Job Description

About the job

Reporting to the Director of Finance, the

Financial Analyst is a dedicated team member who will carry out responsibilities for both Cave Spring Partnership and The Vine Agency. The Financial Analyst is key in driving performance and success of the organization through developing and creating performance reporting and by monitoring and analyzing various aspects of each business segment. Reporting includes but not limited to P&L's, balance sheets, monthly reporting packages, rolling reports, budgets and forecasting and any ad hoc reporting as required. The Financial Analyst will have advanced Microsoft Excel skills and be responsible for maintaining the back end of the accounting system. Experience in database management and system conversions is key as we embark on new applications.

Duties & Responsibilities

Work with the Director of Finance to enhance the existing monthly/quarterly reporting package Maintain and build upon existing reporting as well as design and create new reports Develop, produce and monitor benchmarks; produce variance analysis against those benchmarks Develop, produce and monitor KPI's and any ad hoc reports Sales reporting, J-10's, Wine Tax return, Excise returns and prepare entries for posting Prepare all grant and support program data and calculations as well as statistical surveys - Wine Sector Support Program, Agricorp, Stats Canada, etc. Work with the Director of Finance to design an effective budgeting process including workflows, timelines, templates, etc. Build and organize databases to draw upon for analysis Prepare monthly margining and insurance reporting Work with the Senior Accountant on transactional cut-offs to ensure reporting is accurate and a timely cadence of distribution can be achieved Provide support through data management for the transactional team Be a leader in migrating systems - planning, data conversion, implementation and maintenance

Qualification and Skills

Bachelor's degree in business, accounting or finance is preferred Excellent communication skills - both written and verbal Ability to effectively communicate across all levels of the organization Exceptional attention to detail Ability to work with others and independently Advanced Excel skills and database knowledge Knowledge of accounting procedures Strong analytical skills

Working Environment

Permanent, full time Working hours 9 am - 5pm, Monday to Friday Extensive sitting and concentrating Office environment
Job Types: Full-time, Permanent

Work Location: In person