Financial Planning & Analysis Coordinator

Position Overview

This is a permanent full-time role within the Financial Planning & Analysis team in Toronto, Ontario. The coordinator will work closely with the Manager, Financial Planning & Analysis to help manage financial planning activities across the company’s product lines. The role focuses on forecasting revenue, profitability, expenses, backlog, and related financial metrics, while also serving as a bridge between finance and operational project teams.

The position supports the creation of better financial reporting, tracking, and communication systems, along with efforts to identify savings opportunities at the product, department, and project levels. The posted salary range for this role is CAD 47,500 to CAD 79,000.

Project Finance and Revenue Analysis

• Help build dashboards and analytics tools that improve communication around financial metrics and project performance.
• Contribute to budgeting and forecast preparation at both project and company levels for internal and external audiences.
• Review financial patterns to spot cost overruns and support improvements to budgeting methods and costing logic.
• Work with Project Directors and Managers on budget agreements, including change orders, vendor agreements, and drafting statements of work when needed.
• Assist project teams in comparing actual spend against approved budgets during a project or after completion.
• Coordinate with Business Development and Project leadership to implement change orders and statements of work where applicable.
• Partner with Legal to complete statements of work, change orders, and vendor agreements as required.
• Suggest and help implement improvements to revenue forecasting, expense analysis, and change order workflows.
• Support tools and analytics that keep revenue forecasting current and accurate across the organization.
• Collect and review large data sets from multiple sources and summarize them for internal and external use.
• Maintain revenue models by working with internal stakeholders to understand inputs and prepare analysis for leadership review.
• Contribute to monthly analysis before month-end so leadership can use timely information for decisions.

Transactional Processing

• Support Project Directors and Managers with collecting data and analyzing revenue and expense forecasts for product lines.
• Make sure change orders and statements of work are checked and processed in a timely way.
• Organize technical written content for statements of work, change orders, and vendor agreements, including sections, tables, exhibits, and attachments.

Vendor Support

• Help update vendor bid packages so they align accurately with sponsor-approved project budgets.
• Support the development of assumptions and the finalization of vendor budget agreements.
• Analyze vendor proposals and budgets by preparing comparison summaries.

Qualifications

Applicants should have either a one- to two-year post-secondary certificate in a relevant field, or one to three years of related work experience along with ongoing training. A background in accounting or office administration is preferred. The successful candidate should be self-driven, communicate well, focus strongly on details, value collaborative working relationships, and be committed to learning, growth, and teamwork.

The role requires confidence using spreadsheets, databases, and data-mining tools, with advanced Excel ability. Familiarity with data analytics concepts is needed, and VBA experience is preferred.

Additional Information

The employer may use artificial intelligence tools during parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses for inconsistencies or verification signals. These tools support the recruitment team but do not replace human judgment. Final hiring decisions are made by people. Candidates who want more information about how data is processed may contact the employer.

A bonus is mentioned in the source details.

Employment Details

This is a full-time permanent position based onsite in Toronto, Ontario, Canada.