Senior Financial Analyst, Financial Data & Systems

The Senior Financial Analyst will be responsible for maintaining data that flows from key systems into the Finance databases.  Including the maintenance of the existing general ledger and future financial tools. 

Key deliverables will include ensuring the month end data in key tables are accurate and complete for downstream reporting, raising issues as they rise and ensuring the solution is implemented. The preparation of the finalized source of data for internal and external reporting. 

The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis, such as mortgage subledger and mortgage continuity 

This role will require the candidate to run and maintain detailed queries/reports for regulatory reporting and create Power BI visuals for internal reporting 

The incumbent will employ advanced data cleansing and analytics skills, utilizing complex SQL scripts, M and DAX for Power BI reporting, and the ability to understand programming languages for automated scripts. 

The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools 

The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk 

This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models 

Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail 

Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources 

The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise

Four year Degree; Accounting, Finance, Business or Computer Science preferred 

At least 4 - 5 years of progressive and relevant work experience 

Strong data analysis skills with experience using a variety of systems and BI tools such as Power BI and Tableau 

Strong knowledge of Microsoft Power products i.e., Power BI, Power Query, Power Automate, Power App 

Proficient in SQL and knowledge of rational database concepts 

Previous programming experience such as VBA, Python 

Understanding and knowledge of finance processes 

Previous experience with finance transformation or major process improvements  

Knowledge of financial modeling concepts is required 

CFA/CPA designation is nice to have 

Possess strong problem-solving and analytical skills 

Strong attention to detail 

Strong organizational skills 

Ability to handle multiple competing priorities (multi-tasking) 

Enjoys working in both team and individual environments