Financial Planning and Analysis Analyst (FP&A)

Reporting to the FP&A Director, the Financial Analyst participates in the budgeting process, acts as a business partner to various departments, and works on special projects and continuous improvement initiatives. The role also involves performing value-added financial analyses, enhancing management dashboards, and preparing tax credit claims and other government incentives.

KEY RESPONSIBILITIES

Budget planning and forecasting (approx. 30% of time)

• Participate in the budget planning process and forecast updates
• Lead and coordinate financial projections for a business unit, including mid-year forecasts and annual budgets
• Structure and oversee data collection from stakeholders to ensure data quality, consistency, and reliability
• Consolidate, analyze, and summarize financial information to identify key variances, risks, and opportunities
• Take ownership of sections of financial documentation for senior management, the board of directors, and other stakeholders

Business partnering (approx. 25% of time)

• Act as a Finance business partner to senior management and their teams
• Support teams in monitoring financial performance and conducting financial analyses to inform decision-making
• Develop and improve performance metrics (KPIs)
• Perform regular budget follow-ups by analyzing variances, explaining discrepancies, and highlighting issues, trends, and opportunities

Special projects and continuous improvement (approx. 20% of time)

• Contribute to special projects, including ad hoc analyses, acquisition integrations, and transformation initiatives (e.g., system changes)
• Perform financial analyses and modeling (profitability, ROI, scenarios) to guide and influence strategic decisions
• Automate and enhance performance tracking and management tools (Power BI, dashboards, etc.)
• Lead continuous improvement initiatives for business unit processes
• Contribute to the optimization of financial tools and systems

External reporting (approx. 15% of time)

• Prepare and review financial presentations for the board of directors, particularly related to budgets and forecasts
• Prepare and review monthly and quarterly financial and operational results presentations for shareholders and the board
• Ensure consistency, quality, and clarity of presented information

Tax credits and government incentives (approx. 10% of time)

• Identify and optimize opportunities related to tax credits and government incentives to maximize financial benefits
• Prepare and coordinate documentation for claims
• Maintain up-to-date documentation related to tax credits and incentives
• Act as a resource person for teams and train new employees and managers

Candidate Profile

• Graduate-level university degree (D.E.S.S. or equivalent)
• Professional accounting designation (CPA)
• Experience in an Auditing & Accounting firm (Big 4 an asset)
• 6 years of relevant experience
• Intellectual curiosity
• Strong analytical mindset
• Excellent prioritization skills
• Strong organizational and sense of responsibility
• Team-oriented with a collaborative approach
• Proactive and able to work autonomously
• Critical thinking and strong business judgment
• Ability to adapt to change
• Strong written and verbal communication skills in both French and English
• Advanced proficiency in Excel and PowerPoint
• Knowledge of Power BI (an asset)
• Knowledge of Business Central (an asset)

Additional information

Here are the many benefits to ensure your personal and professional well-being as well as financial health:

• Remote, in-office, or hybrid work, with the option of flexible hours to promote balance and performance
• Group insurance plan and group RRSP with employer participation in effect from day one
• Minimum of 3 weeks vacation + 5 days personal leave per year
• Access to a telemedicine service and a complete assistance program for all employees and their family
• Access to a leading e-learning platform and hours allocated for training and professional development
• More than 40 years of expertise in the health IT field opens the door to many career opportunities
• Projects integrating Agile methodology
• Employee discount program
• An organizational culture rooted in the values of courage, determination, excellence, and collaboration around which we come together to develop technology solutions for the healthcare field.

If you are interested in this position, we would be very happy to tell you more about the role, the team, and life at LGI Healthcare Solutions.

Apply now!