Financial Analyst

2 weeks ago

Halifax, Canada CapIntel Full time

**Financial Analyst** **Halifax, NS** **Reference #HL-16274** Since their launch in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. They have mastered the client experience around investments and are working with some of the largest wealth brands in North America to modernize their sales processes with innovative Wealth Tech. CapIntel is expanding rapidly, having achieved over 750% in growth in 2021, and they are continuing to build their team to support their transformative impact on the wealth industry. We are pleased to partner with CapIntel in searching for a Financial Analyst to join their growing team in Halifax. This position is primarily responsible for the preparation and maintenance of CapIntel's financial forecast models. This position is also responsible for general accounting duties related to daily financial operations, including monitoring, analyzing, reconciling, and completing monthly and quarterly reports ensuring accuracy of financial records and adherence to internal controls. Responsibilities will include: - Prepare detailed budgets and forecasts and present results to Executive leadership - Learn and "own" CapIntel's financial modeling tools - Track and report on various performance metrics - Perform proactive analysis of financial data and provide reports - Perform month - and quarter-end close procedures, including variance analysis, internal reporting, and the preparation of reconciliations - Day to day transactional processing, including cash forecasting - Assist with the development and implementation of formalized accounting and financial reporting policies and standards - Other related tasks as assigned - 3-5 years of accounting or finance experience - Bachelor's degree in business or Chartered Professional Accountant (CPA) designation or relevant experience gained through current or previous positions - Expert Excel and MS office tools knowledge - Highly skilled at financial modeling - Excellent attention to detail - Proven ability to learn and master new software - Able to work independently, but love collaborating with others - Bold, gritty and curious character CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance. - To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts._

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