Senior Financial Reporting Specialist

Description

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Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here:

As a Senior Financial Reporting Specialist:

You will be a technical specialist that is accountable for the financial reporting of various items in Meridian Credit Union (“Meridian”) and its subsidiaries including Meridian OneCap Credit Corp (“OneCap”). This will include;

• Completing components of the monthly and annual financial and regulatory reporting processes for Meridian and its subsidiaries;
• Assisting in the maintenance of the Meridian its subsidiaries General Ledger (“GL”) and reporting integrity, including the internal control environment, over assigned accounting transactions including but not limited to the areas of provision for credit losses and financial instruments;
• Providing ongoing development and maintenance of Financial Reporting processes and procedures for Meridian and its subsidiaries; and
• Supporting the Financial Reporting team in meeting their objectives, recognizing that these objectives align and support the strategic objectives of the broader Financial Reporting team, Meridian’s Finance team and Meridian as a whole.

What you will do:

Financial Reporting

• Complete assigned components of the month-end process including, the preparation and posting of journal entries, monthly schedules and reconciliations.
• Perform monthly intercompany loan balancing, interest calculations, management fee postings and consolidation elimination entries for all subsidiaries, and complete related reconciliations.
• Maintain the accounts receivable listing and post all related entries
• Assist in the preparation of the monthly variance analysis, including explanations on changes month to month and differences to plan, which is provided to senior management.
• Prepare assigned components of the interim and year-end audit, including working papers and note disclosure information for the Audited Financial Statements and act as a contact for external auditors during the interim and year-end audits.

External Filings

• Prepare quarterly unaudited financial statements for Meridian and its subsidiaries for distribution to external parties.
• Prepare assigned Board and Committee Reports on a periodic basis.
• Prepare other ad hoc reports such as Statistics Canada Surveys.

Initiatives

• Represent the broader Financial Reporting team as a key project resource and subject matter expert on cross-functional projects.
• Determine Financial Reporting impacts and implement required Financial Reporting integration for assigned areas relating to mergers and acquisitions activity.
• Assist the Senior Accounting Policy and Reporting Specialist in the design of new models or modification of existing models to address changes made to accounting policies.
• Work with the Accounting Policy team in the transition of new accounting policies, processes and procedures into run-rate workflow.

Finance System Administration

• Maintain the General Ledger account and cost centre structure.
• Build, customize, and maintain NetSuite Financial Reports, Saved Searches, and dashboards.
• Design and maintain consolidated, subsidiary‑level, and segment‑based reports.
• Assigning roles, permissions, and managing user access.
• Maintaining system configurations including chart of accounts, periods, accounting preferences, and form customizations.
• Managing workflows, approval routing, and system controls.
• Maintaining existing integrations, troubleshooting integration failures and coordinating with vendors or internal IT.
• Identify, analyze, and resolve NetSuite system issues quickly.
• Act as a primary contact point for employees throughout Meridian and its subsidiaries relative to general ledger and NetSuite related inquires, and policies.

Other Duties

• Maintain awareness of all accountabilities of the Financial Reporting team in order to field daily questions and address problems that may arise, both internally and from other business units.
• Develop and maintain standard operating procedures for identified financial and regulatory reporting processes within Meridian and Motus, including the documentation of key process controls.
• Identify deficiencies in internal controls, procedures and policies and make recommendations for solutions.
• Responsible for disseminating changes to Financial Reporting policies and procedures throughout the organization or clarifying the existing ones when necessary.
• Engage in on-going process improvement.
• Provide support and back up to the other Senior Financial Reporting Specialists, including coaching of intermediate team members.
• Perform other duties as required.

How you will succeed:

• University or College degree required in Finance & Accounting, or equivalent; working towards or completed Chartered Professional Accountant designation is an asset.
• 4+ years of experience in a financial reporting environment is required.
• Experience within a financial institution is desirable.
• Technical and practical knowledge of IFRS.
• Current or previous experience with Netsuite or similar financial accounting software.
• Strong spreadsheet proficiency and familiarity with data query/analysis tools.
• Understanding of financial modelling techniques.
• Excellent attention to detail.
• Strong analytical skills and experience completing reconciliations.
• Proven problem-solving abilities and the ability to implement solutions at an operational level.
• Ability to multi-task, quickly prioritize and resolve critical issues as they arise.
• Strong written and oral communication skills.
• Commitment to the organization by actively supporting the values and demonstrating alignment with the goals of the organization.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: CAD $80,000 – $95,000 annually

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join us! Our team works in a hybrid environment at our St. Catharines Office, located at 75 Corporate Park Dr, St. Catharines, and our Toronto Corporate Office, located at 3280 Bloor St. W, Etobicoke.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.

What's in it for you?

• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
• We provide you with the tools and technology needed to delight your candidates and clients!
• You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
• Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
• This isn't your typical "corporate" job. We work hard and we have fun!

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

• Embedding & leveraging technology– Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
• Critical Thinking– The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility– Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Our Commitment to You

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

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