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Financial Analysis and Reporting Expert

1 week ago

Toronto, Ontario, Canada Propel Holdings Inc. Full time

Join Our Team

We're a dynamic and entrepreneurial organization that values diversity, equity, and inclusion. Our culture is built on the principles of curiosity, growth, and collaboration, making us a best place to work and a leader in our industry.

We're seeking a talented Sr. Financial Analyst to join our team responsible for managing the month-end accounting close with a focus on revenue recognition and related receivables balances across multiple entities.

Key Responsibilities:

  • Participate in monthly and quarterly close cycles, generating financial analyses and management reports with supporting notes for internal and external distribution.
  • Support the analysis of complex technical accounting matters while proposing process efficiencies and controls improvements.
  • Interact with auditors regarding external audits and ensure compliance with control and governance requirements.
  • Develop in-depth product knowledge and contribute to decision-making processes on business initiatives.
  • Collaborate across the Finance team and interact with Reporting, Tax, and FP&A.
  • Support financial system development/data testing to ensure accuracy and consistency across financial systems and reporting frameworks.
  • Prepare covenant calculations/projections for credit facilities, ensuring compliance with lender agreements.
  • Enhance financial processes through automation and data analytics, leveraging technology to improve efficiency, accuracy, and reporting capabilities.
  • Maintain and optimize the FIN tool add-in in Excel to support period-end financial close processes and ensure accurate reporting.
  • Develop board meeting presentations and financial statement notes, providing key insights and supporting materials for executive decision-making and compliance reporting.

Requirements:

  • CPA designation (or near completion) with strong practical accounting experience.
  • 3+ years completing month end close processes.
  • Curiosity and commitment to understanding complex financial transactions is essential.
  • Dedicated to continual process improvement with strong internal controls and ability to adapt well to change in a fast-paced environment.
  • Motivated, committed, and resourceful team player, adept at working in a small team setting.
  • Possesses robust analytical skills with the ability to address issues effectively and practically, with strong attention to detail.
  • Excellent communication, collaboration, and relationship management skills.
  • Experience and knowledge in effectively visualizing information (Power BI, Power Query) from detail to summary for multiple audiences, with strong communication skills.
  • Strong computer literacy with advanced level Excel and VBA skills (index, xlook-up, and other advanced formulas to transform and manipulate).
  • Fin-tech/financial institutions-related experience is an asset.