Senior Financial Analyst

1 week ago


Owen Sound, Canada Baker Tilly Full time
Job Summary

Baker Tilly is seeking a highly skilled and experienced Senior Financial Analyst to join our team. As a key member of our financial services team, you will be responsible for providing financial analysis and planning support to our clients.

Key Responsibilities
  • Compilation and review of client financial information and working paper file preparation
  • Year-end planning for various clients, including financial statement preparation and analysis
  • Supervising engagements and related financial filings within a paperless office environment
  • Completion of financial assurance engagements with teams of 1 – 4 team members
  • Identification of key performance indicators (KPIs) through technology
  • Identifying and resolving financial engagement issues
  • Training and mentoring junior staff on financial engagements
  • Preparation of financial reports and presentations
  • Ensuring client satisfaction with our financial services
  • Providing timely, high-quality client service that meets or exceeds client expectations
  • Identifying and cultivating new financial service or planning opportunities for clients
Requirements
  • A college or university degree in Accounting, Finance, or Business
  • A minimum of 2-3 years of experience in public accounting or a similar finance role
  • CPA designation or in progress would be considered a strong asset
  • Experience managing large financial engagements
  • Tech-savvy; proven technical skills in accounting and financial software
  • In-depth working knowledge of accounting and financial principles
  • Sound working knowledge of accounting principles
  • Advanced accounting, tax, and software knowledge, i.e., Tax Prep, CaseWare, Sage, and QuickBooks
  • Advanced working knowledge of MS Office (Word, Excel, Outlook, PowerPoint)
  • As a leader, you are an active listener, empathetic, and can share clear messages and make complex ideas easy to understand
  • You are a strategic thinker, and you are creative
  • You can inspire and convince others, and you are flexible to the needs of others
  • Demonstrated team-building skills
  • Highly analytical and accurate, attention to detail is critical to this role
  • A strong work ethic, and thrive on challenges
  • Strong time-management abilities and self-motivation to work independently in a high-volume work environment
  • Demonstrates the ability to handle multiple priorities effectively and efficiently
  • A passion for client service
  • Excellent written and verbal communication skills
  • A willingness to continually expand one's professional skill set, learn on the job, take on additional responsibilities as required, and respond to and thrive in a dynamic work environment
What We Offer
  • Competitive compensation
  • Annual bonuses
  • Paid CPA fees
  • Commission on new client acquisitions
  • Flexible hours
  • Wellness and fitness incentives
  • Health benefits (Disability Insurance, Critical Illness, Life Insurance, Health & Vision)
  • Generous paid time off
How to Apply

If you are interested in learning more about this exciting opportunity, please submit your resume to our HR department. We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive and diverse workplace and encourage applications from underrepresented groups.


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