Strategic Finance Associate

Take your career to new heights with Loopio! 🚀✨ 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. About the Role: 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. Note: This is an existing vacancy on the team 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. 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 📍 We are currently only looking for candidates who reside in the Greater Toronto Area and can access our co-working space in Downtown Toronto for the occasional Finance Team get-together. Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQ’d in Canada, with established hub regions around the world where we hire from. Our employees (or Loopers, as we call ourselves!) live and work in 🇨🇦 Canada (British Columbia and Ontario), 🇬🇧 London, and 🇮🇳 India (specifically in Gujarat, Maharashtra, and Bengaluru). The majority of our team is based in ON and BC, which means these employees live and work remotely within a 300km radius of Toronto (within Ontario) and Vancouver (Within BC). We offer flexible co-working locations available to Loopers in ON and BC. Those based in ON have the option of working out of our convenient co-working space located in the heart of Downtown Toronto and a 12-minute walk from Union Station. BC Loopers have the option to work centrally in Vancouver. It is whatever works best for you! You’ll collaborate with your teams virtually across the UK, India, and North America (we’re just a Zoom call and Slack message away!) with core sync hours and focus time for headsdown work 🙇🏾 during the workday We encourage asynchronous collaboration to effectively work as a global #OneTeam! Why You’ll ♥️ Working at Loopio Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage Lattice for our 1:1s and performance conversations You will have the opportunity to elevate 🪄 your craft and the opportunity to explore your creativity, with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact. We offer a wide range of health and wellness benefits to support your physical and mental well-being, starting day 1️⃣ with Loopio. We’ll set you up to work remotely with a MacBook laptop 🍏, a monthly phone and internet subsidy, and a work-from-home budget to help get your home office all set up. You’ll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment. Participate in 🎤 townhalls, AMA (Ask-Me-Anything), and quarterly celebrations to celebrate the big wins and milestones as #oneteam! Our four active Employee Resource Groups offer opportunities for employees to learn and connect year-round. You’ll be a part of an award-winning workplace 🏆with an opportunity to make a big impact on the business. Questioning your qualifications? Read this ‼️ Hi there, 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. AI in Recruitment 👩🏻‍💻 At Loopio, we leverage artificial intelligence (AI) technology to enhance our recruitment process. These tools assist with tasks such as resume screening, drafting preliminary job descriptions, generating initial interview questions, transcription and occasionally sourcing prospective candidates. However, AI is never used to make final hiring decisions; our use of AI serves to support repetitive and administrative tasks in order to streamline our hiring and recruitment workflows. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our standardized hiring practices remain focused on reducing biases, with all key hiring decisions solely made by our team. We continuously review and refine our hiring practices to align with industry best practices and evolving legal guidelines AI Usage in Interviews 🤖 The Loopio interview process is designed to help us better understand your professional experiences, as well as your unique perspective and approach to delivery and collaboration. To ensure a fair and accurate assessment, we expect candidates to refrain from using AI-generated content to produce responses to our interview questions during the live interview, as our goal is to evaluate your own knowledge and problem-solving abilities - not those of an AI assistant. If AI-generated responses are identified during the interview, Loopio reserves the right to disqualify candidates from the interview process. For specific roles that include a take-home assignment, our AI Interviewee Policy allows the use of AI for initial support; however, the final submission must be a true reflection of your personal insights, skills and decision-making. Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. We actively encourage candidates from all backgrounds and lifestyles to consider us as a future employer. Please contact a member of our Talent Experience team ( [email protected] ) should you require accommodations at any point during our virtual interview processes.