We never stop building. A vertical acquisition software company that owns, operates and manages a diverse portfolio.
Strategic Financial Analyst
Location
Canada
Posted
12 days ago
Salary
0
Seniority
Senior
Job Description
Strategic Financial Analyst
Aspire Software
• Build and maintain forecasting models across revenue, margin, and cash flow • Analyze business performance and identify key trends, risks, and opportunities • Support budgeting and long-range planning • Develop operational and financial dashboards • Partner with leaders to understand drivers behind: • revenue • margin • churn • implementation performance • customer profitability • Conduct scenario analysis and investment modeling • Support pricing, resource allocation, and cost optimization initiatives • Help evaluate AI and automation opportunities from a financial ROI perspective • Assist with acquisition analysis and integration planning where needed • Prepare concise executive-level analyses and recommendations • Translate financial insights into operational actions • Improve visibility and accountability across teams
Job Requirements
- 3–7 years experience in:
- FP&A
- Strategic finance
- Consulting
- Accounting/financial background
- Strong financial modeling and analytical skills
- Excellent Excel capability
- Strong business intuition and curiosity
- Comfortable operating in ambiguity and fast-moving environments
- Strong communication skills and ability to influence non-financial stakeholders
- Bias toward action and problem solving
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
• Provides analysis to the area of the business supported • Analyzes and reports on monthly financial statements • Maintains databases and other sources of information • Supports strategic projects leveraging financial and analytic capabilities • Assists in the budget process • Responds to Ad Hoc Reporting requests and answers questions from users of the financial reports
• You will meet with existing and prospective clients to plan their financial future. • Utilize our company-provided technology and tools to improve your operation. • You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
• Own and improve core financial and operational reporting, with an initial focus on data quality and reporting timeliness • Reconcile data across systems and help establish a single source of truth for key business metrics • Develop and maintain reporting around revenue, expenses, SaaS KPIs and business performance • Partner with Finance and cross-functional teams to answer analytics questions and support decision making • Evolve reporting into deeper analysis, forecasting and planning as the business and data mature • Help build scalable processes and foundations that will grow with the company
• Understand customer needs and provide wealth and investment-related sales and service • Advise customers on wealth and investment strategies and products • Fulfill sales and service activities for customers • Identify and make referrals to other business groups as needed • Make outbound calls to customers and seek opportunities to enhance customer experience • Stay abreast of consumer needs, industry trends, and best practices • Provide professional quality sales and service for customer inquiries • Achieve sales targets with focus on investment products • Manage transactional outcomes of customer contacts or refer to appropriate groups • Escalate complex or unresolved situations to senior managers
