382 Analytics Specialist jobs in Canada

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

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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:

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

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. 

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. 

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 Performance Reporting Analyst, Operations is responsible for supporting the calculation, analysis, and reporting of investment performance for clients across the CI Wealth lines of business. This role ensures accurate and timely performance data, provides insights to support client reporting, and collaborates with internal teams to enhance performance measurement processes.

WHAT YOU WILL DO

• Performance Calculation:
  • Validate reasonability of portfolio performance calculations, including time-weighted and money-weighted returns, attribution analysis, and risk-adjusted measures.
  • Validate data inputs and outputs to ensure accuracy and compliance with industry standards.
  • Reconcile performance results with custodians, third-party providers, and internal systems.
• Reporting & Analysis:
  • Prepare and distribute performance reports for clients, advisors, and management, ensuring clarity and alignment with organizational objectives.
  • Conduct detailed performance attribution and contribution analysis to identify drivers of portfolio performance.
  • Support ad-hoc analysis requests to provide insights for client reviews, business development, or regulatory reporting.
• Process Improvement:
  • Collaborate with Technology and other Operations teams to enhance performance calculation methodologies and streamline workflows.
  • Identify and implement automation opportunities to improve efficiency and reduce errors.
  • Provide recommendations for updates to performance databases, ensuring data integrity and consistency.
• Compliance & Standards:
  • Ensure performance calculations and reporting adhere to regulatory requirements and internal policies.
• Stakeholder Collaboration: 
  • Work closely with portfolio managers, advisors, Client Experience teams, Technology, and other Shared Services teams to address performance-related inquiries.

WHAT YOU WILL BRING

• Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
• Experience in performance measurement, investment analysis, or a similar role within wealth management or financial services is an asset.”
• Strong understanding of investment performance methodologies, attribution analysis, and risk metrics.
• Advanced Excel skills (pivot tables, VLOOKUP, macros, etc.) and familiarity with data analysis tools.
• Experience with performance reporting tools (e.g., FactSet, Morningstar, Bloomberg, or similar) is an asset.
• Excellent analytical skills with a keen attention to detail and accuracy.
• Excellent communication skills to present complex data clearly to diverse audiences.
• Ability to work independently and collaboratively.  
• Ability to prioritize tasks and manage deadlines in a high-volume, fast-paced environment.

WORKING CONDITIONS

• Work Environment : Office setting or hybrid (if applicable).
• Hours : Standard business hours, with flexibility as needed.
• Travel : Minimal, based on business needs.

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
• Fitness Membership Discounts
• Paid Volunteer Day

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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.