Financial Analyst

2 days ago

Halifax, Canada HRM Pension Plan Full time

The Halifax Regional Municipality (“HRM”) Pension Plan has over $3 billion in assets under management and serves over 14,000 members.

Supporting the Director, Finance & Operations and the Senior Financial Analyst, you must be able to work efficiently and effectively with an emphasis on attention to detail and be willing to assist others when necessary.

**Role and Responsibilities**:

- Assist with the monthly accounting of investments, pension contributions and benefit payment data in the Pension Plan’s custodial system
- Preparation of journal entries, monitoring of payables and receivables and maintenance of the general ledger in the Pension Plan’s accounting system
- Monthly financial statement preparation and analysis
- Input and payment of invoices
- Assist with the preparation of monthly and annual HST rebate filings
- Assist with the preparation for the annual external audit
- Assist with the development of the annual financial plan (budget)
- Assist with the preparation of investment company financial statements and tax returns
- Assist with the preparation of the Pension Plan’s Annual Report
- Compliance monitoring and reporting
- Review of investment management and performance fees
- Assist with the preparation of various tax reclaim documents and other tax documents related to investments
- Monitor employer pension contributions and prepare the annual contribution planner
- Maintain existing relationships with various external service providers (custodial, audit, other 3rd party vendors)
- Ensure adherence to internal policies and procedures and assist with their formulation and maintenance
- Optimize and automate accounting and reporting processes to make them more efficient
- Preparation of ad-hoc reporting for the CEO and Pension Committee
- Other duties as assigned by the Director, Finance & Operations or the Senior Financial Analyst

**Qualifications**:

- Bachelor’s degree in accounting or finance is required. Progress towards a designation would be an asset but not required
- Excellent computer skills including Microsoft Office (Excel, Word and PowerPoint)
- Experience with QuickBooks (or similar accounting programs) is required
- Experience working for a financial services company or pension plan would be an asset
- Knowledge of different investment types (both public and private) would be an asset
- An exceptional work ethic, an ability to take initiative, work with mínimal supervision, attention to detail and strong organizational and communication skills are required
- Demonstrated problem solving and analytical skills are required
- An ability to multi-task and work within a dynamic office environment is required

Work Location: In person

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