative, and thrives in a fast-paced manufacturing environment where data drives performance.

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