Financial Reporting Analyst

Role summary

Client accounting and reporting

• Process accounts payable, monitor invoice due dates, and coordinate payment authorizations.
• Reconcile bank, credit card, and other balance sheet accounts.
• Process payroll and related filings, including payroll data, reports, deposits, and remittances.
• Record donations and grant revenue and perform monthly investment accounting, including unrealized gains calculations.
• Prepare monthly and annual financial reports, year-end files, and auditor schedules.
• Support client budgeting and prepare budget-versus-actual reporting and variance commentary.
• Develop reports and presentations for client boards and finance committees.

Tax, systems, and client support

• Prepare HST rebate filings, sales tax returns, and personal tax returns.
• Track clients' estimated sales and income tax estimates and payments.
• Organize online financial records and complete assigned accounting and tax work using firm processes and templates.
• Review processes and recommend apps or software improvements; troubleshoot broken accounting product and bank or card integrations.
• Meet with client management and staff about financial transactions and service processes.

Team collaboration

• Collaborate with colleagues and remain active in the firm's office chat and project management system.
• Give advance notice of expected travel to coordinate role responsibilities.
• Suggest improvements to firm processes and complete other assigned tasks and projects.

Qualifications

• Good knowledge and expertise in bookkeeping, tax compliance, financial reporting, and general accounting.
• A bachelor's degree is preferred.
• One year of accounting experience is preferred.
• The application asks whether the candidate has or is working toward a CPA designation; the posting does not state it as mandatory.
• Effective time management, deadline management, quality delivery, and collaboration are expected.

Work arrangement

• Full-time role, 40 hours per week.
• Hybrid remote arrangement: work in the Mississauga office three days per week.

Compensation and benefits

• Pay is $50,000–$65,000 per year.
• Benefits include extended health care, paid time off, RRSP matching, and work from home.