Summary
This role is responsible for supporting financial planning, forecasting, and performance analysis activities through the application of analytical judgment and structured problem-solving. The role evaluates financial and operational data, develops insights, and supports informed decision-making by maintaining accurate models, reporting, and planning processes in alignment with established policies and procedures.
Essential Duties & Responsibilities
•
Analyze financial and operational results to identify trends, variances, and performance drivers.
•
Prepare recurring and ad hoc financial reports, dashboards, and summaries to provide visibility into performance.
•
Support the interpretation of financial information by translating data into clear, actionable insights.
•
Contribute to the standardization and continuous improvement of planning, forecasting, and reporting processes.
•
Maintain documentation of methodologies, assumptions, and analytical approaches to support transparency and consistency.
•
Develop and maintain financial models, assumptions, and scenario analyses to support planning and decision-making activities.
•
Support scenario analysis and sensitivity assessments to evaluate potential business outcomes.
•
Ensure accuracy, consistency, and documentation of planning and analysis outputs.
•
Perform other duties and responsibilities as required to support business needs.
Job Level Competencies
•
Extensive knowledge and application of principles, theories and concepts. Complete knowledge of all job functions and the broad industry best practices, techniques and standards.
•
Develops solutions to complex problems where analysis of situations and/or data requires in-depth evaluation of variables. Determine the best approach to achieve results and provide suggestions to improve policies and procedures.
•
Work is performed independently and requires the exercise of judgment and discretion. Exercises considerable latitude in determining objectives and approaches to assignments. Work may be reviewed at a high level.
•
May represent the organization as primary contact on assignments and/or projects. Interacts with senior professionals and management and frequently coordinates work between departments or organizations.
•
Actions may impact on the organization. Failure to accomplish work will result in the inability to reach crucial organizational goals. Erroneous decisions may have a prolonged effect resulting in the expenditure of substantial resources.
Qualifications
•
Typical experience: 5+ years in related role or experience.
•
Actual experience may vary depending on role complexity, geography, and internal development opportunities or a comparable mix of training, education, and experience.
•
Ability to analyze financial and operational data and apply structured problem-solving approaches.
•
Strong analytical and problem-solving skills with attention to detail and accuracy.
•
Effective written and verbal communication skills to support collaboration and information sharing.
•
Ability to manage multiple priorities within established processes and timelines.
•
Working knowledge of financial analysis concepts, reporting structures, or planning workflows.
•
Proficiency with spreadsheets, financial systems, and reporting tools.
•
Ability to apply professional judgment within established analytical frameworks.
Preferred Qualifications
•
Education: University degree preferred.
•
Experience supporting budgeting, forecasting, or performance management activities.
•
Familiarity with financial modeling, scenario analysis, or variance analysis techniques.
•
Experience working with planning systems, dashboards, or financial reporting tools.
•
Exposure to global or multi-entity financial environments.
•
Relevant professional certification related to finance, analysis, or planning.
.png)
