About the Opportunity:
CarltonOne is looking for a Senior 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.
Responsibilities:
Budgeting & Forecasting
- 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.
Performance Reporting & Analysis
- 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
Month-End Close
- 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.
Data & Process Improvement
- 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.
Ad Hoc & Strategic Support
- 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.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, ora related field.
- CPA/ACCA/ACMA is a must, or they must be completed and passed all examinations and only have the work experience requirement left.
- 2-3 years' experience in a corporate accounting, financial analysis, or a similar role, with a preference for FP&A experience.
- 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.
- Advanced Excel skills required, including experience with Power Query; experience with Netsuite, PowerBI, Sigma and/or Adaptive Planning is an asset.
- 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.
Additional Perks
- Competitive salary and benefits package.
- Health, dental, and vision coverage.
- 3 weeks' vacation plus personal days.
- Access to our employee benefits portal for exclusive discounts.
- Monthly company-wide events, celebrations, and team activities.
- Bravo reward points program for recognition and appreciation.
- Convenient office location close to public transit.
How to Apply
If this great opportunity looks rewarding to you, let's connect. Our online application will give you the option to apply to this role directly.
The target salary range for this position is $75,000 - $90,000. Placement in the salary range will be based on factors such as market conditions, internal equity, and candidate experience, skills, and qualifications relevant to the role.
Vacancy status: This posting represents an active vacancy for which we are currently hiring.
AI Disclosure: Artificial Intelligence (AI) may be used in the hiring process for this role.
