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Kassen Recruitment

Financial Analyst

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 29, 2026
Experience: 1-3 years of accounting experience, ideally in public accounting, audit, fund accounting, or a related environment
Posting language: English
Posted: Oct 30, 2026

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

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.

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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

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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

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