Senior Financial Planning Analyst

What You Will Do

• Analyze business and financial data to identify trends, performance drivers, and actionable insights that support decision-making.
• Develop and maintain dashboards, reports, and visualizations to track Key Performance Indicators (KPIs) and provide visibility into business performance.
• Partner with business leaders and stakeholders to gather requirements, define business needs, and translate them into practical solutions.
• Own the implementation, optimization, and ongoing support of the sales CRM, including process design, testing, rollout, and continuous improvement.
• Support sales growth through pipeline analysis, performance tracking, and insights to improve conversion, productivity, and revenue.
• Develop financial models and analyses, including gross margin, pricing, standard costing, and buy-versus-lease evaluations.
• Lead system and process improvements by identifying gaps, recommending enhancements, and coordinating implementation with technical teams.
• Lead user acceptance testing (UAT) to ensure systems and solutions meet business requirements and quality standards.
• Support annual strategic planning, budgeting, forecasting, and data consolidation in partnership with Accounting and functional leaders.
• Analyze monthly and quarterly financial results against budget, forecast, and prior year; identify root causes and recommend actions to improve performance.
• Prepare and coordinate timely weekly, monthly, quarterly, and ad hoc financial and management reporting, including executive and Board presentations.
• Ensure reporting systems and source data are accurate and reconciled, support variance analysis, and continuously improve FP&A reporting processes and practices.
• What You Will Bring:
• A Bachelor’s Degree in Business Administration, Information Systems, Finance, or a related field.
• 3 or more years of experience as a Financial Analyst or in a similar role.
• Hold, or be actively pursuing, a recognized professional designation such as CPA or CFA.
• Experience managing projects from vision setting through implementation.
• Experience developing and delivering high quality written and verbal communications.
• A team player with strong analytical and problem-solving skills.
• Proven ability in change management to drive a high performing culture.
• Ability to work independently and make decisions with limited information.
• Proficiency with Microsoft Office products, SQL, Power BI/Tableau, JIRA, and BPM tools.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Knowledge of accounting and financial systems/software and basic financial principles.
• Advanced financial modeling skills, including proficiency with financial modeling tools.
• Why Work With Us:
• Great employee perks including discount programs and recognition awards.
• Employee referral incentives.
• Business casual environment.
• Opportunity for career growth and development.
• Supportive and collaborative team environment.
• We serve a diverse population across Canada and beyond. We strive to reflect that diversity within our workforce and ensure that every employee can be their authentic self.
• We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates throughout the recruitment and assessment process.
• In accordance with Human Rights and Accessibility legislation, Xpera is an equal opportunity employer who is committed to providing an inclusive and barrier-free recruitment process. Applicant should advise Human Resources if they require any type of accommodation during the recruitment process.
• Unsolicited Outreach Statement – Recruitment Agencies:
• Xpera Risk Mitigation & Investigation will not accept unsolicited resume submittals from third-party recruiters and hereby request agencies to not contact Xpera employees or managers directly to present candidates. Be advised Xpera will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume and will consider any unsolicited resumes forwarded public information. Xpera welcomes resumes submitted directly from candidates.
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