Financial Analyst – Sales Forecasting / Manufacturing

About Our Client:

Our client provides industrial heating equipment.


Position Scope:

Reporting to the Controller, the Financial Analyst supports the business in understanding drivers of sales and profitability through reporting, analysis and insights. This role consistently drives to the ‘WHY’ something happened, correlating internal and external events to KPIs, as well as supports a culture of evidence-based decision making.  The candidate will have extensive experience with interfacing with ERP systems (preferably Microsoft AX) to extract information, BI platforms (preferably Power BI) to organize and display information, and with interpreting the results. It is important that the candidate be comfortable analyzing data from discreet angles, drawing insight, and communicating that insight effectively to executive leadership team members. 



Financial Reporting & Analysis

  • Ensure that local entity report is reliable, accurate, and compliant with Corporate Reporting standards.
  • Working with Corporate BI manager, champion the development and adaption of new BI tools and reports (Power BI, SQL, Crystal Reports)
  • Work with multiple organizational team members (including Corporate FP&A Group) to analyze, define, design, build and deliver multi-dimensional reports and data cubes.
  • Analyze data identifying risks and opportunities for the company and provide insights and recommendations.
  • Identify, digest and communicate relevant data points with insights into business drivers
  • Ensure standard procedures are documented and updated as required.
  • Provide user training and support.
  • Continually examine how BI business applications are being utilized and recommend and implement improvements.

Sales Forecasting

  • Develop reporting tools for the Sales Group for forecasting (Product, Business Line, Regional Analysis)
  • Provide business insight into developing new markets and business line growth opportunities.
  • Support FP&A and Finance Group in developing budget and forecasting inputs (Sales Funnel activities).
  • Work collaboratively to support the implementation of the CRM system (Microsoft AX).

Product Costing Analysis

  • Develop reporting tools for product costing analysis in collaboration with the Finance Group and Operations to reduce operational costs and improve profitability.
  • Work with Finance Team to support implementation of costing system in (Microsoft AX).


Required Skills and Knowledge:

  • Advanced analytical skills with critical thinking; high attention to details
  • Extensive experience in data mining, report writing, and data management
  • Ability to work independently with limited supervision.
  • Ability to communicate and liaise with all levels of management in complex and rapidly changing (growth) environment
  • Strong work ethic, ability to make decisions, multi-task & work in a fast-paced environment with competing priorities


Education and Experience:

  • Bachelor’s Degree in Business or Economics
  • CPA designation preferred
  • 3-5 years of work experience within reporting and analytics departments
  • Certificate in Data Analytics, Big Data, and Predictive Analytics or similar course work would be an asset
  • Technology savvy with an excellent working knowledge of Microsoft Office applications, with an advanced knowledge proficiency in Excel
  • Working knowledge (Syteline, Power BI, CRM, Microsoft AX, and other ERP systems) would be an asset
  • Working knowledge of SAS or other Statistical Package would be an asset



Application Instructions: 

To apply, please send a resume to Shannon Terpstra at


Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process

Job ID



Oakville, ON


Competitive compensation package + benefits


Categories:    Accounting and Finance   

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If your qualifications are a match for this position please apply online for immediate consideration. Thank you for your application.

Position Applying For:

Financial Analyst – Sales Forecasting / Manufacturing

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