Financial Analyst I

Everyone here is salaried. Nobody is paid on product sales. We know our clients well, often three generations of the same family. We have been family run since 1958. Most staff have been with the firm for more than eight years.

We are adding headcount to this team, so this is a new seat. Edmonton Wealth Management runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. The work is on site and cannot be done remotely.

Your responsibilities:

• Reconcile forecast data with accounting after close.
• Prepare monthly variance analysis against budget and prior year.
• Develop dashboards in Power BI or Tableau for leadership.
• Support board deck preparation with charts and commentary.
• Improve forecasting processes and cut manual steps out of the model.
• Update KPIs such as gross margin, CAC and revenue per employee.
• Present monthly results to operating leaders and explain key drivers.

What we're looking for:

• 1+ years of FP&A, corporate finance or public accounting experience.
• Clear written commentary for monthly reporting.
• Comfortable presenting to non-finance managers.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.

Desirable:

• Power BI or Tableau.
• Adaptive Planning, Anaplan or Planful experience.
• SQL for pulling your own data.

Benefits:

• Extended health and dental benefits.
• Group RRSP with employer matching.
• Paid vacation.
• Flexible hours.
• Annual bonus.
• Free parking.
• Professional development budget.

Applications are reviewed as they come in.

We are not working with agencies on this role.

Start: Immediately.

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