Senior Financial Analyst

Planitar•Waterloo, ON

3d•Hybrid

About The Position

This role is responsible for accurate and timely execution of core accounting processes across Accounts Receivable, Accounts Payable, cash management, and supporting the month end close. You will oversee day-to-day invoicing, vendor payments, cash application, and key balance sheet reconciliations, ensuring issues are identified and resolved quickly. You’ll support a smooth close process through preparation and review of journal entries, accruals, and intercompany activity, while maintaining strong documentation and control compliance. This role is ideal for someone detail oriented, and process driven who is committed to operational accuracy and continuous improvement.

Requirements

6+ years of experience in accounting operations (A/R, A/P, cash, close)
Strong experience with month-end close execution and reconciliations
Comfort working in high volume, growing environments
Hands on experience with cloud accounting systems (Xero, NetSuite or similar)
Strong attention to detail and documentation discipline
Ability to work independently and meet close deadlines
Clear written and verbal communication skills for issue escalation

Nice To Haves

Experience in multi-entity environments and manual consolidations
Exposure to public company or audit driven reporting environments
Familiarity with Stripe, payment processors, or automated billing systems
Experience supporting project-based billing
Lean, process improvement, or operational efficiency mindset
Prior experience supporting accounting teams through periods of rapid growth or acquisition and ERP implementation

Responsibilities

Oversee and execute customer invoicing processes, including review of manual invoices and validation of automated billing outputs.
Monitor and manage cash application, including Stripe settlements, manual receipts, and unapplied cash resolution.
Perform A/R subledger to G/L reconciliations monthly and investigate discrepancies.
Support collections by identifying overdue balances, billing errors, or payment issues, and coordinating resolution with internal stakeholders.
Ensure customer setups are complete and accurate (terms, tax status, billing details) to prevent downstream issues.
Review and process vendor bills, ensuring completeness, accuracy, proper coding, and appropriate approvals.
Oversee manual payments, EFTs, and wires, ensuring compliance with approval thresholds and documentation requirements.
Manage project-based payouts, ensuring alignment with project completion and revenue recognition.
Perform A/P aging reviews and resolve discrepancies or aged items proactively.
Ensure vendor setups and changes to follow documented controls and tax requirements.
Perform and/or review monthly bank reconciliations for all accounts.
Investigate and resolve reconciling items promptly, escalating issues as required.
Maintain reconciliation schedules with clear evidence and explanations.
Execute and coordinate day-to-day close activities under the Finance Manager’s close calendar and governance.
Support manual consolidation activities, including trial balance preparation and intercompany reconciliation.
Maintain close checklists and evidence folders to support review and audit requirements.
Lead the implementation of new workflows and tools to streamline processes improving quality and efficiency of work perfromed across the team.
Act as the first line of review for transactional accounting accuracy before escalating to the Finance Manager.
Identify recurring errors, bottlenecks, or rework drivers and propose practical fixes.
Document and maintain standard operating procedures (SOPs) for recurring accounting processes.
Ensure compliance with approval matrices and internal controls.