Senior Financial Analyst

1 day ago

Fredericton, New Brunswick, Canada Tidal CFO Full time
About Tidal CFO

Tidal CFO is a rapidly expanding financial services firm offering expert financial leadership and accounting transformation solutions to small and mid-sized businesses. We specialize in providing Fractional CFO, Financial Controller, and accounting transformation services to help our clients achieve financial success.

Job Summary

The Senior Financial Analyst/Financial Consultant will play a critical role in providing high-quality financial support and insights to our clients. You will work closely with the fractional CFO and controller teams, assisting in the preparation of financial reports, reconciliations, and budgeting/forecasting processes. The ideal candidate is detail-oriented, analytical, and experienced in working with clients from various industries.

Key Responsibilities
  • Prepare and review monthly, quarterly, and annual financial statements and management reports for multiple clients.
  • Perform balance sheet reconciliations and month-end close processes, ensuring accuracy and completeness of all general ledger accounts.
  • Assist in budgeting, forecasting, and financial analysis, providing insights and recommendations to clients.
  • Support the implementation and optimization of accounting software solutions.
  • Analyze financial data and trends to assist in decision-making and provide clients with actionable insights.
  • Assist in maintaining compliance with relevant accounting standards, tax requirements, and financial regulations.
  • Collaborate with the Tidal CFO team to ensure clients' financial and operational needs are met.
  • Conduct variance analysis, comparing actual results to forecasted/budgeted numbers and presenting findings to clients.
Requirements
  • CPA designation (or working towards one): Essential for providing top-tier financial services to our clients.
  • 3-5 years of accounting experience: Experience with month-end close, financial reporting, and reconciliation, preferably in a multi-client environment or with a firm providing outsourced services.
  • Strong financial analysis skills: Ability to interpret financial data and provide insights to support business decision-making.
  • Proficiency in accounting software: Experience with cloud-based accounting systems such as Xero, QuickBooks Online, or other relevant software. Knowledge of Dext and Plooto is a plus.
  • Excellent communication skills: Capable of explaining complex financial concepts clearly and concisely to clients and team members.
  • Independent self-starter: Proven ability to manage your own workload, prioritize tasks, and meet deadlines without constant oversight.
  • Detail-oriented and organized: You have a strong attention to detail and are able to maintain high accuracy in financial reporting and analysis.
  • Problem-solving mindset: Ability to troubleshoot financial discrepancies and resolve issues proactively.
  • Adaptability: Comfortable working in a dynamic and changing environment, with the ability to pivot between different tasks or client needs.
  • Client-focused approach: Dedicated to building strong relationships, understanding client needs, and delivering solutions that add value.
  • Team player: Works well in a collaborative, supportive environment while being able to drive individual results.
What We Offer
  • Competitive Salary: Base salary commensurate with experience, plus performance-based incentives tied to client satisfaction, project completion, and business development.
  • No Time Tracking: We trust our team to deliver results without the need to track billable hours. This allows you to focus on high-quality work and client outcomes rather than hourly billing.
  • Flexible Work Schedule: We understand the importance of work-life balance. You'll have the flexibility to manage your own time and work remotely in a setup that best suits your needs.
  • Opportunity to work with a dynamic and growing firm: Be part of a forward-thinking company that's expanding and evolving in the fractional CFO space.
  • Exposure to a variety of industries and business challenges: Gain experience across diverse sectors, working with clients on unique financial and operational challenges.
  • Collaborative and supportive team culture: Join a team that values open communication, teamwork, and mutual support to help you succeed.

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