The FP&A Analyst will conduct financial analysis, variance trends, and create financial models while collaborating with management to support decision-making. Responsibilities include preparing presentations for executives, managing the budgeting process, and driving process improvements.
About Upshop:
Upshop is the market leader in Total Store Operations solutions for the Grocery and C-Store markets. We offer an AI-powered, SaaS platform connecting Fresh, Center, eCommerce, and DSD department operations to deliver a simplified, smarter, more connected store experience. Customers running Upshop realize significant improvements in sales, shrink, food safety and sustainability across the entire store. 450+ retail chain accounts trust our software in over 50k+ stores, 35 countries, and 3 continents.
Overview of the role:
Join our dynamic FP&A team as a FP&A Analyst. As a key member reporting to the Manager, FP&A, you'll play a pivotal role in driving data-driven decision-making for our leading SaaS grocery retail platform. We're seeking a curious, motivated, and detail-oriented financial professional eager to contribute to our innovative organization.
Are you the right fit?
- You breathe numbers, calculations and interpretations and have the tools to help Upshop be more nimble, more capable, more productive and more data driven
- You have unwavering attention to detail, both in terms of numbers and visual presentations
- You are inquisitive, interpreting complex data and turning it into actionable insights.
- You know how to collect, organize, analyze and interpret data and simplify complex information
- You are comfortable in creating compelling presentations, documents, memos, and other forms of internal communications in a well written, visually appealing and persuasive way
- You are comfortable presenting your findings and collaborating with both financial and non-financial team members
If you're passionate about financial analysis, we encourage you to apply. Note that this is a hybrid position based out of our Mississauga office (minimum requirement of 2 days on-site).
Responsibilities:
- Conduct monthly variance analysis to identify trends and anomalies, enhancing financial performance and operational efficiency.
- Create and manage reporting templates, financial models and documentation for both internal and external stakeholders.
- Collaborate with senior management to provide data-driven analysis that supports operational and strategic decision-making.
- Develop and present compelling presentations of quarterly financial results and forecasts to executives.
- Support the annual budgeting process and monthly reforecasting activities.
- Identify industry trends and market dynamics to provide strategic insights for cross-functional teams.
- Drive process improvement initiatives, ensuring financial processes are efficiently streamlined, documented and implemented.
- Perform other ad hoc analysis as required.
Qualifications:
- Bachelor’s degree in Accounting, Economics, Commerce or relevant degree.
- 2+ Years of professional experience in Finance or related field.
- Financial Modeling: Be able to understand and update financial models that follow industry best practices.
- Data Analysis: A passion for understanding business questions and making data driven insights. Excellent analytical skills.
- Expertise in Excel and PowerPoint.
- Business Partnership: Consistent track record of using quantitative analysis to impact key business decisions.
- Communication: Ability to present financial data concisely using detailed reports and charts and through written and oral communication.
Preferred Qualifications:
- Progression to a relevant certification (e.g. CFA/CPA) is a plus
- Hands-on experience with NetSuite is a plus
- Experience within retail, preferably grocery and/or food & beverage
- Experience with inventory, supply chain, and retail operations
- Experience with SaaS technology solutions
Why Upshop?
- Competitive compensation and flex hours and location
- We take great pride in our first-class team and culture. Open-door approach at all levels
- Entrepreneurial and rapid growth company with opportunities to work with senior executives
- Work hard/Play hard mentality; we thrive on change and continuously strive for excellence
- Real-time coaching and feedback, growth opportunities, and a supportive and collaborative team
Top Skills
Excel
PowerPoint
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