Financial Analyst

Job Description

The Financial Analyst (Reporting & Planning) is mainly responsible for reporting and analyzing the overall financial results and coordination of budgets, forecasts and other projections. This role ensures the integrity of various reports with a focus on completeness, accuracy and timeliness while providing insights into operational performance. This individual will possess strong attention to detail, excellent communication skills, and will be a team player in assisting the Finance Team.

As an Financial Analyst, you will
experience:

• Working within one of the safest organizations in the industry where your safety and well-being are our most important priority
• Working for the best in class equipment dealer and with the premium Caterpillar brand
• Opportunities to continuously Learn, Grow and Develop with our Toromont team through our internal Training teams that are geared for your success
• Competitive total rewards including: wages, benefits, and premiums (as eligible)

In a typical day, YOU will:
Financial Reporting

• Perform corporate reporting process to TIL
• Compile and analyze financial narratives from Controllers and other departments, which forms the basis for the preparation of the consolidated report
• Produce monthly, quarterly, and yearly management narratives for actual results
• Produce forecasting & budgeting management narratives
• Ensure accuracy, consistency and timeliness of financial reporting and analyses
• Prepare monthly or other periodic variance and trend reports
• Prepare the monthly ROA calculation and submission to FSA
• Assist with the preparation of materials for Caterpillar Reporting and C-Suite
• Produce periodic and ad hoc reports to support departments and senior management

Planning (Budgets/Forecasting) & Analysis

• Prepare the system for data entry for the three (3) forecasts and annual Budget and facilitate the process

• Analyze and interpret variances & trends

• Provide financial analysis for major expense categories and balance sheet accounts

• Prepare ad hoc sensitivity analysis reports focused on potential impact of changes in market dynamics and volumes.

• Assess various KPIs and scorecards to analyze results, monitor variances and identify trends
• Main point of contact for questions relating to data submissions from Controllers & branches
• All other duties as needed or required

Must have for this role:

• Bachelor or Business Administration degree or MBA with a minimum of 3 years relevant experience in a financial reporting or FP&A role

• Must be designated CPA

• Advanced financial modelling skills

• Experience working with ERP and CRM systems building custom reports
• Strong attention to detail, analytical, and problem-solving skills
• Ability to work in a fast-paced, deadline driven environment
• Results-oriented professional with a curious mindset
• Possess strong written & verbal communication skills, interpersonal skills, ability to work independently, ability to work with a team, critical thinking, and organization skills

Nice-to-have

• CODA/Microsoft Dynamics 365/ SAP BPC EPM experience
• Experience with Agentic AI automation

About Toromont Cat
With over 7,000 employees and 56 locations from Manitoba to Newfoundland, Toromont Cat has a proven track record, industry knowledge, dealership infrastructure, and service mindset to ensure our Construction, Mining, and Power Generation customers succeed. At Toromont Cat, work is built around people's strengths, our products, technology and an outstanding customer experience and through our strong partnership with Caterpillar , Toromont Cat takes care of our employees who take care of our customers When you join our team, you become a member of the Toromont family.
Your success is our success