Intermediate Financial Analyst

BGISMarkham, ON
CA$63,397 - CA$79,246Hybrid

About The Position

The Intermediate Financial Analyst (FA II) provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support. They understand the impact of transactions on financial results, can proactively recommend necessary actions, and communicate with stakeholders about transactions, processes, and analysis. This role provides analysis for areas such as planning, forecasting, reporting, audit, and process improvements.

Requirements

  • Ability to identify complex and resolve basic transactional accounting discrepancies.
  • College/University graduation or professional certification (e.g., CPA, CMA, CGA or equivalent courses).
  • Minimum of 3-5 years of work-related experience.
  • Ability to identify and recommend process improvement opportunities at an account level following GAAP procedures.
  • Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal parties.
  • Ability to prepare memos, provide variance explanations and input to process documentations, and write summaries of findings and recommendations.
  • Intermediate level knowledge of current accounting systems and MS Office suite of software.
  • Registered in an Accounting designation program.

Nice To Haves

  • Basic understanding and ability to document the transactional and financial data flows between relevant financial systems.
  • Able to work with IT and operational teams on intermediate system setups.
  • Basic understanding of financial obligations of portfolio.
  • Has gleaned a basic understanding of the industry and business which they support.

Responsibilities

  • Provide intermediate transactional support for a process within an accounting cycle.
  • Complete and resolve assigned intermediate account reconciliations independently.
  • Identify complex issues and resolve basic transactional accounting discrepancies.
  • Understand GAAP requirements relevant to the financial cycle or portfolio supported.
  • Demonstrate intermediate understanding of internal/client control requirements.
  • Maintain accurate and complete records for audits.
  • Gather audit support data upon request.
  • Prepare standard forecasts (internal and external) with appropriate back-up (including assumptions and calculations).
  • Partner with internal stakeholders in the preparation of standard forecasts.
  • Prepare in-depth financial analysis (recurring and ad-hoc) and make recommendations to Internal Stakeholders.
  • Prepare internal reports.
  • Provide input and support for external reports.
  • Prepare basic business cases and provide input to intermediate business cases.
  • Generate transactional data and ad-hoc analysis to support operational decision making, with recommendations.
  • Ensure delivery of contract/portfolio deliverables of a financial nature in a timely and efficient manner, in areas of less complexity.
  • Support the monitoring of performance and assist in action plans.
  • Seek guidance on contract/portfolio financial terms and conditions for assigned accounts.
  • Understand intermediate business processes and ensure compliance and appropriate documentation.
  • Identify and escalate gaps.
  • Identify basic issues or discrepancies.
  • Establish professional working relationships with operational counterparts in support of transactional processes.

Benefits

  • Salary range of $63,397 - $79,246 per annum.
  • Transparency in hiring processes.
  • Diversity and inclusion initiatives.
  • Equal employment opportunities.
  • Barrier-free recruitment process.
  • Accommodation during the recruitment process.
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