Financial Reporting Specialist

2 weeks ago


Toronto, Ontario, Canada CI Financial Full time
Job Overview

CI Financial is seeking a highly skilled Financial & Tax Reporting Analyst to join our team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and compliance of our financial and tax reporting.

Key Responsibilities
  • Review and analyze financial and tax data to ensure accuracy and compliance
  • Prepare and submit financial and tax reports to regulatory bodies
  • Collaborate with internal teams to resolve tax-related issues
  • Liaise with government revenue agencies to resolve tax audits and other matters
  • Participate in tax-related operations projects, including fund launches and terminations
  • Complete tax documentation and forms, including W8 BENE and CRS
Requirements
  • Minimum 3 years of experience in financial services, preferably in fund accounting and tax reporting
  • Education: Bachelor's degree in a relevant field
  • Accounting designation (e.g. CPA) an asset
  • Technical skills: Microsoft Office, MCH, E-Horizon, Reuters, Bloomberg
  • Strong organizational, interpersonal, and communication skills
  • Excellent attention to detail and accuracy
  • Ability to work independently and as part of a team
What We Offer
  • Flexible and hybrid work program
  • Equipment purchase program
  • Training reimbursement
  • Paid professional designations
  • Employee share purchase program (ESPP)
  • Corporate discount program
  • Enhanced group benefits
  • Parental leave top-up program
  • Fitness membership discounts
  • Volunteer paid days

CI Financial is committed to building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.



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