Senior Financial Planning Analyst at LiftWerx
Cambridge, Ontario, Canada — full-time
We are seeking a detail‑oriented and motivated Senior Financial Planning Analyst to join our dynamic finance team in a private equity–sponsored environment. This role offers the opportunity to contribute to the growth and operational efficiency of a rapidly expanding organization. The ideal candidate will have a strong foundation in financial planning and analysis, with a particular interest in supporting our Enterprise Resource Planning (ERP) system and enhancing downstream financial reporting capabilities. The analyst will work closely with the FP&A Manager and cross‑functional teams to ensure financial data is accurate, timely, and aligned with business objectives. LOCATION: This is an on-site position, based out of our Cambridge, ON office. Hours of work are 40 hours from Monday – Friday. RESPONSIBILITIES: Financial Planning & Forecasting Refine and support the annual budget, rolling forecast, and long‑range planning processes across LiftWerx’s operating teams and corporate functions Support scenario planning related to weather variability, customer demand, labor availability, and equipment investment, ensuring forecasts reflect the operational realities of LiftWerx’s field‑based execution model. Work closely with the ERP implementation team to understand business logic and ensure alignment with FP&A downstream reporting requirements. Evaluate profitability analysis by team, customer, and service types as well as providing costing & pricing support to the sales group for future bids and new customer contracts. Ad hoc financial requests from management or board of directors (such as make or buy analysis, NPV/ROI/payback, business case reviews) Financial Reporting & Dashboards Enhance and streamline financial reporting processes by leveraging ERP system capabilities to produce timely, accurate, and relevant financial data. Develop and maintain both financial and operational dashboards and golden data models that track key performance indicators (KPIs), business performance, and strategic objectives. Oversee the design and delivery of customized financial reports for both internal and external stakeholders, ensuring alignment with private equity sponsor requirements. Ensure that financial reports are consistent, accurate, and actionable, supporting decision-making across departments. Enforce data integrity and support data governance across the organization Financial Planning & Analysis Lead the preparation of monthly, quarterly, and annual financial forecasts, including P&L, balance sheet, and cash flow analysis, ensuring alignment with business strategy. Provide in-depth analysis of financial results, variances, and trends, offering actionable insights to senior management and the private equity sponsor. Assist in the development of annual budgets, supporting departments with cost control and performance management. Analyze financial performance and provide recommendations on profitability improvement and cost optimiz