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Financial Analyst - Intermediate

6 people in the office

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.

Synopsis of the role

As an Intermediate  Financial Analyst, Financial Planning & Analysis (FP&A) at Equifax Canada, you will work closely with various business units to prepare annual budgets, monthly forecasts and monthly reporting to the business and management.  You will analyze  business & project results and trends and often interface with senior management to deliver financial information in a concise and meaningful manner to foster effective decision making.  An ideal candidate is a highly motivated, analytical team player who is proficient in Excel, Tableau, G-Suite and has experience in BI tools.  This position reports to the Director, Financial Performance & Analysis.

What you’ll do

  • Prepare, develop, consolidate and manage the annual budget, monthly forecast and reporting including a 3-5 year plan identifying opportunities to enhance financial outlooks, and other financial analysis tasks and projects.

  • Analyze and report on several revenue streams, including daily volumes tracking, monthly forecasting and reporting on revenue by product and revenue by client utilizing Salesforce 

  • Maintain, update and publish various monthly results and dashboards using Hyperion, Tableau or other Power BI tools to several stakeholders in business and corporate finance

  • Assist in finalizing month end results, including analyzing functional activity and consulting with leaders and business partners, and preparing insightful commentary on monthly results. 

  • Work collaboratively with other FP&A and Accounting team members to ensure financial results are in conformity with US Generally Accepted Accounting Principles (GAAP) and policies of the company 

  • Regular and ad hoc financial analysis of revenue pools, deep dive analysis, business cases and preparation of various reports to management

  • Continuously improve the financial processes to gain efficiencies and identify areas of productivity through automation and utilization of BI tools

 What experience you need 

  • 2+ years of relevant experience in financial analysis and reporting 

  • Bachelor’s degree from accredited University with a focus on Finance, Business, Data, Mathematics, Accounting, or other quantitative discipline is essential

  • Proficient with financial concepts and financial reporting tools such as Hyperion, Tableau  and/or OBI (Business Intelligence Objects) with an emphasis on Microsoft Excel.  

  • Experience in Salesforce, Power BI, SQL preferred 

  • Highly analytical and effective verbal and written communication and interpersonal skills

  • Make decisions guided by policies in nonstandard situations and know when to provide update, escalate or seek guidance from management

  • Ability to adapt and prioritize multiple tasks given business demands, be detailed oriented and deliver professional results 

  • Must be able to work as a member of a team and influence others

What could set you apart 

  • Experience in BI tools such as Tableau, Power BI, Salesforce, SQL, Python, etc.

  • Financial designation (e.g. CA, CMA, CGA) or degree in Data Management or Mathematics

We offer comprehensive compensation and healthcare packages, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!
Equifax is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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