Financial Analyst

Applications Due EOD: July 4, 2025

Target Start Date: TBD

Who is POD Marketing?

POD Marketing is a digital agency that works across marketing, consulting, and HR services. While we started as a marketing agency, weve grown our offerings because we exist to help our clients solve their biggest challenges. Sometimes that means helping them run their business more effectively, other times its supporting them through culture or personnel issues, or helping them attract and retain the right patients. Whatever it is, we show up with expertise, curiosity, and a commitment to doing it right.

Our clients are at the centre of everything we do, but none of it happens without an exceptional team behind the scenes. Thats why were obsessed with creating an environment where our people can thrive, and why we invest heavily in the tools, support, and structure they need to do outstanding work, every time.

Culture at POD isnt about ping pong tables or beer fridges (though, we do have those too). Its about how you feel at work. Whether you're based at our head office in Calgary or working remotely from across Canada or the US, heres what our team says they love most about working with us: They feel accepted for who they are, supported by their peers and leaders, challenged in the right ways, and energized by the opportunity to grow and build meaningful careers. Our team values open communication, psychological safety, and the kind of flexibility that lets them thrive in and outside of work.

In recognition of our outstanding employee-focused approach, we are proud to have won multiple employment awards, including being named one of Canada's most admired corporate cultures.

To learn more about our culture, watch this video: https://youtu.be/1WZ8tAnATNs, visit the POD Marketing YouTube channel and check out our reviews on Glassdoor.

Where You'll Work

While this role is part of the broader POD Marketing organization, your work will be focused within our Cleinman Performance Partners division. Each of our divisions has its own dedicated leadership team, client base, and operational style, allowing you to work in a focused, nimble environment while still benefiting from the shared resources, culture, and support of the larger POD group.

Cleinman Performance Partners is a legacy consulting firm for optometric practices that became part of the POD Marketing group in 2024. CPP provides strategic business consulting and facilitates high-impact peer networks for practice owners across North America. In 2025, we expanded our services with the launch of Strategic HR Services, offering clients both proactive and reactive HR support tailored to the unique needs of independent optometry practices.

Job Summary

Reporting to the Sr. Director of Practice Transitions, the Financial Analyst will deliver comprehensive financialanalysis for clients, ensuring their needs are met professionally and promptly. This role requires strongcommunication skills to interact effectively with clients, internal team members, and clients external advisors.

Responsibilities

• Conduct in-depth financial analysis for clients by gathering, organizing, and analyzing business, financial,
  and contractual data.
• Identify and resolve discrepancies in financial data through detailed review and analysis.
• Communicate directly with clients and their advisors (e.g., CPAs, bookkeepers) to discuss data analysis
  results, address discrepancies, and obtain any missing information.
• Help clients understand and interpret their financial statements.
• Provide regular updates to clients and internal team members, collaborating with other departments as
  needed.
• Develop offering websites for divestiture practice listings.
• Document the features, functionalities, and updates of the financial tool, EBITDA Explorer, as a resourcefor internal teams and practice partners.
• Offer training and support to end-users of EBITDA Explorer, guiding them in interpreting results and
  making informed financial decisions.
• Participate actively in team meetings and contribute to special projects as required.
• Travel 1-2 times per year within Canada and the United States for company events.
• Other duties and special projects may be assigned.

Experience & Skills

Must Have:

• Bachelors degree in accounting, economics, business administration or related field
  
• 3+ years of experience in accounting, finance, business or related fields
• Excellent quantitative and analytical skills; detailed oriented, organized and process-focused
• Self-starter with the ability to work independently and with others in a team-oriented environment
• Knowledge of Google Suite and other web-based data management applications
• Quick learner and ability problem solve
• Strong written and verbal communication skills
• Strong organizational skills, attention to detail, and the ability to prioritize
  

What's in it for You?

At POD Marketing, we're not just another company we're a community of passionate, driven individuals who work hard, play hard, and support each other every step of the way. We believe that happy and motivated employees are the key to our success, which is why we go above and beyond to create an amazing work environment where you can thrive and excel. Here's what you can expect when you join our team:

A Healthy Work-Life Balance:

• 3 weeks of paid time off, plus 12 flex days, so you can recharge and take that well-deserved break.
• Passion Day: a last-minute hooky day to pursue your passions and do whatever makes you happy.
• MeMonday: a company-wide shut down day to prioritize mental health and well-being.
  
• 30-day remote work policy: whether its a week working from Mexico or a change of scenery closer to home, youve got the flexibility to make it work.
• 26 hours of paid volunteer time per year to give back to the community.
• A comprehensive benefits package including vision and dental coverage, health and personal spending accounts, and an employee assistance program.

Mentorship & Career Development:

• Formal mentorship program that pairs you with managers from team leads to executives, providing invaluable guidance and support.
• A strong focus on internal growth as we promote from within whenever we can.
• Extensive learning & development program, including DiSC training, leadership development with our two-tier program called LEAD, public speaker training, and comprehensive management training.

Clear Expectations & Ongoing Support:

• Weekly 1:1s with your manager to stay connected, aligned, and supported.
• Formal quarterly performance conversations so you always know where you stand; no guesswork, no surprises.
• A culture of continuous feedback, where growth is part of the day-to-day, not just a once-a-year thing.
• A peer-to-peer recognition system that makes it easy to celebrate wins and shout out great work across the team.
  

Other Perks:

• Discounts with local vendors, because we believe in supporting our community.
• Free gym at our office and complimentary annual spin membership at a local boutique to keep you fit and healthy.
• Awesome office space in downtown Calgary, providing a vibrant and inspiring work environment.
• Complimentary snacks and beverages to keep you fuelled throughout the day.

How to Apply

At POD, we believe that most job requirements and conceptual knowledge are easily trainable. But you cant teach drive, ambition, or passion. (Take a look at this article, Finding Your Unicorn, written by our President, Kevin Wilhelm). Our hiring managers consider alignment with our core values and passion for our company culture to be as valuable as experience and education.

After reading this job description, we want you to ask yourself:

Am I the exact right person for this role?

Do I align with PODs core values and culture?

If youve answered yes to both questions, we want to hear from you! Here are a few easy steps that will help us get to know you better.

1. Ensure your professional resume is up to date and highlights some of the key points we are looking for.
2. Create an engaging and personalized cover letter for us to read. If you dont include a cover letter, you will NOT be considered for this role. Video cover letters are given extra attention - but please keep them under 2 minutes!
3. Include a link to your portfolio, writing samples and/or social media accounts that you have managed (if applicable).
4. Apply through our website (https://www.podmarketinginc.com/careers/)

All successful candidates will be contacted via email to discuss next steps. We appreciate all applications and wish you all the best of luck.

At POD Marketing, we believe in creating an inclusive work environment, which is why were proud to be an equal opportunity employer. We consider and evaluate all qualified candidates based on their qualifications without discrimination based on race, colour, religion, age, gender, sexual orientation, gender identity, genetic information, national origin, disability, veteran status, or any other legally protected characteristics.