Sr. Manager leading financial planning, forecasting, and reporting processes at Taco Bell. Providing actionable insights to drive business performance through data - driven recommendations.
About the role
- Analyst/Senior Analyst supporting financial reporting and analysis for Canada's fintech leader, Caseware. Collaborating across departments to improve financial processes and reporting.
Responsibilities
- Assist in the preparation and distribution of recurring financial reports (weekly, monthly, quarterly) for senior leadership and Private Equity investors.
- Perform variance analysis against budget, forecast, and prior periods.
- Support the preparation of executive-level dashboards and presentations.
- Support the consolidation of actuals and development of forecasts (short-term and long-range) in partnership with revenue operations and business unit leads.
- Ensure data accuracy and consistency across multiple inputs and sources.
- Assist in building and maintaining forecast models to support rolling forecasts and scenario planning.
- Collaborate with various teams including FP&A, Accounting and Revenue Operations to gather input, validate assumptions, and ensure consistency and alignment of financial data.
- Support ad-hoc analysis and financial modeling to inform strategic initiatives modeling and decision-making.
- Coordinate with the Business Intelligence team and other partners to automate and optimize reporting, improving efficiency and scalability.
- Ensure documentation and standardization of financial processes where applicable.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3 to 5 years of experience in FP&A, corporate finance, or related roles.
- Experience in a multi-entity or global organization, ideally a SaaS business.
- Strong analytical skills with attention to detail and accuracy.
- Expert-level Excel skills with experience analyzing large quantities of complex data.
- Experience with Netsuite and Salesforce a plus.
- Strong verbal and written communication skills.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Self-starter with a collaborative mindset and a commitment to problem solving and continuous improvement.
- Excellent stakeholder management skills – builds relationships among peers and others in the business
- Experience with data visualization tools (e.g., Power BI, Tableau).
- CPA or CFA certification (or working towards one) is a plus.
Benefits
- Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
- We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
- Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
- We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
- We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
- Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
- We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Investment Specialist at Private Bank developing and managing financial products and services. Supporting UHNWIs and Family Offices with banking, investment, and credit needs.
People Partner supporting HR strategy in Insurance, Pensions & Investments team. Collaborating with executives to build high - performing, inclusive teams and drive organizational success.
Head of US Custody Financial Operations at Bullish overseeing treasury and trading operations for digital assets. Driving operational excellence and risk management in a fast - paced financial environment.
Investment Banking Analyst on Wells Fargo's REGAL team analyzing market strategies and preparing client presentations. Collaborating with clients and colleagues to deliver strategic insights.
Intern in Financial Analysis & Structuring at Nordex Group, analyzing commercial aspects of wind farm projects. Supporting financial reports and conducting market analysis in an international finance team.
Sales/Finance Coordinator managing sales and finance operations for QS. Ensuring data integrity and collaborating across teams for revenue reporting in higher education.
Sales and Finance Coordinator supporting QS's sales and finance operations by ensuring data integrity and collaborating with teams. Perform reconciliations and document variances to improve processes.
Junior Project Manager Finance responsible for software solutions and project management in the public sector. Focused on digital transformation in public administrations with opportunities for career growth.
Experienced Financial Services Administrator handling administration for life, pensions, and investments with a focus on client servicing. Working in a hybrid environment from Birmingham or Market Harborough.