Financial Analyst

1 week ago


Montreal, Quebec, Canada Patrimonica Full time
Overview

We are seeking a skilled Financial Analyst to join our team at Patrimonica, a dynamic group dedicated to the financial supervision of wealthy families.

Salary and Benefits

The salary for this position is estimated to be between $45,000 and $60,000 per year, depending on skills and experience. In addition to a competitive salary, we offer a generous group insurance plan, including disability and dental insurance, as well as a group RRSP with employer contribution and other benefits.

Job Description

This is an excellent entry point for a candidate who wishes to grow with the company in general. The candidate will take care of the accounts of certain clients and will be comfortable with technological tools and within a small team of professionals.

  • Complete accounting cycle
  • Entering current transactions in various accounting software
  • Bank reconciliations
  • Preparation of accounting entries
  • Participation in the preparation of financial statements
  • Preparation of installment payments
  • Preparation of GST/QST reports
  • Preparation of DAS remittances and year-end summaries
  • Follow-up of payment schedules
  • Participation in the preparation of personal and corporate tax reports
  • Payroll management for some customers
Required Skills and Qualifications

To succeed in this role, you will need:

  • A college diploma in administration with an accounting option
  • A minimum of 3 years of experience in an accounting firm
  • Functional spoken and written bilingualism
  • Proficiency in Microsoft Office software
  • Knowledge of CaseWare, DT Max, Quickbooks and Taxprep (an asset)
Benefits

You will enjoy a hybrid work formula that combines remote work and in-office collaboration. You will also have access to ongoing training and professional development opportunities.

Why Work at Patrimonica?

At Patrimonica, you will have the opportunity to build a privileged relationship with people of stature and influence, contribute to their success, and grow personally and professionally. We foster a work/life balance environment that values discretion and confidentiality.



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