Program Financial and Governance Reporting Analyst

About the role

You are a data-driven professional who thrives in fast-paced environments and excels at transforming complex financial data into clear executive insights while working with global financial institutions using the latest Microsoft tools and automation technologies. You own the end-to-end lifecycle of financial governance reporting, ensuring accuracy, timeliness, and clarity for senior leadership decision-making. You leverage deep expertise in Excel, Power BI, and PowerPoint to design, build, and maintain dashboards, reports, and executive presentations that tell a compelling data story. You collaborate closely with Microsoft Teams and SharePoint to manage documents, meetings, and communications across distributed stakeholders globally. You utilize Microsoft Copilot (M365) to automate routine tasks, summarize data, and enhance overall reporting productivity. You take ownership of project and deliverable management, planning, tracking, and following through on executive meetings and reporting cycles with discipline. You are a confident communicator who presents insights and recommendations to senior leadership with clarity, precision, and impact. You are a self-starter who thrives in a collaborative, fast-moving environment and consistently values quality, accountability, and data accuracy.

Key facts

What you'll do

Build and automate financial dashboards and governance reports in Excel and Power BI to provide timely, accurate, and actionable insights.

Develop executive-ready PowerPoint presentations that translate complex financial data into clear, decision-oriented visuals and narratives.

Use Copilot to summarize data, create visuals, and generate structured meeting summaries that enhance reporting efficiency and consistency.

Coordinate executive governance meetings by managing scheduling, agendas, data validation, pre-reads, and post-meeting follow-ups to ensure seamless execution.

Maintain data integrity, version control, and governance tracking across multiple programs and regions to support compliance and audit requirements.

Collaborate with Finance, Engineering, and PMO teams to align reporting structures, standardize definitions, and enhance cross-functional visibility.

Continuously refine reporting processes by identifying inefficiencies, implementing improvements, and driving automation for greater clarity and scalability.

Leverage Power Query, PivotTables, and advanced Excel formulas such as XLOOKUP, SUMIFS, and INDEX/MATCH to transform raw data into reliable datasets.

Design and develop robust data models in Power BI that support financial KPIs, trend analysis, and scenario planning for governance discussions.

Apply best practices in document management and communication within Microsoft Teams and SharePoint to ensure organized, accessible, and secure information flow.

Requirements

A minimum of 5-7 years of professional experience in financial analysis, governance reporting, or PMO functions, with at least 3+ years in a large enterprise environment.

Demonstrated mastery of Excel, including Power Query, PivotTables, and advanced formulas such as XLOOKUP, SUMIFS, and INDEX/MATCH, as well as data modeling techniques.

Proficiency in Power BI, including the ability to connect datasets, design dashboards, and build DAX measures tailored to financial KPIs and performance tracking.

Strong competency in PowerPoint, with the capability to create executive-level visuals that communicate complex data clearly and with high impact.

Proven experience collaborating within Microsoft Teams and SharePoint environments, managing documents, meetings, and global stakeholder communications effectively.

Hands-on experience using Microsoft Copilot (M365) to automate reporting tasks, summarize data, and improve productivity in a financial context.

Solid background in project and deliverable management, with the ability to plan, track, and execute on executive meetings and reporting cycles reliably.

A confident and precise communicator capable of presenting insights and recommendations to senior leadership in a structured, professional, and compelling manner.

A self-motivated, organized professional who thrives in fast-paced, collaborative settings and is committed to maintaining the highest standards of quality, accountability, and data accuracy.

Nice to have

Experience supporting financial governance programs or executive reporting functions at global financial institutions.

Familiarity with Power Automate, Planner, or Loop to streamline reporting and follow-up workflows and improve operational efficiency.

A background in organizational strategy, financial tracking, or data-driven decision support within complex enterprise environments.

Experience improving meeting effectiveness through structured agendas, pre-read materials, and disciplined follow-up practices.

Practical notes

This is a full-time position located in Montreal, Canada.

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The role of represents a critical contribution to the delivery of high-quality financial insights and governance oversight within a global enterprise context. In this position, you will serve as a key link between complex financial data and strategic decision-making, ensuring that leaders have access to accurate, timely, and visually compelling information. Your work will directly influence how financial governance programs are monitored, reported, and optimized across regions and business units. You will be responsible for building and maintaining financial dashboards and governance reports that provide transparency into performance, risk, and compliance metrics. This requires not only technical proficiency in tools such as Excel and Power BI but also a deep understanding of financial reporting principles and governance frameworks.

In addition to technical execution, you will play a central role in executive governance meetings, coordinating agendas, validating data, distributing pre-read materials, and managing post-meeting follow-ups to ensure decisions are tracked and implemented. Your use of Microsoft Copilot will enhance the speed and quality of reporting outputs, enabling you to automate repetitive tasks and focus on higher-value analysis. Collaboration with Finance, Engineering, and PMO teams will be essential to standardize data definitions, align reporting structures, and improve cross-functional visibility into program performance. The ability to manage multiple priorities in a fast-moving environment while maintaining strict attention to detail will be crucial to your success.

You are expected to work autonomously while remaining closely aligned with global stakeholders, ensuring that all reporting outputs meet the highest standards of clarity, consistency, and reliability. Your contributions will support improved decision-making, stronger governance oversight, and more efficient execution of financial programs across the enterprise. This role is ideal for a professional who seeks ownership, accountability, and continuous improvement in a data-intensive, technology-driven reporting environment. If you are passionate about transforming complex financial information into actionable insights and want to work with cutting-edge Microsoft tools in a global setting, this position offers a unique opportunity to make a significant impact.