Financial Analyst Jobs

Reporting to the Director of Finance, the Financial Analyst is a dedicated team member who will carry out responsibilities for both Cave Spring Partnership and The Vine Agency.The Financial Analyst is key in driving performance and success of the organization through developing and creating performance reporting and by monitoring and analyzing various aspects of each business segment.Reporting includes but not limited to P&L’s, balance sheets, monthly reporting packages, rolling reports, budgets and forecasting, cash flow forecasting and any ad hoc reporting as required.The Financial Analyst will have strong applications skills, specifically Microsoft Excel, and will be responsible for maintaining the back end of the accounting system and have a strong knowledge of 3^rd party software applications that are integrated into the accounting system.

Duties & Responsibilities

• Sage 300 administrator – user maintenance, create new fiscal year, etc.
• Work with the Senior Accountant on transactional cut offs to ensure reporting is accurate and timely
• Develop, produce and monitor benchmarks; produce variance analysis against those benchmarks
• Sales reporting, J-10’s, Wine Tax return, Excise return and prepare entries for posting
• Develop, produce and monitor KPI’s and any ad hoc reports
• Calculate underutilized capacity (production and vineyard)
• Maintain and build upon existing reporting as well as design and create new reports
• Work with Director of Finance to design an effective budgeting process including workflows, timelines, templates, etc.
• Build and organize databases to draw upon for analysis
• Prepare all grant and support program data and calculations as well as statistical surveys - Wine Sector Support Program, Agricorp, Stats Canada, etc.
• Assist with transactional workload and other duties as required
• Work with Director of Finance to enhance the existing monthly/quarterly reporting package
• Prepare monthly margining report
• Create, maintain and distribute weekly flash revenue reporting
• Prepare and provide variance analysis to monthly performance reporting
• Prepare monthly cash flow reporting
• Prepare monthly insurance reporting

Qualification and Skills

• Excellent communication skills – both written and verbal
• Advanced Excel skills and strong database knowledge
• Strong analytical skills
• Ability to work with others and independently
• Thorough knowledge of accounting procedures
• Bachelor’s degree in business, accounting or finance is preferred
• Ability to effectively communicate across all levels of the organization
• Exceptional attention to detail