Own a portfolio of clients end-to-end — building their financial models, running their monthly numbers, and fielding questions directly from owners and their investors
Build 3-statement financial models from the ground up, then run and adjust them every month against each client's actual results
Handle financial modelling, budgeting, cash flow forecasting, scenario planning and variance analysis
Work across a wide range of platforms including Shopify, QuickBooks Online, Xero, Google Sheets, Google Docs, Glew.io, Amazon Seller/Vendor, Rippling and Gusto

5+ years' experience in finance, with demonstrated expertise building and maintaining 3-statement financial models in Microsoft Excel
A working understanding of US GAAP; Canadian GAAP or IFRS exposure an asset
A bachelor's or master's degree, plus a professional qualification — CA, CPA, ACCA, CFA, or an MBA in Finance
A background in a high-intensity, deadline-driven environment — a Big 4 firm, a major consulting firm, equity research, investment banking / M&A, or a comparable scale-up FP&A team
Strong analytical and problem-solving skills, and the judgment to turn analysis into clear, actionable recommendations
Outstanding written and verbal communication, and the ability to work independently without constant supervision.

Senior Financial Analyst

Key skills