Senior Financial Accountant

Peters & Co Limited • Calgary, AB

2d

About The Position

Reporting to the Financial Controller, the Senior Financial Accountant plays a key role within the finance function of an investment dealer, overseeing financial reporting, regulatory filings, and accounting policy execution. This role ensures accurate, timely, and compliant financial information in accordance with applicable securities regulatory requirements and accounting standards.

Requirements

• CPA designation is required
• 5-7 years of progressive experience in an accounting role
• Proficiency with Microsoft Office Products with advanced Excel skills and Power BI experience
• Strong analytical, problem-solving, and communication skills
• High attention to detail with the ability to manage multiple priorities, work independently, and deliver high-quality results in a fast-paced deadline-oriented environment
• Comfortable learning new systems and technologies

Nice To Haves

• Experience within a financial services firm or broker-dealer environment would be considered an asset

Responsibilities

• Prepare the monthly and annual regulatory reports for a CIRO and FINRA registered dealer
• Responsible for the weekly preparation of management reporting and regulatory capital calculations
• Preparation of monthly indirect tax filings
• Prepare audit schedules and support the annual external audit and other regulatory audits as required, acting as a key point of contact for external auditor field work inquiries
• Support treasury activities, including cash monitoring and cash management activities
• Prepare and maintain revenue and commission reporting for trading and private client teams
• Process new issue files, including calculation, coordination, and tracking of syndicate and dealer payments
• Conduct advanced variance analysis, investigating fluctuations and identifying key drivers impacting financial performance, with actionable recommendations
• Use data analytic tools to streamline processes, build management dashboards, and improve day-to-day efficiency

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed