Financial Analyst I - Montréal, Canada - Excelgens

Excelgens

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

SUMMARY OF THE ROLE
The main mission is to support the internal business units of our affiliate partner in their day to day activities, meaning:

Production of assigned categories of reports
including Financial Reports, Key Process Indicator (KPI) reporting, and Corporate reporting on a regular basis.
Management the data extraction from the system for different parties
Support and provide explanation on financials.
Participate in regular Budget & Forecast activities
Continuous monitoring of financial reporting environment to identify and assess changes
Provide an adhoc analysis or project support when needed

MAIN RESPONSIBILITIES

Management the information extraction from various systems.
Perform financial reporting and operations support tasks to the internal business units of our affiliate partner and learn about the business specificities.
Collect, organize and update financial and nonfinancial information. Ensure that all controls are in place, figures are reconciled and consistent between them.
Develop, produce, and maintain of our models/tools in order to optimise the process within a time constraint.
Prepare, autonomously, the monthly reporting for the internal business units and perform validation checks:
In line with relevant and applicable instructions and requirements.
Within the deadlines agreed and accepted with the internal business units of our affiliate partner.
Perform accuracy validation checks / Highlevel reviews on reports published on periodic (e.g. monthly, quarterly, etc.) basis, challenge figures and descriptions of variance, ensuring completeness, consistency and accuracy of the information reported.
Maintain reporting templates, respective of chart of account changes and other updated requirements.
Be proactive for the budget and forecast preparation by performing environmental system readiness checks, assisting in model development, preparation of budget transfer instructions, and upload of information into the group toolset (Hyperion, OBIEE).

KEY SKILLS AND QUALIFICATIONS

Degree in Accounting, Finance or Economics from a reputable university
Excellent Excel skills (including pivot tables, macros and most common Excel functions),
Fluency in MS PowerPoint and ability to present data in an organized visual manner to promote understanding
Autonomous and capability to work in a diverse team in a context of strict deadline and in an international environment.
SQL, Power BI knowledge an asset.
1 to 5 years of FP&A an asset, preferably within Financial Services Industries.
Very advanced spoken and written English level mandatory
Passion and ability to optimise the process.