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Financial Planning and Analysis Manager

2 months ago


StrathroyCaradoc, Canada BDO Full time

About BDO

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of collaboration, innovation, and growth.

Your Opportunity

Our Sarnia office is seeking a seasoned professional to join our Financial Reporting & Insights team as a Financial Reporting Manager. As a key member of our team, you will be responsible for:

  • Reviewing non-assurance engagements for private clients to ensure compliance with relevant professional standards and Firm policies.
  • Effectively planning, supervising, and executing non-assurance engagements.
  • Supervising the preparation of working paper files, financial statements, corporate and personal tax returns.
  • Developing a portfolio of new clients and business opportunities with existing clients.
  • Addressing client issues in a timely manner, following BDO Policy and utilizing strong technical skills and accounting experience.
  • Applying industry knowledge in anticipating, identifying, and addressing issues relevant to the client's business.

Defining Success

We define success for this role as:

  • Demonstrating BDO's core values through all aspects of your work: Integrity, Respect, and Collaboration.
  • Understanding your client's industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.
  • Identifying, recommending, and focusing on effective service delivery to your clients.
  • Sharing in an inclusive and engaging work environment that develops, retains, and attracts talent.
  • Actively participating in the adoption of digital tools and strategies to drive an innovative workplace.
  • Growing your expertise through learning and professional development.

Your Experience and Education

We are seeking a candidate with:

  • At least 5 years of professional experience in the public accounting industry, with at least 1+ years at the management level.
  • Completion of your CPA is preferred, but not required.
  • Related experience and good working knowledge in Microsoft Office (specifically Excel) and QuickBooks Online.
  • A strong track record of leadership, employee engagement, and client satisfaction.
  • Excellent problem-solving, analytical, and communication skills.