Analyst, Financial Planning & Analysis

Responsibilities

• Work closely with the FP&A Manager and senior business partners across Benevity to assist in the development of the annual budget
• Own and develop financial forecasts that accurately predict business performance
• Deliver consistent and reliable variance analysis of the company's financial, people and operational data to inform decision making across the business
• Support strategic business decisions through ROI-focused financial modeling and analysis for our internal teams.
• Establish and maintain relationships with key stakeholders and serve as a key point of contact for all things finance.
• Prepare board decks, executive presentations, and investor communications.
• Leverage AI tools to accelerate financial analysis, automate reporting tasks, streamline workflows and surface insights from large and complex datasets
• Contribute to implementation of new financial planning tool
• Own FP&A data maintenance and integrity across our planning and reporting systems
• Support ongoing enhancement of financial processes, systems and data to improve accuracy, scalability, and automation.

Requirements

• Curious, naturally analytical, motivated to learn, question the status-quo, moves fast...
• Strong proficiency in financial modeling, Excel and data analysis with the ability to translate complex data into actionable insights
• Experience with or demonstrated curiosity about AI tools (e.g., Claude, ChatGPT) to enhance analytical workflows, automate reporting, and improve productivity
• Demonstrated attention to detail and strong problem-solving skills
• Able to work well under pressure and meet tight deadlines, prioritizing competing deliverables and multi-tasking
• Exceptional communication and interpersonal skills with the ability to present financial information to non-financial stakeholders
• Experience with Oracle NetSuite, Pigment, Adaptive Insights and Salesforce an asset
• Bachelor's Degree in Finance, Accounting, Economics or a related field
• Minimum of 2+ years of FP&A, Corporate Finance, Budgeting/Forecasting or related experience; SaaS or Fintech experience an asset
• Discover your purpose at work
• We're not employees, we're Benevity-ites. From all locations, backgrounds and walks of life, who deserve more ...
• Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.
• If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you're valued for who you are and challenged to see who you can become ...
• It's time to join Benevity. We're so excited to meet you.
• Where We Work
• Join a company where DEIB isn't a buzzword
• Diversity, equity, inclusion and belonging are part of Benevity's DNA. You'll see the impact of our massive investment in DEIB daily - from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.
• We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine.
• That starts with a fair and accessible hiring process. If you want

Benefits

Additional Information

Meet Benevity Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We're also one of the first B Corporations in Canada, meaning we're as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more! High-Level Overview Benevity is the global leader in online workplace giving, donation matching, volunteering, and community investment software and we are seeking an Financial Analyst to join our FP&A team. Reporting to the Manager, Financial Planning & Analysis, this role will assist our leadership team with forecasting, analyzing and understanding our financial plans and results. If you are detail-oriented and capable of handling and intelligently analyzing large amounts of data while supporting a company full of passionate people who want to make a difference in the world through their work - this role is for you!

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