Senior Financial Analyst - Financial Services / Wealth

Job description:

This is a newly created seat inside a privately held investment firm that has scaled from two entities to seven in just a few years and has not let off the gas. You will sit directly below the Assistant Controller, serve as the first trusted delegate when the needs to step up, and get genuine exposure to M&A integration and multi-entity financial reporting at a stage where that kind of access normally requires a title two levels higher.

COMPANY

• Privately held investment management firm based in Toronto (St. Clair East)
• Grown from 2 to 7 corporate entities under active leadership with U.S. expansion underway
• Strategic M&A is ongoing and accelerating, not a one-time event
• No-ego culture where people across all levels collaborate and support each other's development
• Mid-sized firm by headcount, small-firm values and ownership mentality
• Building proprietary AI infrastructure internally while already using Copilot and Claude

COMPENSATION PACKAGE

• Base salary: $90,000 to $110,000 CAD (flexibility above $110K for an exceptional candidate through enhanced bonus components)
• Performance bonus: 15% of base salary at target
• Comprehensive health benefits, fully employer-paid
• Retirement plan
• $1,000/year continuing education allowance
• $600/year wellness allowance
• 3 weeks vacation, increasing with tenure
• 3 paid sick days + 2 personal days + 1 volunteer day
• Hybrid: Tuesday and Thursday mandatory in-office, one additional flexible day

POSITION DESCRIPTION

This is a newly created position sitting between the accounting associates and the Assistant Controller. The role is hands-on by design: you will review rather than prepare month-end, handle complex transactions the associates escalate, and be the person the team relies on when the Assistant Controller is not available. Over time, as M&A activity continues, you will take on integration work and due diligence support that goes well beyond a standard senior accountant scope.

Accounting and Bookkeeping

• Post and review accounting entries across multiple corporate entities in NetSuite
• Prepare monthly and quarterly reporting packages for the executive committee
• Oversee accounts payable, accounts receivable, cash disbursements, and bank reconciliations
• Handle complex or non-standard transactions the associates bring forward
• Support HST and corporate tax return preparation for review

Financial Reporting and FP&A

• Assist with financial statement preparation under IFRS and US GAAP
• Support budget-to-actual analysis, cash flow reporting, and financial projections
• Contribute to KPI tracking and benchmarking across entities
• Be the first line of contact with external auditors; field sample testing and queries before escalating

Internal Controls and Process

• Support the Assistant Controller in monitoring accounting policies and internal controls
• Maintain organized electronic records for financial contracts, agreements, and insurance
• Identify automation opportunities and push process improvements proactively
• Support NetSuite Planning and Budgeting module as it matures

M&A and Growth Projects

• Set up new entities in NetSuite following acquisitions
• Assist with financial due diligence on incoming acquisitions
• Support integration workstreams as the firm continues to expand its entity count

Qualifications:

The target profile is a CPA-designated accountant (or someone in the final stages of designation) with 3 to 5 years of experience that spans both the technical side of accounting and some exposure to financial planning and analysis. The strongest candidates will have come out of a Big Four transactions or M&A practice, a wealth management or family office environment, or an industry role at a firm where they had to think, not just process.

• CPA designated or actively completing designation
• 3 to 7 years of experience
• Exposure to both financial reporting and FP&A on the resume: budget preparation, budget-to-actuals, KPI tracking, or financial projections in addition to the close cycle
• NetSuite experience preferred; comfort learning new systems is non-negotiable regardless
• Currently at SFA level and feeling limited by your firm's ceiling, or at a high-acquisition company where the pace has outrun the purpose
• Analytically sharp and deliberate: you stop and think before you act, and you can explain the why behind a journal entry, not just post it
• Ownership-oriented: you define your own next task, train your replacement when you master something, and look for what needs fixing before anyone asks
• Comfortable with ambiguity and system change: two software evaluations are underway, a module just launched, and proprietary AI is being built; this is the environment you are joining

Why is This a Great Opportunity:

• Access that does not match the title. You will touch M&A due diligence, multi-entity consolidation, and external audit liaison at a senior accountant level, work that most firms reserve for managers.
• A clear runway upward. The Assistant Controller is growing into a more strategic seat. The expectation here is that you grow with her, not wait for someone above you to leave.
• Real ownership in a small-team environment. This firm still operates with an ownership mentality: you will be accountable for outcomes, not just tasks, which builds a career faster than any large-firm rotation program.
• No-ego, genuinely collaborative culture. This is not a marketing line. Staff across levels drop what they are doing to help each other, and the environment is described by people who left competitive high-acquisition firms to get here.
• Technology that is actually moving. NetSuite Planning and Budgeting just launched. Proprietary AI is being built internally. A new payroll platform is in evaluation. You will be part of building the system, not inheriting a finished one.
• Hybrid. Three days a week in a professional Toronto office where you have your own dedicated space, with flexibility built around the work, not a policy document.

Salary Type : Annual Salary

Salary Min : CA$ 90000

Salary Max : CA$ 110000

Currency Type : CAD