Financial Planning Analyst

Posted 3 days ago

Job Details

Full Time

Location

Vancouver, BC

Salary

dollar sign 85,000 to 95,000 per year

Job Description

Join a collaborative finance team in a high-impact role supporting both Treasury and FP&A, with exposure across cash management, forecasting, financial analysis, and strategic planning. This is an excellent opportunity for someone who enjoys partnering across the business, digging into the numbers, and helping drive informed financial decisions.

Who – The Company:
Our client is a well-established engineering and professional services firm with offices across Canada, recognized for technical excellence, collaboration, and delivering complex projects nationwide. They offer a people-first, high-performing environment with strong opportunities for growth and long-term career development.

What- The Role:
Our client is seeking a highly motivated and detail-oriented Financial Planning Analyst to join their Finance team. In this role, you will support the Treasury and Financial Planning & Analysis functions by providing financial analysis, budgeting, forecasting, and reporting, with a strong focus on cash management, liquidity, equity and corporate share management, and financial risk analysis. The ideal candidate will possess strong analytical skills, a solid understanding of financial principles, and the ability to collaborate across departments to drive strategic financial decisions.

Assist in the preparation and presentation of cash flow, working capital, and investment forecasts/models and provide in-depth analysis to support treasury decisions and broader business planning.
Monitor daily cash positioning and support optimization of short-term investment activities to meet liquidity targets and funding requirements.
Collaborate with legal, compliance, and other departments to administer the corporate share registry, including recording share transactions, maintaining documentation, completing general ledger reconciliations, supporting share compensation calculations, and reporting key metrics (e.g., ROI).
Assist with P&L budgeting and forecasting across multiple business units, including periodic reforecasts, to support planning, performance management, and decision-making.
Analyze financial results and operational KPI’s against budget and forecast, investigate variances, and provide insights/recommendations for corrective actions.
Actively contribute to continuous improvement across treasury and FP&A by leveraging automation and BI tools (e.g., Power BI) to consolidate data and improve the efficiency, quality, and reliability of reporting.
Support ERP implementation by contributing to FP&A requirements, validating data and reports, and participating in testing/UAT and process design for new planning and reporting workflows.

Who- the Candidate:

Undergraduate degree in Finance, Business, Economics, or Computer Sciences
Professional Accountant, CPA or equivalent.
4+ years of experience in Financial Planning & Analysis (FP&A)
Background in AEC and/or professional services industry is a strong asset.
Proficiency in Microsoft Excel (advanced level) and financial modeling. Experience with Deltek Vantagepoint, Power BI or other automation is an asset.
Strong understanding of cash management, liquidity analysis, debt management, and financial forecasting.
An inquisitive nature with strong attention to detail and an aptitude for critical thinking and problem-solving.
Ability to manage multiple projects and meet deadlines in a fast-paced environment.
Detail-oriented with a high level of accuracy.

How much:
Competitive salary in the range of $85,000-$95,000 commensurate with level of experience, RRSP up to 5%, bonus, health spending account, 3 weeks vacation.

Where:
Vancouver, hybrid working model.

When & How To Apply:
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About Swim Recruiting

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