Senior Financial Analyst (FP&A)

Momentum Financial Services Group•Toronto, ON

2d•CA$90,000 - CA$135,000•Hybrid

About The Position

The Senior Financial Analyst, FP&A is responsible for financial analysis and report generation activities in a manner designed to protect assets, meet reporting requirements, and provide timely, meaningful reporting of operations in changing environment.

Requirements

Ability to manage multiple projects, to communicate clearly and professionally with all levels of management, ability to create and analyze financial statements and communicate results to management.
High level of proficiency in MS Office
Advanced financial modeling skills, including scenario analysis, sensitivity modeling, and cash flow forecasting.
Strong proficiency in Excel (pivot tables, complex formulas, modeling) and financial planning tools (e.g., Anaplan, Adaptive Insights, Hyperion, or similar).
Ability to interpret complex financial data and distill insights into clear, actionable recommendations.
Exceptional written and verbal communication skills, with the ability to present complex financial concepts in a clear, concise, and executive-ready manner.
Proven ability to craft polished presentations for senior management and Board-level audiences.
Demonstrated ability to influence decision-making through analytical reasoning and well-supported recommendations.
Strong problem-solving mindset with the ability to operate both strategically and tactically.
Bachelor’s degree in Finance, Accounting, Economics, or related field required.
Min of 3-5 years of a demonstrated history of progressive responsibility in accounting and finance roles
Experience using general ledger systems, data cubes.
Demonstrated experience performing variance analysis, financial modeling, and data-driven performance assessments.

Nice To Haves

Experience with Oracle, Tableau, Power BI, Sigma, and Hyperion is a plus.

Responsibilities

Lead the recurring forecasting process, including the collection, consolidation, and validation of financial projections across multiple regions and product lines.
Perform detailed variance analysis to identify key drivers, underlying trends, and performance gaps relative to budget, prior forecast, and prior year.
Develop comprehensive analytical packages and executive-ready materials that clearly articulate financial insights and support senior leadership’s decision-making.
Assist in the development of annual budgets by partnering with market CFOs and business leaders to understand strategic priorities, operational assumptions, and expected financial outcomes.
Build and refine P&Ls for assigned regions and products, ensuring alignment with corporate objectives and strategic initiatives.
Prepare thoughtful Risk & Opportunity assessments and communicate implications to department management, including Sr. Director, VP, and SVP stakeholders.
Support the preparation of Board of Directors reporting materials, including the creation of strategic narrative, analytical exhibits, and supporting schedules that highlight business performance and strategic milestones.
Develop and refine presentation content used by senior leadership to communicate strategy, financial results, and forward-looking expectations to the Board and other key governance bodies.
Manage the monthly Executive Committee financial results package, ensuring accuracy, completeness, and clarity of financial commentary and KPIs.
Collaborate closely with market CFOs to interpret trends, explain budget variances, and identify business drivers to enhance executive-level transparency and decision-making.
Assist in preparing short- and long-term liquidity forecasts, integrating inputs from treasury, markets, and business units to provide a holistic view of cash needs and funding requirements.
Identify and communicate liquidity risks and opportunities in a timely manner to enable leadership to take proactive, strategic actions.
Support scenario analysis and sensitivity modeling to evaluate potential impacts of market shifts, operational changes, or strategic initiatives on liquidity.
Conduct ad hoc analyses to support strategic, operational, and financial initiatives, including revenue/cost forecasting, margin analysis, and profitability assessments.
Build financial models to evaluate business performance, assess risk/return trade-offs, and quantify the impact of strategic decisions.
Apply statistical and analytical techniques to develop meaningful insights that inform recommendations for senior management.
Partner with finance, strategy, operational, and regional leadership teams to ensure alignment on financial plans, assumptions, and reporting outputs.
Serve as a key resource to senior leaders by providing clear, data-driven insights that support both short-term actions and long-term strategic planning.
Continuously improve forecasting, reporting, and analytical processes to enhance accuracy, efficiency, and strategic value.