Financial Analyst

Description

• Produce forecasting & budgeting management narratives
• Assist with the preparation of materials for Caterpillar Reporting and C-Suite
• Prepare the system for data entry for the three (3) forecasts and annual Budget and facilitate the process
• Perform corporate reporting process to TIL
• Compile and analyze financial narratives from Controllers and other departments, which forms the basis for the preparation of the consolidated report
• Ensure accuracy, consistency and timeliness of financial reporting and analyses
• Prepare the monthly ROA calculation and submission to FSA
• Produce monthly, quarterly, and yearly management narratives for actual results
• Produce periodic and ad hoc reports to support departments and senior management
• Prepare ad hoc sensitivity analysis reports focused on potential impact of changes in market dynamics and volumes.
• Provide financial analysis for major expense categories and balance sheet accounts
• Assess various KPIs and scorecards to analyze results, monitor variances and identify trends
• Main point of contact for questions relating to data submissions from Controllers & branches
• Prepare monthly or other periodic variance and trend reports
• Analyze and interpret variances & trends

Requirements

• Must be designated CPA
• Experience working with ERP and CRM systems building custom reports
• Bachelor or Business Administration degree or MBA with a minimum of 3 years relevant experience in a financial reporting or FP&A role
• Advanced financial modelling skills
• Ability to work in a fast-paced, deadline driven environment
• Experience with Agentic AI automation
• CODA/Microsoft Dynamics 365/ SAP BPC EPM experience
• Strong attention to detail, analytical, and problem-solving skills
• Possess strong written & verbal communication skills, interpersonal skills, ability to work independently, ability to work with a team, critical thinking, and organization skills

Benefits

• Opportunities to continuously Learn, Grow and Develop with our Toromont team through our internal Training teams that are geared for your success
• Competitive total rewards including: wages, benefits, and premiums (as eligible)
• Working for the best in class equipment dealer and with the premium Caterpillar brand

Training + Development

Interview process

Visa Sponsorship

Security clearance