Financial Analyst

Our lending business funds equipment, vehicles and working capital for small and mid-sized companies across Canada. Coastal Wealth Management manages assets for more than 200,000 clients through 120 offices. Dress is business casual, and suits come out for client meetings.

The role:

Looking for a Financial Analyst who wants to stay somewhere for a while. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. The company is based in Toronto, Canada. We are a distributed team spread across a few time zones. You will join as an independent contractor on a long-term agreement. Payment is monthly in USD. Core hours are 9:00 AM to 1:00 PM US Eastern. A stable internet connection and a backup power option are required.

Essential duties and responsibilities:

• Answer ad hoc questions from the CFO with quick-turn analysis
• Support board deck preparation with charts and commentary
• Partner with department heads to understand spending and headcount plans
• Reconcile forecast data with accounting after close
• Develop dashboards in Power BI or Tableau for leadership
• Present monthly results to operating leaders and explain key drivers

Minimum qualifications:

• 3-5 years of FP&A, corporate finance or public accounting experience
• Strong attention to detail in large models
• Bachelor's degree in finance, accounting or economics
• Working knowledge of accounting and how the three statements connect
• Comfortable presenting to non-finance managers

Preferred:

• SQL for pulling your own data
• Power BI or Tableau
• SaaS metrics experience (ARR, churn, LTV)
• Manufacturing cost analysis

Salary: $1,900 - $2,500 per month

Why work with us:

• Paid time off
• Flexible hours

Due to the number of applications, only shortlisted candidates will be contacted.

Duration: 3 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Coastal Wealth Management Ltd..