Financial Planning & Analysis (FP&A)

Job Title: Financial Planning & Analysis (FP&A)

Location: Montreal, Canada (Hybrid, 3 Days Remote)

Contract: T4 Contract

Experience: Minimum 3 Years

Pay Rate: CAD 50 to 55 per hour

Education: Bachelor's degree in Finance or a related field.

Role Summary

We are hiring a Financial Planning & Analysis (FP&A) Analyst with at least 3 years of experience in financial reporting, financial planning, forecasting, and analysis. The selected candidate will support monthly forecasting, annual budget development, expense analysis, headcount tracking, and recurring revenue forecasting while collaborating with cross-functional teams to improve reporting accuracy and support informed business decisions.

Key Responsibilities

Monthly Forecast Execution

• Support monthly forecast preparation, including Outlook, Forecast 1, and Forecast 2.
• Update financial forecasting models and validate underlying assumptions.
• Develop automation solutions or agents to improve variance analysis and reporting efficiency.
• Document processes and requirements for each forecast submission.

Expense Analysis and Financial Reporting

• Support the development of a consolidated actual-versus-forecast expense view using Power BI.
• Collaborate with Finance Transformation teams to identify reporting gaps, overlapping expenses, allocation issues, and potential double-counting.
• Validate employee mapping across functions and cost centers.
• Assess expense categorization and tracking requirements for G&A and Corporate Communications.
• Update forecasts and support actual-versus-budget analysis based on revised employee mapping and associated costs.
• Establish repeatable reconciliation processes to ensure the accuracy and consistency of actuals and forecasts.
• Document data sources, expense treatments, and ownership for each expense category.

FY28 Budget Development

• Support the FY28 budget planning process by managing an assigned workstream in collaboration with the FP&A team and department leaders.
• Distribute budget templates, collect submissions, and follow up to ensure planning deadlines are met.
• Consolidate budget submissions and review them for completeness, consistency, and alignment with planning guidelines.
• Update budget and forecast projections based on revised employee mapping and associated costs.
• Prepare supporting analyses comparing current-year forecasts with prior-year actuals.
• Develop and compare financial planning scenarios, documenting key assumptions, drivers, and variances.

Headcount Tracking and Budget Management

• Develop a process to track approved headcount budgets, committed costs, and remaining departmental funding using Ashby.
• Establish a review process for new role requests, including identification of offsetting funds within existing budgets.
• Evaluate role substitutions and funding scenarios for positions with different cost profiles.
• Document approval requirements and update headcount plans and forecasts to reflect approved changes.

ARR Forecasting and Revenue Analysis

• Support bi-weekly Annual Recurring Revenue (ARR) forecasting by collecting inputs, updating projections, and validating assumptions.
• Analyze changes between forecast cycles and identify key drivers, risks, and opportunities.
• Update revenue and billings forecasts based on revised ARR projections and timing assumptions.
• Refine billings assumptions and forecasting methodologies.
• Prepare supporting financial analyses and commentary for management review.
• Document forecasting processes, data sources, assumptions, responsibilities, timelines, and the impact of ARR changes on revenue and billings.

ARR, ACV, and Billings Alignment

• Support alignment of Annual Recurring Revenue (ARR), Annual Contract Value (ACV), and billings metrics with established metric definitions.
• Document existing metric definitions and compare them with updated reporting standards.
• Quantify differences between existing and revised metric definitions.
• Assist in developing reconciliation bridges between current and aligned metrics.
• Support the restatement of historical and forecasted financial figures under updated definitions.

Must-Have Skills

• Bachelor's degree required.
• Minimum 3 years of experience in finance, financial reporting, financial planning and analysis, or a related field.
• Advanced Microsoft Excel skills.
• Advanced financial modelling and analytical skills.
• Advanced Microsoft PowerPoint skills.
• Experience with SAP.
• Experience with Power BI for financial reporting and expense analysis.
• Experience with BPC (Business Planning and Consolidation).
• Familiarity with headcount planning and workforce cost tracking using Ashby.
• Experience supporting annual budget development and recurring forecast cycles.
• Strong analytical and problem-solving skills.
• Excellent organizational skills and an impact-driven mindset.
• Proactive, self-starter attitude with a strong sense of ownership and accountability.
• Ability to work effectively with diverse internal stakeholders.

Nice-to-Have Skills

• Knowledge of ARR, ACV, revenue, and billings forecasting.
• Experience developing automation solutions for financial reporting and variance analysis.
• Familiarity with financial reconciliation processes and reporting documentation.

Interested in This Opportunity?

Interested in this opportunity? Apply now, and our recruitment team will review your profile and reach out if it aligns with client requirements.

We value every application and aim to respond to those closely matching the role criteria. Even if you don't hear back this time, we encourage you to stay connected with us for future opportunities.

About TechedIn

Techedin is a global IT staffing and technology services firm helping enterprises build high-performance tech teams. We support innovation at scale by connecting skilled professionals to leading companies and impactful projects. We prioritize transparency, responsiveness, and the right fit.

Equal Opportunity Statement

At Techedin, we welcome applicants of all backgrounds, communities, and experiences. Our commitment to diversity, equity, and inclusion drives us to create hiring experiences that are open, fair, and human-first.