Job Title:
Senior Analyst, FP&A and Automation
Reports to:
Director, Financial Planning, Analysis & Data
POSITION SUMMARY
The Senior Analyst, FP&A and Automation is responsible for driving the modernization of how the Finance team plans, reports, and delivers insight. The role combines a strong foundation in financial planning and analysis with a focus on automation, systems thinking, and the practical application of AI tools to transform manual processes into scalable, efficient workflows.
This role joins a three-person FP&A and Data team within a broader Finance and Accounting function at Wyse, working closely with the Senior Financial Analyst, BI Specialist, and Corporate Accounting team.
Key focus areas include reducing manual effort in recurring reporting, streamlining multi-entity consolidation and reporting, replacing legacy Excel-based processes with apps and dashboards, and embedding AI-assisted analysis into standard practice. The ideal candidate brings a finance-first mindset paired with genuine technical curiosity. They are comfortable challenging existing processes, building new tools, and partnering across the organization to deliver measurable improvements.
KEY RESPONSIBILITIES
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Identify, design, and implement automation solutions to replace manual Excel-based and recurring reporting workflows with scalable, dashboards, apps and pipelines
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Apply AI tools to accelerate financial analysis, variance commentary, board reporting preparation, and ad-hoc analytics; embed AI-assisted approaches into the team’s standard workflows
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Lead initiatives to improve analytics, reduce reporting cycle time, and enhance the accuracy and consistency of financial outputs
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Drive improvements to multi-entity consolidation and reporting, reducing manual effort and cycle time while improving accuracy across Wyse’s entities
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Evaluate and recommend new tools, systems, and approaches that advance the Finance team’s automation and AI roadmap
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Develop and maintain financial models in support of budgeting, forecasting, variance analysis, and long-term financial projections
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The role operates with Microsoft Dynamics GP as the core ERP for financial data, with a focus on leveraging Dynamics data while building analytical and reporting solutions outside of it where appropriate.
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Support the annual budgeting and rate increase processes, including scenario modelling and sensitivity analysis
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Prepare monthly, quarterly, and ad-hoc financial and operational reports, including KPI tracking and management reporting packages
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Analyse revenue, expenses, profitability, cash flow, and working capital trends to identify drivers, risks, and opportunities
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Conduct in-depth financial analysis to support business decisions, including pricing, contract evaluation, and strategic initiatives
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Document, train, and enable other Finance team members to adopt new tools and ways of working
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Partner with the BI Specialist to bridge finance requirements and data infrastructure, ensuring automated workflows are built on governed, reliable data
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Collaborate with internal stakeholders across Finance, Operations, IT, and other departments to translate business needs into analytical and reporting solutions
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Perform other ad hoc projects and duties as required
REQUIRED EDUCATION & QUALIFICATIONS
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University Degree with a focus in business, finance, accounting, or a related quantitative discipline.
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Professional designation (CPA or CFA) is an asset but not required
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3-5 years of relevant experience in FP&A, financial analysis, or a hybrid finance/systems role; strong mid-level candidates with demonstrated transformation impact will be considered
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Demonstrated experience leading or contributing meaningfully to automation or transformation projects within a finance, reporting, or analytical environment
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Strong understanding of financial statements, accounting principles, and financial modeling
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Strong understanding of business concepts related to trends and drivers affecting revenues, profits, expenses, working capital, and return on investment
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Ability to work with large datasets and perform complex financial analyses
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Advanced knowledge of Excel, including complex modelling and data automation
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Required proficiency with Power BI, including building reports, dashboards, and data models
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Required working experience with SQL for querying, transforming, and validating data
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Required hands-on experience using AI tools or LLM-based workflows (for example, AI-assisted analysis, document extraction, automated commentary, prompt design) applied to finance, reporting, or analytical use cases
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Familiarity with Power Automate, Power Query for Excel, or other automation tooling is an asset
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Exposure to Python, scripting, or modern data platforms (e.g. Databricks) is an asset
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Exposure to Microsoft Dynamics GP or comparable mid-market ERPs, particularly with respect to extracting and working with ERP data for downstream reporting and analysis, is an asset
OTHER COMPETENCIES
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Driving for results – highly motivated and works well under pressure; able to adapt to a complex and vastly changing environment
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Active learning - seeking and leveraging opportunities to gain new skills, knowledge, and experiences; quickly assimilating and applying new information and skills to enhance results.
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Communication skills – ability to present information to management and clients; ability to communicate with all levels of the organization
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Strong computer skills – strong working knowledge of relevant programs and comfort working with large amounts of data
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Interpersonal skills – can create and maintain key partnerships between internal departments and external clients at all levels
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Planning & Structuring - knows how to establish work plans, efficiently allocates or makes use of available resources, act according to plans and establishes priorities
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Critical Thinking — must be able to think through complex problems, ambiguous or changing requirements, and large data sets
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Independence — ability to work independently, proactively seek input when needed, and self-direct on complex initiatives
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Work Ethic — this position experiences surges of workload at certain points of the month and year; the successful candidate will be expected to invest the necessary effort to meet required deadlines at those times
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Responsibility — open to individuals willing to take ownership of the pace and quality of their output, and for the commitments of the Finance team
DIRECT REPORTS
WORKING CONDITIONS
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Manual dexterity required to use desktop computer and peripherals
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Hybrid office model (4 days in-office)
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Overtime as required
