NOTE: This position is a hybrid role, requiring two days in office (Tues/Wed).
Seeking an experienced Senior Financial Planning Analyst who can analyze, interpret and communicate critical information within all levels of the Canadian and US Research business, with a focus on revenue. The right person for this role would be self-motivated, energetic, and willing to take on challenges at any time. This person would be working in close collaboration with cross functional teams serving as a key partner supporting the business. This person should also have solid communication skills, along with the ability to manage a time sensitive workload. This is an excellent opportunity for corporate exposure at every level, providing valuable experience.

Key Responsibilities:

• Actively participate in the month-end, quarter-end, and year-end reporting and closing activities:
• Process necessary journal entries and accrual transactions
• Analyze financial results and identify the primary drivers of the variances to forecast, budget and prior periods
• Completion of corporate reporting and related templates
• Provide insightful financial analytic support for both the Software and Research business lines:
• Participate in the annual budgeting process along with supporting strategic (VSP) and tactical plans
• Complete analysis of monthly results, including variance explanations
• Provide weekly revenue reporting and variance analysis, as well as ad-hoc financial and decision support information as requested
• Identify risks and opportunities and make recommendations for appropriate actions
• Support the procurement and payment processes:
• Preparing and reviewing weekly payment-run reports
• Educating business partners on best practices, as well as resolving AP related issues

• Drive continuous process improvements and best practices to enhance the effectiveness and efficiency of the planning and reporting processes

  Minimum Qualifications:

• Bachelor’s degree in Accounting or Finance or equivalent experience

• 5+ years of financial planning, analysis, budgeting and forecasting experience with business unit and/or corporate experience.

Preferred Qualifications:

• CPA or similar advanced degree
• Excellent analytical skills, strong attention to detail and ability to multitask.
• Strong written and verbal communications skills with a demonstrated ability to interact with all levels of the organization.
• Self-motivated with the ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately.
• Function as an integral part of a team and build positive relationships and credibility within other areas of the organization
• Ability to organize and analyze large volumes of data, perform data reconciliations, and summarize for executive review.
• Excellent computer skills required, including a high degree of demonstrated Excel expertise (i.e., vlookup, Pivot Tables, and IF statements), as well as experience with SAP and Blackline.
• Proactively seeks out ways to add value and efficiencies through continuous improvement efforts.

LI-Hybri

• Actively participate in the month-end, quarter-end, and year-end reporting and closing activities:
• Process necessary journal entries and accrual transactions
• Analyze financial results and identify the primary drivers of the variances to forecast, budget and prior periods
• Completion of corporate reporting and related templates
• Provide insightful financial analytic support for both the Software and Research business lines:
• Participate in the annual budgeting process along with supporting strategic (VSP) and tactical plans
• Complete analysis of monthly results, including variance explanations
• Provide weekly revenue reporting and variance analysis, as well as ad-hoc financial and decision support information as requested
• Identify risks and opportunities and make recommendations for appropriate actions
• Support the procurement and payment processes:
• Preparing and reviewing weekly payment-run reports
• Educating business partners on best practices, as well as resolving AP related issues
• Drive continuous process improvements and best practices to enhance the effectiveness and efficiency of the planning and reporting processe