Senior Analyst, Professional Development (PD) Financial Planning and Analysis
About The Position
The Senior Analyst, Professional Development Financial Planning & Analysis supports the Professional Development (PD) department through financial analysis, reporting, budgeting, data analytics, and ad hoc projects. Reporting to the Director, Professional Development, this role contributes to departmental strategic and operational planning, effective resource allocation, and project coordination to help deliver learning opportunities for over 40,000 CPABC members. Success in this dynamic, collaborative environment requires strong financial analysis and reporting skills, business acumen, attention to detail, initiative, and communication skills. The successful candidate will effectively translate numbers and data into insights and implications, identify opportunities to improve and streamline processes, develop departmental budgets and forecasts, and contribute to the development of relevant learning opportunities for CPABC members.
Requirements
- CPA designation or equivalent, with three (3) to five (5) years of post-designation work experience;
- Experience with financial planning, reporting and budgeting;
- Demonstrated understanding of how financial decisions impact operations and strategic initiatives;
- Advanced analytical skills with the ability to deal with sensitive and complex information;
- Experience initiating, leading and coordinating projects, and working collaboratively with multi-disciplinary teams to achieve project goals;
- Diplomatic, tactful, and comfortable dealing with senior management and external and internal partners;
- Takes initiative to solve problems and drive tasks forward independently, while also engaging with colleagues in collaborative work;
- Meticulous attention to detail, refined organizational and time management skills;
- Comfortable working in a dynamic role with changing tasks and projects and the ability to prioritize simultaneous projects and priorities under pressure;
- Exceptional verbal and written communication and interpersonal skills;
- Proficiency with MS Office, with strong Excel skills (pivot tables, lookups, and formulas); Power Query an asset
- Data visualization experience required (Power BI an asset).
Nice To Haves
- Power Query an asset
- Power BI an asset
Responsibilities
- Analyze financial data and provide actionable insights that inform departmental decision-making
- Lead annual departmental budget preparation and quarterly forecasting, including analysis of past program and operating results, registration trends, and environmental factors.
- Lead the monthly reporting processes, including statistical compilation, reporting and variance analysis
- Support and enhance financial transaction processing and analysis, including process review and improvement.
- Partner with the Data Analytics team to develop and enhance reports and dashboards using Excel and Power BI to support business planning and decision making.
- Design and maintain dashboards and reporting tools to monitor key performance metrics and assess departmental data and trends.
- Contribute to continuous improvement across the PD department by documenting and mapping existing processes, identifying inefficiencies, leading process enhancements, and leveraging technology for efficiency gains.
- Lead and/or support financial and operational projects, ensuring timely delivery and alignment with departmental priorities.
- Collaborate with Finance and IT to review and develop financial processes, reporting capabilities, and ensure alignment departmental objectives with organizational initiatives
- Recommend, direct and lead special and emerging projects to advance strategic and operational goals of the PD department, including analysis, recommendations, implementation and KPI measurement.
- Deliver post-project evaluations and insights to assess outcomes, measure success, and inform future initiatives.
- Collaborate with the Director, PD, and departmental managers to develop and execute strategic and operational plans, integrating new initiatives into budgeting and forecasting processes
- Stay abreast of developments impacting the CPA profession and work collaboratively to ensure PD program and strategic and operational plans reflect those developments.
- Liaise with other CPABC departments and/or external stakeholders as required to support PD departmental priorities and strategic initiatives
- And other duties and responsibilities as may be assigned from time to time.
Benefits
- competitive compensation package
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What This Job Offers
Job Type
Full-time
Career Level
Senior
