Financial Analyst FP&A

Financial Analyst

Location: Markham ON (Hybrid)
Reports to: Senior Manager FP&A (Canada)

Constellation Dealership Software is the largest collection of dealership software companies outside of franchise automotive. With 500 employees supporting thousands of customers across recreational vehicle marine outdoor power agriculture construction and specialty equipment markets we deliver mission-critical solutions that power dealer operations globally.

We are seeking a Financial Analyst FP&A to provide accurate timely and actionable financial analysis across multiple Business Units. This role is a individual contributor within the FP&A operating model responsible for owning recurring forecasting reporting and performance analysis that enables predictable outcomes and informed leadership decisions.

Role Purpose

• Own and deliver high-quality FP&A outputs that support business performance management

• Drive consistency and accuracy across recurring planning and reporting processes

• Translate financial and operational data into clear decision-ready insights for leadership

Key Responsibilities

Financial Planning & Analysis

• Own monthly and quarterly forecasting budgeting and variance analysis for assigned Business Units

• Analyze Actual vs. Budget vs. Forecast clearly identifying key drivers risks and opportunities

• Maintain accurate headcount compensation and allocation forecasts

• Support budgeting processes in partnership with BU leaders including zero-based budgeting

• Provide forward-looking analysis to inform operational and investment decisions

Reporting Systems & Insights

• Gather weekly/monthly data and organize into digestible formats for Business Units

• Work on large data sets extract and compile data from multiple sources and reconcile with financials

• Update and distribute Revenue Trending Reports and product/maintenance trending reports monthly

• Prepare and deliver monthly FP&A reporting packages and dashboards

• Update Business Unit dashboard package at month-end for distribution

• Develop concise executive-ready commentary explaining performance and forward outlook

• Maintain and enhance revenue initiative and attrition analysis by product and customer segment

• Work with data from Microsoft Dynamics GP (Great Plains) Salesforce and other operational systems

• Partner with BI resources to validate and reconcile Power BI reporting against FP&A and financial results

• Identify efficiency opportunities and communicate actionable financial insights

Business Partnership

• Act as the primary FP&A point of contact for assigned Business Units

• Partner with operations sales and R&D teams on:

  • Product and initiative profitability analysis

  • ROI modeling for R&D and strategic initiatives

  • Operational and commercial performance metrics

• Communicate reasons or suggestions to improve efficiencies

M&A & Special Projects

• Support financial integration of acquisitions including onboarding into FP&A planning and reporting processes

• Educate newly acquired business owners on financial reporting structure and interpretation

• Assist with expense optimization initiatives system integrations and ad hoc analysis

• Support special projects such as expense reduction initiatives system integrations and reporting cadence for R&D profitability initiative modeling product profitability and on-demand QSR stats

Collaboration & Operating Model

• Operate effectively within an onsiteoffshore FP&A structure ensuring timely and accurate deliverables

• Maintain clear documentation for recurring FP&A processes and reporting logic

Qualifications

• 47 years of progressive experience in FP&A financial analysis or management accounting

• Strong understanding of software/SaaS financial drivers (ARR churn CAC preferred)

• Advanced Excel skills (Power Query complex nested formulas data modeling)

• Experience working with ERP-based financial reporting systems (Microsoft Dynamics GP / Great Plains preferred)

• Experience working with Salesforce data and partnering with BI teams using Power BI

• Bachelors degree in Accounting Finance or related field required; MBA CPA or CFA considered an asset

• Strong written and verbal communication skills with ability to present insights clearly

• Highly organized deadline-driven and comfortable managing multiple priorities

• Experience supporting multi-Business Unit environments considered an asset

Salary Range (Ontario & BC Only):