Senior Financial Analyst

1 month ago

Markham, Canada Worldsource Wealth Management Full time

JOB STATEMENT:

The Finance Department is responsible for the accounting and financial reporting for WWM and its affiliates. The Senior Financial Analyst will be responsible for the month-end and year-end processes, general ledger account reconciliation, analysis and financial reporting. The incumbent will also assist in the annual budget process.

ESSENTIAL FUNCTIONS:

  • Coordinating, reconciling, analyzing and verifying accounting information;
  • Preparing the month-end packages within set timelines;
  • Reviewing and analyzing expenses and operating trends compared to the budget;
  • Maintaining the fixed asset system;
  • Preparing and maintaining various commodity tax and regulatory filings;
  • Preparing audit packages for statutory requirements and other audits as required;
  • Assisting in the preparation of the annual budgets and forecasts;
  • Assisting with other functions within the Finance department as appropriate; and
  • Providing recommendations on internal control procedures, system improvements and process enhancements, and assisting in implementation of approved changes.


QUALIFICATIONS:

  • University Degree - Bachelor of Arts, Commerce/Economics
  • Completion or near completion of the CPA designation required
  • Minimum of 4-5 years of related experience required – knowledge of the financial services industry would be an asset
  • Proficient in Microsoft Office with advanced knowledge of Excel
  • Familiarity with Multiview accounting software an asset
  • Ability to prioritize workload, meet strict deadlines and multitask in a fast-paced environment
  • Strong interpersonal and communication skills
  • Experience working within a team environment
  • Excellent problem-solving and analytical skills
  • Detail-oriented with logical and a solid understanding of accounting principles


COMPENSATION:

Commensurate with experience


If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

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