Senior Financial Planning Specialist

2 days ago

Vaughan, Ontario, Canada Miller Thomson Full time

At Miller Thomson, we are committed to delivering exceptional service and value to our clients. Our team is dedicated to providing innovative solutions that meet the evolving needs of our clients.

We are seeking a highly skilled Senior Financial Planning Specialist to join our team in Vaughan or Toronto office. This role will play a critical part in ensuring the success of our organization by providing strategic financial planning and analysis.

The ideal candidate will have a strong background in accounting and finance, with a minimum of 3-5 years of experience in a similar position. They will possess excellent analytical and problem-solving skills, as well as the ability to work effectively in a fast-paced environment.

This role will be responsible for all day-to-day accounting functions, including journal entries, accruals, pre-paid, budgeting, and forecasting. The successful candidate will also work closely with external auditors, perform analysis of financials, and prepare various reports.

Key Responsibilities:

  • Assist in preparation of Financial Statements for assigned departments and offices;
  • Create various month-end financial, statistical, and ad-hoc reports;
  • Perform review and analysis of assigned accounts (Balance Sheet and Income Statement) to ensure the entries are posted to the relevant GLs and reflected in the correct period;
  • Miscellaneous projects involving data management, historical data, business continuity, research for tax issues, etc.;
  • Provide support during month-end and year-end;
  • Assist in preparation of tax filing for various entities and tax package for lawyers;
  • Provide support during annual budgeting process;
  • Calculate and maintain Bank Covenants, borrowing limits, leasehold amortization schedules, retained earning schedules, step rent, and CRA vs. GAAP amort. for leasing companies;
  • Prepare cash flow reports and assist in treasury functions;
  • Assist with annual external audit;
  • Other duties as assigned.

What You'll Bring:

  • Accounting diploma or equivalent;
  • Minimum of 3-5 years of hands-on experience in a similar position;
  • Accounting designation (CPA, CGA, CA, etc.), an asset;
  • Proven success in working in a fast-paced environment;
  • Demonstrates effective communication skills;
  • Proficiency in Microsoft Office, intermediate Excel in particular;
  • Closely attention to detail and ability to quickly identify problems and provide solutions;
  • Experience with accounting software.

Salary:$65,000 - $80,000 per annum depending on experience.

Benefits:

  • A comprehensive benefits package that includes Health, Dental, and Vision Care, Employee Assistance Program, Life Insurance, Short Term and Long Term Disability Insurance, 3+ Weeks' Vacation, and 10 Personal Days;
  • A diverse and inclusive workplace;
  • Flexible working options;
  • Maternity Leave Top-up;
  • A firm matching Group Retirement Savings plan;
  • An individual TFSA with low fund management fees and competitive investment options;
  • Employee Assistance Program to support you and your family;
  • A wellness spending account to foster employee well-being;
  • Professional Development opportunities;
  • Employee appreciation events;
  • Charitable giving programs.

  • Senior Financial Planning Specialist

    2 days ago

    Vaughan, Ontario, Canada Investbuild Inc. Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Investbuild Inc. in [Location]. This is a permanent, 30 hours per week position.About the RoleThe successful candidate will be responsible for preparing company, industry and economic outlooks, analytical reports, briefings notes and correspondence. They will...

  • Senior Financial Planning and Analysis Specialist

    2 weeks ago

    Vaughan, Ontario, Canada Vaco Full time

    About the OpportunityWe are seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team at Vaco. As a key member of our Financial Planning and Analysis (FP&A) team, you will be responsible for analyzing financial data, identifying trends, and providing actionable insights to inform business decisions.Key...

  • Senior Financial Operations Specialist

    5 days ago

    Vaughan, Ontario, Canada Guide Valve Ltd. Full time

    Job TitleSenior Financial Operations SpecialistAbout the RoleWe are seeking a highly skilled Senior Financial Operations Specialist to join our team at Guide Valve Ltd. The successful candidate will be responsible for ensuring the accurate and timely preparation of financial reports, maintaining general ledgers, and reconciling accounts.Key...

  • Financial Planning Specialist

    4 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    We are seeking a highly skilled Financial Planning Specialist to join our team at New Age Granite And Marble Ltd. The ideal candidate will have a strong background in accounting and bookkeeping, with experience in calculating and preparing cheques for payroll, maintaining financial records, and preparing tax returns.The successful candidate will be...

  • Financial Planning Specialist

    4 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    At New Age Granite And Marble Ltd., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and planning, with the ability to prepare company, industry, and economic outlooks, as well as assist in preparing operating and investment budgets.The successful candidate will...

  • Financial Planning Specialist

    2 weeks ago

    Vaughan, Ontario, Canada IATI CANADA INC. Full time

    IATI CANADA INC. is seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will have a strong background in accounting and financial services, with experience in financial record-keeping and analysis.Key Responsibilities:Calculate and prepare cheques for payroll, ensuring accuracy and timelinessKeep financial...

  • Senior Financial Planning Analyst

    2 days ago

    Vaughan, Ontario, Canada Black and McDonald Full time

    We are seeking a highly skilled Senior Financial Planning Analyst to join our team at Black and McDonald.Job Description:As a Senior Financial Planning Analyst, you will be responsible for evaluating financial risk, collecting and analyzing financial and investment information, and preparing company, industry, and economic outlooks. You will also provide...

  • Financial Planning Specialist

    4 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    We are seeking a highly skilled Financial Planning Specialist to join our team at New Age Granite And Marble Ltd. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.Key Responsibilities:Prepare financial reports and analysis to support business planning and decision-makingDevelop...

  • Financial Planning Specialist

    4 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    New Age Granite And Marble Ltd. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence. Additionally, the successful candidate will assist in preparing operating and...

  • Financial Planning Specialist

    3 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    New Age Granite And Marble Ltd. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and accounting, with the ability to analyze financial data and provide insightful recommendations.The successful candidate will be responsible for preparing company, industry and economic outlooks,...

  • Financial Planning Specialist

    4 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    New Age Granite And Marble Ltd. is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence. Additionally, the successful candidate will assist in preparing...

  • Financial Planning Specialist

    4 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    New Age Granite And Marble Ltd. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence. Additionally, the successful candidate will assist in preparing operating and...

  • Financial Planning Specialist

    3 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    New Age Granite And Marble Ltd. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence. Additionally, the successful candidate will assist in preparing operating and...

  • Financial Planning Specialist

    3 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    New Age Granite And Marble Ltd. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence. Additionally, they will assist in preparing operating and investment budgets,...

  • Senior Financial Planning Analyst

    5 days ago

    Vaughan, Ontario, Canada Vaco Full time

    About the JobWe are seeking a highly skilled Senior Financial Planning Analyst to join our team in Toronto. The successful candidate will be responsible for assisting with annual budgeting and monthly forecasting, generating and refining analytical reports for senior management, and preparing materials for Board presentations.Key Responsibilities:Assist with...

  • Senior Treasury Manager

    4 days ago

    Vaughan, Ontario, Canada Empire Communities Full time

    Job SummaryWe are seeking an experienced Senior Treasury Manager to join our Financial Planning team in Vaughan, ON. This role involves managing all treasury aspects for our Canada and US divisions, including cash management, financial risk management, and forecasting/reporting.About the RoleThis is a key position that brings in-depth expertise in various...

  • Senior Financial Project Specialist

    2 days ago

    Vaughan, Ontario, Canada Plan Group Full time

    Are you passionate about financial project management and analysis? Do you thrive in a dynamic operational team that works on large complex projects with a focus on community impact?Plan Group is seeking an experienced Senior Financial Project Specialist to join our team!The ideal candidate will have a strong background in accounting, business...

  • Financial Planning and Analysis Specialist

    2 days ago

    Vaughan, Ontario, Canada Vaco Full time

    About the OpportunityWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. In this role, you will be responsible for collaborating with the project management team to set up and close projects in the ERP system.Key Responsibilities:Preparation of monthly cost projections for multiple projects/project managersCoordinate...

  • Financial Planning Specialist

    3 weeks ago

    Vaughan, Ontario, Canada Scotiabank Full time

    About the Role:As a Financial Planner at Scotiabank, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as...

  • Financial Planning Specialist

    4 weeks ago

    Vaughan, Ontario, Canada New Age Granite And Marble Ltd. Full time

    {"h1": "Financial Analyst Job Description at New Age Granite And Marble Ltd.", "ul": [{"li": "We are seeking a highly skilled Financial Analyst to join our team at New Age Granite And Marble Ltd. As a Financial Analyst, you will be responsible for preparing company, industry and economic outlooks, analytical reports, briefings notes and correspondence. Key...