Position Status- This is a newly created position to support the continued growth of the organization.
Compensation- Eligibility for base pay ranging from $100,000 to $115,000 CAD, commensurate with experience and skillset.
Summary/ObjectiveThis role is responsible for supporting financial planning, forecasting, reporting, and analytical activities across a multi-location portfolio of funeral homes, cemeteries, and cremation businesses. The Senior Financial Analyst provides financial insights to support operational performance, strategic decision-making, and acquisition activities. They work cross-functionally with operations, accounting, and corporate leadership and requires an understanding of multi-entity.
Essential Functions- Leads monthly, quarterly, and annual close analysis including variance commentary and performance insights.
- Compiles and owns reporting packages for Senior Leadership, Board of Directors, and our ownership group.
- Assists in compiling a monthly letter detailing the financial performance for the month.
- Analyzes financial results and key KPIs to support operational and strategic decisions.
- Owns and enhances the annual budgeting process and rolling forecasts for +250 operating locations across Canada and the US.
- Builds and maintains robust financial models to support business planning, investment decisions, and M&A activity.
- Partners with cross-functional leaders to evaluate business performance and identify opportunities for growth and efficiency.
- Supports preparation of board presentations, investor materials, and strategic analyses.
- Acts as a trusted advisor to Senior Leadership by providing data-driven recommendations.
- Collaborates directly with Senior Leadership on financial strategies, performance tracking, and key initiatives.
- Supports ad hoc analysis and special projects with high visibility across the organization
- Leverages financial systems (e.g., OneStream or similar) to enhance reporting accuracy and efficiency.
- Identifies opportunities to automate and streamline reporting and improve financial processes.
- Ensures data integrity across systems and reporting outputs.
- Performs projects and other duties as assigned.
Competencies- Financial Management.
- Business acumen.
- Ethical Conduct.
- Communication Proficiency.
- Personal Effectiveness/Credibility.
- Customer Service Orientation.
- Time Management.
Required Education, Experience, Certifications and Licensure- Bachelor's degree in Finance, Accounting or related discipline.
- 5-7+ years of progressive experience in FP&A, financial reporting, or corporate finance.
- Experience in multi-entity or consolidated environments.
- Current and valid passport and ability to travel between U.S. and Canada.
Preferred Education, Experience, Certifications and Licensure- Professional designation (CPA or pursuing) strongly preferred.
Additional Eligibility Qualifications- Able to read, write and speak English fluently. Bilingual is a plus.
- Advanced Excel skills; experience with financial systems (e.g., OneStream, Hyperion, or similar).
- Experience with Power BI, Power Query, SQL, Intacct.
- Strong financial modeling and analytical capabilities
- Experience with financial modeling and forecasting for multi-location organizations
- Experience working directly with Senior Leadership
- Skill to analyze data and provide recommendations.
- Excellent written and oral communication.
- Must be able to work independently, prioritizing and meeting multiple deadlines.
- Experience supporting multi-location or multi-entity organizations.
- Ability to interpret financial data and communicate findings effectively.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a deadline-driven environment
Supervisory ResponsibilityThis position has no direct supervisory responsibilities.
Physical Demands and Work EnvironmentThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- The duties associated with this position are generally performed in an indoor office setting.
- Equipment used to perform the essential function of this position includes, but is not limited to computer, fax, copier, merchant terminal, multi-line phone system, personal or company owned vehicle.
- Employees in this role are regularly required to climb, sit, stand, bend, kneel, and frequently lift up to 25 pounds.
- This position may also require reaching, pushing, and pulling.
- This position may also be exposed to chemicals and/ or blood-borne pathogens. Exposure risk is considered: Low
Travel- This position may require up to 10 percent out of area and overnight travel.
- This position may require occasional domestic and/or international travel; candidates must possess and maintain a valid passport.
Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
