inBeat Agency

Financial Planning & Analysis Manager

inBeat Agency

full-time

Posted on:

Location Type: Remote

Location: Canada

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Tech Stack

ERP

About the role

  • Develop and maintain financial models for strategic planning and forecasting across all 5 companies
  • Create and manage monthly, quarterly, and annual budgeting processes
  • Perform variance analysis and identify trends, opportunities, and risks
  • Prepare rolling financial forecasts and scenario analyses to support strategic decision-making
  • Design and implement KPIs and dashboards to track financial performance across all entities
  • Develop standardized reporting packages for management, board, and stakeholders
  • Conduct profitability analyses by business unit, product, and customer
  • Create and distribute regular financial reports with actionable insights
  • Support the Corporate Development team with financial modeling and analysis of acquisition targets
  • Assess financial impact of potential acquisitions on consolidated group results
  • Develop post-acquisition integration plans from a financial perspective
  • Create synergy models and track realization of projected benefits
  • Identify cost optimization opportunities to help achieve 35% EBITDA target
  • Analyze margin drivers and recommend strategies to improve profitability
  • Work with operational teams to implement efficiency initiatives
  • Track and report on progress of EBITDA improvement initiatives
  • Provide financial insights to support strategic decision-making
  • Assist in preparing presentations for investors and stakeholders
  • Collaborate with other departments to align financial and operational objectives
  • Support the development of business cases for new initiatives

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
  • Minimum 5 years of progressive experience in financial analysis and planning
  • Experience working in a multi-entity environment
  • Experience with M&A financial analysis and integration is strongly preferred
  • Background in private equity or acquisition-focused companies is a plus
  • Advanced Excel modeling skills (scenario analysis, sensitivity analysis, financial forecasting)
  • Proficiency with financial planning and analysis tools (e.g., Adaptive Insights, Anaplan)
  • Experience with ERP systems and business intelligence tools
  • Strong understanding of accounting principles, financial statements, and metrics
  • Data visualization skills and experience building dashboards
Benefits
  • Competitive salary aligned with experience
  • Performance-based incentives
  • Opportunities for professional growth and exposure to strategic finance initiatives
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingbudgetingvariance analysisfinancial forecastingKPI designprofitability analysiscost optimizationdata visualizationExcel modelingfinancial analysis
Soft Skills
strategic decision-makingcollaborationcommunicationpresentation skillsanalytical thinkingproblem-solvingorganizational skillsinterpersonal skillsleadershipinitiative
Certifications
Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsMBACFA