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Assistant Accounting Manager, Financial Operations
2 months ago
About Peoples Trust
Peoples Trust is a boutique financial institution with a strong presence in the Canadian marketplace. Our mission is to deliver exceptional customer service and provide extensive product knowledge and experience.
Our Culture
We value our employees and prioritize risk-based practices and procedures to remain risk intelligent and compliant. Our culture is built on the values of Trustworthy, Creative, and Willing. We believe in building relationships and focusing on strengths, and we execute with passion.
About the Role
We are seeking a talented and focused leader to join our team as an Assistant Accounting Manager, Financial Operations. As a key member of our accounting team, you will be responsible for managing the month-end and year-end close processes, ensuring timeliness and accuracy of financial reports.
Key Responsibilities
- Manage the month-end and year-end close processes, ensuring timeliness and accuracy of financial reports.
- Manage tax compliance, including income and indirect taxes.
- Day-to-day management and supervision of the accounting staff to ensure the department functions effectively.
- Monitor income and expenses to ensure accurate classification and recording within financial reports.
- Review and approval of general ledger reconciliations and analysis, including significant accounts.
- Review of journal entries and supporting documentation to ensure accuracy and completeness.
- Signing authority on company documentation and bank accounts as required.
- Maintain the accounting department procedures manual and ensure all staff are familiar with its contents.
- Analysis of operations and financial records to identify trends and opportunities for improvement.
- Assist in the identification of opportunities to improve department efficiency and effectiveness.
- Oversee the implementation and integration of procedural or other departmental changes.
- Assist with internal and external audits by providing required documentation and addressing audit findings.
- Monitor and manage cash flow to ensure appropriate levels are maintained.
- Completion and management of ad hoc projects as assigned.
Requirements
- 5+ years of experience in financial analysis or accounting.
- CPA, CFA, and/or CBV or equivalent designation preferred.
- Ability to think strategically and leverage critical thinking, intellectual curiosity, and business judgment.
- Proficiency with Excel and building business presentations through PowerPoint.
- Financial modeling and valuation skills, including DCF, comps analysis, forecasting, etc.
- Demonstrated problem-solving skills and ability to create structured quantitative and qualitative analyses.
- High EQ and interpersonal skills to cultivate relationships internally and externally.
- Ability to balance multiple high-priority projects and collaborate with cross-functional teams.
- Strong communication skills (verbal and written) and ability to deliver insights around business problems.
Compensation
Peoples Trust offers a competitive annual salary plus a discretionary profit share opportunity. Salary for this position will vary between $90,000 and $100,000 per year, depending on the knowledge, skills, abilities, and experience of the chosen candidate.
