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Financial Management Specialist

1 month ago

Markham, Ontario, Canada Cheng-Chung Yu Professional Corporation Full time

At Cheng-Chung Yu Professional Corporation, we are seeking a highly skilled Financial Management Specialist to join our team. The ideal candidate will have a strong background in accounting and financial services, with the ability to maintain accurate financial records and establish, maintain, and balance various accounts using manual and computerized bookkeeping systems.

The successful candidate will also be responsible for preparing other statistical, financial, and accounting reports, as well as tax returns. Additionally, they will review and examine financial services and institutions to ensure compliance with governing legislation and regulation, and provide financial, business, and tax advice to clients.

Key qualifications for this role include a Bachelor's degree in a relevant field, 2 years to less than 3 years of experience, or equivalent experience. The ideal candidate will also have strong computer and technology skills, including proficiency in accounting software, MS Excel, MS Outlook, MS Windows, and MS Word.

We are looking for a highly motivated and organized individual who is able to work independently and as part of a team. If you are a detail-oriented and analytical professional with a passion for finance, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Maintain accurate financial records and establish, maintain, and balance various accounts using manual and computerized bookkeeping systems
  • Prepare other statistical, financial, and accounting reports
  • Prepare tax returns
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
  • Provide financial, business, and tax advice to clients
  • Plan, set up, and administer accounting systems
  • Ensure accuracy and compliance to accounting standards, procedures, and internal control
  • Analyze clients' financial records

Computer and Technology Knowledge:

  • Accounting software
  • MS Excel
  • MS Outlook
  • MS Windows
  • MS Word
  • Quick Books

Area of Specialization:

  • Accounting
  • Financial planning