Analyst Financial Planning Analysis

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 microactions we help most of the Fortune 100 brands build better cultures and use their power for good. Were also one of the first B Corporations in Canada meaning were 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!

Benevity is the global leader in online workplace givingdonationmatching volunteeringand community investment software and we are seeking an Senior 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 detailoriented 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!

What youll do:

• Work closely with the Manager Financial Planning & Analysis and business partners across Benevity to assist in the reporting and modelling of the revenue portfolio in support of the annual budgeting and monthly rolling forecasting processes
• Analyze revenue trends operational metrics and key drivers to assess business performance and identify risks and opportunities
• Collaborate with Sales Marketing Product and Revenue Operations teams to gather insights on pipeline performance market trends and client behavior to incorporate into revenue forecasts
• Deliver consistent and reliable variance analysis of the companys financial and operational performance that is used to support decision making at the highest levels
• Be highly engaged in the annual budgeting process and longterm strategic planning initiatives aligning financial plans with company objectives
• Support ongoing improvements and the continuous development of accurate flexible and robust modeling reporting and processes to ensure a timely detailed and reliable basis for decision making
• Own FP&A data integrity and maintenance

What youll bring:

• Bachelors Degree in Finance Accounting Economics or a related field (working toward CPA designation a plus)
• 2 years experience in a finance or accounting environment
• Strong proficiency in Excel with the ability to manage large amounts of data and perform related analyses
• Curious naturally analytical motivated to learn question the statusquo move fast and break things
• Demonstrated attention to detail and welldeveloped problemsolving skills
• Selfstarter with the ability to work both autonomously and as part of a team in a dynamic fastpaced environment
• Able to work well under pressure and meet tight deadlines prioritizing competing deliverables and multitasking
• Strong communication and interpersonal skills with the ability to present financial information to nonfinancial stakeholders
• Softwareasaservice or finance technology sector experience an asset
• Experience with Adaptive Insights (or similar business planning tool) an asset
• Experience with Oracle Netsuite an asset

Discover your purpose at work

Were not employees were Benevityites. From all locations backgrounds and walks of life who deserve more

Innovative work. Growth opportunities. Caring coworkers. 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 youre valued for who you are and challenged to see who you can become

Its time to join Benevity. Were so excited to meet you.

Where we work

At Benevity we embrace a flexible hybrid approach to where we work that empowers our people in a way that supports great work strong relationships and personal wellbeing. For those located near one of our offices while theres no set requirement for inoffice time we do value the moments when coming together in person helps us build connection and collaboration. Whether its for onboarding project work or a chance to align and bond as a team we trust our people to make thoughtful decisions about when showing up in person matters most.

Join a company where DEIB isnt a buzzword

Diversity equity inclusion and belonging are part of Benevitys DNA. Youll see the impact of our massive investment in DEIB daily from our wellsupported 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 were 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 to feel seen heard and celebrated you belong at Benevity.

Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to .