Financial Analyst

**About Vista Services**

Vista Services is more than just a financial partner - we are helping communities, the people that live within them and the local contractors that service the area. Our dealers are experts in the water heater, HVAC, and residential infrastructure sector. Having both ownership from local management and an infrastructure fund managed by an award-winning investment manager, we are a well-capitalized company looking to grow organically, geographically and by acquisition.

**Job purpose/mandate**

We are seeking to fill two Financial Analyst positions: one Junior and one Senior. These roles are integral to supporting the growth and efficiency of the finance team. The Financial Analyst is responsible for completing the lender’s reporting, financial analysis, accounting research, and other projects that contribute to the growth and efficiency of the finance team.

The Financial Analyst will demonstrate exceptional attention to detail while managing both routine and ad hoc projects and functions. A strong work ethic, the ability to work independently, and consistently delivering results with a sense of urgency and commitment are essential attributes for success in this role.

**Specific duties and responsibilities**

Work with the finance team to ensure accurate and timely completion of all monthly, quarterly, and annual close procedures. This includes:

- Review financial transactions to ensure transactions are appropriately classified, presented and disclosed;
- Prepare journal entries and support documentation;
- Prepare and review various account reconciliations, continuity schedules and other supporting schedules;
- Prepare Financial Statements and perform variance analyses;
- Prepare cash flow statements

Prepare lenders’ monthly portfolio reporting and new securitization
- Prepare and deliver lenders’ monthly portfolio reports accurately and on time;
- Coordinate and prepare annual renewal documents for all lenders, ensuring compliance with requirements;
- Conduct quarterly or annual audits requested by lenders, addressing queries and ensuring all necessary data and reports are provided.
- Prepare securitization documentation for new tranches, including answering questions, ensuring proper audit protocols are followed, and meeting lender requirements;
- Prepare securitization documentation, responsible for questions, auditing for a new tranche;
- Support testing and documentation of the new ERP securitization module, ensuring a smooth transition to automated processes.

Support new ERP implementation
- Assist with data migration. Work closely with the finance and Senior System manager to support the migration of financial and operational data from the legacy system into the new ERP system.
- Conduct thorough data reconciliation between legacy systems and the new ERP, ensuring data accuracy and integrity;
- Participate in system testing phases, identify and document any discrepancies or issues encountered. Collaborate closely with the Senior System Manager and other team members to address and resolve these issues in a timely manner;
- Assist in creating documentation for new processes within the ERP system

Conduct accounting research, analysis and position papers
- Analyze, identify, and resolve financial reporting issues;
- Conduct research on accounting and disclosure issues and assist in developing and communicating recommendations to business groups;
- Assist with the continuous improvement of company accounting policies, processes, and controls and ensuring compliance across all companies and groups;
- Prepare technical accounting memos.

Other finance and business transformation project-related activities
- Prepare and deliver monthly Accounts Receivable analysis
- Assist in coordinating external audits;
- Develop and maintain strong working relationships with our business and accounting staff to ensure smooth collaboration and efficient problem-solving;
- Respond to ad hoc queries and perform ad hoc duties, analyses, and special projects as needed;
- Review existing reporting processes in Business Central, identify areas for improvement, and recommend solutions to enhance reporting efficiency and accuracy;
- Assist with acquisition-related due diligence, reporting and integration activities; ensuring financial aspects are addressed during M&A processes.

Uphold and embody company values in all work and interactions, contributing to a positive and supportive team culture

**Knowledge and skills**
- Strong technical accounting skills supported by a professional accounting designation (CPA);
- 3+ years of experience in financial planning and analysis;
- Strong organizational, planning and project management skills, with the ability to meet strict deadlines and manage multiple priorities;
- Strong analytical and problem-solving skills;
- Ability to frequently transition between working independently and collaborating with teams on various initiatives;
- Strong work ethic,