Senior Financial Analyst - Finance & Business Operations

About the Role

We are seeking a Senior Financial Analyst – Finance & Business Operations who will work on financial reporting, project profitability, budgeting, payroll, AR/AP and client reporting.

This is a hands-on role with significant responsibility and exposure to senior management, program managers, clients and vendors.

Responsibilities

1. Program Pricing & Accounts Receivable

• Work with the Sales team and other stakeholders to develop program pricing and budgets using established budgeting templates.

• Review budgets for accuracy, completeness and profitability and obtain appropriate management approval before program launch.

• Update budgets based on changes to program scope, client requirements and actual results.

• Work with Program Management to ensure timely and accurate client invoicing in accordance with approved budgets and contracts.

• Create and issue invoices in QuickBooks and submit them to appropriate client contacts.

• Monitor accounts receivable and follow up on outstanding balances.

• Investigate and resolve billing discrepancies and support timely collections.

• Manage commission reconciliations for designated client programs.

• Reconcile client sales reports with internal records and investigate discrepancies.

• Prepare commission summaries, supporting invoices and agent performance reports.

• Monitor program hours, budgets, invoicing and outstanding client reconciliations to support cash-flow management.

2. Accounts Payable & Payroll Oversight

• Oversee Accounts Payable processes working closely with the Accounting and Payroll Coordinator.

• Review vendor bills, employee expenses and supporting documentation for accuracy, completeness and appropriate approval.

• Monitor outstanding payables and ensure timely processing and payment.

• Ensure AP transactions and records are accurately maintained in QuickBooks.

• Oversee the biweekly payroll process and coordinate payroll submissions through ADP.

• Review employee hours and payroll data from Connecteam and other time-tracking systems.

• Calculate and review vacation pay, statutory holiday pay and other payroll adjustments.

• Coordinate payroll-related employee changes, including new hires, changes in employment status, terminations and Records of Employment.

• Support payroll reconciliations and related reporting.

• Ensure appropriate payroll and AP controls, documentation and approvals are maintained.

3. Financial Analysis & Reporting

• Prepare monthly project P&Ls and profitability reports.

• Analyze revenue, labour, commissions, vendor costs and project margins.

• Prepare forecasts and budget-versus-actual analysis.

• Identify financial variances, trends, risks and opportunities and provide recommendations to management.

• Prepare recurring financial and operational reports for clients and management.

• Analyze sales, staffing costs, hours, incentives and other program KPIs.

• Maintain reporting trackers, master files and financial models.

• Prepare corporate and management financial reports and ad hoc financial analysis as required.

• Ensure financial and operational reporting is accurate, timely and consistent.

4. Month-End & Year-End Support to the SVP Finance

• Support the SVP Finance with monthly and year-end financial close processes.

• Prepare account reconciliations, schedules and supporting documentation required for financial reporting and review.

• Assist with analysis of month-end results, including revenue, expenses, accruals, project profitability and other key financial accounts.

• Prepare supporting schedules and documentation for external accountants, auditors and other financial advisors.

• Assist with year-end working papers, financial reporting and tax-related requirements.

• Support WSIB and other periodic financial or regulatory reporting.

• Provide financial analysis and ad hoc support to the SVP Finance as required.

5. Process Improvement & Internal Controls

• Identify opportunities to improve financial processes, controls, reporting and workflows.

• Develop and improve budgeting templates, reporting tools, trackers and financial models.

• Establish and maintain appropriate review and approval controls over billing, AP, payroll and financial reporting.

• Identify opportunities to automate manual processes and improve the efficiency of the Finance function.

• Improve the accuracy, consistency and timeliness of financial information and reporting.

• Document key financial processes and procedures to improve consistency and reduce operational risk.

• Monitor compliance with established financial policies, procedures and internal controls.

Working Arrangement

This is a fully remote, work-from-home position for a candidate located in Ontario. The successful candidate must have a suitable home office, reliable high-speed internet and availability during regular business hours.