---
title: "Zaid S - Financial Planning & Analysis at Mattamy Homes in Canada | Tal"
description: "Meet Zaid S, Finance Business Partner | Strategic FP&A | Financial Systems & Analytics based in Canada."
image: "https://tal.club/meet/zaid-6/share-image"
---

# Zaid S on Tal

## Headline

Finance Business Partner \| Strategic FP&A \| Financial Systems & Analytics

## About

Strategic finance professional driving forecasting, performance visibility, and systems enabled decision support across real estate development, SaaS, and financial services\. Experience leading full cycle budgeting and reforecasting, building driver based financial models, and supporting executive decision making through scenario analysis and KPI design\. Recognized for strengthening planning discipline through reporting automation and CPM/BI implementation \(OneStream, Hyperion, Prophix, Power BI\), improving accuracy, visibility, and speed of insight\. Core strengths include: • Strategic FP&A & business partnering • Driver based modelling & scenario planning • Reporting automation & dashboard development • KPI framework design • Financial systems optimization Technical stack: NetSuite \| JD Edwards \| Sage 300 OneStream \| Hyperion \| Essbase \| Prophix \| Power BI Advanced Excel \(VBA\) \| SQL Focused on roles where finance, analytics, and systems intersect to drive smarter growth and scalable performance management\.

## Location

Canada

## Work experience

Financial Planning & Analysis at Mattamy Homes at Mattamy Homes, May 2022 \- Present · 4 yrs 3 mos, • Strategic finance partner to cross\-functional leaders \(Land, Construction, Sales & Marketing\), delivering insights that drive business performance and decision\-making\. • Lead end\-to\-end planning cycles \(5\-Year Plan, Budget, Forecasts\), aligning financial outcomes with key operational drivers\. • Own consolidated forecasting and reporting \(P&L, balance sheet, cash flow\), providing executive\-ready analysis, variance insights, and actionable recommendations\. • Build financial models and evaluate business initiatives to support capital allocation, scenario planning, and growth strategy\. • Drive process and systems improvements \(planning tools, cash flow tracking\), enhancing forecast accuracy, efficiency, and governance while mentoring junior team members\.

Senior Finance & Risk Officer at Canadian Audit & Accountability Foundation\-Fondation canadienne pour l'audit & la responsabilisation, Nov 2019 \- Mar 2022 · 2 yrs 5 mos, Ottawa, Canada Area, CAAF is a not\-for\-profit organization dedicated to enhancing public sector performance audit, oversight, and accountability in Canada and internationally\. \- Led full\-cycle accounting and finance functions, including payables, receivables, treasury, tax filings \(GST/EHT\), reconciliations, and month\-end closings, ensuring accurate financial reporting and informed decision\-making\. \- Developed and managed annual and multi\-year operational budgets, collaborating with 7 finance and non\-finance budget holders to ensure budget compliance and alignment with organizational goals\. \- Improved finance efficiency by 20% by transitioning the financial system from Sage to QuickBooks, streamlining expense management and financial workflows\. \- Monitored and optimized cash flow and investments, analyzing strategies to enhance returns and maximize interest for CAAF\. \- Prepared and presented timely financial reports to the Board and management, collaborating across teams to provide accurate insights into current and projected financial performance\. \- Enhanced risk management by developing a risk register, improving internal controls, and reducing risks associated with expenses, credit facilities, procurement, and contracts\. \- Streamlined HR operations by managing payroll, benefits administration, and compliance, and implementing an ADP\-based expense claim process that reduced processing time by 50% and improved accuracy by 75%\.

Financial Analyst \- FP&A at Positive Venture Group Inc\., Jun 2018 \- Aug 2019 · 1 yr 3 mos, Ottawa, Ontario, Canada, Positive Venture Group – Strategic outsourced accounting, CFO, and financial services provider for high\-growth start\-ups seeking financial clarity\. \-Led Corporate FP&A functions, partnering with finance and non\-finance leadership to prepare budgets, rolling forecasts, and deliver financial analysis across a multi\-industry client base\. \- Provided financial performance analysis and variance reporting on a monthly/quarterly basis, offering actionable insights and metrics to executive teams to guide decision\-making and address variances\. \- Spearheaded the procurement and implementation of Prophix CPM, designing financial models, developing reports, and administering the system while ensuring full integration with NetSuite ERP, significantly enhancing financial planning and analytics processes\. \- Built advanced financial models, proformas, and dashboards in Prophix, delivering periodic financial reports and SAAS KPI metrics that empowered client CFOs to set financial targets and secure critical funding\. \- Enhanced financial analytics by creating customized reporting tools and dashboards that streamlined data\-driven insights for high\-growth start\-ups\.

Senior Associate \- Financial Reporting & Taxation at State Street, Mar 2016 \- Jun 2018 · 2 yrs 4 mos, Toronto, Ontario, Canada, • Prepared and reviewed quarterly and annual consolidated financial statements, along with related notes and schedules for external disclosure, in full compliance with IFRS, ensuring timely and accurate reporting for portfolios valued at $750\+ million\. • Developed and maintained detailed working papers to facilitate year\-end audits, reducing audit adjustments by 15% through enhanced documentation and proactive issue resolution\. • Led the monthly close process and coordinated financial review activities, ensuring a 100% on\-time close rate and improving accuracy by 10%\. •Provided detailed variance analysis and commentary on period\-end results to fund managers, offering actionable insights that contributed to better financial decision\-making\. •Reviewed and verified tax distribution calculations for mutual funds and unit trusts, ensuring compliance with the Canadian Income Tax Act and minimizing tax discrepancies by 20%\. •Collaborated closely with external tax consultants, ensuring that all tax filing requirements were met accurately and ahead of deadlines, reducing the risk of penalties by 10%\.

Senior Compliance Analyst at State Street, Mar 2015 \- Mar 2016 · 1 yr 1 mo, Toronto, Canada Area, •Executed end\-to\-end investment compliance testing for multi\-asset hedge fund portfolios on Charles River and MIG 21 platforms, ensuring 100% adherence to regulatory requirements\. •Ensured compliance with OSC Mandates and NI\-102 rules across all fund portfolios, reducing compliance violations by 20%\. •Developed and optimized compliance rules using SQL, performing back\-testing, and conducting detailed analysis of results, improving compliance rule accuracy by 15%\. •Performed root cause analysis to investigate and resolve compliance breaks and related issues, decreasing recurring violations by 25%\.

Senior Analyst \- Portfolio Compliance at Citi, Oct 2011 \- Aug 2014 · 2 yrs 11 mos, Toronto, Ontario, •Streamlined data consolidation and trend analysis processes, ensuring compliance with regulatory mandates for portfolios worth \+$500million, improving reporting accuracy by 20%\. •Led FACTA compliance initiatives for client transactions, ensuring 100% adherence to international reporting standards and reducing audit findings by 15%\. •Managed AML compliance and fraud monitoring for portfolio trading activities, detecting and addressing fraudulent activity with a 98% success rate, safeguarding portfolios from potential risks\. •Developed and implemented VBA\-based automation tools, reducing review time for 1,000\+ daily mutual fund short\-term and frequent trading breaches by 25%, increasing team productivity by 30% and improving workflow efficiency\.

## Education

Bachelor of Arts \(BA\) \- Economics & Finance, McMaster University

Canadian Securities Course \(CSC\), Banking, Corporate, Finance, and Securities Law, Canadian Securities Institute

[View the original profile](https://tal.club/meet/zaid-6)

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