138 Billing Analyst jobs in Canada
BILLING ANALYST
Posted 11 days ago
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We are looking for an efficient and detail-oriented billing analyst to join the billing operations in our company. The billing analyst's responsibilities include coordinating with other departments to ensure all sales and orders are accurately billed for, setting clients up for billing, issuing invoices, and ensuring invoices correspond with balance sheet reports.
To be successful as a billing analyst you should be able to work independently and efficiently under pressure. Ultimately, an outstanding billing analyst should be able to ensure smooth and accurate billing operations.
Billing Analyst Responsibilities:- Analyzing all billing procedures and identifying opportunities for improvement.
- Verifying with other departments that orders have been fulfilled.
- Preparing, issuing, and sending invoices.
- Reviewing invoices to ensure billing accuracy.
- Reviewing sales sheets to ensure the billing of all sales.
- Reconciling invoices with balance sheet reports and resolving any discrepancies.
- Communicating with clients and other departments, resolving issues, and providing clarifications.
- Ensuring clients' billing accounts are set up correctly and according to their requirements.
- Maintaining updated records of accounts receivable.
- Preparing reports and meeting billing deadlines.
- Degree in accounting, finance, or a related field.
- Previous experience as a billing analyst or in a similar role.
- Proficiency in Microsoft Office, data entry, and accounting software programs.
- Excellent communication and interpersonal skills.
- Good organizational and time management skills.
- Ability to work independently and in a team.
- Strong attention to detail.
- Ability to prioritize.
Company Details
Private Client Billing Analyst
Posted today
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Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a Private Client Billing Analyst to join our Financial Operations - Private Client team. Part of the team led by the Director, Financial Operations – Private Client, the successful candidate is primarily responsible for providing administrative and analytical support for processes related to Private Client Billing Cycle, Corporate Reporting, Day-to-Day Operations, and other requests associated to the billing of our high-net-worth clientele under the Assante Private Client and CI Private Wealth platforms.
WHAT YOU WILL DO
Private Client Billing – Day-to-Day Operations
- Process and QC daily, monthly and quarterly reports, and assist Manager with data gathering and investigation of the special billing cases during the quarter
- Create and manage Private Client billing families, ensuring groups are linked according to established business and compliance parameters
- Ensure accurate and timely setup of the fee schedules, fee directions, credit notes, and fee deals
- Investigate, process and QC fee-related requests, including fees calculated for terminations, in collaboration with your team
- Support your team with quality control efforts and assist in special projects throughout the year, as assigned
- Provide prompt and courteous service to Financial Advisors, Investment Counsellors, Corporate Finance, Trust Accounting, Compliance, IT and other internal departments via phone and email on billing-related requests
Private Client Quarterly Billing Cycle
- Assist Private Client Financial Operations with the administration of our quarterly billing process
- Liaise with Private Client Administration, Service, custodians, IT, etc. to ensure a seamless production run
- Prepare Quarterly Billing Cycle reconciliation and email templates
Corporate Reporting, Process Enhancements and Others
- Assist Manager with quarterly/yearly/historical data gathering, analysis and documentation for Corporate Finance, Compliance, Internal and External Audit
WHAT YOU WILL BRING
- Post-secondary education in Business, Finance, or a quantitative-related discipline
- 2+ years of relevant experience within the Financial Services industry
- Strong analytical thinking, organizational, problem-solving, and time-management skills, combined with a high accuracy and attention to detail, committed to data accuracy and integrity
- Knowledge of billing processes and billing applications (Triple A, Pario) is a definite asset
- Proficiency in Microsoft Office, including Intermediate Excel skills
- Mutual funds/securities knowledge, Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry education (i.e., CFA) is an asset
- Self-motivated with the ability to work under pressure with demanding workloads and under minimal supervision
- Good relationship management skills
- Ability to multitask in a fast-paced environment
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Paid Volunteer Days
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Sr. Billing Analyst (HYBRID)
Posted today
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Job Description
First for a reason:
At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer.
The Senior Billing Analyst is a mid-level role responsible for leading billing processes across multiple locations, with a focus on accuracy, data integrity, and insightful financial analysis. This position requires a strong analytical mindset, deep understanding of billing systems, and the ability to manage complex datasets and provide recommendations for improvements.
Major Responsibilities
- Manage end-to-end invoice processing, including generation, validation, and distribution, in accordance with contractual and policy requirements
- Monitor and reconcile billing data across regions to ensure accuracy and completeness
- Perform variance analysis and identify trends, anomalies, or areas for process improvement
- Support month-end close activities related to billing and revenue entries.
- Collaborate with finance, sales, and customer service teams to resolve billing discrepancies
- Prepare routine and ad hoc reports to support financial tracking and decision-making
- Maintain organized billing records to support internal audits and compliance efforts
- Recommend improvements to enhance billing accuracy, consistency, and workflow efficiency
Minimum Experience or Skills Required
- 2-4 years of experience in billing, accounting, or financial operations roles
- Solid understanding of billing systems and financial reconciliation processes preferred
- Proficient in Excel, with experience working with financial data and reporting tools
- Familiarity with month-end closing procedures and variance analysis
- Strong attention to detail and ability to manage multiple tasks and deadlines
- Effective communicator, capable of working with teams across departments and locations
- Self-starter with the ability to work independently while also contributing to team goals
Bachelor's degree in Finance, Accounting or related field preferred.
Salary - $65000 - $75000
In the state of Washington, all technician and driving positions, including but not limited to van drivers and any other position requiring employees to drive a company-owned vehicle, are considered safety-sensitive and are therefore subject to drug and alcohol testing, including cannabis.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law. Philadelphia's Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request -Chance-Hiring-law-poster.pdf.
Billing Analyst II (HYBRID)
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Job Description
First for a reason:
At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer.
The Analyst Billing II is an entry-mid level professional responsible for supporting accurate and timely billing operations across multiple regions. This role involves invoice generation, billing data validation, and basic variance analysis. The ideal candidate will have foundational experience in billing or finance, a strong attention to detail, and the ability to work collaboratively across departments.
Major Responsibilities
- Generate and process invoices in alignment with contractual agreements and internal policies.
- Validate billing data and ensure completeness and accuracy of documentation.
- Assist in tracking billable volumes and reconciling billing records.
- Support month-end billing and reporting processes.
- Collaborate with teams such as sales and customer service to resolve billing issues.
- Maintain well-organized records for audit readiness.
- Ensure compliance with internal billing procedures and industry standards.
Minimum Education or Certifications Required
- Bachelor's degree in Finance, Accounting or related field preferred.
- High School Diploma or Equivalent and relevant experience required.
Minimum Experience or Skills Required
- 1-2 years of experience in billing, accounting, or finance roles.
- Familiarity with billing systems and financial reconciliation processes preferred.
- Basic understanding of month-end closing activities.
- Strong Excel skills and data accuracy.
- Demonstrated ability to work with accuracy and precision.
- Good communication skills and the ability to collaborate with cross-functional teams.
- Ability to manage workload effectively and meet deadlines.
In the state of Washington, all technician and driving positions, including but not limited to van drivers and any other position requiring employees to drive a company-owned vehicle, are considered safety-sensitive and are therefore subject to drug and alcohol testing, including cannabis.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law. Philadelphia's Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request -Chance-Hiring-law-poster.pdf.
Director, Financial Analysis - US Deals
Posted today
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Company Description
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job DescriptionThe US Deal team is a function in Finance responsible for providing financial analysis and deal pricing expertise to compete for client brand decisions. The team is responsible for providing deal support for Visa’s largest book of business globally. This includes end-to-end deal execution in collaboration with various stakeholders and cross functional teams. The team is critical to delivering against Visa's revenue and business objectives and highly visible to executive leadership.
This role is responsible for the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules). The Director will collaborate and partner with Visa’s Sales and Legal teams to provide support and direction regarding appropriate contract structures and terms. In addition, they will participate in the resolution of financial structure and contractual issues during negotiations with clients and provide financial leadership across a subset of our client deals, in support of Visa's revenue / business objectives alongside various business partners, including:
- Structuring client / Visa negotiated commitments and associated pricing.
- Supporting sales in negotiation and execution of deals.
- Reviewing and approving contracts / client incentive agreements.
- Ensuring Visa meets critical financial, contractual, and regulatory commitments.
- Supporting deal strategy to meet Visa’s long term goals.
- Drive on the most complex and strategic deals – Own the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules).
Advance Visa’s multi-year growth aspirations as a Strategic Deal Partner:
- Provide senior management with critical input to make tough deal decisions.
- Provide expertise / thought leadership to team and stakeholders on deal best practices, including education and training on deal structuring, deal strategy, deal metrics.
- Collaborate with stakeholders / cross functional teams to support Visa's strategic imperatives, including develop deal strategies and campaigns to continue to grow and protect brand placement and supporting Commercial Money Movement and Value Added Service initiatives.
- Develop talent – Drive team engagement and development through coaching, continuous feedback, identifying growth opportunities Enable and empower team to drive and perform independently across deals and projects Champion inclusion and diversity.
Basic Qualifications:
- 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced degree (e.g. Masters MBA JD MD)
Preferred Qualifications:
- 12 or more years of experience with a Bachelor’s Degree or 8 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD)
- Financial transaction analysis, contract or pricing negotiation experience preferred, familiarity with Payments is a plus
- Analytical / Problem Solving Skills: Demonstrated analytical and problem solving skills. Strong data research and manipulation skills. Experience in investment, valuation, or transactional analysis. Ability to be objective in analysis.
- Communication: Strong communication skills: written, verbal, and formal presentation. Able to adjust communication style and messaging for different audience. Ability to articulate and explain financial constructs to a non-financial audience.
- Collaboration: Strong collaboration skills: work well as part of a cross-functional team and able to influence both internal and external stakeholders. Ability to find and articulate win-win solutions in contract negotiations. Balances needs of the business with individual deal needs.
- Project Management: Strong organizational and time management skills. Ability to translate data effectively into actionable information to drive results. Proficient in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe PDF.
- Leadership: Demonstrates strong sense of urgency to solving problems and getting deal done. Anticipate business and deal needs including the root cause of business challenges. Succinctly frames alternatives and next steps.
- Creativity: Able to work in and bring structure to ambiguous environments. Comfort in delivering multi-dimensional solutions that support decision-making processes.
Additional Information
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Financial Planning & Analysis Manager
Posted today
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Ya YA Foods is a dynamic and high-growth manufacturer of liquid food and unique beverages. With over 30 years’ experience, we have evolved into a versatile manufacturer and co-packer of a variety of low acid and high acid beverage and liquid food items. We are a family-owned Canadian business who prides itself in its proven track record of satisfying the needs of global multi-national customers. We are a solution provider for our customers, always striving to exceed expectations on innovation, quality, service, and speed to market. For further information about us, please check our website at yayafoods.com
**A career at Ya YA FOODS will offer you the opportunity to…**
* Build a career, not just have a job
* Work in a dynamic and high-growth company with very skilled professionals
* Become part of a teamwork focused culture
* Be a part of an organization that supports your future growth path
**Reports to:** Chief Financial Officer
**Responsibilities:**
* Manage all aspects of financial planning and analysis (forecast, budget, long-range planning, and variance analysis).
* Generate financial analyses, reports, and presentations for executives.
* Work cross-functionally on budgeting and ad hoc forecasting projects.
* Develop KPIs and analyses to track key business metrics.
* Generate Monthly and yearly budget head count dashboard for senior leaders.
* Develop and maintain Customer, Manufacturing Line and SKU level P&L.
* Develop a portfolio optimization process to align company's product offerings with its business objectives and customer needs.
* Work cross-functionally and develop a process to deliver the strong material margin.
* Work cross-functionally to drive value leadership (cost saving idea generation, quantification, resource planning, execution)
* Support CFO into development and completion of Board of Director monthly/qtly presentations.
* Manage a team of 3 direct reports (4 total) and ensuring all members feels engaged at work via leading with purpose, bi-weekly 1:1, development plan, setting clear objectives, etc.
* Oversee area of Annual Site Performance Calibration, Production & Revenue pacing analysis by managing work through others
* Key stakeholder in Site Sales & Operational Planning (S&OP).
+ Representing Finance in the Customer Management Review (Step 1)
+ Consolidate & validate volume forecast in the Demand & Supply Management Review (Step 2 & 3)
* Continuous Improvements Lead for Finance Team.
* Fulfill any financial audit requests.
* Compliance with the Company's Integrated Management Systems which includes, but is not limited to Production, Quality, Food Safety & GMP.
* Compliance with all rules & policies regarding health safety, occupational safety, environmental safety, food safety, legal regulations, company requirements, etc.
* Other duties as assigned.
**Qualifications:**
* Bachelor Degree in Business, Commerce, Accounting, Finance, or a related field
* 7+ years of previous related job experience in finance & financial planning and analysis
* Proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel)
* High level communication skills to interact with all levels of management
* Able to organize, multitask, prioritize, and manage time efficiently
* CPA designation (earned or working towards) an asset
* NB: Successful candidates will be required to provide photo ID, banking details, a valid SIN number, and (if applicable) a valid work permit
***Why Join Us***
We believe that the key to creating and growing a successful business is by investing in our people—some of whom have been a part of our team for over 30-years. This is at the core of who we are, what we do, and how we grow our business—as a versatile, automated manufacturer and co-packer of a wide-variety of beverages and liquid food items. In our view, a happy team means a better workforce, a better product, and more satisfied customers.
*Furthermore, we encourage different perspectives and celebrate diversity in our workforce. Where every employee has the opportunity to realize his or her full potential in a working environment that is supportive of everyone. Upon request, we will gladly provide accommodations to any candidate with a disability taking part in the selection process.*
Regular In office
Manager, Financial Planning & Analysis
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About Us
Are you ready to move distribution forward?
Solutions 2 GO is a premier global distributor of video game products. With operations reaching 19 countries in North, Central and South America, and partnerships that further extend to Europe, Africa, Australia and Asia, Solutions 2 GO represents all publishers in the Canadian market, offers coast-to-coast distribution in the USA and is the exclusive distribution partner for Sony PlayStation in Latin America. Our leadership, processes and partnerships have earned us a reputation as the premier provider of flexible, dynamic distribution solutions for publishers, manufacturers and retailers around the world.
We are a remarkable team that delivers remarkable results. Our people help move Solutions 2 GO forward every day, through a shared commitment across every facet of our business. At Solutions 2 GO, we are moving distribution forward. If you are an achiever who is relentless in ensuring that we achieve business results and create a great company culture while doing it, then we’re looking for you!
Scope:
The Manager, Financial Planning & Analysis will play a key role to support organization’s planning, forecasting and analysis activities for a mid-size multinational company. This position reports directly to the VP, Financial Planning & Analysis, but is required to interface closely with all managers and senior management, both in Finance and in the Business.
Duties & Responsibilities:
- Financial reporting and analysis activities including period and quarterly reporting of balance sheets, income statements and cash flows for both performance and non-performance entities, including but not limited to, the consolidated financial statement and notes, annual report, etc.
- Coordination and preparation of the yearly budgets for all legal entities.
- Coordination and preparation of monthly and quarterly forecasts.
- Lead monthly reporting & consolidation process.
- Leverage new analysis and presentation tools to simplify the presentation of complex information.
- Coordinate, prepare and review management and cost-centre reporting.
- Establish relationships and communicate effectively with persons across a variety of departments, at all levels within the organization.
- Provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required.
- Actively contribute as a member of the Finance team and ensure ongoing communication with the broader Finance management team on the status / progress of projects and issues / points of interest that are relevant to the team / individuals.
- Provide timely and constructive development feedback including holding regular 1:1s and team meetings, and preparation and delivery of mid-year and year-end performance evaluations.
- Perform other ad-hoc financial, accounting, and capital analysis as required.
Skills & Qualifications:
- 5-7 years of financial management (minimum 3 years post qualification management experience).
- Bilingual Spanish is an asset.
- University degree and Accounting designation required, MBA an asset.
- Strong accounting, control and audit skills.
- Advanced computer skills with an ability to manipulate large data sets in Excel.
- Experience developing high quality executive level reporting packages.
- Strong hands-on leadership skills and attention to detail.
- Ability to multi-task and handle a multi-currency environment.
- Excellent communication skills.
- Experience managing a small team.
The successful candidate will receive a conditional offer, contingent upon the successful completion of a background check conducted by our contracted third-party vendor. The specific clearance requirements vary by position and may include one or more of the following: criminal background check, credit check, employment verification, education verification,
Solutions 2 GO Inc. is an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process.
For more information on Solutions 2 GO Inc., please visit our website at:
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Analyst, Financial Planning & Analysis
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About Us: SSENSE (pronounced (es-uh ns)) is a global technology platform operating at the intersection of culture, community, and commerce. Headquartered in Montreal, it features a mix of established and emerging luxury brands across womenswear, menswear, kidswear, and Everything ElseTM. SSENSE has garnered critical acclaim as both an e-commerce engine and a producer of cultural content, generating an average of 100 million monthly page views.
Job DescriptionAre you a numbers whiz with a sharp strategic mind and a drive to transform data into impactful decisions? Grow your expertise and directly influence business growth by joining our Financial Planning & Analysis team! At SSENSE, we're seeking a passionate FP&A Analyst who will drive the execution of our financial strategies and support key investment decisions, all within a fast-paced and exciting environment.
Reporting to the Manager, Financial Planning & Analysis, you'll be an essential partner for our Operations teams (mainly for the studio teams). This is a unique opportunity to collaborate with various stakeholders, develop robust financial models, and shape our growth!
What You Will Do:
Shaping our Financial Strategy:
Collaborate with departments to drive scalability by optimizing our operational mechanisms and initiating corrective actions.
Dive deep into data for root cause analyses that uncover actionable insights and fuel our growth and operational excellence.
Precisely Executing Financial Planning & Analysis:
Lead the monthly analysis of actual results, guide annual budgeting, and ensure rigorous and precise financial control.
Implement effective tools and processes for strategic project management and support capital allocation governance.
Contributing to Our Continuous Development:
Assist the Manager, Financial Planning & Analysis, in the full ownership of strategic projects, ensuring financial alignment and governance.
Collaborate on the creation of business cases and use data to support workforce forecasts.
Hold a bachelor's degree in Business Administration, Finance, or a related field.
A professional designation (CFA, CA, CGA, CMA / CPA, or MBA) will be considered an asset.
3 to 5 years of experience in finance, including direct experience in FP&A.
Experience with Adaptive Insights or other financial budgeting software will be considered an asset, as well as experience with SAP or another ERP.
French language proficiency is required as it is the language in the Quebec province.
What makes you stand out:
Strategic and Tactical Thinker: You juggle long-term visions and concrete actions, transforming challenges into opportunities.
Analytical and Organized: Your sharp mind breaks down complex data for informed decisions, all with exemplary rigor and attention to detail.
Autonomous and Collaborative: You excel at independent work, while also being a valued team player, comfortable working with cross-functional teams.
Strong Financial Tool Skills: You use Microsoft Excel with ease, and have practical knowledge of data mining tools such as SQL.
Exceptional Communicator: You articulate your analyses with clarity and impact, and your presentations captivate your audience.
Additional Information
Hybrid work schedule
We believe in a balance between in-person collaboration and flexibility. That's why this is a hybrid role, with in-office days on Tuesdays and Wednesdays to connect as a team, and the potential for additional days based on business needs.
Perks And Benefits:
- Extended health and dental benefits, including comprehensive mental health programs and coverage.
- Parental top up program.
- Generous Employee Discount.
- Access to telemedicine and employee and family assistance program.
- Savings and retirement plan matching contributions.
- Gender Affirmation Coverage.
- Opportunity to work with cutting edge technologies and an innovative team that’s pushing the boundaries of technology.
SSENSE is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you need special accommodations, let us know. We will do our best to accommodate you!
#LI-Hybrid
Senior Analyst, Financial Planning & Analysis
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POSITION SUMMARY
Our client is a global leader chemical manufacture with a focus on innovation, quality, and performance, they are poised for continued growth under new strategic initiatives. This is an opportunity to be part of a company transforming its financial operations and business support functions from the ground up.
This newly created Senior FP&A Analyst role is ideal for a strategic and detail-oriented finance professional who thrives in a fast-paced, manufacturing environment. Reporting to the Director of Finance , this role will be instrumental in shaping the financial planning cycle, business performance insights, and cross-functional reporting frameworks. This is a builder role, not maintenance. You will help design and implement the FP&A infrastructure needed to support scalable growth.
RESPONSIBILITIES
- Own the FP&A reporting cycle: month-end packages, forecasts, and financial dashboards
- Lead monthly results analysis and present insights to senior leadership and the board
- Drive S&OP processes with a focus on sales forecasts, demand planning, and inventory management
- Support cash flow and working capital management strategies
- Build financial models for CapEx planning and scenario analysis
- Collaborate with Sales, Plant Operations, Supply Chain, and Accounting to drive profitability
- Develop KPIs and dashboards to support performance management
- Lead SG&A reporting, run monthly spend reviews, and improve data clarity
- Take ownership of new reporting processes, analytics, and financial health initiatives
- Contribute to establishing a PMO to monitor and report on key finance projects
- Identify gaps in current processes and implement improvements across reporting, forecasting, and control
QUALIFICATIONS & SKILLS
- 5+ years of progressive FP&A, cost accounting, or corporate finance experience
- Bachelor’s degree in finance, Accounting, Economics, or related field
- Chartered Professional Accountant (CPA) designation required, Certified Management Accountant (CMA) designation is an asset
- Manufacturing industry experience is required
- Consulting background or experience in private equity-backed environments is an asset
- Advanced Microsoft Excel and financial modeling skills required
- Proven experience designing and improving FP&A processes from the ground up
- Strong communication skills with the ability to present financial insights to executive stakeholders
- Hands-on experience with ERP systems (Infor M3 preferred) and BI tools (Power BI or similar)
- High degree of business acumen, ownership, and a collaborative approach to cross-functional partnerships
- Experience working in dynamic, mid-sized companies with evolving financial processes are an asset
WORK ENVIRONMENT
- Hybrid model: Currently 1 day per week in-office (Tuesdays); likely to increase to 2–3 days/week
- Office location: Toronto, ON
- Collaborative, transparent, and performance-driven culture
- Leadership encourages autonomy, growth, and open communication
This job description represents the general responsibilities and duties of our client’s position but should not be construed as an all-inclusive detailed job description.
Confidentiality Note
This search is being conducted confidentially . Details regarding the organization and its operations will be shared with qualified candidates during the interview process.
At The Talent Company, we recognize the value of different perspectives and experiences to prompt innovation, spark creativity, and solve problems. As an equal employment opportunity organization, we do not discriminate against any employee or applicant for employment based on race, Aboriginal peoples, members of visible minorities, sex, age, national origin, religion, sexual orientation, gender identity, persons with disabilities and all other categories protected by law.
We are committed to Equal Opportunities and welcome applications from all sections of the community. Please let us know if an adjustment or adaptation is required at any stage to support you during the recruitment journey.