Financial Analyst

Brand Momentum•Mississauga, ON

About The Position

The Financial Analyst plays a key role in supporting financial performance across client programs and internal operations. This role is responsible for analyzing project-level profitability, ensuring alignment between client budgets, working budgets, POs, and invoicing, and driving accuracy and timeliness in financial reporting. The analyst partners closely with Account Managers, Project Leads, and Finance to ensure strong financial controls, proactive insights, and optimized cash flow.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field
3-5+ years of experience in financial analysis, preferably in a project-based or service environment
Advanced Excel skills (financial modeling, pivot tables, data analysis)
Strong understanding of budgeting, forecasting and cost allocation
Ability to manage large volumes of data with high accuracy
Strong analytical and problem-solving skills
High attention to detail and accuracy
Ability to work cross-functionally with operations and client teams
Strong communication and stakeholder management skills
Results-driven with a focus on meeting KPIs and deadlines
Continuous improvement mindset

Responsibilities

Build and maintain financial models for client programs, including revenue, cost, and margin analysis
Support annual budgeting and periodic forecasting processes across multiple entities or divisions
Provide insights into profitability by client and program
Review and validate Client Budgets and Working Budgets
Ensure all programs have approved budgets and are aligned with expected margins
Track and analyze project-level profitability, identifying risks and opportunities
Analyze total monthly costs to ensure it matches with the forecast, identify any adjustments that may be required
Monitor incremental billable items (e.g., storage, coupons, vendor pass-throughs, incremental hours) to ensure full cost recovery
Partner with Project Leads to ensure accurate cost allocation and financial visibility
Support cash flow forecasting, including analysis of large client payment terms and impacts on working capital
Provide insights and recommendations to improve cash conversion cycle
Develop and maintain dashboards and reports for project profitability and budgets vs. actual performance
Support continuous improvement of financial systems and processes, including integration between budgeting, invoicing, and reporting tools
Ensure data accuracy and consistency across systems
Identify gaps in financial processes and recommend improvements to enhance efficiency and accuracy
Support implementation of standardized processes for budgeting, billing, and reporting
Contribute to automation and reporting enhancements (e.g., dashboards, tracking tools)