Senior Financial Planning Analyst

Role Overview

The Senior Financial Planning Analyst will join the finance team at ecobee, a rapidly growing global tech company, to lead financial planning, budgeting, and forecasting processes for assigned areas of the business. The role requires a driven, self-directed individual with 5+ years of experience in financial planning and analysis or a related finance role.

What You Will Do

The Senior Financial Planning Analyst will own FP&A deliverables, partner directly with functional teams outside Finance, and contribute to the analysis and preparation of Product and Channel P&Ls for quarterly Management Business Reviews (MBRs).

Why It Might Be a Fit

The successful candidate will be required to complete a background and credit check, and will have the opportunity to work independently and as part of a team, with a strong focus on building trusted relationships and influencing cross-functional stakeholders.

Requirements

• 5+ years of experience in financial planning and analysis or a related finance role at a mid-size private or public company
• Bachelor’s degree in finance, accounting, or a related field
• Experience within a manufacturing or consumer electronics company considered a strong asset
• Experience with cloud-based ERP systems such as NetSuite or similar platforms
• Proficiency with cube-based FP&A platforms such as Adaptive Planning (or Prophix, Vena, Anaplan, Oracle Hyperion, etc.)
• Understanding of extract, transform, and load (ETL) processes in the context of data models maintained within an FP&A platform is preferred
• Proficiency with Microsoft Word, Excel, and PowerPoint in a SharePoint environment
• Ability to work independently and as part of a team
• Strong organizational skills with the ability to multi-task and work under pressure, including meeting public company reporting timelines
• Demonstrated ability to build trusted relationships and influence cross-functional stakeholders, including senior leaders, by turning financial analysis into clear recommendations
• Strong financial modelling skills and ability to translate numerous data points into actionable and easy to understand insights for business partners
• Excellent written and verbal communication skills
• Knowledge or exposure to US GAAP or IFRS is an added benefit

Benefits

• Comprehensive benefit package including medical, dental and vision plans
• Life, long-term disability, flexible spending and health savings accounts
• Accrued paid time off
• Paid Holidays (10 for Ontario, 11 for British Columbia)
• RRSP retirement benefits

Tagged as: Financial Modeling