Senior Analyst, Financial Planning & Analysis (FP&A)
- Longueuil, QC, J4K 3B1, Canada
Full-time
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Job details
- Job type
- Full-time
- Experience
- Approximately 4–7 years of progressive experience in FP&A, corporate finance, accounting or a related analytical role.
- Posting language
- English
- Posted
Original job description
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Key Responsibilities
Planning, Budgeting & Forecasting
- Support the annual budget process, including templates, assumptions, data collection, consolidation, quality control and presentation materials.
- Prepare and maintain monthly and quarterly rolling forecasts in partnership with the Director, FP&A and business leaders.
- Build and maintain driver-based financial models covering store revenue, gross margin, labour, operating expenses, capital expenditures and cash flow.
- Maintain multi-entity consolidation models and help integrate acquired businesses into a consistent planning and reporting structure.
Management Reporting & Performance Analysis
- Prepare monthly management reporting, including performance versus budget, forecast and prior year, with clear variance explanations by store, banner, channel and business unit.
- Develop and maintain KPI dashboards for measures such as same-store sales, gross margin percentage, labour productivity, inventory turns and store-level profitability.
- Identify performance trends, risks and opportunities, and prepare concise insights and recommendations for management.
- Perform ad hoc financial analysis and scenario modelling to support operational and strategic decisions.
MD&A, Executive & Lender Reporting
- Draft financial commentary and Management Discussion & Analysis (MD&A) for monthly and quarterly results, ensuring consistency with actual results validated by Accounting.
- Support the preparation of executive, board and lender reporting materials, including financial performance, outlook and key business trends.
- Create clear charts, bridges and narratives that translate complex financial information into decision-useful messages.
EPM Implementation & Reporting Automation
- Support the Director, FP&A as business lead for the selected EPM implementation, including requirements gathering, model design, testing, data validation, documentation and user adoption.
- Reconcile and validate data between EPM models, the general ledger, accounting systems and operational data sources.
- Help automate recurring reporting and reduce reliance on manual Excel-based processes while maintaining strong controls and auditability.
Business Partnership & Continuous Improvement
- Partner with Operations, Merchandising, Marketing and other functional teams to understand business drivers and assess the financial implications of decisions.
- Work closely with Accounting and Controllership to ensure a clean handoff of monthly close data into management reporting, forecasts and analysis.
- Document and improve FP&A processes, models, reporting standards and data definitions.
- Provide analytical support for acquisitions, integration activities and other strategic initiatives, as required.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration or a related field; CPA, CFA or MBA completed or in progress is an asset.
- Approximately 4–7 years of progressive experience in FP&A, corporate finance, accounting or a related analytical role. Relevant experience and demonstrated capability may substitute for years of experience.
- Demonstrated hands-on experience with budgeting, forecasting, management reporting and financial variance analysis.
- Strong financial modelling skills, including experience with multi-entity or multi-business-unit consolidation models.
- Advanced Excel skills; experience with Power BI, Tableau or other business intelligence and reporting tools is an asset.
- Experience implementing, administering or using an EPM platform such as Anaplan, OneStream, Oracle Hyperion or a comparable solution is strongly preferred.
- Retail or distribution experience is strongly preferred, ideally in a multi-store or multi-unit environment with exposure to store-level P&Ls, same-store sales, labour productivity and inventory turns.
- Strong written and verbal communication skills, with the ability to explain financial results clearly to finance and non-finance stakeholders.
- High degree of accuracy, ownership and organization, with the ability to manage multiple deadlines in a fast-paced and evolving environment.
- Exposure to financial integration following acquisitions is an asset.
- French and English communication skills are an asset given the role’s collaboration across Québec and Canadian operations.
Core Competencies
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Analytical Rigour |
Business Acumen |
Communication |
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Collaboration |
Continuous Improvement |
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What Success Looks Like
- Delivers accurate, timely and increasingly automated planning and reporting outputs.
- Produces analysis that explains not only what changed, but why it changed and what action is required.
- Builds trusted working relationships with Finance and operating leaders while maintaining analytical independence.
- Supports the Director, FP&A in establishing a scalable, disciplined and high-impact FP&A function for TRC.
More about this job
Responsibilities
The Senior Analyst will lead the annual budgeting, forecasting, and financial modeling processes while providing performance analysis and management reporting. They will also support EPM system implementation and partner with cross-functional teams to drive strategic business decisions.
Requirements
Candidates must hold a bachelor's degree in Finance, Accounting, or a related field with 4–7 years of progressive experience in FP&A or corporate finance. Strong financial modeling skills and proficiency in Excel are required, with preference given to those with retail industry experience and professional certifications like CPA or MBA.
Skills
- Financial Planning & Analysis
- Budgeting
- Forecasting
- Financial Modeling
- Management Reporting
- KPI Dashboards
- Variance Analysis
- EPM Implementation
- Data Validation
- Business Partnership
- Excel
- Power BI
- Tableau
- Financial Commentary
- Strategic Planning
- Consolidation
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Retail
- Data & Analytics
- Management & Leadership
Keywords
- FP&A
- Budgeting
- Forecasting
- Financial Modeling
- Management Reporting
- KPIs
- EPM
- Anaplan
- OneStream
- Oracle Hyperion
- Excel
- Power BI
- Tableau
- MD&A
- Consolidation
- Retail
- Variance Analysis
- CPA
- CFA
- MBA
- Financial Analysis
- Scenario Modelling
- Data Validation
- Business Intelligence
- Accounting
- Controllership
- Strategic Initiatives
- Performance Analysis
- Reporting Automation
- Financial Commentary