Senior Financial Analyst supporting FP&A through budgeting, forecasting, long-range planning, monthly reporting, variance analysis, and financial modeling. The role partners with program managers and operations to improve accountability, KPIs, and business performance. Responsibilities also include leadership and board presentations, month-end close support, accruals, journal entries, and continuous process improvement.
Job Summary:
The Senior Financial Analyst at Trellint supports core FP&A functions including budgeting, forecasting, and long-range planning, while also preparing financial presentations for leadership and board-level reporting. They will act as a business partner for our Customer Care Program Managers to give them insight and accountability into their financial results. The role is responsible for monthly financial reporting, variance analysis, and performance insights, and collaborates closely with operations to align financial data with business drivers.Job Description:
Job Description: Senior Financial AnalystLocation: Remote
Department: Finance
Reports To: Director of Finance
Employment Type: Full-Time
About Us
Trellint is a fast-paced, innovation-driven technology company committed to operational excellence and continuous improvement. As a part of Constellation Software and the Modaxo portfolio, our Finance team is a strategic partner to the business, driving insights, accountability, and best practices across the organization. We are looking for a highly analytical, collaborative and proactive Senior Financial Analyst to join our team and help elevate our financial planning, reporting, and operational effectiveness.
Key Responsibilities
- Act as a business partner to our client Program Managers, creating scalable reporting processes, assisting in developing a best-in-class continuous forecasting discipline and holding the team accountable for actual results while also assisting to improve KPIs and help drive business improvement.
- Support Financial Planning & Analysis (FP&A): Assist in budgeting, forecasting, and long-range planning processes.
- Prepare Financial Presentations: Develop and refine presentations for leadership and board-level reporting.
- Monthly Financial Reporting & Analysis: Deliver timely and accurate financial reports, variance analysis, and performance insights.
- Month-End Close Support: Assist with accruals, journal entries, and other month-end tasks as needed.
Qualifications & Skills
- Bachelor's degree in Finance, Accounting, or a related field, designation would be preferred.
- 4+ years of experience in financial analysis, preferably in a high-growth or tech environment.
- CPA is an asset but not required
- Strong Excel and financial modeling skills; experience with financial systems (e.g., NetSuite, Adaptive Insights, Claude) is a plus.
- Excellent communication and presentation skills.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Strong attention to detail and a continuous improvement mindset.
What We Offer
- A collaborative and innovative team culture.
- Opportunities to lead impactful projects and process improvements.
- Flexible working arrangements.
- Competitive compensation and benefits.
Worker Type:
RegularNumber of Openings Available:
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