We are seeking a highly skilled Accounting Analyst for our client within their investment division, focusing on financial planning and analysis (FP&A). The successful candidate will play a critical role in delivering detailed management reporting and supporting financial planning processes. This position will contribute to maintaining financial integrity and providing key insights for decision-making across public and private market investments.
What is in it for you:
- Hourly salary of $31.06.
- 12-month contract.
- Full-time position: 37.50 hours per week.
- Weekday schedule from 9am to 5pm.
- Hybrid work: 3 office days, from Tuesday to Thursday.
Responsibilities:
The Financial Analyst will be responsible for developing and maintaining financial models, compiling business results, and preparing high-quality reports for CFOs, finance teams, and stakeholders. Primary duties include:
- Producing comprehensive global management reporting materials for business unit CFOs, Group Finance, Investor Relations, the Board of Directors, and external stakeholders.
- Supporting the financial planning process for the investment management division, ensuring accurate maintenance of annual planning and monthly forecasting models.
- Providing timely analysis to finance counterparts to assist with decision-making in public and private markets.
- Ensuring strong attention to detail and consistency in financial reports and maintaining alignment across business units.
- Developing strong relationships with internal business partners and external stakeholders.
- Identifying and implementing process improvements related to reporting, analysis, and financial systems.
- Collaborating with the Transformation team to provide data and insights for ongoing system initiatives.
Monthly Responsibilities
- Delivering accurate monthly management reporting and preparing financial reports and dashboards.
- Supporting variance analysis between actual results, budget, and forecasts, and preparing the Monthly Management Reporting deck.
- Assisting with monthly forecasting by evaluating and updating models with new inputs.
Quarterly and Annual Responsibilities
- Assisting with the preparation of quarterly reporting packages, including the Quarterly MIS Package for both public and private markets.
- Supporting the annual financial planning process, managing the planning calendar, engaging stakeholders, and ensuring accurate and timely financial plan submissions.
What you will need to succeed:
- Bachelor’s degree in accounting or finance.
- Working towards CPA or CFA (considered an asset).
- 1-2 years of accounting and reporting experience.
- 1-2 years of experience working with financial systems.
- Demonstrated ability to work with large data sets.
- Minimum intermediate-level Excel skills.
- Control mindset, with the ability to apply audit techniques to identify and prevent errors.
- Strong communication and presentation skills for effectively conveying information to stakeholders.
- Collaborative mindset with a team-oriented attitude.
- Proactive initiative, showing ownership of deliverables and a can-do attitude.
- Experience with system implementation (nice to have).
- Experience with Anaplan or Essbase (nice to have).
- Experience working with forecast and plan models (nice to have).
- Proficiency with Power BI or other data visualization tools (nice to have).
Why Recruit Action?
Recruit Action (agency permit: AP-2000003) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
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