Financial Analyst, Corporate FP&A

CarltonOne Engagement ULC•Markham, ON

4d•Onsite

About The Position

CarltonOne is looking for a Financial Analyst to support management reporting, budgeting, forecasting, and performance analysis across the organization. This role plays a key part in translating financial data into insights that help leaders make informed decisions and scale the business profitably. You will work closely with Finance leaders to understand performance drivers and support strategic initiatives.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
CPA designation, or in final stages toward becoming designated, is a requirement.
2-3 years’ experience in a corporate accounting, financial analysis, or a similar role, with a preference for FP&A experience.
Advanced Excel skills required, including experience with Power Query.
Naturally detail-driven, with a meticulous approach to accuracy, structure, and consistency.
Comfortable working with complexity, multiple data sources, and evolving assumptions.
Strong business acumen with the ability to connect numbers to real-world outcomes.
Organized and able to juggle multiple time-sensitive priorities.
Willing to work extended hours during peak periods, particularly around close and planning cycles.

Nice To Haves

Experience in a multi-currency, multi-entity environment is strongly preferred, with exposure to SAAS and/or E-Commerce businesses an asset.
Exposure to budgeting, forecasting, and management reporting is an asset.
Experience with Netsuite, PowerBI, Sigma and/or Adaptive Planning is an asset.

Responsibilities

Actively participate in the annual budgeting and quarterly reforecasting processes, owning assigned components and analyses.
Build and maintain financial models to forecast revenue, costs, margins, and cash flow.
Analyze variances between actuals, budget, forecast and prior year, and communicate key drivers clearly and concisely.
Prepare recurring management reports, dashboards, and executive summaries.
Track and analyze KPIs across functional areas (e.g., revenue growth, gross margin, operating expenses).
Provide insights into trends, risks, and opportunities to improve business performance.
Own the integrity of analytical outputs used in management reporting, ensuring consistency between FP&A analysis and underlying financial results.
Partner closely with Accounting to support the monthly close process, ensuring financial results are accurate, complete, delivered on time, and aligned with budgets and forecasts.
Proactively identify, investigate, and resolve errors, omissions, and inconsistencies in financial data before results are finalized.
Monitor financial performance and flag anomalies or emerging issues early for further review.
Improve the accuracy, efficiency, and scalability of FP&A processes and models.
Work with large datasets from multiple sources, ensuring data integrity and consistency.
Contribute to the automation and standardization of reporting where possible.
Provide decision support on special projects.
Assist with long-range planning and scenario modeling.
Contribute to finance initiatives related to growth, profitability, and operational efficiency.