Financial Analyst

• This role is an in office position with work-from-home flexibility up to 7x a month
• Working in office full-time is mandatory for the first six weeks in the role

To assist with managing the growth of our organization, we are looking to fill the role of Financial Analyst. This is an excellent role for a self-starter looking for exposure to accounting, finance and tax work and who is willing to grow with our organization.

We are looking for someone who wants to work with a growing company to build the finance function and work with a team of experienced finance professionals.

Qualifications :

• University Degree in Finance / Accounting (CPA candidate preferred)
• 3-5 years progressive experience in the finance function
• High level of integrity, ability to maintain client confidentiality
• Extremely organized, strong attention to detail; ability to prioritize and manage multiple responsibilities
• Understanding of cash management (working with payment processors, financial institutions, issuing bank instructions)
• Computer proficiency : Excellent aptitude with Microsoft Word & Excel, G suite (Google).Knowledge of Quickbooks, ADP, PurelyHR and Salesforce an asset
• Self-motivated, ability to work autonomously and as part of a team
• Excellent verbal and written communication skills; professional and courteous in email and phone

Responsibilities : Accounting (30%)

Accounting (30%)

• Maintain sales data in Salesforce
• Maintenance of all financial transactions in Quickbooks
• Preparation of daily and weekly sales reports including sales scorecards
• Preparation of monthly financial statements
• Preparation of monthly bank reconciliations for all accounts globally
• Processing accounts payable and initiating payments for review
• Manage internal expense processing including tracking sales tax
• Verifying expenses from employees, events, invoices, and credit card charges are properly entered into QB and / or supporting schedules
• Serve as the main point of contact to pay vendor invoices and handle incoming inquiries with respect to payments
• Preparation of the Monthly Management Report

Payroll & Benefits (30%)

• Prepare bi-monthly payroll in ADP for Controller review
• Preparation of monthly sales commission calculations
• Assist with maintaining daily attendance log of internal staff
• Set up payroll accounts and time-off software accounts for new hires

Financial Reporting & Analysis (25%)

• Preparation of key weekly and monthly financial reports for the use of senior management (sales reports, scorecards, weekly and monthly management reports)
• Analyze financial data, analyze past results, perform variance analysis and create financial reports for decision support
• Perform analysis on Event commissions and overall cost of sales, ensuring the company is achieving gross margin targets
• Operations finance analysis, reviewing and analyzing key operations metrics, event contracts and invoices
• Assist with the preparation of budgets and forecasts
• Assisting with ERP implementation and data integrity

Accounts Receivable (15%)

• Assist Collections Specialist with managing accounts receivable
• Provide clients service as needed to customers with queries on payments
• Work with the team to handle complex accounts receivable collections matters and provide credit analysis as needed.
• Reconcile daily and monthly collections reports

The Package : Benefits & Bonuses

Benefits & Bonuses

• Base salary + bonus structure
• Top performers will fast-track their career progression into Leadership opportunities
• Incentives and opportunity for travel
• Health benefits after 3-months of employment + extended mental health and lifestyle tools and support hub
• Tailored training and mentorship program
• Monthly company-wide town hall meeting with announcements, awards and social festivities
• 15 paid days off a year+ paid end-of-year holiday break

Reporting : This position reports to the Finance Director.

Working hours : 8.30 a.m. to 5 : 00 p.m., Monday to Thursday, and 8.30 a.m. to 4 : 30 p.m. on Friday, with a lunch break for one hour between 12 : 30 p.m. and 1 : 30 p.m.