Verafin - Financial Planning and Analysis Specialist

8 Hours ago • 5-10 Years
Financial Analysis

Job Description

Nasdaq Verafin is seeking an experienced Financial Planning and Analysis Specialist to join their finance team. This role involves revolutionizing Financial Crime Management by providing cutting-edge, cloud-based solutions for financial institutions. The specialist will partner with business leaders to develop financial plans, manage budgeting and forecasting, analyze performance, and provide strategic financial support to drive business decisions. The ideal candidate will possess strong business acumen, in-depth accounting knowledge, and a passion for forecasting and planning.
Good To Have:
  • MBA or CPA preferred
  • Experience in the financial or IT sector
Must Have:
  • Partner with leaders to develop short- and long-term financial plans
  • Manage budgeting, forecasting, and management reporting processes
  • Analyze and report on performance and variances between plan/forecast and actual results
  • Prepare and present financial and business analysis to leadership
  • Assist leaders in establishing, tracking, and analyzing KPIs and relevant metrics
  • Bachelor's degree in finance or accounting or related field
  • 5-10 years of experience in a financial environment applying analytical and problem-solving skills
  • High proficiency in Workday, OneStream, Excel, PowerPoint, and PowerBI
  • Ability to work with large datasets to spot trends and anomalies
  • Work independently with attention to detail and ensure quality and accuracy
  • Ability to handle multiple simultaneous projects and meet tight deadlines
  • Must be proactive, resourceful, and demonstrate intellectual curiosity
Perks:
  • Access to training and development programs
  • Opportunities for leadership roles
  • Hybrid work environment (at least 3 days a week in office)
  • You&Q total rewards program covering wealth, career growth, well-being, and family care

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Are you ready to be part of a dynamic and innovative company that's revolutionizing Financial Crime Management? At Nasdaq Verafin, we're not just industry leaders; we're trailblazers in providing cutting-edge, cloud-based solutions for financial institutions. We’re creating the world’s most effective financial crime fighting network!

Verafin is a cutting-edge software company focused on delivering next generation fraud and money laundering solutions to financial institutions across North America. Our rapid growth and continuing success means we have an opening for an experienced Financial Planning and Analysis Specialist to join our team.

As part of the finance team, we are looking for an individual has strong business acumen, in-depth knowledge of accounting practices, and a passion for forecasting and planning! You will work closely with business leaders to provide strategic operations and financial support, driving analysis and relevant insight to support business decisions.

What You'll Do:

  • Partner with leaders in functional areas to develop short- and long-term financial plans;
  • Manage the budgeting, forecasting, management reporting process for functional areas;
  • Analyze, investigate and report on performance and variances between plan/forecast and actual results;
  • Establish efficient process for monthly and quarterly performance reporting;
  • Prepare and present financial and business analysis to provide leadership with relevant, timely insight to enable business decisions;
  • Assist leaders in establishing, tracking and analyzing KPI’s and relevant metrics;
  • Align functional goals and strategies to broader corporate initiatives;
  • Understand business drivers and recommend measures to further improve results;
  • Actively seek to improve the accuracy, efficiency, and effectiveness of FP&A tools and processes, leveraging AI;

What We're Looking For:

  • Bachelor's degree in finance or accounting or related field; MBA or CPA preferred.
  • 5-10 years of experience in a financial environment applying analytical and problem-solving skills and supporting management decision making;
  • Experience in the financial or IT sector considered an asset;
  • High proficiency in utilizing Workday, OneStream, Excel, PowerPoint and PowerBI;
  • Ability to work with large sets of data to spot trends and anomalies, understand the details while being able to tell the big picture story;
  • Work independently, with attention to detail and ability to ensure quality and accuracy of output;
  • Ability to handle multiple simultaneous projects and meet tight deadlines; remain calm under pressure and in the face of uncertainty.
  • Must be proactive, resourceful, and demonstrate intellectual curiosity.

What Success Looks Like:

  • Business leaders can make decisions based on the information presented by you as an FP&A team member;
  • Consistently bringing new ideas, problem solving with your functional business areas and collaborating on process improvements;
  • Organized, working cross functionally with other teams, multi-tasking and prioritizing work efficiently and effectively.

Growth Opportunities:

  • Access to training and development programs.
  • Opportunities for leadership roles as you grow within the team.
  • Use your skills and knowledge to explore new areas of the business.

Why Nasdaq Verafin?

  • Innovative Solutions: Be part of a team that's at the forefront of financial crime management technology, in a rapidly evolving industry.
  • Impactful Work: Help financial institutions protect themselves and their customers from fraud and other financial crimes such as elder abuse, human trafficking and money laundering.
  • Dynamic Growth: Join a company that's expanding quickly, offering you endless opportunities to grow and advance.

This position can be located in St. John’s or Toronto, and offers the opportunity for a hybrid work environment (at least 3 days a week in office, subject to change), providing flexibility and accessibility for qualified candidates.

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.

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