Financial Analyst/CMA Full Time NEW

Working with one of our top financial clients, this role calls for a Financial Analyst/CMA. This position offers the opportunity to provide governance for portfolio management, conduct business analysis, and deliver impactful insights to senior stakeholders within a collaborative and supportive team environment. The role is based in Toronto, with a flexible hybrid schedule, and involves engaging with large data sets, developing financial models, and owning critical processes.

Pay rate range (CAD): $32.61/hr – $39.13/hr

Responsibilities

• Analyze portfolio data to support governance and reporting for CIO portfolios
• Prepare and present monthly updates to senior stakeholders using PowerPoint dashboards
• Conduct business case and financial analyses to inform decision-making
• Own and improve existing processes related to portfolio management and analysis
• Work independently to connect data points and generate actionable insights
• Collaborate with team members to ensure accurate and timely reporting
• Manage large data sets and perform detailed financial analysis to support project objectives

Desired Skill-Set

• 3 to 5 years of experience in business analysis or finance within a corporate environment
• Proven expertise in financial analysis and business case development
• Advanced proficiency in Excel, including pivots and data manipulation
• Strong communication skills, capable of presenting to business leaders
• Comfortable working in unstructured environments with minimal supervision
• Autonomous, proactive, with a keen eagerness to learn and grow
• Expert-level PowerPoint skills to develop comprehensive reports
• Ability to handle large data sets and extract meaningful insights

Nice to Have

• Experience within the banking or financial industry
• Recent graduates with a strong drive to develop a career in financial analysis and technology
• Combining finance knowledge with technical skills in data analysis and visualization
• Familiarity with technology tools used in financial and portfolio management
• Certifications related to accounting, such as CMA (not CPA or auditor), are preferred

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.

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