Talent.com
NPAworldwide
Senior Financial Analyst - Financial Services / WealthNPAworldwide • Toronto, ON, Canada
No longer accepting applications
Senior Financial Analyst - Financial Services / Wealth

Senior Financial Analyst - Financial Services / Wealth

NPAworldwide • Toronto, ON, Canada
30+ days ago
Salary
CA$90,000.00 yearly
Job type
  • Full-time
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 bring forward, 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

#J-18808-Ljbffr

Create a job alert for this search

Senior Financial Analyst - Financial Services / Wealth • Toronto, ON, Canada

Similar jobs

Senior Financial Analyst-Manufacturing

Riverside Natural Foods Ltd. (Home of MadeGood)Toronto, ON, CA
Full-time

Join Riverside Natural Foods Ltd.Canadian-based, family-owned, and globally operating business committed to leaving the world better than we found it.As a B-Corp certified, Triple-Bottom Line compa... Show more

 • Promoted

Senior Financial Analyst - Manufacturing

Lush Fresh Handmade Cosmetics North AmericaToronto, ON, CA
Full-time

Senior Financial Analyst - Manufacturing.Lush Fresh Handmade Cosmetics North America.Get AI-powered advice on this job and more exclusive features.We support over 270 retail stores in Canada and th... Show more

 • Promoted

Senior Financial Analyst

Amynta GroupToronto, ON, CA
Full-time

Senior Financial AnalystApplylocations: Torontotime type: Full timeposted on: Posted 2 Days Agojob requisition id: 2606-0349We’re thrilled that you are interested in joining us here at the ... Show more

 • Promoted

Senior Analyst, Financial Planning & Analysis - $86,000 - $130,000 A Year

OmersToronto County, Canada
Full-time

Financial Planning & Analysis Senior Analyst provides financial support for investment business, prepares reports, and partners with business units for insights and strategic improvements. Show more

 • Promoted

Senior Financial Analyst - $84,000 - $120,000 A Year

Fisher & PaykelEast York, Canada
Full-time

Financial analyst supporting business planning, forecasting, and strategic objectives with financial insights and analysis.Partners with various teams to improve financial and operational performance. Show more

 • Promoted

Senior Financial Analyst

CanCap Management Inc.Toronto, Ontario, Canada
Full-time

Founded in 2011, CanCap Group (“CanCap”) is a growing, dynamic national financial services company with offices in downtown Toronto and Mississauga.Operating in all provinces and territories, CanCa... Show more

 • Promoted

Senior Financial Analyst

NADGToronto, ON, CA
Full-time

NADG is a privately owned, vertically integrated real estate platform with over $6 billion of assets under management.NADG has been active in the acquisition and development / redevelopment of over... Show more

 • Promoted

Fidelity Senior Financial Analyst Position

Fidelity InternationalToronto, ON, CA
Full-time

Become a Senior Financial Analyst at Fidelity Canada’s Toronto location and enjoy a hybrid work model.This full-time role focuses on financial planning, analysis, and executive presentations.You wi... Show more

 • Promoted

Senior Financial Analyst — Gaap, Fp&A & Reporting - C$100,000 - C$125,000 A Year

Environmental Services CompanyNorth York, Canada
Full-time

Seeking a Senior Financial Analyst to prepare and analyze financial reports, assist with budgeting, and manage General Ledger entries for an environmental services company. Show more

 • Promoted

Senior Financial Analyst - $90,000 - $134,000 A Year

TelusNorth York, Canada
Full-time

The Senior Financial Analyst will partner with stakeholders, analyze key metrics, and provide strategic recommendations to drive profitable growth for the Consumer Goods unit. Show more

 • Promoted

Senior Financial Analyst, Business Restructuring & Turnaround Services - C$68,000 - C$104,000 A Year

BdoEast York, Canada
Full-time

Seeking a Senior Financial Analyst for business restructuring and turnaround services.Responsibilities include financial data analysis, cash flow modeling, and assisting with corporate restructurings. Show more

 • Promoted

Senior Financial Analyst - C$77,426 - C$100,198 A Year

Arterra Wines CanadaEast York, Canada
Full-time

Detail-oriented Financial Analyst to support financial reporting, analytics, and forecasting for Arterra Wines Canada, influencing decision-making and driving process improvements. Show more

 • Promoted

Senior Financial Analyst, Fp&A - C$71,777.3 - C$107,379.8 A Year

Ontario Cannabis StoreToronto County, Canada
Full-time

Seeking a Senior Financial Analyst to support budgeting, forecasting, and management reporting, providing financial insights and driving informed decision-making through collaboration with operatio... Show more

 • Promoted

Senior Financial Analyst, WWS Spend Portfolio Management

Autodesk, Inc.Toronto, ON, CA
Full-time

Job Requisition ID #**26WD97533**Position Overview** We are looking for a seasoned Senior Financial Analyst to join COO Finance Spend team under COO Org.As an SFA, you will be closely partnered wi... Show more

 • Promoted

Senior Financial Analyst

WinchestersToronto, ON, CA
Full-time

This range is provided by Winchesters.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Recruitment Consultant at Winchesters | Finance & Accounti... Show more

 • Promoted

Senior Strategic Financial Analyst: Revenue & Gtm Strategy - C$80,000 - C$120,000 A Year

DataVisor Inc.East York, Canada
Full-time

Senior Financial Analyst needed for AI fraud protection company in Toronto.Focus on financial planning, reporting, and data flow. Show more

 • Promoted

Senior Financial Analyst, Enterprise Initiatives - $68,640 - $97,760 A Year

Prime HealthcareToronto County, Canada
Full-time

Seeking a Senior Financial Analyst to support enterprise initiatives, develop controls, and provide operational support for Prime Healthcare.Requires bachelor's degree and 4-8 years of experience. Show more

 • Promoted

Senior Financial Analyst, Planning And Reporting - C$84,480 - C$126,720 A Year

BC Rapid Transit Co.North York, Canada
Full-time

Senior Financial Analyst responsible for strategic financial planning, reporting, budgeting, forecasting, and providing financial advisory services to business leaders. Show more

 • Promoted

Senior Financial Analyst, Fp&A - $80,000 - $100,000 A Year

CyderesToronto County, Canada
Full-time

Seeking a Senior Financial Analyst for FP&A to partner with leaders, provide financial insights, support budgeting, forecasting, and reporting.Requires strong analytical and modeling skills, Ex... Show more

 • Promoted

Senior Financial Analyst - C$90,000 - C$100,000 A Year

Stewart Title Guaranty CompanyToronto County, Canada
Full-time

Senior Financial Analyst role requiring Canadian and International financial accounting and reporting expertise.Responsibilities include GL accounting, reconciliations, budgeting, and financial ana... Show more