Associate Financial Analyst

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Financial Analyst based in Canada.

Join a collaborative Finance team supporting financial planning, forecasting, and reporting across a growing global technology business. This entry-level opportunity offers hands-on exposure to financial analysis while contributing to the implementation of modern budgeting and forecasting systems. You will work closely with HR, Legal, Finance, Accounting, and IT teams to improve financial processes and support informed business decisions. From analyzing operational expenses and headcount to validating financial data and automating workflows, your work will contribute to greater accuracy and efficiency. This role is ideal for an analytical, detail-oriented professional eager to develop their financial expertise in a remote-first, technology-driven environment.

Accountabilities

• Support HR and Legal teams with financial forecasting, purchase approvals, headcount planning, and data reconciliations to ensure accurate operational budgets.

• Assist other departments with forecasting activities and financial reconciliations, maintaining consistency and reliability across reporting processes.

• Contribute to the implementation of new financial planning, budgeting, forecasting, and reporting systems, collaborating with Finance, Accounting, IT, and external implementation partners.

• Gather business requirements from Finance stakeholders and translate them into clear system specifications and functional requirements.

• Validate data migrations, mapping processes, and reporting outputs to ensure financial information is accurate, complete, and reliable.

• Document existing and future financial processes to support system design, implementation, and continuous improvement.

• Identify opportunities to automate manual activities, streamline workflows, and enhance financial reporting efficiency.

• Prepare presentations, financial summaries, and analytical materials for Finance leadership.

• Support ad hoc financial, strategic, and operational projects while contributing to the continuous improvement of the Finance function.

Requirements

• Strong analytical and financial modeling skills, with practical proficiency in Microsoft Excel.

• Demonstrated experience using AI-powered productivity tools such as Claude and Microsoft Copilot to improve analytical efficiency and workflows.

• Understanding of SaaS business models and go-to-market performance metrics.

• Knowledge of the three financial statements (income statement, balance sheet, and cash flow statement) and how they interconnect.

• Strong attention to detail, critical thinking, and problem-solving abilities, with a proactive and self-driven approach to work.

• Ability to organize financial information, identify discrepancies, and communicate findings clearly.

• Strong collaboration and communication skills, with the ability to work effectively across Finance, HR, Legal, Accounting, and IT teams.

• A background in Finance, Accounting, Business Administration, or a related discipline is an advantage.

• Experience presenting financial insights to senior stakeholders or executives is considered a plus.

• Previous exposure to financial planning systems, budgeting software, or finance technology implementations is an asset.

• Curiosity, adaptability, and motivation to learn new financial tools and processes in a fast-paced technology environment.

Benefits

• Competitive compensation package.

• Fully remote-first working environment.

• Flexible Paid Time Off policies.

• Four additional paid quarterly self-care days annually.

• Paid volunteer days.