A specialized financial services organization is seeking a Financial Analyst to join its finance team. This is an excellent opportunity for an early-career accounting professional looking to expand beyond traditional audit work and gain broader experience across financial reporting, investment-related accounting, tax support, and operational finance.
About the Role
Reporting to a senior finance leader, the Financial Analyst will support the accounting, reporting, tax, and administrative requirements of a portfolio of investment-related entities. You'll work closely with internal finance and business teams as well as external accounting, tax, audit, and service providers.
What You'll Do
- Prepare quarterly and annual financial statements and supporting working papers
- Support month-end and year-end close activities for assigned entities
- Prepare capital account, distribution, and investor-related calculations and documentation
- Assist with budgeting and analysis of actual results against expectations
- Prepare audit support materials and respond to external auditor requests
- Compile information for regulatory and tax reporting requirements
- Prepare reconciliations and supporting schedules for domestic and international tax compliance
- Assist with invoicing, payment processing, and cash management activities
- Maintain process documentation and identify opportunities to improve finance workflows
- Coordinate with external advisors and service providers to ensure accurate and timely deliverables
What You'll Bring
- 1-3 years of accounting experience, ideally in public accounting, audit, fund accounting, or a related environment
- CPA designation or active progress toward a CPA qualification
- Strong Excel skills and confidence working with detailed financial data and calculations
- Strong attention to detail, organization, and ability to meet competing deadlines
- Ability to learn new processes quickly, take ownership, and exercise sound judgment
- Excellent written and verbal communication skills
- Ability to work independently while contributing effectively within a team
- Exposure to financial services, investment, fund, partnership, or asset management accounting is an asset
- Familiarity with tax, capital accounts, distributions, or cross-border reporting is an asset
- Experience with accounting systems or process documentation is an asset
- Interest in investment management and financial markets is an asset
Why Join
This role offers an opportunity to build a broad finance foundation early in your career rather than specializing too narrowly. You'll gain exposure to financial reporting, accounting, taxation, audit, investor-related activities, and operational finance while working alongside experienced professionals. The organization supports ongoing professional development and encourages team members to expand their technical knowledge and take on greater responsibility over time.
