Financial Planning Specialist
3 days ago
Are you passionate about making a positive impact in the community? Do you have a strong background in accounting and analytical skills? Our client, The Mason Group Inc, is a local organization committed to supporting the community through various initiatives. We are currently seeking a Financial Analyst to join our Finance Team and contribute to our mission.
Key Responsibilities:- Manage government, foundation, and corporate grants and expenditures across the organization, ensuring compliance with grant guidelines.
- Ensure accurate and timely revenue reconciliations.
- Assist senior directors in reviewing complex funding agreements and budgets.
- Manage month-end closing procedures.
- Support the Director of Finance in variance analysis and forecasting.
- Participate in the external audit process.
- Oversee insurance processes and banking relationships.
- Participate in accounting policy development.
- Bachelor's Degree in Finance, Accounting, Business Administration, or related field.
- CPA designation or enrollment in an accredited accounting designation program.
- 5+ years' related experience or equivalent combination.
- Experience with GAAP for NPOs, including accounting for grants.
- Experience using automated accounting and database systems.
- Advanced expertise in Microsoft Excel.
- Excellent verbal and written communication skills.
- Excellent analytical and quantitative skills.
- Strong organizational skills and attention to detail.
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Financial Planning Specialist
6 days ago
Toronto, Ontario, Canada INDOCAN STUDY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at INDOCAN STUDY INC. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Analysis: Conduct thorough analysis of clients' financial records to identify areas...
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Financial Planning Specialist
6 days ago
Toronto, Ontario, Canada INDOCAN STUDY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at INDOCAN STUDY INC. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Analysis: Conduct thorough analysis of clients' financial records to identify areas...
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Financial Planning Specialist
23 hours ago
Toronto, Ontario, Canada CMLS Financial Ltd. Full time{"h2": "Financial Analyst Role at CMLS Financial Ltd.", "p": "We are seeking a skilled Financial Analyst to join our team at CMLS Financial Ltd. As a Financial Analyst, you will play a key role in examining and analyzing financial and investment information, providing investment advice and recommendations to clients, and participating in the financial...
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Financial Planning Specialist
1 day ago
Toronto, Ontario, Canada CMLS Financial Ltd. Full time{"h2": "Financial Analyst Role at CMLS Financial Ltd.", "p": "We are seeking a skilled Financial Analyst to join our team at CMLS Financial Ltd. As a Financial Analyst, you will play a key role in examining and analyzing financial and investment information, providing investment advice and recommendations to clients, and participating in the financial...
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Financial Planning Specialist
7 hours ago
Toronto, Ontario, Canada CMLS Financial Ltd. Full time{"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Analyst to join our team at CMLS Financial Ltd.As a Financial Analyst, you will be responsible for examining and analyzing financial and investment information, providing investment advice and recommendations to clients, and participating in the financial aspects of contracts and calls for...
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Financial Planning Specialist
3 days ago
Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeJob SummaryTY PEAK TAX SERVICES INC. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients,...
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Financial Planning Specialist
3 days ago
Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeJob SummaryTY PEAK TAX SERVICES INC. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients,...
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Financial Planning Specialist
6 hours ago
Toronto, Ontario, Canada B.S.P. Funds Canada Inc. Full timeFinancial Planning Specialist **About the Role** We are seeking a highly skilled Financial Planning Specialist to join our team at B.S.P. Funds Canada Inc. As a key member of our investment team, you will be responsible for analyzing financial and investment information to provide expert advice to clients and senior company officials. **Key...
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Financial Planning Specialist
7 days ago
Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeJob SummaryTY PEAK TAX SERVICES INC. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial planning and analysis services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients,...
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Financial Planning Specialist
7 days ago
Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeJob SummaryTY PEAK TAX SERVICES INC. is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing expert financial planning and analysis services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients,...
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Financial Planning Specialist
1 day ago
Toronto, Ontario, Canada Preferential Tax Services Inc Full time{"h2": "Financial Planning Specialist", "p": "At Preferential Tax Services Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial management team, you will be responsible for identifying and investigating compliance issues, establishing and implementing policies and procedures, and designing and...
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Financial Planning Specialist
1 day ago
Toronto, Ontario, Canada Preferential Tax Services Inc Full time{"h2": "Financial Planning Specialist", "p": "At Preferential Tax Services Inc, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial management team, you will be responsible for identifying and investigating compliance issues, establishing and implementing policies and procedures, and designing and...
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Financial Planning Specialist
24 hours ago
Toronto, Ontario, Canada Rakuten Kobo Inc. Full timeJob Title: Financial Planning SpecialistRakuten Kobo Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for analyzing financial and investment information, preparing company outlooks and analytical reports, and advising on financial aspects of contracts and calls...
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Financial Planning Specialist
1 day ago
Toronto, Ontario, Canada Rakuten Kobo Inc. Full timeJob Title: Financial Planning SpecialistRakuten Kobo Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for analyzing financial and investment information, preparing company outlooks and analytical reports, and advising on financial aspects of contracts and calls...
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Financial Planning Specialist
2 weeks ago
Toronto, Ontario, Canada INDOCAN STUDY INC Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at INDOCAN STUDY INC. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement personalized financial plans for...
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Financial Planning Specialist
3 days ago
Toronto, Ontario, Canada VALMAR Construction Inc Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at VAL/MAR Construction Inc. As a key member of our financial team, you will be responsible for evaluating financial risk, analyzing investment information, and providing investment advice to clients and senior company officials.Key ResponsibilitiesEvaluate financial...
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Financial Planning Specialist
3 days ago
Toronto, Ontario, Canada VALMAR Construction Inc Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at VAL/MAR Construction Inc. As a key member of our financial team, you will be responsible for evaluating financial risk, analyzing investment information, and providing investment advice to clients and senior company officials.Key ResponsibilitiesEvaluate financial...
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Financial Planning Specialist
7 days ago
Toronto, Ontario, Canada VALMAR Construction Inc Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at VAL/MAR Construction Inc. As a key member of our financial team, you will be responsible for evaluating financial risk, analyzing investment information, and providing investment advice to clients and senior company officials.Key ResponsibilitiesEvaluate financial...
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Financial Planning Specialist
7 days ago
Toronto, Ontario, Canada VALMAR Construction Inc Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at VAL/MAR Construction Inc. As a key member of our financial team, you will be responsible for evaluating financial risk, analyzing investment information, and providing investment advice to clients and senior company officials.Key ResponsibilitiesEvaluate financial...
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Financial Planning Specialist
1 day ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our Family Office Services team, you will work closely with our advisors to deliver customized financial plans to High Net Worth clients.Key ResponsibilitiesDevelop comprehensive financial plans that address clients'...