2,237 Analyst jobs in Canada
Financial Reporting Analyst
Posted today
Job Viewed
Job Description
Job Description
Salary: 65k to 75k Annually
Position: Financial Reporting Analyst
Job Type: Permanent
Location: Hybrid - CELC Admin Hub Peterborough, Ontario
Hours: 35 hours per week, Monday to Friday.
Annual Salary Range 65k to 75k
Anticipated Start Date: September 2025
Please Apply By: July 30, 2025
___
About Us:
Compass Early Learning and Care (CELC) has been in operation since 1981 and is one of the largest not-for-profit child care organizations serving East-Central Ontario. With over 700 Staff and 50 Home Child Care providers, we offer 42 high-quality licensed childcare centers and over 50 licensed homes serving over 4,000 families
For over forty years, Compass ELC has been dedicated to early learning and child care. We believe in creating nurturing environments that celebrate children's curiosity and whole selves. Our organization fosters a culture of growth, collaboration and inclusivity, where every team member has the opportunity to thrive. We are committed to supporting children and families in our community.
About the role:
As the Financial Reporting and Analysis Lead, you will lead the financial reporting, budgeting and analysis processes to support the Vision Framework
and strategic direction for Compass ELC. Your role involves engaging CELC programs, team members, families, and community partners.
You'll work 35 hours per week, Monday to Friday. This position will be hybrid and will allow you to work from home and from our Peterborough Admin Office.
Key Responsibilities and Accountabilities:
- Practice Collaborative Leadership- compassionate communication, giving and receiving feedback, use the decision-making protocol when working through dilemmas or proposals.
- Live into Compass ELCs vision framework, values, diversity, equality and inclusion in accordance with CELC Policies and all other relevant legislation.
- Build strong relationships between the finance team and the organization.
- Lead budgeting and planning processes.
- Lead the monthly accounting close to have accurate and timely financial reports to share with our program teams and our Board of Directors and funders
- Support analysis of program and organization financial data, including variance, trend and forecasting analysis.
- Enhance financial systems and processes for greater efficiency and accuracy
- Contribute to the year-end process and annual financial statements in accordance with Accounting Standards for Not for Profits (ASNPO).
CELC Benefits:
- Competitive wages (Living wage employer)
- Mandatory Defined Benefit PensionPlan - 3% employee contribution and 3% employer contribution.
- Health and dental benefits, paramedical coverage and EFAP (Sparrow)
- Health Savings Account (HSA)- $500.00 per year
- Professional Development Opportunities (internal and External) (12 hours per compensated in time in lieu, if completed outside work hours)
- Reduced Child Care Expenses (20% discount)
Designation Memberships paid- Paid Time Off - starting at 4% vacation accrued annually on hours worked and 4% personal sick time accrued annually on hours worked
- Permanent staff have the option to purchase additional vacation up to a maximum of 4 weeks.
Skills and Qualifications:
Requirements:
- Bachelors degree required, preferably with a focus in accounting
- Chartered Professional Accountant (CPA)(Preferred)
- 5+ years in progressive accounting and finance roles
- Computerized accounting records experience
- Advanced MS Office skills
How to Apply:
To apply, please submit your resume and cover letter through our Bamboo Careers Page.
Inclusivity and Accessibility:
To address issues of systemic inequity within our communities, we strongly encourage individuals from communities and groups that have historically been disadvantaged and/or marginalized, including First Nations, Mtis and Inuit peoples, Indigenous Peoples of Canada, racialized persons, persons with disabilities, individuals who identify as women and/or gender diverse, 2SLGBTQ+ persons, and persons with lived or living experience of homelessness to apply.
We are committed to reducing barriers to employment, providing accommodations upon request and ensuring an accessible interview process. We encourage you to bring your true or whole self and way of being to the interview process. For assistance, please contact our Human Relations Recruitment and Hiring Coordinator at ext. 217, , or
Watch this video if you want to learn more!
Come Work with Compass ELC:
Financial Reporting Analyst
Posted today
Job Viewed
Job Description
Job Description
At Treewalk, we appreciate a well-balanced lifestyle, and as such, there are no requirements to work beyond 40 hours a week. Additionally, we offer a permanent work-from-home arrangement and, most importantly, the opportunity to enhance your financial reporting skills with listed companies through our Financial Reporting Analyst role. Treewalk continues to grow its financial reporting group and is looking for multiple designated accounting professionals with strong public company reporting experience. Our Financial Reporting Analysts take ownership over multiple client files from a variety of different industries and if you are willing and interested, there will also be future opportunities to sit as the CFO of a listed public company after adequate training. For strong candidates, we can offer an accelerated growth path into our Supervisor and Manager of Financial Reporting & Advisory Services roles.
You may be performing some activities for the first time, but there is a great team of designated professionals behind you to provide guidance and assistance. The people that work at Treewalk are supportive and have a warm personality with a positive state of being. As long as you are an elite problem solver, working with us will be rewarding and provide an invaluable learning experience. This is a great transitional role to prepare you for the real-life challenges of working directly for a public company.
What will your days look like
- Assisting clients with their financial reporting requirements – creating draft annual and quarterly financial statements and their accompanying Management Discussion & Analysis.
- Involvement in IPO planning and prospectus preparation
- Researching and interpreting accounting policy research and providing recommendations
- Assisting with ERP implementation, cost accounting, budgeting and projections
- Coordination and assisting with client valuations
Who We Are
Treewalk is an advisory practice based out of downtown Vancouver specializing in financial reporting and corporate services for public companies. We offer clients a complete service package to assist them in timely and accurate disclosures. Our clients are from all industry sectors and are issuers on the TSX-V, CSE, NASDAQ, and the OTC.
We are one of the fastest growing accounting firms in Canada, and we’ve got some big goals that are going to send us to the top. We are a firm with an anti-firm culture - think tech startup, but accounting. We’re ditching the traditional top-down management hierarchy approach and are leaning into a holacratic system of organizational governance. We are on a journey to become the go-to training place for accountants of all levels who want to work in industry. Our accounting practice specializes in assisting public companies with their financial reporting and accounting needs, and we help private companies navigate the waters of going and staying public. When it comes to clients, we are industry-agnostic. We never shy away from clients in new and emergent industries, and we’ve worked with companies in e-commerce, retail, manufacturing, cannabis, mining, and biotechnology, to name a few. We’ve got a lot on the go, and as far as we’re concerned, the only barrier to reaching our goals is finding exceptional talent to keep building out our team.
Our Core Values
Mastery: At Treewalk, we pursue knowledge. We aspire to be the best at our craft, and we create and pursue opportunities to build on our expertise.
Support: At Treewalk, you're never alone. Teamwork and collaboration are our bedrock, and constant support for each other and our clients is what sets us apart.
Ownership: At Treewalk, we fight to take responsibility. We own our mistakes and our oversights, and are relentlessly committed to our responsibility to our colleagues and our clients.
Kaizen: At Treewalk, we don't settle. Kaizen is a business philosophy that means "change for the better", or "continuous improvement". We recognize that nothing is perfect, but we're striving for it anyway.
Requirements
Our ideal candidate
- Chartered Professional Accountant, or foreign equivalent
- Having public company audit and/or financial reporting experience specifically with small to mid sized businesses is a must
- You should have significant exposure to complex IFRS accounting issues; especially debt and equity financing transactions
- You like looking to accounting standards and other guidance for answers rather than just following what they did last year
- You love to work independently in an autonomous entrepreneurial environment but can still be heavily relied upon to be a supportive team member
- You have great interpersonal skills and are comfortable working directly with clients
Benefits
It’s Treewalk For a Reason
- We will cover your CPA schooling, annual dues, and professional development courses. Better yet, we do not have a clawback policy - if you decide to leave Treewalk at any point, we will never ask for that money back.
- We’re flexible – we treat our team members like professionals and give them autonomy to exercise their judgment and manage their schedules as they see fit. Get that workout in, run those errands – we trust you to manage your workload and meet those deadlines.
- We’ve got you covered from Day 1 - your extended healthcare and maternity leave benefits kick in on your first day of work!
Annual Salary - $90,000
Reporting Analyst
Posted 6 days ago
Job Viewed
Job Description
Roles/Responsibilities:
- Build and maintain headcount tracking reports
- Assist in workforce analysis and reporting for operational teams
- Execute manual reporting processes with strong attention to detail
- Use Microsoft Visio to create and update workflow diagrams
- Work with large datasets using Excel (Pivot Tables, VLOOKUP)
- Collaborate with team members to support various business reporting needs
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form ( . The EEOC "Know Your Rights" Poster is available here ( .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
Skills and Requirements
- Bachelor's Degree in Business or related field
- 0-2 years of experience
- Strong Excel proficiency
- Highly organized with strong analytical and communication skills - Microsoft Visio null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
Senior Financial Reporting Analyst
Posted 6 days ago
Job Viewed
Job Description
**Business areas: Nestlé Canada**
**Job title: Senior Financial Reporting Analyst**
**Location:** **25 Sheppard Ave W, North York, ON M2N 6S8; Hybrid**
**A little bit about us**
While Nestlé is known for KitKat, Gerber, Nescafe, and Häagen-Dazs, our recipe for success comes down to one thing: our people. We strive to lead a people-focused culture that empowers employees to bring their authentic selves to work each day. There are 3,000+ members of Nestlé Canada celebrated for taking action using agility, courage, and trust to find solutions that benefit the business or greater good. We're a team of changemakers, who are curious and challenge the status quo, that take risks that will help drive us forward. Our focus is not only on nourishing our customers, but also about enriching you. We know that empowerment leads to strong employee engagement, a great work culture, and motivated employees
**Position Summary**
We are seeking a detail-oriented and strategic Senior Financial Reporting Analyst to support the consolidation and analysis of financial results across monthly, quarterly, and annual cycles. This role will act as a key liaison between local and global stakeholders, maintain and enhance financial reporting systems (SAP and non-SAP), enrich operational reporting and forecasting, and deliver insightful analyses to support business decisions.
**A day in the life of a Senior Financial Reporting Analyst:**
+ Analyzes and reports consolidated financial results (monthly, quarterly, and annual). Users include local management and Nestlé Group management. Works closely with the operating divisions and corporate functional groups, above market integrated business teams and business contacts at the worldwide headquarters
+ Maintain and enhance financial reporting systems (SAP and non-SAP interfaces) acting as a super user and administrator
+ Gathers and interprets financial information effectively and forms data into meaningful and concise analyses while considering a broad range of interdependent issues
+ Collaborate with organizational leaders to identify opportunities for process improvements, recommend process and system modifications, and develop standards for various reporting processes. Deliver tools and analysis to help drive the digital transformation in Finance
+ Train and coach finance users in adoption and implementation of analytical tools and address system issues identified by the business stakeholders.
+ Build and maintain cash flow models for planning and reforecasting purposes
+ Conduct variance analysis and ad hoc financial modeling to support business decisions.
+ Collaborate with cross-functional teams to improve FP&A processes and reporting accuracy
+ Leads and manages projects relating to financial reporting/accounting operations initiatives, as assigned, such as working capital analysis, impairment testing, and integration of acquisitions and/or disposals of businesses
+ Participate in finance transformation initiatives, automation of reporting tools and assist in change management and readiness assessments for new financial systems
**What will make you successful?**
+ Bachelor's degree required, with major in Finance/Accounting. CPA designation preferred.
+ Minimum of 3-5 years' experience in financial reporting or corporate finance
+ SAP system experience preferred
+ Excellent computer skills (PowerBI, MS Excel, Word, PowerPoint). SAP would be an asset.
+ Strong analytical skills and attention to detail.
+ Excellent communication and interpersonal skills.
+ Excellent analytical aptitude with a proven ability to analyze/interpret data
+ Well-organized, methodical thinker
+ Strong and creative problem-solving skills
+ Proficiency in Microsoft office applications (e.g. Word, Excel, Outlook)
+ Ability to work in a fast-paced environment and handle multiple priorities. Deadline-driven environment
+ Ability to work in a team-based environment, and interact cooperatively with internal and external customers
We have a friendly, supportive team with a coaching and mentoring environment. There are real opportunities for future development and progression - this really could be a move towards the exciting finance career you've always wanted.
**What you need to know**
We will be considering applicants as they apply, so please don't delay in submitting your application.
Nestlé Canada is an equal-opportunity employer committed to diversity, equity, inclusion, and accessibility. We welcome qualified applicants to bring their diverse and unique experiences as a result of their education, perspectives, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, colour, religion, disability, sexual orientation and beliefs.
If you are selected to participate in the recruitment process, please inform Human Resources of any accommodations you may require. Nestlé will work with you in an effort to ensure that you are able to fully participate in the process
Country Financial Reporting Analyst
Posted 6 days ago
Job Viewed
Job Description
SEC Financial Reporting Analyst
Posted 6 days ago
Job Viewed
Job Description
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
The SEC Reporting team handles the quarterly and annual filing of the Company's 10Q/K as well as the corresponding quarterly earnings release. We are looking for an SEC Analyst who has a positive attitude and is highly motivated to learn and grow within the organization, with a proven ability to thrive successfully in a fast paced multi-task oriented environment.
*What you'll be doing (ie. job duties):*
* Assist in the preparation and filing of SEC documents, including Forms 10-K, 10-Q, and 8-K, ensuring compliance with SEC regulations and US GAAP.
* Conduct disclosure benchmarking against industry peers to support management's disclosure objectives while maintaining compliance with SEC requirements.
* Assist with the research and application of disclosures for new accounting pronouncements applicable to the company's Form 10-K and 10-Q documents.
* Assist in coordinating data requests and analysis for internal and external auditors.
* Assist with the XBRL tagging of financial statements.
* Support the SEC Reporting team in meeting deadlines and ensuring the accuracy of financial data.
* Assist with the preparation of monthly financials along with associated slides for executive financial review meetings.
* Follow SOX controls and ensure all documentation is in accordance with SOX documentation standards.
* Collaborate effectively with internal stakeholders, including corporate controllership, investor relations, FP&A, tax, and legal.
* Support finance process improvement efforts to enhance efficiency, including through the use of Company sponsored AI tools.
* Participate in additional projects impacting financial reporting by working with cross-functional teams.
*What we look for in you (ie. job requirements):*
* CPA license, or equivalent, required.
* 2+ years of public-company SEC financial reporting experience.
* Strong knowledge of accounting standards and disclosure requirements under US GAAP and SEC regulations as well as SOX 404 controls.
* Familiarity with reporting tools and financial systems such as NetSuite and Workiva (WDesk).
* Solid written and oral communication skills.
* Strong organizational and analytical abilities.
* Ability to work effectively in a fast-paced environment, including strong prioritization and time management skills and adaptability.
* Excellent attention to detail, and a passion for delivering high-quality work.
* Ability to work independently, collaborate effectively with team members, and build working relationships across the organization.
* An eagerness to learn and take on new challenges in a growing company.
* Positive attitude and energy, including through challenges.
* Highest integrity and ability to maintain confidentiality of material non-public information.
*Nice to haves:*
* Experience with audit or accounting in Big 4 firms.
* Exposure to Financial Institutions or Fintech industries.
* Experience with XBRL tagging is a plus.
Job #: P70384
*Pay Transparency Notice: *The target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, and vision).
Pay Range:
$108,630-$127,800 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact mailto:
HRIS Reporting Analyst
Posted today
Job Viewed
Job Description
We are seeking a detail-oriented and analytical HRIS Reporting Analyst to join our People & Culture team.
Now, if you were to come on board as a HRIS Reporting Analyst, we’d ask you to do the following for us:
- Design, build, and maintain standard and ad hoc HR reports and dashboards using data from UKG.
- Partner with HR and business leaders to understand reporting needs and translate them into effective reporting solutions.
- Ensure accuracy and consistency in data across systems and reports by conducting regular audits and data validations.
- Analyze trends and patterns in HR data to identify opportunities for process improvement, risk mitigation, or strategic planning.
- Assist in the development and distribution of key metrics, KPIs, and scorecards related to workforce planning, headcount, attrition, diversity, and compliance.
- Support UKG system upgrades and implementations with reporting insights, user testing, and documentation.
- Maintain data confidentiality and ensure compliance with company policies and relevant legislation
- Provide training and support to HR users and business partners on self-service reporting tools and dashboards where required.
Think you have what it takes to be our HRIS Reporting Analyst? We’re committed to hiring the best talent for the role. Here’s how we’ll know you will be successful:
- Bachelor’s degree in Human Resources, Business, Information Systems, or a related field is ideal.
- 2–5 years of experience in an HRIS or HR reporting role.
- Experience working with HR systems such as UKG, Workday, SAP SuccessFactors, ADP, or similar platforms.
- Strong proficiency in Excel, including pivot tables, VLOOKUPs, and complex formulas.
- Experience with reporting tools such as Power BI, Tableau, or UKG People Analytics.
- Familiarity with data visualization best practices and HR metrics.
- Excellent attention to detail and data accuracy.
- Ability to manage multiple priorities in a fast-paced environment and meet deadlines.
Be The First To Know
About the latest Analyst Jobs in Canada !
HRIS Reporting Analyst
Posted 4 days ago
Job Viewed
Job Description
We are seeking a detail-oriented and analytical HRIS Reporting Analyst to join our People & Culture team.
Now, if you were to come on board as a HRIS Reporting Analyst, we’d ask you to do the following for us:
- Design, build, and maintain standard and ad hoc HR reports and dashboards using data from UKG.
- Partner with HR and business leaders to understand reporting needs and translate them into effective reporting solutions.
- Ensure accuracy and consistency in data across systems and reports by conducting regular audits and data validations.
- Analyze trends and patterns in HR data to identify opportunities for process improvement, risk mitigation, or strategic planning.
- Assist in the development and distribution of key metrics, KPIs, and scorecards related to workforce planning, headcount, attrition, diversity, and compliance.
- Support UKG system upgrades and implementations with reporting insights, user testing, and documentation.
- Maintain data confidentiality and ensure compliance with company policies and relevant legislation
- Provide training and support to HR users and business partners on self-service reporting tools and dashboards where required.
Think you have what it takes to be our HRIS Reporting Analyst? We’re committed to hiring the best talent for the role. Here’s how we’ll know you will be successful:
- Bachelor’s degree in Human Resources, Business, Information Systems, or a related field is ideal.
- 2–5 years of experience in an HRIS or HR reporting role.
- Experience working with HR systems such as UKG, Workday, SAP SuccessFactors, ADP, or similar platforms.
- Strong proficiency in Excel, including pivot tables, VLOOKUPs, and complex formulas.
- Experience with reporting tools such as Power BI, Tableau, or UKG People Analytics.
- Familiarity with data visualization best practices and HR metrics.
- Excellent attention to detail and data accuracy.
- Ability to manage multiple priorities in a fast-paced environment and meet deadlines
Compass Group Canada is committed to nurturing a diverse workforce representative of the communities within which we operate. We encourage and are pleased to consider all qualified candidates, without regard to race, colour, citizenship, religion, sex, marital / family status, sexual orientation, gender identity, aboriginal status, age, disability or persons who may require an accommodation, to apply.
For accommodation requests during the hiring process, please contact ( )(mailto: ) for further information.
Client Reporting Analyst
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking an agile Client Reporting Analyst to join our Client Reporting team. The Client Reporting Analyst will help establish cohesion between business units, IT stakeholders and end users through management of the end-to-end process of creating and distributing reporting documents. The individual will be responsible for establishing and maintaining trust in the quality and timeliness of deliverables through the analysis of client reporting requirements, implementation of process controls and facilitation of acceptance testing. This will be achieved through an ongoing review and support of processes involved in the cyclical reporting process and enhancements to due regulatory changes and/or product updates.
WHAT YOU WILL DO
- Ensure timely delivery of client reporting documents based on regulatory requirements and client expectations
- Conduct cyclical statements/CRM2 reports/trade confirms/tax packages run and testing
- Handle production enhancements/fixes related to all client reporting documents or tools
- Act as a subject matter expert, providing insights and resolving issues; pro-actively identify opportunities for improvements in both business processes resulting from ongoing support provided to the line of business
- Work collectively with IT and Business units to represent Client Reporting for enhancements, regulatory changes and new product offerings
- Work collectively with the various stakeholders to implement production enhancements or resolving issues
- Collaborate with IT project teams and business units to collect, and translate business requirements into documentation
- Prepare business requirements and mock-ups as needed
- Ensure requirements are clearly, accurately and thoroughly documented and understood
- Conduct gap analysis on business requirements and documents provided by IT and the Business while communicating the needs of from a Client Reporting perspective
- Pro-actively identify opportunities for improvements in client reporting process, knowledge, and efficiencies
- Coordinate activities and conducting meetings related to production support and issues
- Responsible for user acceptance and testing of all client reporting documents ensuring product rules or enhancements meet user needs as documented in business requirements
- Develop and document procedures and create reference materials for as a result of product enhancements, regulatory changes and new initiatives
- Monitor the Team inbox and provide research-based support to other departments on client reporting related inquiries
- Other duties as assigned
WHAT YOU WILL BRING
- Previous Business Analyst experience an asset
- Post Secondary Education
- Canadian Securities Course or IFIC Operations Course an asset
- Working knowledge of CI products, Private Client or Assante back office processes an asset
- Strong knowledge of User Acceptance testing (UAT); proven ability to create extensive test plans that confidently tests functionality being implemented against documented requirements
- Excellent analytical capabilities are required along with a strong focus on attention to detail
- Excellent organizational skills, capable of multitasking and the ability to deliver high quality work under pressure
- Excellent written, verbal and presentation skills. You are to effectively communicate project status, and dependencies to stakeholders
- Strong problem-solving skills with the ability to address issues and obstacles that may impede project progress. Proactive identification and resolution of project risks and impediments
- Ability to adapt to changing priorities and deadlines with strong time management skills
- Strong knowledge/understanding of various software skills: (Microsoft, Excel, JIRA, eCISS, Triple A, RPM SSUI/AUI)
- Self-starter and self-motivated
- Strong relationship building skills
- Able to work independently and in a team setting
- Ability to “think outside of the box”
- Excellent and proven time management skills
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Client Reporting Analyst
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
The Tax Reporting Analyst will help establish cohesion between business units, IT stakeholders and end users through management of the end-to-end process of creating and distributing tax documents. The individual will be responsible for establishing and maintaining trust in the quality and timeliness of deliverables through the analysis of complex tax reporting requirements, implementation of process controls and facilitation of acceptance testing. This will be achieved through an ongoing review and support of processes involved in each phase of the Tax Reporting Life Cycle.
WHAT YOU WILL DO
- Ensure timely delivery of tax documents based on regulatory requirements and client expectations
- Collaborate with IT and Business Units on the print and online load scheduling of deliverables including email notifications
- Prepare year-end tax returns to CRA, MRQ, IRS, and the International Tax Services Office
- Coordinate with IT, and Processing Teams to perform annual user acceptance testing (UAT) and business regression testing of tax receipts
- Assist and conduct cyclical data health check for Assante Wealth Management and CI Financial
- Remit and reconcile withholding tax to CRA, MRQ, IRS.
- Quarterly and annual Form 45-106F1 filing to respective provinces
- Conduct review, filing and remittance of Unclaimed Property to respective provinces
- Generate Estate tax slips
- Reconcile tax data, review, and resolve anomalies and variances
- Provide guidance to relevant business units on the data entry points that impact tax reporting deliverables
- Responsible for user acceptance and regression testing during RPM application releases.
- Review RPM System Requirement Documents and identify tax related content requiring testing
- Work collectively with IT and other lines of business to represent Client Reporting-Tax for enhancements and new product offerings
- Ensure business requirements are clearly, accurately, and thoroughly documented and understood, as needed for enhancements to the tax process
- Pro-actively identify opportunities for improvements in client reporting-tax, tax knowledge, and efficiencies
- Develop and document procedures and create reference materials for Client Reporting-Tax
- Monitor the Team inbox and provide research-based support to other departments on tax related inquiries
- Tax Factors data entry and quality control
- Continual review of tax key processes to ensure relevance based on regulatory changes
WHAT YOU WILL BRING
- Minimum of 2 year related working experience in the Mutual Funds/Security industry
- Previous Business Analyst experience an asset
- Experience with Canadian and US Tax Reporting an asset
- Post Secondary Education
- Canadian Securities Course or IFIC Operations Course an asset
- Familiarity with basic accounting principles with a focus on account reconciliations
- Working knowledge of CI products or Assante back office processes an asset
- Knowledge of testing practices and procedures an asset
- Bilingual in French and English an asset
- High level of proficiency with Microsoft Excel an asset
- Strong analytical and problem-solving skills
- Ability to adapt to changing priorities and deadlines with strong time management skills
- Excellent communication skills with experience in business writing
- High degree of accuracy and attention to detail
- Self-starter and self-motivated
- Strong relationship building skills
- Able to work independently and in a team setting
- Ability to “think outside of the box”
- Excellent and proven time management skills
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.