Job Description

Candidate profile details:

• Degree/Certifications Required: Finance / accounting or related (Nice to have CPA)
• Years of Overall Experience: 5yrs
• Preferred Candidate Background: Banking / investment / insurance or related
• How will performance be measured: SLA based
• Selling Points of Position (CVP): Working within a leading FI organization

Role Summary:

• Provide hands on support to re-engineer and optimize financial planning, forecasting, and reporting processes. Partner closely with Finance and cross functional teams to improve data quality, strengthen process discipline, and enhance documentation standards.

Key Responsibilities:

• Design, standardize, and maintain planning, forecasting, and reporting templates (Excel based and system driven).
• Support data structuring, reconciliation, and validation across multiple sources to ensure accuracy, consistency, and auditability.
• Analyze existing planning and forecasting workflows, identify efficiency opportunities, and recommend process improvements.
• Re-engineer and fully document the end to end planning process, including inputs, assumptions, controls, and outputs.
• Develop clear, practical SOPs for all qualified Finance activities.
• Perform ad hoc analysis to support forecasting cycles, management reporting, and executive requests.
• Build and maintain reconciliation and variance frameworks that bridge actuals, Plan, and Forecast.
• Create robust toolkits, trackers, and reference materials to support ongoing operations.

Preferred Skill Set:

• Strong experience in financial planning, forecasting, and management reporting.
• Advanced Excel skills, including complex formulas, pivot tables, and Power Query (preferred).
• Proven ability to structure messy data and transform it into repeatable, auditable processes.
• Experience documenting processes and writing clear, business ready SOPs.
• Comfortable operating in an ambiguous, fast paced environment with shifting priorities.
• Strong attention to detail with the ability to balance precision and pragmatism.
• Hyperion experience is an asset.

Must-Have Hard Skills:

• Financial planning and or management reporting exp
• Advanced Excel (Power Query/ Advanced formulas )
• Process reengineering

Soft skills:

• Strong written and verbal communication

Please note:

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.

Job Details
13975
Contract
12 months
Toronto
59.00 CAD
Recruiter
Komal
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Skills Required