COMPANY DESCRIPTION:
LiftWerx is a specialized wind energy contractor which performs major corrective repairs utilizing bespoke up-tower crane technology. LiftWerx offers purpose engineered equipment and experienced personnel to perform the most highly specialized repairs on a wide variety of wind turbines.
We invite you to join LiftWerx, where we are focused on raising the bar.
JOB TITLE: Senior Financial Planning Analyst
JOB DESCRIPTION:
We are seeking a detail‑oriented and motivated Senior Financial Planning Analyst to join our dynamic finance team in a private equity–sponsored environment. This role offers the opportunity to contribute to the growth and operational efficiency of a rapidly expanding organization. The ideal candidate will have a strong foundation in financial planning and analysis, with a particular interest in supporting our Enterprise Resource Planning (ERP) system and enhancing downstream financial reporting capabilities. The analyst will work closely with the FP&A Manager and cross‑functional teams to ensure financial data is accurate, timely, and aligned with business objectives.
LOCATION:
This is an on-site position, based out of our Cambridge, ON office. Hours of work are 40 hours from Monday – Friday.
RESPONSIBILITIES:
Financial Planning & Forecasting
- Refine and support the annual budget, rolling forecast, and long‑range planning processes across LiftWerx’s operating teams and corporate functions
- Support scenario planning related to weather variability, customer demand, labor availability, and equipment investment, ensuring forecasts reflect the operational realities of LiftWerx’s field‑based execution model.
- Work closely with the ERP implementation team to understand business logic and ensure alignment with FP&A downstream reporting requirements.
- Evaluate profitability analysis by team, customer, and service types as well as providing costing & pricing support to the sales group for future bids and new customer contracts.
- Ad hoc financial requests from management or board of directors (such as make or buy analysis, NPV/ROI/payback, business case reviews)
Financial Reporting & Dashboards
- Enhance and streamline financial reporting processes by leveraging ERP system capabilities to produce timely, accurate, and relevant financial data.
- Develop and maintain both financial and operational dashboards and golden data models that track key performance indicators (KPIs), business performance, and strategic objectives.
- Oversee the design and delivery of customized financial reports for both internal and external stakeholders, ensuring alignment with private equity sponsor requirements.
- Ensure that financial reports are consistent, accurate, and actionable, supporting decision-making across departments.
- Enforce data integrity and support data governance across the organization
Financial Planning & Analysis
- Lead the preparation of monthly, quarterly, and annual financial forecasts, including P&L, balance sheet, and cash flow analysis, ensuring alignment with business strategy.
- Provide in-depth analysis of financial results, variances, and trends, offering actionable insights to senior management and the private equity sponsor.
- Assist in the development of annual budgets, supporting departments with cost control and performance management.
- Analyze financial performance and provide recommendations on profitability improvement and cost optimization.
Special Projects & Continuous Improvements
- Act as a key architect and point of contact for a proposed adaptive planning business planning tool expected to be implemented later in 2026
- Help and support other colleagues with ERP solutions or other creative solutions in the completion of regular tasks and department goal achievement
- Partner with other functional teams (e.g., Operations, IT, Sales, Marketing) to help support new initiatives and tools implemented to achieve organizational goals
- Support the CFO, FP&A manager, and senior leadership team in strategic planning and decision-making with financial insights and analysis.
REQUIRED EDUCATION, EXPERIENCE, KNOWLEDGE/SKILLS:
Education/Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA is considered an asset)
Experience
- 5+ years of FP&A or related financial experience; experience in a private equity–backed or fast‑paced, growth‑oriented environment is a plus.
Knowledge/Skills
- Exposure to ERP systems (Microsoft Dynamics, or similar) and interest in system optimization.
- Strong analytical skills with proficiency in financial modeling, budgeting, forecasting, and reporting.
- Advanced Excel skills; experience with BI tools (Power BI, Tableau) is a plus.
- Ability to manage multiple priorities and work effectively in a dynamic environment.
- Strong communication and interpersonal skills, with the ability to collaborate across teams.
- Experience in a private equity–sponsored business or similar ownership structure.
- Familiarity with M&A activity or post‑acquisition integration, particularly related to financial systems.
- Experience supporting process improvement or system optimization initiatives within finance or accounting.
- Experience with an adaptive FP&A planning tool
WHAT WE CAN OFFER YOU:
- Competitive salary and vacation.
- Medical and dental benefits from day one.
- Additional $500 health spending account.
- Short-term disability.
- Five paid sick days.
- Employee & family assistance program.
- RRSP matching program.
- Annual bonus, long-term incentive programs and long-term bonuses.
- Company branded clothing allowance.
Salary: $90,000 – $108,000
Use of AI: Please note that AI is not used for screening, assessing or selecting candidates.
Vacancy Status: The job advertised above is an existing vacancy. There is currently 1 vacancy.
HOW TO APPLY:
Please submit your resume and cover letter to [email protected] and you could be the next addition to our growing team!
