Strategic Finance Associate



Accounting & Finance
Toronto, ON, Canada
Posted on Tuesday, September 19, 2023
Loopio is a workplace that unleashes learning & growth opportunities for our Loopers. We provide autonomous, challenging work that allows each employee to master their craft. We attract and retain people who are naturally curious, have grit and are eager to grow and build their careers. At Loopio, we genuinely support each other, because true success comes from working as #oneteam.
Loopio is seeking a talented Strategic Finance Associate to join our Finance team and contribute to our continued growth and success.
As a Strategic Finance Associate at Loopio, you will be an integral part of our Finance team, working closely with our business partners to develop and execute financial strategies that drive the company’s growth and success. You will have the opportunity to analyze financial data, provide actionable insights, and contribute to critical financial decisions. This role reports to the Strategic Finance Manager.

What You'll Be Doing

  • Financial Analysis: Conduct in-depth financial analysis, including but not limited to financial modeling, forecasting, and variance analysis. Provide insights into financial performance and identify trends, risks, and opportunities.
  • Strategic Planning: Assist in the development and execution of the company’s strategic plan. Collaborate with cross-functional teams to align financial objectives with overall business goals.
  • Budgeting and Forecasting: Support in the budgeting and quarterly forecasting processes, including gathering input from various departments, creating and updating financial models, and tracking performance against budget.
  • Data Analysis: Collect, analyze, and interpret financial and operational data to drive informed decision-making. Present findings and recommendations to Leadership, alongside the broader Strategic Finance team.
  • Investment Analysis: Evaluate potential investments, acquisitions, or partnerships by conducting due diligence, financial modeling, and risk assessment. Provide recommendations to support strategic decisions.
  • Financial Reporting: Prepare and present regular financial reports and presentations to management, shareholders, and other stakeholders. Develop and design new internal and external reporting packages and dashboards.
  • Cost Optimization: Identify cost-saving opportunities and work with relevant teams to implement efficiency measures without compromising key objectives.
  • Continuous Improvement: Identify opportunities to enhance financial processes and provide recommendations for improvements.
  • Ad Hoc Analysis: Assist in ad hoc financial analysis and special projects as required.

What You'll Bring to the Team

  • Bachelor's degree in Finance, Accounting, Business, or a related field (CPA or Master's degree preferred).
  • 3+ years of experience in a combination of Audit at a Big 4 firm, FP&A, or Accounting.
  • Experience in financial modeling and analysis, forecasting, and budgeting strongly preferred.
  • Excellent written and verbal communication skills, including the ability to confidently interact with an executive level audience.
  • Strong analytical and problem-solving skills, including the ability to develop conclusions and explain key takeaways and recommendations.
  • Detail-oriented and proactive, able to work both independently and in a team.
  • Excellent teamwork and interpersonal skills.
  • Great time management and prioritization skills, including the ability to balance multiple projects.
  • Experience with Google Suite (Sheets, Slides) and Finance systems (Netsuite, Cube, etc.) considered an asset.

Where You'll Work

  • Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We have two Hub Regions, which means that employees live and work within a 300 KM radius of Toronto (within Ontario) or Vancouver (within British Columbia) and work within regular business hours in their timezone.
  • Loopio’s office headquarters are located in Toronto’s vibrant Kensington Market. All Loopers have the option to work from home. Ontario Loopers have the option to work in the Toronto HQ and BC Loopers may work from our co-working office in Gastown Vancouver. It is whatever works best for you!
  • You’ll collaborate with your teams virtually (we’re just a Zoom call away!) and have established core sync hours and focus time during the workday to enable us to work smarter together.

Why You'll Love Working at Loopio

  • Your manager supports your development by providing ongoing feedback and regular 1-on-1s
  • You have tons of autonomy and responsibility: this role provides an opportunity to try new things and push creative boundaries
  • You’ll learn more than you thought was possible; our team is obsessed with personal and professional growth (every Looper receives a professional mastery allowance each year)
  • You’ll be set up to work remotely with a MacBook laptop, a monthly phone and internet allowance, and a work-from-home budget to help get your home office all set up!
  • Join us in quarterly company celebrations and a company-wide annual retreat to celebrate the big wins and milestones as #oneteam!
  • You’ll be joining a culture that has thoughtfully built out opportunities for connections in a remote-first environment.
  • We have Employee Resource Groups, House Teams (curious? ask us about it!), virtual yoga, cooking classes and many more moments for us to have fun and learn together!
  • You’ll be a part of an award-winning workplace and one of Canada’s fastest-growing companies with ample opportunity to make a big impact here!
We recognize that all too often, potential candidates don’t apply for a position simply because they don’t hit every single criteria included in the job description—particularly members of underrepresented groups.
Whether or not your experience checks off all the boxes on a job posting, we still encourage you to apply to ensure that your application receives a review from our team. We understand that a resume can only showcase so much during the applicant stage, so we've created prompts in the application for you to share more about yourself. If you've made a career transition (or a few!), you’re self taught in a new role, or you have skills/experience you’d like to highlight, we want to hear more about what you could bring to the table.