Position Title: Lead Senior Financial Analyst, FP&A

Client Details:
Our client is a Large well known Recession proof Global Fortune 500 Publicly Traded Company providing Healthcare Solutions (supplies, equipment, service, and digital technology) to the medical industry. Our Client Boasts an Amazing +4.2 out 5 Glassdoor Employer Rating with a Great Culture!!

Role Summary:

Our client is looking for Lead SFA who is responsible for deriving and developing various strategic analysis deliverables with the purpose of providing senior leadership with useful and impactful information. The job plays a key part in the creation and development of corporate analysis. This position will focus on budget preparation, monthly forecast, variance analysis and internal reporting as required; as well as overseeing, verifying and coordinating budget documents for various cost centers; in addition to working with other departments and branches to develop analysis, modeling, ad hoc analysis and reports.

Key Job Responsibilities:

Budget Planning

Oversees, prepares and maintains all budget templates (cost centers operating expenses, freight in and out, DC lines, license fee, vendor rebates, convention expense, travel, investment template, occupancy costs and depreciation allocations, capital expenditure, interest, working capital, etc.)
Distributes budget templates to departments and works with department heads to prepare their annual budget
Examine cost center budget proposals for accuracy, precision and completeness; confirm conformance with company procedures and policies.
Analyze both actual/forecast and current budgets to be able to evaluate proposals in terms of the organization’s priorities and financial resources
Prepare budget binders for the management for review.
Once the initial review process has been completed, work to consolidate the individual departmental budgets into operating and capital financial summaries; upload the information in PBCS system
Work with Accounting group on Balance Sheet budget, working capital, and cash flow
Oversees, prepares and maintains the budget for new acquisitions

Forecasting

Provides support during the monthly RO forecast and monthly MBOs updates
Prepare and maintain headcount and P&L RO uploaded template.
Gather information needed from HR for headcount RO tracking file; Prepare monthly headcount forecast and related analysis; FSC/ESS movement report, New hire non-sales headcount, and all other headcount related report from corporate.
Upload P&L RO and headcount RO into PBCS system.
Prepare monthly and quarter end variance commentaries as well as RO quarter and full year variance commentaries sent to NY.
Prepare Quarter End Standard Financial Close Package and Quarterly Business Review package used on the monthly RO presentation

Reporting

Gather information needed for branch P&Ls, business segment P&Ls and branch/sales managers’ MBOs such as actual sales, GM%, GP adjustments by branch, etc.
Oversees and prepare monthly branch P&Ls, branch benchmarking, Optimal P&L by branch, segment P&Ls, etc.
Lead the monthly branch PL review meeting with the Finance team and send P&Ls to the business leaders with a summary of the key performance indicators for that period.
Work closely with departments heads to provide financial expertise on monitoring and managing their department expenses.
Report on risk areas and assist in the identification of actions to be implemented to accomplish budget objectives.
Prepare monthly actual P&L for HSOne and send to business leaders of HSOne with a short commentary.
Create ad hoc reports and detailed statistical analysis as required.
Develop financial models to assist department with their own budgetary analysis and budget building.
Assist on the development of budget guidelines and monitor tools to track performance of other departments and branches; serve as a liaison with other departments on financial, accounting and budgeting issues
Prepare Capital expenditure summary based on request submitted by the cost centers and the depreciation schedule for the proposed Capex as per company policy.
Review monthly financial statements for completeness and accuracy as it relates to budget issues, analysis of monthly financial information and prepares variance commentaries as required
Employ available resources to create models containing key information and analytics to facilitate improved decision making within the senior management team

Expenses

Regularly monitor the actual expenses compared to budget throughout the year; investigate variances from budgeted results. If discrepancies between the approved budget and the actual expenses arise, senior budget analyst is required to find out the reasons for the variations.

Location:
West GTA, Ontario ** Hybrid Working Model 2 days onsite with Flex Hours **

Salary Range:
Based on experience

Requirements:

Degree or Diploma in Business Program
Minimum of 3-5 years of related experience in budgeting and forecasting is required
advanced Excel, Words, Microsoft Outlook, PowerPoint; Oracle-HFM & PBCS, Data Warehouse, JDE knowledge an asset
Excellent communication and numerical skills are essential in this fast paced, team-oriented environment.

ID7995 - Senior Financial Analyst, FP&A ** Well Known Global Fortune 500 Firm **

ID7995 - Senior Financial Analyst, FP&A Well Known Global Fortune 500 Firm