Financial Services Manager
6 days ago
At Bateman MacKay, we're committed to delivering high-quality accounting services that exceed our clients' expectations. As a Senior Accountant in our Assurance team, you'll play a crucial role in building strong relationships with clients and ensuring the successful delivery of engagements.
Key Responsibilities:
- Cultivate and maintain strong relationships with clients, serving as a primary point of contact and ensuring the delivery of high-quality services
- Lead planning meetings, prepare budgets, and execute on engagements with minimal support from Manager
- Review previous year's file to understand client profile; drafting questions for client that may assist with file preparation and obtaining missing information/documentation
- Prepare new client files, ensuring client adherence to applicable standards
- Independently plan and execute audit and review engagements for clients including inventory counts, financial statements disclosures, and corporate tax returns
- Provide leadership and technical guidance to junior team members on engagements
- Identify complexities and/or risks in files and communicate them early in the workflow
- Manage various deadlines for files including bank reporting and tax filing requirements
- Prepare journal entries as required
- Review general ledger accounts for reasonability
- Interact with tax authorities regarding discrepancies
- Identify and research complex accounting issues
- Effectively manage multiple projects and monitor deadlines and budgets
- Proactively communicate with Managers/Partners on client engagements
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Financial Services Manager
6 days ago
Burlington, Ontario, Canada Neo Financial Full timeSales Performance ExpertAs a Sales Team Lead at Neo Financial, you'll be responsible for recruiting, training, and coaching sales associates to become high performers. You'll develop and implement strategies to enhance customer experience and drive sales growth, while maintaining a positive work environment that promotes teamwork and collaboration.The ideal...
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Financial Services Representative
10 hours ago
Burlington, Ontario, Canada Neo Financial Full timeJob Overview:At Neo Financial, we're on a mission to revolutionize the financial services industry. As a Sales Representative, you'll play a critical role in helping us achieve this goal by acquiring new customers and promoting our innovative products.About the Role:This is a full-time/part-time contract position that offers opportunities for career...
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Financial Consultant
5 days ago
Burlington, Ontario, Canada BMO Financial Full timeJob OverviewThe role of a Mortgage Specialist at BMO Financial Group is to cultivate, build, and manage relationships with a referral network to generate referrals and mortgage originations for clients requiring real estate lending solutions. This includes developing and executing effective marketing and sales programs to drive business results and...
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Operations and Financial Services Professional
11 hours ago
Burlington, Ontario, Canada DLL - Financial Solutions Partner - Part of Rabobank Full timeJob Summary:The Lease Administrator will work closely with the team to manage lease and loan contracts. This role requires strong attention to detail, excellent keying data entry skills, and experience working in a Finance or Operations function with leasing or financing industry experience considered an asset.Main Responsibilities:Financial Adjustments:...
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Financial Services Insurance Specialist
11 hours ago
Burlington, Ontario, Canada DLL - Financial Solutions Partner - Part of Rabobank Full timeThis position is responsible for supporting the Portfolio Services Department in insurance administrative responsibilities. This is a hybrid position and requires customer contact.- Respond to insurance inquiries and resolve insurance issues.- Verify proof of insurance, update customer database, and manage internal and external claims.- Monitor the portfolio...
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Financial Manager
22 hours ago
Burlington, Ontario, Canada Ottobock Full timeCompany OverviewOttobock is a leading provider of prosthetic, orthotic, and mobility solutions. Our mission is to help individuals with limb loss or mobility challenges regain their independence and quality of life.Job DescriptionWe are seeking a highly skilled Manager of Finance to join our team in Burlington, Ontario, Canada. The successful candidate will...
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Financial Services Representative
6 days ago
Burlington, Ontario, Canada Bank of Montreal Full timeCompany OverviewBMO is a leading financial institution dedicated to delivering exceptional service to its customers and prospects. Our team of professionals works collaboratively to identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of our customers.Job DescriptionThe Banking Solutions Expert...
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Sales and Service Representative
5 days ago
Burlington, Ontario, Canada BMO Financial Full timeKey Performance IndicatorsThe successful candidate will be measured on their ability to:Cultivate, build, and manage relationships with a referral network to generate referrals and mortgage originations.Develop and execute effective marketing and sales programs to drive business results.Identify sales opportunities and refer them to BMO colleagues as...
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Financial Compliance Specialist
6 days ago
Burlington, Ontario, Canada DLL - Financial Solutions Partner - Part of Rabobank Full timeJob DescriptionThe Compliance Officer role at DLL - Financial Solutions Partner - Part of Rabobank is a crucial part of the 2nd line of defence. As a Compliance Officer, you will support the wider business by providing guidance on compliance-related matters with thorough knowledge of both the business processes, internal policies and procedures, and relevant...
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Financial Solutions Partner
15 hours ago
Burlington, Ontario, Canada DLL - Financial Solutions Partner - Part of Rabobank Full timeOverview:DLL is a multinational business offering financial solutions to clients worldwide. As a Lease Administrator, you will be part of our dynamic team responsible for managing lease and loan contracts. Your primary goal will be to ensure accurate and timely updates of necessary information in DLL's back-end system.Responsibilities:Financial Adjustments:...
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Manager of Financial Operations
18 hours ago
Burlington, Ontario, Canada Ottobock Full timeAbout the RoleWe are currently looking for a talented Finance Manager to join our Finance team in Burlington, Ontario, Canada. This is a full-time permanent position that offers a competitive compensation package and company-sponsored benefits.ResponsibilitiesManage and collaborate on sales commission plans, payments, and quota settings.Responsible for...
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Financial Crime Prevention Manager
7 days ago
Burlington, Ontario, Canada ACCA Careers Full time**Position Overview**We are seeking a highly experienced Financial Crime Prevention Manager to join our team at ACCA Careers. As a Financial Crime Prevention Manager, you will play a key role in supporting the wider business by providing guidance on compliance-related matters with thorough knowledge of both the business processes, internal policies and...
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Senior Financial Manager Position
4 days ago
Burlington, Ontario, Canada Merz Therapeutics Full timeJob Overview:Mers Therapeutics is committed to delivering innovative solutions for individuals suffering from movement disorders and neurological conditions. As a private, family-owned company, we have the flexibility to make decisions that benefit our customers, patients, and employees. We're looking for a dynamic Senior Finance Manager to join our Canadian...
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Food Service Manager
4 weeks ago
Burlington, Ontario, Canada Squires Gastro Pub Full timeAbout Squires Gastro PubWe are a gastropub that has been serving our community since 2007. Our goal is to provide a welcoming atmosphere where friends and family can gather to enjoy delicious food and drinks.Job DescriptionWe are seeking an experienced Food Service Manager to oversee the daily operations of our restaurant. The ideal candidate will have prior...
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Customer Service Financial Advisor
1 day ago
Burlington, Ontario, Canada Bank of Montreal Full time**About the Role**We are seeking a talented individual to join our team as a Customer Service Financial Advisor. As a key member of our retail banking sales and service team, you will play a critical role in delivering exceptional customer experiences.**Key Responsibilities**Identify customer needs and provide advice on financial solutions that meet their...
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Financial Operations Manager
6 days ago
Burlington, Ontario, Canada QM Environmental Full timeCompany OverviewQM Environmental is a leading environmental contracting organization that prioritizes Done Safely without Compromise in every project. Our company culture emphasizes integrity, collaboration, and excellence.Salary and BenefitsWe offer a competitive salary and comprehensive benefits package to attract top industry talent. As a Controller at QM...
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Financial Services Coordinator
5 days ago
Burlington, Ontario, Canada Meta Mortgage Group - DLC Full timeAbout the Position: We are currently seeking a Mortgage Fulfillment Specialist to join our dynamic team at Meta Mortgage Group - DLC. In this role, you will play a vital part in supporting our team and ensuring seamless administrative operations. Key Responsibilities:Support Underwriting Team: Assist the underwriting team by gathering necessary...
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Manager of Financial Planning and Analysis
4 weeks ago
Burlington, Ontario, Canada Bunzl Canada Full timeThe Manager of Financial Planning and Analysis will be responsible for providing financial expertise, business analysis and oversight for Financial Planning and Analysis and Internal and External Reporting. Guides management on financial-related matters and decisions for both short-term and long-term strategic initiatives. Manages daily financial inquiries...
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Compliance Risk Manager
6 days ago
Burlington, Ontario, Canada DLL - Financial Solutions Partner - Part of Rabobank Full timeAbout the RoleWe are seeking a highly skilled Compliance Risk Manager to join our team at DLL - Financial Solutions Partner - Part of Rabobank. The successful candidate will play a key role in supporting the wider business by providing guidance on compliance-related matters with thorough knowledge of both the business processes, internal policies and...
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Financial Services Expert
6 days ago
Burlington, Ontario, Canada Scotiabank Full timeCompany OverviewScotiabank is a forward-thinking organization that values innovation and collaboration. Our team of financial experts works together to deliver exceptional customer experiences.