COMPANY DESCRIPTION:
LiftWerx is a specialized wind energy contractor which performs large corrective repairs, mainly using crane-less technology. LiftWerx offers both specialized equipment and experienced personnel to perform corrective repairs on a wide variety of wind turbines. The majority of lifting services are performed using up-tower crane technology, which avoids the high cost and disruption of utilizing large conventional cranes on the ground.
We invite you to join LiftWerx, where we are focused on raising the bar.
JOB TITLE: Senior Financial Planning Analyst
LOCATION:
This is an on-site position, based out of our Cambridge, ON office. Standard hours of work are 40 hours from Monday – Friday.
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.
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.
- 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.
REQUIRED EDUCATION, EXPERIENCE, KNOWLEDGE/SKILLS:
Education/Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA a plus)
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 healthcare spending account
- Short-term disability
- 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 CAD
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!
Job Type: Full-time
Pay: $90,000.00-$108,000.00 per year
Benefits:
- Dental care
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care
Work Location: In person
