Financial Reporting Specialist

Formations Inc

3d • Onsite

About The Position

We’re looking for a Financial Reporting Specialist to join our Finance team and own internal reporting across our operations. This role is ideal for someone who enjoys working with numbers, identifying trends, and building accurate reporting structures that help drive operational and strategic decision-making. You’ll play an important role in financial reporting, budgeting, forecasting, KPI tracking, and business intelligence reporting across corporate, branch, and manufacturing operations.

Requirements

• 3 to 5 years of experience in financial reporting, financial analysis, or business performance reporting
• Post-secondary education in Commerce, Accounting, Finance, or a related field
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Advanced proficiency in Microsoft Excel and reporting tools such as Microsoft Power BI
• Strong attention to detail and a structured approach to financial reporting
• Strong analytical and problem-solving skills
• Ability to communicate financial information clearly and effectively

Nice To Haves

• Experience with Dynamics 365 Business Central
• CPA Designation or working towards

Responsibilities

• Assist in the preparation of monthly, quarterly, and annual financial reports, forecasts, and variance analyses
• Perform month-end financial reconciliations and support reporting adjustments
• Support budgeting processes across corporate, branch, and manufacturing operations
• Prepare interim financial forecasts to identify cash flow or profitability risks early
• Compile AP/AR status reports to support debt and line of credit compliance
• Complete financial reporting including income statements, balance sheets, and cash flow summaries
• Conduct cost and revenue analysis across branch, warehouse, and manufacturing locations
• Monitor financial KPIs and support scenario planning for new products, services, or acquisitions
• Track and analyze distribution and manufacturing performance across product lines
• Assist with annual audit preparation, reporting requests, and documentation support
• Prepare pro forma reports and financial models for new business initiatives and expansion opportunities
• Prepare weekly bank reconciliations and financial reporting updates
• Review revenue, cost, and profitability trends across distribution and manufacturing lines
• Support budgeting and forecasting initiatives across multiple business units
• Prepare leadership reporting packages and financial insights for decision-making

Benefits

• Opportunities for growth and advancement within the company
• Competitive compensation package with 100% company sponsored health and dental benefits
• A generous flexible benefit program, including options for: Health Spending Account (HSA), Personal Spending Account (PSA), RRSP contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree