Finance & Administration Analyst

**Finance & Administration Analyst**

**Who we are**:
Over the next 25 years, one of the largest transfers of assets will be taking place as over $60T will be transferred from one generation to the next. However, professionals and the families they serve are wholly underserved in their tools to navigate the estate and trust administration process.

Since launching in 2021, Estateably is the fastest growing estate and trust administration platform serving over 500 firms across Canada with international ambitions. We stay ahead of the curve to be the best at what we do by being the technical experts that our clients can always rely on.

Our team and vision for the industry's future are bold, ambitious and accessible. The nature of our industry is complex yet sensitive, and we keep that in mind with everything we do.

**What we value**:
Our team is guided by a genuine empathy for our users' problems and pain points, radical honesty and reliable expertise. We love people who are willing to think outside the box and are excited to collaborate with others. We are authentic and know that building a team with diverse backgrounds is critical to our success, so we are committed to providing a respectful, creative and inclusive environment to everyone on our team.

**What you’ll do**:
As a Finance & Administration Analyst, you will report to the CFO and take on day-to-day responsibilities to ensure the timely and accurate delivery of accounting activities, financial reporting and administrative demands. The Finance & Administration Analyst will perform, track, and evaluate day-to-day activities to provide support and orientation to other departments as needed.

**What you'll do**:
Each day will bring upon something new and exciting, but some areas to focus on will be:

- Bookkeeping of all business transactions.
- Process accruals and adjustments.
- Prepare bank reconciliations.
- Issue monthly accounting statements.
- Document and file invoices, contracts and other necessary documents accordingly.
- Provide administrative support to all departments.
- Assist with creating and updating internal controls, policies, and procedures.
- Prepare tax reports, such as GST & QST returns and closing of fiscal year-end.

**Desired Skill Set**:

- Degree in Accounting, Business Management or equivalent.
- Excellent communication skills - both written and verbal.
- Ability to deal with confidential issues in a professional manner.
- Excellent attention to detail and ability to recognize errors quickly.
- Analytical skills, especially regarding accounting financial transactions.
- Ability to organize and prioritize work efficiently.
- Thoroughness, autonomy, and proactiveness.
- A minimum of 2 years’ experience working within Finance, Bookkeeping and/or Administrative departments.

**What we are looking for**:

- Willingness and ability to learn fast.
- High work ethic and results-oriented.
- High sense of accountability and ownership.
- Solution-oriented mindset and can-do attitude to overcome challenges.
- Team player with a natural ability to build relationships.
- Ability to thrive in a fast-paced environment and master frequently changing Web technologies and techniques.

**Perks**
- Be a part of a fast-growing startup with a superstar team
- Flexible hours & remote/hybrid work
- Participation in our company employee Stock Option Plan
- Yearly bonus based on performance
- Full participation in our company’s group health, dental, and virtual medicine plans
- Full financial support for professional (work-related) development courses
- Computer and workstation equipment
- Work-from-home stipend