Business Analyst Finance Excellence

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As Canada’s leading integrated freight, package, and logistics provider, we’ve been helping promises get where they need to be for more than 60 years. How does the magic happen? The journey starts with you . The places we go, the elements we brave, the promises we deliver – it’s all possible because of our people. So, whether you’re looking to build new skills, make an impact in your community, or inspire your team, we go there for you.

Description

The Business Analyst, Finance Excellence will support Order to Cash (OTC) operations, reporting, testing, issue resolution, and automation initiatives across Finance. The role will provide reliable day-to-day support for recurring operational activities while identifying practical opportunities to simplify, standardize, and automate processes.

A key focus of the role will be supporting daily, weekly, and monthly OTC reporting. The Business Analyst will learn existing reporting processes, act as a backup for critical reports, assume ownership of selected reports, and improve how reports are produced and distributed. The role will also support Senior Business Analysts with user acceptance testing, including test data preparation, shipment creation, validation of invoice results, and comparison of outputs to data in SAP S/4HANA.

The Business Analyst will manage the OTC Support mailbox, investigate and resolve inquiries, coordinate assistance from Finance Excellence Senior Business Analysts and partner teams, and escalate issues when required. In addition, the role will support OTC robotic process automation (RPA) initiatives from intake and process discovery through testing, implementation, adoption, usage tracking, training, and troubleshooting. Success in this role requires strong Excel and SAP S/4HANA skills, sound judgment, curiosity, attention to detail, a service-oriented mindset, and an innovative approach to continuous improvement.

Responsibilities

- Learn end-to-end daily, weekly and monthly reporting procedures and act as a dependable backup for critical OTC reporting activities.

- Own selected recurring reports to support higher-value analysis.

- Simplify, standardize, and automate reporting processes.

- Maintain reporting procedures, controls, and documentation.

- Support OTC processes and related reporting.

- Support UAT and regression testing, including test data, shipment creation, execution, and results.

- Validate invoice and process results against SAP S/4HANA data.

- Document and communicate defects, impacts, priorities, and retest results.

- Manage and resolve OTC Support mailbox requests within established SLAs.

- Investigate support issues and determine the appropriate resolution path.

- Coordinate support from Senior Business Analysts and partner teams as needed.

- Escalate issues, open incidents, and coordinate cross-functional resolution when required.

- Monitor SLAs and escalate risks, delays, and unresolved issues to the Manager.

- Track OTC RPA requests and support suitability assessments.

- Support process mapping, requirements, and automation documentation.

- Support RPA testing, implementation, bot execution, and performance tracking.

- Help OTC teams integrate new automations into business processes and controls.

- Provide RPA training, adoption support, and first-level troubleshooting.

- Challenge existing ways of working and recommend practical process, control, reporting, and automation improvements that increase efficiency, quality, and reliability.

Education

- University degree or college diploma in Business Administration, Accounting, Finance, Information Systems, Business Analysis, or a related discipline, or an equivalent combination of education and relevant experience.

- Business analysis, process improvement, data analytics, testing, or automation certification is considered an asset.

Experience

- Minimum of 2–4 years of relevant experience in finance operations, business analysis, reporting, systems support, testing, process improvement, or a related field.

- Advanced Microsoft Excel skills, including complex formulas, lookups, pivot tables, data reconciliation, data validation, and working efficiently with large data sets.

- Demonstrated ability to improve recurring reporting or operational processes through automation, standardization, documentation, or control enhancements.

- Working knowledge of SAP S/4HANA, including the ability to navigate applications and tiles, locate transactional and master data, and validate business outcomes.

- Experience supporting OTC processes such as Accounts Receivable, Billing, Collections, Cash Application, Payment Processing, invoicing, or related finance reporting is preferred.

- Experience with user acceptance testing, test data preparation, test execution, defect documentation, regression testing, and results validation.

- Experience managing a shared support mailbox, service queue, or operational intake process and working within service-level expectations is considered an asset.

- Ability to investigate issues independently, organize evidence, identify likely causes, determine the appropriate resolution path, and recognize when escalation is required.

- Experience with robotic process automation, workflow automation, Microsoft Power Platform, Office Scripts, or Copilot-based solutions is considered an asset.

- Ability to understand and document business processes using process maps, procedures, business rules, controls, and clear operational instructions.

- Strong organizational and time-management skills, with the ability to balance recurring deadlines, support inquiries, testing activities, and project work.

- Strong written and verbal communication skills, with the ability to work effectively with Finance, Operations, Technology, and other cross-functional partners.

- Detail-oriented, service-focused, curious, and innovative, with sound judgment and a commitment to accuracy, continuous improvement, and reliable delivery.

Skills

Change Management Relationship Management Process Improvement Project Management
Language Requirement: Proficiency in English is required for this position due to the frequent communications that must be conducted in English with various stakeholders. This requirement is justified by the nature of the responsibilities and operational needs.

POSTING DETAILS
Location: 530 - Corporate
Working Conditions: Office Environment

Reports to: Manager Finance Excellence
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Purolator is an equal opportunity employer committed to diversity and inclusion . We welcome all qualified applicants and provide accommodations during the recruitment process upon request.

Purolator complies with Canadian law in all recruitment practices. During pre-screening, we may use an Artificial Intelligence (AI) tool, supported by human oversight, to efficiently manage tasks such as resume screening and candidate matching, enabling our team to connect with qualified candidates faster.

Personal information is used solely for recruitment and managed in accordance with privacy legislation. For AI-related inquiries only, contact [email protected] . To apply, visit our Careers Page.

We recognize that employees and their families are essential to our success. We strive to provide a safe, healthy, and supportive workplace, ensuring the right people have the tools they need to thrive.

Every day at Purolator is an opportunity to connect with colleagues, customers, and communities to make a positive impact. Learn more about our values at www.purolator.com .