Senior Financial Planning & Analysis (FP&A) Analyst, Revenue

Synopsis of the role:

As a Senior Financial Planning & Analysis (FP&A) Analyst, Revenue at Equifax Canada, you will work closely with various business units to prepare annual budgets, monthly forecasts and monthly reporting to the business and management.  You will analyze  business & project results and trends and often interface with senior management to deliver financial information in a concise and meaningful manner to foster effective decision making.  An ideal candidate is a highly motivated, analytical team player who is proficient in Excel, Tableau, Salesforce, G-Suite and has experience in BI tools.  This position reports to the Senior Manager, Financial Performance & Analysis.

What You’ll do

• Prepare, develop, consolidate and manage the annual budget, monthly forecast and reporting including a 3-5 year plan identifying opportunities to enhance financial outlooks, and other financial analysis tasks and projects.

• Analyze and report on several revenue streams, including daily volumes tracking, monthly forecasting and reporting on revenue by product and revenue by client utilizing Salesforce 

• Maintain, update and publish various monthly results and dashboards using Hyperion, Tableau or other Power BI tools to several stakeholders in business and corporate finance

• Assist in finalizing month end results, including analyzing functional activity and consulting with leaders and business partners, and preparing insightful commentary on monthly results. 

• Work collaboratively with other FP&A and Accounting team members to ensure financial results are in conformity with US Generally Accepted Accounting Principles (GAAP) and policies of the company 

• Regular and ad hoc financial analysis of revenue pools, deep dive analysis, business cases and preparation of various reports to management

• Continuously improve the financial processes to gain efficiencies and identify areas of productivity through automation and utilization of BI tools

What Experience You Need

• Education: Bachelor's degree in finance, accounting, or a related field

• Experience: 5+ years of experience in FP&A and /or advisory role

• 5+ years of relevant experience in a corporate or consulting environment

• Skills: Strong understanding of financial principles, accounting practices, and data analysis techniques

• Proficiency in financial reporting, financial management, forecasting, budgeting and reporting; advanced Excel skills with experience in modeling software (e.g., Oracle Hyperion / Essbase) and Tableau

• Attributes: Strong attention to detail, highly organized and ability to manage multiple deadlines. A proactive problem-solver with excellent communication skills. Curious and looking to learn, improve and adapt. 
   

What could set you apart

• Professional Designation (CA, CGA, CMA or MBA).

• Experience in Salesforce/ Tableau/ BI and AI tools 

• Forecasting using statistical or economic models