Workforce analyst Jobs in Whitby, ON

Job Description

About the Role

Reporting to the Director of Finance, the Financial Analyst provides accounting and financial analysis, budgeting and reporting support across the organization. This position combines financial analysis, budgeting, forecasting, and reporting responsibilities with hands-on accounting activities that support the accuracy and integrity of the organization's financial records.

Working collaboratively across the Finance team and with Program Directors, Program Managers, and organizational leaders, the Financial Analyst provides insights that support operational and strategic decision-making while ensuring strong financial controls, accurate reporting, and compliance with funding and organizational requirements.

This is a hands-on role encompassing analytical work with day-to-day accounting responsibilities. The position participates in month-end and year-end close processes, prepares financial analysis and reporting, supports budgeting and forecasting activities, performs reconciliations and journal entries, and provides backup support across key finance functions including accounts payable, accounts receivable and payroll.

The position provides functional support and knowledge sharing to the accounting team but does not have direct supervisory responsibility.

Location: This role may be performed remotely, with occasional attendance required at the Agilec Courtice office.

Key Responsibilities

Accounting & Month-End

• Support monthly and year-end financial close activities.
• Perform account reconciliations (e.g., bank, general ledger, accruals, and other balance sheet account reconciliations) to ensure completeness and accuracy.
• Prepare and post journal entries, including accruals, reclassifications, and adjustments.
• Review transactions and account balances for accuracy, completeness, and appropriate coding.
• Collaborate with the finance team to understand significant variances and accounting impacts.
• Investigate and resolve discrepancies and outstanding items.
• Prepare month-end schedules and supporting documentation such as capital, leases, prepaids, etc)
• Identify unusual transactions or accounting issues and escalate them to the Director of Finance.

Transactional Accounting & Team Support

• Provide hands-on support with accounts payable, accounts receivable, banking, payroll-related accounting, and other accounting functions as required.
• Provide backup coverage for A/P, A/R and Payroll during absences, peak periods, month-end, and year-end.
• Maintain working knowledge of key Finance processes to support business continuity.
• Assist team members with day-to-day accounting questions and problem-solving.
• Support cross-training and documentation of Finance processes.

Financial & Reporting Support

• Help coordinate accounting activities and deadlines to support timely reporting.
• Provide updates to the Director of Finance on outstanding items, issues, and areas requiring attention.
• Prepare financial reporting, account schedules, and audit requirements.
• Support the development of budgets, forecasts, cash flow projections, cost models, and scenario analyses.
• Assist in the preparation of financial components of proposals, bids, and funding submissions.
• Support funding claim submissions and investigate funding-related variances or discrepancies.
• Analyze financial trends, risks, opportunities, and performance indicators to support decision-making.
• Collaborate with Program Directors and Program Managers to develop and maintain program budgets and forecasts, monitor performance against targets and provide recommendations to support program sustainability.
• Prepare supporting schedules, reconciliations, and documentation required for internal and external reporting.
• Collaborate with other Financial Analysts to ensure financial information is accurate and complete for reporting and analysis.

Process Improvement & Controls

• Follow established accounting policies, procedures, and internal controls.
• Identify opportunities to improve accounting processes, documentation, and efficiency.
• Assist with maintaining Finance procedures and supporting the implementation of process improvements.
• Escalate potential control issues or financial risks to the Director of Finance.

Qualifications

What You Bring

Education

• Bachelor's degree in Accounting, Finance, Commerce, or a related discipline from a recognized Canadian institution or equivalent.
• CPA designation or active progression toward CPA designation is preferred.
• Minimum five years of experience in accounting, financial analysis, budgeting, forecasting, or financial reporting.

Experience

• Experience working within program-based, project-based, government-funded, not-for-profit, healthcare, education, or similar environments is considered an asset.
• Proficiency with accounting/ERP systems (SAGE or similar ERP systems) and payroll systems (ADP Workforce Now).
• Experience working with payroll, workforce planning, and labor cost analysis is considered an asset.
• Experience supporting business leaders through financial planning and decision-making processes.

Knowledge and Skills

• Strong understanding of financial statements, accounting principles and month end close.
• Experience preparing budgets, forecasts, variance analyses, and management reporting.
• Advanced proficiency in Microsoft Excel, including PivotTables, Power Query, XLOOKUP, and complex formulas.
• Strong analytical and problem-solving skills with exceptional attention to detail. Highly collaborative with the ability to build relationships across departments.
• Strong organizational and time-management skills with the ability to manage competing priorities. Strong written and verbal communication skills.
• Ability to work independently and collaboratively.
• Ability to maintain confidentiality and handle sensitive financial information.
• Bilingual English/French is an asset.

Work Environment

• Fast-paced environment with multiple priorities, deadlines, and reporting requirements.
• Regular collaboration with Finance team members and leadership.
• High level of responsibility for confidential financial information.
• Occasional extended hours may be required during month-end, year-end, audits, and reporting cycles.

Additional Information

Compensation & Benefits

• We offer our team members attractive compensation, employee and group benefits, training and career development opportunities, and value-added perks
• Eligibility to receive some benefits may vary according to employment status

Additional Requirements

• Ability to travel to different locations within Ontario; access to a reliable vehicle is required.
• Must provide a clear Enhanced Police Check (Criminal Record and Judicial Matters Check)
• Legal authorization to work in Canada

Important Application Information

• The purpose of this job posting is to fill a vacancy.
• Applicant information submitted through Smart Recruiters may be processed using AI-assisted features that support candidate screening and selection activities.

We offer our team members attractive compensation, employee and group benefits, training and career development opportunities, and value-added perks*. *Eligibility to receive some benefits may vary according to employment status. Agilec welcomes and encourages applications from people with disabilities. We are committed to providing an accessible, barrier-free recruitment and selection process. When contacted about an employment opportunity, please advise us if you require any accommodation at any stage of the selection process.