Financial Analyst
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 1-3 years of accounting experience, ideally in public accounting, audit, fund accounting, or a related environment
- Posting language
- English
- Posted
Original job description
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
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.
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
- 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
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.
More about this job
Responsibilities
Prepare financial statements, working papers, reconciliations, and tax and audit support for a portfolio of investment-related entities. Support close, budgeting, investor-related calculations, cash management, and process improvements while coordinating with internal teams and external service providers.
Requirements
Candidates should have 1–3 years of accounting experience, ideally in public accounting, audit, fund accounting, or a related field, and hold or be pursuing a CPA qualification. Strong Excel skills, attention to detail, organization, communication, and the ability to manage deadlines are required; investment or cross-border accounting experience is an asset.
Skills
- Financial Reporting
- Month-End Close
- Year-End Close
- Investment Accounting
- Fund Accounting
- Tax Compliance
- Audit Support
- Budgeting
- Variance Analysis
- Capital Account Calculations
- Cash Management
- Excel
- Financial Reconciliation
- Process Documentation
- Communication
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
Keywords
- Financial Analyst
- Accounting
- Financial Services
- Financial Reporting
- Financial Statements
- Investment Accounting
- Fund Accounting
- Public Accounting
- Audit
- CPA
- Tax Compliance
- Regulatory Reporting
- Capital Accounts
- Investor Distributions
- Month-End Close
- Year-End Close
- Budgeting
- Variance Analysis
- External Auditors
- Cross-Border Reporting
- Excel
- Reconciliations
- Cash Management
- Invoicing
- Payment Processing
- Process Documentation
- Workflow Improvement
- Investment Management
- Financial Markets