Closed listing
Senior Business Analyst, Wealth and Brokerage Accounting (35904)
- Toronto, ON, Canada
Contract
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Contract
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
The successful candidates will define business requirements and support the delivery of accurate, compliant business and financial outcomes throughout the transformation.
Contract Details
- Location: Toronto, Ontario
- Work model: Hybrid, three days onsite per week
- Candidates may be located outside Toronto or Canada but must be able to travel to the Toronto office three days per week. Preference will be given to candidates who can commute locally.
- Support the migration from a legacy wealth management platform to a new vendor solution.
- Define and document business and financial requirements.
- Support accurate and compliant accounting and financial-reporting outcomes.
- Work with business, finance and delivery stakeholders throughout the transformation.
- Assist with validation and testing activities related to brokerage books and records.
- Experience with CIRO requirements and CIRO audits.
- Experience preparing or supporting monthly financial reports.
- Strong experience with trial balances.
- Knowledge of general ledger processes and accounting controls.
- Experience with accounting operations and financial reporting.
- Experience supporting finance transformation initiatives.
- Direct brokerage accounting experience.
- Experience testing a brokerage Book of Records.
- Experience supporting large-scale wealth management platform migrations.
More about this job
Responsibilities
Support the migration of a large-scale Canadian wealth management platform to a new vendor solution by defining and documenting business and financial requirements. Collaborate with business, finance, and delivery stakeholders to support compliant accounting and financial reporting, including validation and testing of brokerage books and records.
Requirements
Candidates need direct brokerage accounting experience, familiarity with CIRO requirements and audits, and experience with monthly financial reporting, trial balances, general ledger processes, and accounting controls. Experience in accounting operations, financial reporting, and finance transformation is required; brokerage Book of Records testing and large-scale wealth platform migrations are advantageous.
Skills
- CIRO Requirements
- CIRO Audits
- Monthly Financial Reporting
- Trial Balances
- General Ledger Processes
- Accounting Controls
- Accounting Operations
- Financial Reporting
- Finance Transformation
- Brokerage Accounting
- Brokerage Books and Records
- Business Requirements
- Requirements Documentation
- Validation and Testing
- Stakeholder Collaboration
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Consulting
Keywords
- CIRO
- CIRO Audits
- Wealth Management
- Brokerage Accounting
- Brokerage Books and Records
- Book of Records
- Legacy Platform Migration
- Vendor Solution
- Business Requirements
- Financial Requirements
- Monthly Financial Reports
- Trial Balances
- General Ledger
- Accounting Controls
- Accounting Operations
- Financial Reporting
- Finance Transformation
- Validation
- Testing
- Regulatory Compliance
- Stakeholder Collaboration