Senior Financial Planning Analyst

Role overview

Work arrangement

• Regular, full-time hybrid position, Monday to Friday, with one to two days per week at the Edmonton office.

Compensation

• Salary range is CAD 90,000 to CAD 110,000 per year, based on experience.
• Benefits include an employee assistance program and RRSP matching from the first day of employment.

What you will do

• Analyze business and financial data for trends, performance drivers, and decision-support insights.
• Develop dashboards, reports, and visualizations to track KPIs and business performance.
• Gather stakeholder requirements and translate business needs into practical solutions.
• Own sales CRM implementation, optimization, and support, including process design, testing, and rollout.
• Analyze sales pipeline and performance to support conversion, productivity, and revenue growth.
• Develop models for gross margin, pricing, standard costing, and buy-versus-lease evaluations.
• Identify system and process gaps, recommend improvements, and coordinate implementation.
• Lead user acceptance testing against business requirements and quality standards.
• Support strategic planning, budgeting, forecasting, and data consolidation.
• Compare financial results with budget, forecast, and prior year; identify causes and recommend actions.
• Coordinate weekly, monthly, quarterly, and ad hoc reporting, including executive and Board presentations.
• Maintain accurate, reconciled reporting systems and data, and improve FP&A reporting practices.

What you will bring

• Bachelor’s degree in Business Administration, Information Systems, Finance, or a related field.
• At least 3 years as a Financial Analyst or in a similar role.
• Hold or actively pursue a recognized designation such as CPA or CFA.
• Project management experience from vision setting through implementation.
• Strong written and verbal communication, analytical, and problem-solving skills; ability to work with a team.
• Change management ability, independent judgment, and comfort making decisions with limited information.
• Proficiency with Microsoft Office, SQL, Power BI or Tableau, JIRA, and BPM tools.
• Strong knowledge of GAAP, accounting and financial systems/software, and basic financial principles.
• Advanced financial modeling skills.

About Xpera