Doxim is the customer communications and engagement technology leader serving financial and regulated industries. With its integrated, SaaS software and document technology solutions, our platform helps clients digitise operations, improve efficiency, and modernise customer experience. With Doxim, clients can communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized omnichannel communications.
Job Definition:
The FP&A Financial Analyst will play a significant role in all aspects of financial planning, operational reporting, and financial modelling.
Tasks and Responsibilities:
- Works collaboratively with business unit leaders, executives, and the FP&A / accounting team to analyze financial and operational data, provide meaningful insights on trends in the business, and ultimately inform and enhance decision-making across the organization
- Coordinate with divisional controllers and business unit leaders to identify and resolve P&L variances to Plan and Forecast
- Hands-on financial modelling of operating costs, headcount, cash flow, and balance sheet forecasts
- Reconcile data from various sources to ensure accuracy (backlog/billing/revenue)
- Prepare and analyze KPIs and other business drivers for the monthly financial reporting package and dashboards
- Support the annual planning and rolling forecasting activities in collaboration with the FP&A team and company leadership
- Create and update monthly & quarterly reporting materials for all stakeholders including investors, banks, and the executive team
- Produce ad-hoc analysis in a meaningful, concise and user-friendly manner for management
- Supports revenue and customer retention models, drives continuous improvement of complex revenue forecasting
- Provide financial modelling support and reporting on strategic projects
- Proactively engage in identifying opportunities for improvement, including automating manual processes and reports
- Administration of forecasting and budgeting software (Adaptive Insights, Great Plains & Jet Reporting)
- Collect operational data (volume/mix) and maintain data integrity
Experience and Qualifications:
- 3+ years of financial analysis experience, with a focus on manufacturing operations
- Bachelor’s Degree in Accounting or Finance
- Professional designation (CA / CPA, CMA, CFA) is an asset
- Expert in MS Excel
- Knowledge of Adaptive Insights, Jet Reporting or Great Plains is an asset
- Experience within a growing, fast-paced and preferably, a manufacturing organization
- Strong experience and knowledge of Month End Close, Planning and Forecasting cycles
- Financial Modeling and Forecasting experience
- Excellent communication skills (written and oral) with the ability to adjust communication style with a variety of stakeholders
- Detail-oriented with a strong commitment to accuracy
- Analytical problem-solver
- Ability to handle multiple priorities while meeting specific deadlines; workloads tend to peak during the annual budget
- Ability to work independently, take ownership, and lead by example
- Strong team player
Doxim is an equal opportunity employer. We are committed to fostering an inclusive, equitable and accessible environment, where all employees feel valued, respected, and supported. Under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code, we provide accommodations to applicants with disabilities throughout the recruitment and selection process. If you require a disability-related accommodation to participate, please call 1-866.475.9876, send a fax to 1-866-256-8868 or email [email protected].
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