Company:
ClaimsPro LP - Shared Services
Senior Financial Planning & Analysis Analyst -Remote- Anywhere in Canada
We have an existing opportunity for a Senior Financial Planning & Analysis Analyst. This position is remote and can be situated anywhere in Canada.
Role Summary
This position is a key member of the divisional finance team, responsible for developing reliable data, analytical tools and management information that support operational and strategic decision-making. Reporting to the Controller, the role works with large and complex data sets, develops and maintains Power BI reporting, creates and optimizes SQL queries, and supports enhancements to finance systems, processes and data controls.
The successful candidate combines advanced systems and analytical capabilities with strong business judgment and a practical understanding of finance. The role partners with Finance and operational leaders to translate data into actionable insights, improve workflows and reporting tools, and support systems implementations and other change initiatives.
Key Responsibilities
Planning, Forecasting and Business Partnership
· Coordinate and support the annual budgeting and monthly forecasting processes for assigned areas.
· Provide financial analysis and decision support to management, translating financial results into practical business insights.
· Assess the financial implications of existing and proposed initiatives, including return-on-investment considerations and key assumptions.
· Partner with operational leaders to strengthen financial understanding, improve forecast quality and support achievement of divisional objectives.
Process Improvement, Systems and Change
· Identify opportunities to improve reporting, controls, workflows and data quality, and present recommendations to senior leaders.
· Lead or participate in finance projects, including process redesign, software upgrades, system implementations and reporting enhancements.
· Document and communicate new or revised finance processes, protocols and controls, and support effective adoption across the team.
· Champion productive change and contribute to a responsive, service-oriented finance function.
· Build a strong understanding of business operations, performance drivers and reporting requirements to ensure analysis is relevant and supports practical decision-making.
· Create and optimize SQL queries to extract, combine and analyze financial and operational data for recurring and ad hoc reporting needs.
Management Information and Data Integrity
· Prepare and distribute daily, weekly and monthly management reporting in accordance with established corporate timelines.
· Perform period-over-period, budget-to-actual and other variance analyses; investigate drivers and communicate clear findings and recommendations.
· Maintain the integrity of reporting data, analytical models, OLAP cubes and designated reporting-system access and security.
· Support the development and maintenance of recurring operational and financial dashboards.
Team Contribution
· Provide guidance, knowledge sharing, training and constructive feedback to colleagues as required.
· Collaborate across finance and operations to resolve issues, meet reporting deadlines and advance shared priorities.
· Handle confidential information with discretion and maintain high standards of integrity and professionalism.
· Complete other financial analysis, reporting and project work as assigned.
· Work with large and complex data sets from multiple systems, validating data completeness, accuracy and consistency before use in reporting and analysis.
· Develop, maintain and enhance Power BI dashboards and reports that provide clear, actionable insight for finance and operational leaders.
Qualifications and Experience
· Post-secondary degree or diploma in accounting, finance, business administration or a related discipline.
· Canadian CPA…