Senior Financial Analyst (FP&A)

Momentum Financial Services Group • $90K — $135K *

Toronto, ON M3C 0E3In-Person

Finance & Insurance

Less than 5 years of experience

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Job Overview by Ladders

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field required.
3-5 years of progressive experience in accounting and finance roles.
Proficient in MS Office with advanced Excel skills.
Familiarity with financial modeling, variance analysis, and cash flow forecasting.
Experience with financial planning tools such as Anaplan, Adaptive Insights, or Hyperion.

Responsibilities

Lead the recurring forecasting process across regions and product lines.
Perform detailed variance analysis to identify trends and performance gaps.
Assist in the annual budgeting process with market CFOs and business leaders.
Prepare Board of Directors reporting materials and presentations.
Manage monthly Executive Committee financial results package for clarity and accuracy.
Support liquidity forecasts and identify risks and opportunities.
Conduct ad hoc financial analyses to support strategic initiatives.

Benefits

100% coverage of health and dental premiums.
Annual discretionary bonus based on performance.
Robust retirement savings options for future planning.
Hybrid work environment fostering flexibility between remote and in-office work.
Tuition reimbursement and professional development opportunities.

Full Job Description

The Job: Senior Financial Analyst, FP&A

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.

What You'll Do

Forecasting & Financial Planning:

Weekly, Monthly, and Quarterly Cycles
- 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.
Annual Budgeting
- 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.

Management & Board Reporting:

Executive & Board-Level Presentations
- 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.
Executive Committee Reporting
- 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.

Liquidity & Cash Flow Management:

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.

Financial Analysis & Modeling:

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.

Cross-Functional Collaboration & Strategic Support:

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.

What You'll Bring to the Table

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.

Education + Experience

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

Ready to apply your Financial Analysis expertise to make a real impact? Join us and help shape the future of tech at MFSG. Apply today and let's build the future of MFSG, together.

Please note: The salary range, inclusive of bonus, for this position is between C$ 90,000 to C$ 135,000.

About Momentum Financial Services Group

Momentum Financial Services Group Careers

There has never been a better time to join the global team at Momentum Financial Services Group—the leading force in innovative financial solutions.

Work You’ll Do

Join Momentum Financial Services Group's market-leading team to assist some of the most prestigious companies in mastering their financial strategies and operations. Transform financial management and industry standards with the brightest minds at Momentum Financial Services Group. This is where technology, industry expertise, and digital innovation converge. Lead from a unique position in the marketplace, harnessing the power of technology to drive financial innovation and leadership. Work with a global team of business and financial advisors to help clients navigate through complex financial landscapes. Collaborate with a dedicated group of professionals, fostering an environment where innovation and leadership thrive.

Introducing the Momentum Financial Services Group Professional Pathways

The team is building a market-leading pathway to help professionals master their career growth with comprehensive training and development opportunities.

Do Innovative Work

Be part of the largest group of financial experts, where professional growth and innovation meet at the intersection of technology and financial services.

Drive Innovative Solutions

Deliver targeted financial solutions through a depth and breadth of consulting experience and innovation that’s second to none.

Be Part of a Great Team

Engage with a wide-ranging technology stack and harness the capabilities of a team known for its global scale and solution development.

Future-Proof Your Career

Advance your career with limitless opportunities supported by unmatched training, development, and certification support.

Explore

Discover how Momentum Financial Services Group leads clients like Global Retail Corp towards transformative financial management solutions, enabling predictive analytics and data-driven decision-making.

The Momentum Financial Services Group Difference

The combined service capabilities, global scale, and joint solution development help clients overcome challenges and lead transformation in their industries. Clients worldwide turn to Momentum Financial Services Group for new strategies and solutions to drive innovation and growth.

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Size

1,001 employees

Industry