Financial Planning and Analysis - Financial Analyst

FP&A Analyst, Process & Data Optimization 

Reporting to: VP, FP&A

 

Position Summary

We are seeking a highly analytical and technology-driven FP&A Analyst, Process & Data optimization to join our FP&A team.

 

This role combines financial planning and analysis with business intelligence, automation, data modeling, and process optimization. The successful candidate will play a key role in supporting FP&A operations while leading initiatives focused on reporting automation, data governance, dashboard development, and the continued evolution of our Microsoft Fabric and Power BI environment.

 

This position is ideal for a finance professional with strong technical capabilities who enjoys transforming data into actionable insights and driving operational efficiencies through technology.

 

Key Responsibilities

Financial Planning & Analysis

• Assist in the preparation of consolidated budgets, forecasts, and management reporting packages.
• Participate in month-end and year-end activities, including financial allocations, month-end reporting, and reconciliations.
• Perform ad hoc financial and operational analysis to support business decision-making.

Business Intelligence & Analytics

• Develop and maintain enterprise Power BI solutions, including dashboards, reports, and semantic models.
• Build and maintain complex data models using Power BI, Power Query, DAX, and Microsoft Fabric.
• Develop scalable reporting structures to improve visibility into financial and operational performance.
• Ensure data accuracy, consistency, and integrity across reporting solutions.

Data Management & Governance

• Manage and optimize data flows, data transformations, and data quality processes.
• Support the ongoing migration and development of the company's Microsoft Fabric data platform.
• Collaborate with the BI team and business stakeholders to enhance data architecture and reporting capabilities.
• Implement and maintain best practices related to data governance, documentation, and model design.

Process Optimization & Automation

• Identify opportunities to automate manual finance processes and improve operational efficiency.
• Lead and support automation initiatives using Power BI, Power Automate, Microsoft Fabric, and AI-enabled solutions.
• Document business processes, reporting workflows, and technical solutions.
• Participate in continuous improvement initiatives across Finance and other business functions.

Collaboration & Project Leadership

• Act as a business partner to Finance, BI, and operational teams.
• Lead and contribute to cross-functional projects related to business intelligence, reporting, and process transformation.
• Establish strong working relationships with stakeholders across the organization.

 

Qualifications & Experience

Education

• Bachelor’s degree in finance, Accounting, Information Systems, Data Analytics, or a related field.
• CPA, CFA, MBA, or equivalent professional designation is considered an asset.

Experience

• 3 to 5 years of experience in FP&A, Business Intelligence, Data Analytics, Finance Systems, or a related field.
• Experience supporting enterprise reporting, automation, and financial planning processes.
•  Proven experience delivering reporting and process improvement projects.

Technical Skills

Required

• Expert-level Power BI development experience.
• Advanced knowledge of DAX, Power Query, and data modeling.
• Experience working with Microsoft Fabric and data lake architecture.
• Advanced Microsoft Excel skills, including complex financial and operational modeling.
• Experience managing large datasets from multiple data sources.
• Experience with JD Edwards EnterpriseOne (JDE).

 

Assets

• SQL development experience.
• Power Automate experience.
• Hubble reporting experience.
• Exposure to AI and Microsoft Copilot technologies.

 

Key Competencies

We are looking for someone who demonstrates:

• Strong analytical and problem-solving abilities.
• Process improvement and automation mindset.
• Ability to challenge existing processes and recommend better solutions.
• Strong data modeling and business intelligence skills.
• Excellent organizational and project management capabilities.
• Self-motivation and ability to work independently.
• Strong communication and stakeholder management skills.
• Attention to detail and commitment to data accuracy.
• Ability to manage multiple priorities in a fast-paced environment.

 

Language Requirements

• Bilingual in English & French.