Senior Fp&A Analyst

Are you looking for an employer that believes in hiring passionate people who take pride in their contributions and work to empower those around them? Perhaps a fast-paced, highly dynamic, and performance-driven culture built on a foundation of success suits your fancy? If yes, then we have an exciting opportunity for you to explore. Wait... it gets even better! This exciting opportunity is in the wine industry!

Based in the Okanagan region, our client is a company with an inclusive culture that values trust, humility, and urgency. Our client is experiencing rapid growth and is currently looking for a Senior FP&A Analyst to join the team. Reporting to the Director of FP&A based in a stunning office environment, you will be responsible for providing financial support and guidance to the winery teams, digging into analytical support, preparation of financial forecasts & budgets, and contributing to the overall financial acumen of the team.

Responsibilities:

• Develop new reports using Excel or BI that connect data from multiple sources.
• Lead the annual budget process.
• Assist in the preparation and review of financial scenarios for sales, marketing, & operations to drive financial improvements.
• Ensure continuous business partnering with the Finance team to drive efficiencies, improved forecasting, and provide clarity to business leads.
• Assist with projects and presentations as needed.
• Enhance financial acumen throughout the organization.
• Super-user for FP&A financial reporting tools (TM1/BI), working closely with the IT group to create data efficiencies.
• Develop and own the quarterly forecasting/annual budgeting process.
• Advance and develop financial modeling tools for the FP&A team, driving added efficiencies and insights.
• Provide advanced analytical support with timely and accurate reporting of financial performance.
• Track financial performance vs. plan and prior year; add insights and highlight risks and opportunities.
• Prepare ad-hoc analysis as required.
• Drive continued efficiencies within the overall process while driving clear outputs and insights.
• Develop reports in BI tools (Tableau, Qlik, etc.) that can be used to drive management reporting and KPI creation.

Requirements:

• Working towards or completed a professional designation required (CPA).
• Valid BC Driver's License.
• Minimum 5 years of progressive financial analysis experience.
• Experience in the beverage industry or CPG industry is desired.
• Ability to set priorities and meet deadlines in a fast-paced and changing environment.
• Able to work independently from a 'blank-page' and leverage experience to create value-add reporting models.
• Ability to translate data into useful information and communicate key findings to non-finance stakeholders.
• Strong interpersonal and communication skills, with the ability to work cross-functionally and lead others.
• Proven ability to lead others, effectively delegate tasks, and ensure accuracy and timely delivery of FP&A outputs.
• Completed bachelor’s degree in finance or a related field.
• A detail-oriented, organized, and analytical team player who is eager to learn.
• Extensive knowledge of spreadsheets/excel and data reporting tools (e.g., Tableau, Qlik, etc.).

The company offers a competitive compensation package, career development opportunities, and a fantastic working environment. If you are in the Okanagan or willing to relocate and the above job description piques your interest, then we would love to hear from you. Please apply to the link for further discussion.

Looking forward to hearing from you!