Junior 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.

Job summary:

We are adding headcount to this team, so this is a new seat. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. We are headquartered in Toronto and have been hiring remotely since 2020. Contract role, full-time hours, paid in USD at the end of each month. Expect to work a schedule that overlaps with US Eastern business hours until about noon ET. We ship you a laptop and accessories before your first day.

Main duties:

• Partner with department heads to understand spending and headcount plans
• Model pricing changes, capital projects and new business cases
• Develop dashboards in Power BI or Tableau for leadership
• Track headcount and payroll costs against plan
• Answer ad hoc questions from the CFO with quick-turn analysis
• Present monthly results to operating leaders and explain key drivers
• Support board deck preparation with charts and commentary

Qualifications:

• 1+ years of FP&A, corporate finance or public accounting experience
• Comfortable presenting to non-finance managers
• Bachelor's degree in finance, accounting or economics
• Experience building budgets and forecasts
• Familiar with an ERP such as NetSuite, SAP or Oracle

Preferred qualifications:

• Adaptive Planning, Anaplan or Planful experience
• Power BI or Tableau
• SaaS metrics experience (ARR, churn, LTV)

Compensation: $1,350 to $1,650/month

Compensation and benefits:

• Annual rate review
• Long-term engagement
• Paid in USD
• Paid time off

The posting will close once we have a strong shortlist.

Duration: 9 months. Start: Immediately.

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