Planning analyst Jobs in Waterloo, ON

Who We Are Marketbridge partners with leading B2B brands to create unified Go-to-Market® systems that connect strategy, AI, creativity, activation and measurement.

With a team of 350+ across North America and Europe, Marketbridge supports clients worldwide, ranging from Fortune 1000 enterprises to venture-backed, high-growth companies across technology, financial services, healthcare, industrial and consumer sectors.

For more information, please visit www.marketbridge.com and follow www.linkedin.com/company/marketbridge/ . Who We're Looking For We are looking for a detail-oriented and proactive Client Finance Analyst to support the financial management of our client portfolio.

This role will partner closely with Finance and client-facing teams to manage budgets, forecasts, billing, revenue recognition, accounts receivable, and client financial reporting. The ideal candidate combines strong financial and analytical skills with excellent organization, judgment, and relationship-building capabilities.

They are comfortable managing multiple priorities, identifying financial issues before they become larger problems, and providing clear financial guidance that helps teams make informed decisions and protect project profitability. Responsibilities Manage the financial requirements of an assigned portfolio of clients, including client-specific financial reporting and final reconciliation. Monitor client revenue and vendor expenses to support accurate billing, revenue recognition, and project reconciliations in accordance with client agreements and company policies. Partner with client-facing teams to provide financial guidance, identify risks, and help inform decisions related to revenue recognition, vendor spending, and project economics. Manage accounts receivable for assigned clients by ensuring invoices are issued accurately and on time, monitoring outstanding balances, and proactively addressing collection issues. Review and validate vendor invoices for accuracy in alignment with project budgets. Produce accurate and balanced financial reports while identifying potential issues such as budget overruns, write-offs, unusual spending patterns, tax considerations, or other financial risks and escalating them appropriately. Qualifications 2–4 years of relevant experience in finance, accounting, client finance, project accounting, billing, or a related financial operations role; experience within a professional services, consulting, agency, or project-based environment is preferred. Bachelor’s degree or diploma in Finance, Accounting, Business Administration, Commerce, or a related field, or an equivalent combination of education and relevant experience. Working knowledge of budgeting, forecasting, job costing, billing, accounts receivable, accounts payable, revenue recognition, and financial reporting. Strong analytical and problem-solving skills with exceptional attention to detail and the ability to identify discrepancies, financial risks, and opportunities for improvement. Strong planning and organizational skills with the ability to manage multiple client priorities, meet deadlines, and respond with appropriate urgency in a fast-paced environment. Excellent verbal and written communication skills with the confidence to build relationships, collaborate across teams, influence decisions, and communicate financial information clearly to both finance and non-finance stakeholders. Our Culture & Our Core Values Marketbridge supports Fortune 50 companies and global brands in redefining how they go to market. How we work together matters just as much as the work itself.

Our values shape how we operate day to day.

Be Kind means treating teammates with respect and showing up for one another.

Be Open reflects how we collaborate, share perspectives, and give clear, honest feedback.

Be Real speaks to a culture of authenticity, where people can speak up and be themselves.

Be Brave pushes us to challenge assumptions, think critically, and pursue ideas that lead to real results. You’ll join a collaborative team focused on solving real problems for complex clients.

From day one, you’ll gain hands-on experience, work closely with supportive leaders, and continue developing through meaningful client work and ongoing learning.

We value accountability, curiosity, and ownership, and we trust people to take initiative and follow through. Here, you’ll do meaningful work, alongside smart people, with room to grow as the business grows. Benefits & Perks At Marketbridge, we support our team with benefits that prioritize well-being, flexibility, and growth.

Here’s what you can look forward to: 🏖️ Time Off & Flexibility – Flexible PTO, summer Fridays, and paid parental leave (up to 16 weeks for birthing parents).

Plus, we’re closed from Christmas to New Year’s so you can fully unplug. 💙 Health & Wellness – Comprehensive medical benefits and free premium access to the Calm app for relaxation and mindfulness. 💰 Financial Security – 401(k) with a 3% company contribution* (US Only), life insurance, long-term disability, and AD&D coverage for extra peace of mind. 📚 Learning & Growth – A professional development fund ($500) and continuous learning programs to invest in your career. 💻 Tech & Perks – Company-provided laptop & accessories, monthly Wi-Fi & cell stipend, ChatGPT Enterprise Access and exclusive discounts through Perkopolis. Note: This position requires candidates to be eligible to work in the Canada, without visa sponsorship.

Marketbridge is an Equal Opportunity Employer. This is a remote role, required to work in EST hours. We aim to offer competitive and equitable compensation based on factors such as location, relevant experience, skills, and market benchmarks.

The anticipated salary range for this role is $65,000 to $78,000. Final compensation will be determined based on the successful candidate’s qualifications, and additional flexibility may be considered for candidates whose experience and expertise significantly exceed the role’s core requirements. Powered by JazzHR