Financial Analyst

3 weeks ago

Richmond Hill, Ontario, Canada Jobgenix Full time

Job Summary:

We are seeking a highly skilled Financial Analyst to join our team at Jobgenix. As a Financial Analyst, you will be responsible for performing financial analysis and reporting, managing financial data, and providing insights to stakeholders.

About the Role:

  • Estimated Salary: $60,000 - $80,000 per year

Key Responsibilities:

  • Demonstrate technical knowledge and ability to research issues, present alternatives, and conclusions to Partners, Managers, and/or Senior Associates.
  • Maintain good knowledge in basic bookkeeping skills, including bank reconciliations, ability to bring a company up to trial balance, depreciation, income tax, and inter-company account reconciliation.
  • Preparation of files, financial statements, and draft tax returns, general representation letters, ability to distinguish between compilation & assurance files, and various tax schedules within CaseWare.
  • Develop an understanding of clients service needs and prepare documentation in a clear and concise manner.
  • Keep abreast of accounting trends and legislation.
  • Manage concurrent assignments.
  • Work closely with the administrative assistant team for client onboarding, proper processing and filing of documentation and overseeing the workflow.
  • Enter daily timesheet and expenses in CCH, attend scheduled meetings, and maintain consistent communication with colleagues on client engagement status.

Requirements:

  • Certified or working towards the Chartered Professional Accountant (CPA) designation and 1-3 years of relevant work experience.
  • Technical skills in accounting, auditing, asset depreciation, tax knowledge, and bookkeeping.
  • Experience with CaseWare and CCH (Tax Prep) is considered an asset.
  • Experience working in a Professional Services environment is preferred.
  • Strong interpersonal and problem-solving skills.
  • Ability to exercise tact and discretion in dealing with confidential issues.
  • Ability to take initiative and to multi-task in a fast-paced environment characterized by changing priorities.
  • Strong written and verbal communication and comprehension skills.
  • Organizational and time management skills.
  • Accuracy and attention to detail.
  • Analytical skills for analyzing financial statements and preparing files.
  • Experience using Microsoft Suite; Excel, Word, PowerPoint, and Outlook.

Culture, Perks and Benefits:

  • Competitive compensation package
  • Company-paid benefits package
  • Career growth opportunities
  • Education Assistant Program
  • 3+ weeks vacation
  • Hybrid work environment
  • Annual performance bonus
  • Divisional rewards plan
  • Client Referral Program
  • Employee Referral Program
  • Social events

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