288 Financial Advisory jobs in Canada

Job Description

Job Description

You will work directly with the clients to assist them in meeting their financial reporting requirements, which may include assisting with closing procedures, accounting systems planning, IFRS or US GAAP standards accounting policy research, MD&A preparation, and financial statement preparation. Being a part of the client side is a rewarding experience all while getting to maintain the dynamic nature of working on different client files.

You will feel a ton of ownership over the files you work on. Filing deadlines are a regular occurrence, so being proactive will be a must to be successful in our environment. Overtime is only on a rare occasion. If you are fed up with the 70-hour work weeks during busy season, this will be a great role to transition out of the long hours of public practice. We offer lots of flexibility (including working from home) and a benefits plan, so it is a terrific role for someone who wants work/life balance. Only candidates who are residents of Alberta will be considered for this role.

Unless you can clearly demonstrate strong knowledge in the area of financial reporting, one of the following experiences is a requirement for the role: you have led audit files as part of the pubco group at a small to midsize public accounting firm, or you've held a in financial reporting role within a public issuer.

What will your days look like

• Preparing financial statements and the management discussion and analysis for quarterly and year end filings for various clients;

• Completing consolidation and translation files;

• Assisting clients with financial analysis, preparing financial analysis of various balance sheet and income statement accounts;

• Monthly variance analysis of corporate costs compared with quarterly forecasts and the annual business plan;

• Assisting with the annual budget and quarterly forecast process for clients;

• Bookkeeping on special projects for clients and for some clients regular period ending closing entries;

• Assisting with year-end audit planning and liaising with the auditors on behalf clients;

• Assist with continuous disclosure requirements; Common complex accounting issues include accounting for acquisitions, stock based compensation, translations and consolidations

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.

• CPA designation required.

• Significant public company audit and/or financial reporting experience - ideally with small to mid-sized product based companies

• After the base experience requirements are met, we hire first and foremost, strong analytical and problem solvers.
  

Assets include.

• Excel wizard

• Please note any industries you have specialized in (i.e. mining, oil & gas) in the Indeed question

• QuickBooks or accounting software. Please list what you have used regularly.

• CPA (Qualified in the United States)

• US GAAP experience

• SEC or Canadian Securities regulators disclosure experience

• COSO Internal Control Certificate

• CFA designation

• IT nerd that could spearhead our IT initiatives

• XBRL experience

• Corporate income tax

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 Base Salary: $110,000

Annual Bonus Potential: up to $36,000

Job Description

Job Description

You will work directly with the clients to assist them in meeting their financial reporting requirements, which may include assisting with closing procedures, accounting systems planning, IFRS or US GAAP standards accounting policy research, MD&A preparation, and financial statement preparation. Being a part of the client side is a rewarding experience all while getting to maintain the dynamic nature of working on different client files.

You will feel a ton of ownership over the files you work on. Filing deadlines are a regular occurrence, so being proactive will be a must to be successful in our environment. Overtime is only on a rare occasion. If you are fed up with the 70-hour work weeks during busy season, this will be a great role to transition out of the long hours of public practice. We offer lots of flexibility (including working from home) and a benefits plan, so it is a terrific role for someone who wants work/life balance. Only candidates who are residents of Alberta will be considered for this role.

Unless you can clearly demonstrate strong knowledge in the area of financial reporting, one of the following experiences is a requirement for the role: you have led audit files as part of the pubco group at a small to midsize public accounting firm, or you've held a in financial reporting role within a public issuer.

What will your days look like

• Preparing financial statements and the management discussion and analysis for quarterly and year end filings for various clients;

• Completing consolidation and translation files;

• Assisting clients with financial analysis, preparing financial analysis of various balance sheet and income statement accounts;

• Monthly variance analysis of corporate costs compared with quarterly forecasts and the annual business plan;

• Assisting with the annual budget and quarterly forecast process for clients;

• Bookkeeping on special projects for clients and for some clients regular period ending closing entries;

• Assisting with year-end audit planning and liaising with the auditors on behalf clients;

• Assist with continuous disclosure requirements; Common complex accounting issues include accounting for acquisitions, stock based compensation, translations and consolidations

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.

• CPA designation required.

• Significant public company audit and/or financial reporting experience - ideally with small to mid-sized product based companies

• After the base experience requirements are met, we hire first and foremost, strong analytical and problem solvers.
  

Assets include.

• Excel wizard

• Please note any industries you have specialized in (i.e. mining, oil & gas) in the Indeed question

• QuickBooks or accounting software. Please list what you have used regularly.

• CPA (Qualified in the United States)

• US GAAP experience

• SEC or Canadian Securities regulators disclosure experience

• COSO Internal Control Certificate

• CFA designation

• IT nerd that could spearhead our IT initiatives

• XBRL experience

• Corporate income tax

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 Base Salary: $110,000

Annual Bonus Potential: up to $36,000

Job Description

Job Description

Position:              Financial Analyst (FA&A)
Location:             Vancouver, Canada
Department:        Financial Advisory and Analysis (FA&A)
Reports To:          Manager, FA&A

Position Summary
Our FA&A team provides insights that drive smart, informed decisions in shaping Seapeak’s corporate strategy. From budgeting and forecasting, management and Board reporting, to evaluating new business opportunities, the team plays a critical role in value creation across the organization.

As a Financial Analyst, you’ll work closely with colleagues across the business to consolidate and analyze results, while helping to drive financial performance and strategic growth. This is a unique opportunity to leverage your technical and analytical skills while making a meaningful impact at a large international company that is a leader in LNG shipping - an industry known for its stability and strong long-term fundamentals.

We’re a lean, collaborative team - which means your work will be seen, valued, and impactful. You’ll gain exposure to corporate development, Treasury, and strategy projects, while building a career path with real growth potential.

Major Responsibilities

• Assist with the preparation of Seapeak’s long-term financial forecasts and projections.
• Utilize Seapeak’s long-term forecast model to prepare additional analysis such as scenario planning of M&A and commercial tender opportunities, liquidity analysis and alternative financial strategies.
• Assist with the preparation and maintenance of various financial models for capital investment decisions and long-term contract proposals. You will be responsible for the delivery of detailed and accurate financial analysis for capital allocation decisions.
• Assist with preparation of cash flow forecasts for our multiple Joint Venture partners.
• Assist with the preparation of financial materials for quarterly Board meetings, including detailed analysis of variances from the prior quarter’s forecast and actual quarterly results.
• Prepare PowerPoint presentations for management, the Board, lenders, and external stakeholders.
• Opportunity to expand your skillset and further your corporate finance knowledge by supporting the Treasury team on an ad hoc basis, learning more about the debt portfolio, short-term liquidity forecast, foreign exchange and interest rate risk management.

Requirements (Knowledge, Skills & Abilities)

• Bachelor’s degree in Accounting, Finance or related field, CPA. 
• Exceptional financial modelling skills are essential along with a working knowledge of valuation/finance theory and techniques.
• Experience preparing PowerPoint presentations and data visualization.
• Demonstrated knowledge of analytical techniques and financial concepts to define and solve complex problems.
• Keen eye for detail and ability to “get into the weeds” of financial information and data.
• Ability to communicate complex financial concepts in an understandable manner to non-financial stakeholders. An understanding of US GAAP financial reporting rules and standards is helpful in-order to bridge historical financials to forecasted financials.

Preferred

• CFA or CBV (or in the process of completing their designation).
• Previous experience in FP&A, Corporate Development, or a similar function.
• Shipping industry experience.
• Experience or interest in identifying and implementing use-cases for Artificial Intelligence in Finance.

Why Join Seapeak?

• Impact & Exposure: Your work will directly support senior leadership and influence real business decisions.
• Growth Path: We’re expanding - which means opportunities to take on more responsibility and grow your career.
• Culture: A collaborative, open team where your ideas are valued.
• Global Reach: LNG shipping is a global business involving a wide range of international shipowners, banks, suppliers, and customers.

Benefits Package

• Target Annual Bonus Plan
• 17 vacation days, growing to 30 days with service, plus statutory holidays
• 100% company paid benefits for employee and direct dependents includes extended health, dental, vision, group life insurance, AD&D, STD and LTD 
• Health Care Spending Account of CAD750 / year
• Global Medical Assistance
• Employee Assistance Program
• Flexible Spending Allowance CAD 1,500/year
• Hybrid working. Although you are welcome to work in our office full time, you are able to work from home up to 2 days per week after completing your probationary period.

About Us
With combined assets of over USD 10 billon, Seapeak is one of the world’s largest independent owner and operators of Liquefied Natural Gas carriers, with ownership interests in over 50 LNG vessels.  In addition, Seapeak has ownership interests in 40 Natural Gas Liquids vessels.  Our sponsor, leading infrastructure investor Stonepeak, has helped to position our company with a focus on growth in our global gas transportation markets.  Since early-2022, we have invested over USD 2.2 billion, adding 22 ships to our fleet.

Our business is important – we are powering the day-to-day lives of so many around the world – and we are looking to build our Team to support our growth through acquisition and newbuild orders.  

At Seapeak, we are committed to building successful careers and future leaders. Join us! For the chance to be empowered, to make decisions and be part of a supportive, high-achieving Team.
We set the standard for industry. We are solution driven, accountable for results and measured by success.

#WeSetTheCourse

#LI-hybrid

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JOB REQUISITION
Toronto Technology Audit & Advisory (Financial Services) Manager
LOCATION
TORONTO
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
You Belong Here
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture . We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm .
Where We Need You: 
Protiviti is looking for a Technology Audit & Advisory Manager to join our growing Financial Services team . 
Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.
What You Can Expect: 
As a M anager , you'll partner with our clients to solve complex business problems and provide impactful advice and solutions.  You'll develop lasting relationships with client personnel and further these relationships through quality product delivery.  You'll foster a network within the business community and serve as an ambassador of Protiviti in the market.   Y ou will also be a mentor, trainer, and coach to Consultants and Senior Consultants a s you facilitate the successful completion of project work plans. By focusing on clients and engagements in the financial services industry, you'll partner with highly regulated clients and deepen your expertise in financial services regulations.
At Protiviti, Technology Audit & Advisory focuses on: 
+ Helping clients better manage risks associated with their use of technology, to protect and lead enterprise value. 
+ Innovation: new ways of thinking and new ways of doing.
+ Technology enablement: analytics, automation and other new tools and methods.
+ Staying current: building skills in all areas of evolving technology.
Managers in Technology Audit & Advisory work with clients to assess, identify risk, advise, and consult on different technology related topics, including: 
+ IT General Controls (ITGC) 
+ IT Frameworks 
+ Cybersecurity 
+ Cloud Audit 
+ Data Governance & Privacy 
+ Enterprise Applications 
+ Technology Resilience 
+ Disaster Recovery 
+ IT SOX 
+ Analytics 
+ Emerging Technologies 
+ Control programs 
+ Technology Enablement
What Will Help You Be Successful: 
+ You enjoy identifying areas of business and technology risk, and opportunities to improve efficiency, increase performance, and help clients better utilize all technologies. 
+ You are motivated to learn and interested in all things related to data and technology, including the latest trends and developments. 
+ You are passionate about build ing relationships with clients and providing exceptional experiences.
+ You have an inherent interest in project management and team leadership.
+ You promote a positive team culture that fosters open communication among all engagement team members. 
+ You create development opportunities for others , including participating in the creation and rollout of training, and ways for your team to improve our clients and communities.
+ You have interest in participating in the preparation of client proposals and strategies to win new business.
+ You have i nterest in working with a diverse portfolio of clients across the financial services industry.
Do Your Talents Include the Following?   
+ Demonstrated experience with : 
+ IT audit methodologies and developing necessary audit deliverables, including process flows, work programs, audit reports, and control summaries.   
+ Commonly used internal control frameworks, including COBIT, ISO 27001, NIST CSF, CIS, ITIL, etc. 
+ Sarbanes-Oxley Act provisions and methodologies for achieving compliance, in particular the technology implications and requirements.  
+ Financial service s industry regulations and hands-on industry knowledge.
+ A passion for :
+ The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc. 
+ Analytics and technology enablement (automation, AI/ML etc.). 
+ Evaluating, summarizing, organizing, and interpreting data.
+ Establishing and cultivating business relationships and a professional network , including with senior executives . 
+ Ability to translate and communicate technology topics and audit issues to client personnel, including executives. 
+ Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching , oversight and review of work, coordination across teams, and understanding how to motivate.  
Your Educational and Professional Qualifications:  
+ Bachelor's degree in a relevant discipline (e.g., Accounting, Finance, Information Technology, Cybersecurity, or b usiness- r elated f ield). 
+ 5 + years working in technology audit, consulting, assurance services, risk and control programs, or related field, either in professional services or within the financial services industry.
+ Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access. 
+ Proficiency in PowerBI , Tableau, Alteryx, SQL, Python, and/or RPA Solutions a plus . 
+ Professional c ertification such as CIA, CRMA, CISA, CISM, CISSP, or similar strongly preferred.      
Our Hybrid Workplace
Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements varies by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments .
#LI-Hybrid  
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
All applicants applying for Canadian job openings need authorization to work in Canada for Protiviti without sponsorship now or in the future.
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
Protiviti is not registered to hire or employ personnel in the following provinces - New Brunswick, Newfoundland & Labrador, Northwest Territories, Nova Scotia, Nunavut, Prince Edward Island, Quebec, Saskatchewan, Yukon.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
CAN TORONTO
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE ( to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.

JOB REQUISITION
Toronto Technology Audit and Advisory (Financial Services) Senior Consultant
LOCATION
TORONTO
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
You Belong Here  
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture . We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm .
Where We Need You: 
Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team. 
Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.
What You Can Expect: 
As a Senior Consultant, you will be a mentor, trainer, and coach to Interns and Consultants a s you facilitate the successful completion of project work plans. You'll identify areas of risk and opportunities to increase efficiency. You'll strengthen relationship s and deepen your abilities to communicate, gain trust, and network with client personnel and professional associates.  At the direction of M anagers, you may accept responsibility for decision-making in areas including establishing project scope and work plans, project staffing, preparation of deliverables , and application of methodologies.  By focusing on clients and engagements in the financial services industry, you'll partner with highly regulated clients and deepen your understanding of financial services regulations.
At Protiviti, Technology Audit & Advisory focuses on: 
+ Helping clients better manage risks associated with their use of technology, to protect and lead enterprise value. 
+ Innovation: new ways of thinking and new ways of doing.
+ Technology enablement: analytics, automation and other new tools and methods.
+ Staying current: building skills in all areas of evolving technology.
Senior Consultants in Technology Audit & Advisory work with clients to assess, identify risk, advise, and consult on different technology related topics, including: 
+ IT General Controls (ITGC) 
+ IT Frameworks 
+ Cybersecurity 
+ Cloud Audit 
+ Data Governance & Privacy 
+ Enterprise Applications 
+ Technology Resilience 
+ Disaster Recovery 
+ IT SOX 
+ Analytics 
+ Emerging Technologies 
+ Control programs 
+ Technology Enablement
What Will Help You Be Successful: 
+ You enjoy identifying areas of business and technology risk, and opportunities to improve efficiency , increase performance, and help clients better utilize all technologies. 
+ You are motivated to learn and interested in all things related to data and technology, including the latest trends and developments. 
+ You are passionate about build ing relationships with clients and providing clients with exceptional experiences.
+ You have an inherent interest in project management and team leadership.
+ You c ontribute to a positive team culture that fosters open communication among all engagement team members. 
+ You create development opportunities for others and ways for your team to improve our clients and communities.
+ You have i nterest in working with a diverse portfolio of clients across the financial services industry.
Do Your Talents Include the Following?   
+ Experience with or understanding of: 
+ IT audit methodologies and developing necessary audit deliverables, including process flows, work programs, audit reports, and control summaries.   
+ Commonly used internal control frameworks, including COBIT, ISO 27001, NIST CSF, CIS, ITIL, etc. 
+ Sarbanes-Oxley Act provisions and methodologies for achieving compliance, in particular the technology implications and requirements.  
+ Financial services industry regulations.
+ Exposure to and/or interest in:
+ The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc. 
+ Analytics and technology enablement (automation, AI/ML etc.). 
+ Evaluating, summarizing, organizing, and interpreting data.
+ Establishing and cultivating business relationships and a professional network. 
+ Ability to translate and communicate technology topics and audit issues to client personnel, including executives. 
+ Supervisory experience of teams including mentoring, oversight and review of work, coordination across teams, and understanding how to motivate.  
+ Experience performing documentation of findings and summarizing recommendations.
Your Educational and Professional Qualifications:  
+ Bachelor's degree in a relevant discipline ( e.g., Accounting, Finance, Information Technology, Cybersecurity, or b usiness- r elated f ield). 
+ 2 + years working in internal audit, consulting, assurance services, risk and control programs, or related field, either in professional services or within the financial services industry.
+ Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access. 
+ Proficiency in PowerBI , Tableau, Alteryx, SQL, Python, and/or RPA Solutions a plus . 
+ Professional c ertification such as CIA, CRMA, CISA, CISM, CISSP, or similar preferred.   
Our Hybrid Workplace
Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements varies by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments .
#LI-Hybrid  
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
All applicants applying for Canadian job openings need authorization to work in Canada for Protiviti without sponsorship now or in the future.
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
Protiviti is not registered to hire or employ personnel in the following provinces - New Brunswick, Newfoundland & Labrador, Northwest Territories, Nova Scotia, Nunavut, Prince Edward Island, Quebec, Saskatchewan, Yukon.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
CAN TORONTO
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE ( to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.

Job Description

Job Description

The Role

At Treewalk, you’ll own the entire public-company reporting cycle: fast closes, MD&A storytelling, IFRS/US GAAP judgment calls, and scalable system design. You’ll own end-to-end financial disclosure for a portfolio of high growth clients from a broad range of industries. Many engagements will tap you as a de-facto fractional CFO, guiding strategy as well as disclosure; others will lean on you as the go-to technical expert. Either way, every file is yours to run.

Deadlines are real; overtime isn’t a lifestyle. We staff sensibly, treat extra hours as the rare exception, and back that up with true schedule autonomy and remote flexibility—so your evenings stay yours.

If you’ve led pub-co audits at a small- to mid-size firm or managed reporting inside a listed issuer, and you’re ready to trade 70-hour busy-season marathons for high-impact work, tangible ownership, and genuine balance, then we would love to hear from you.

How You’ll Create Impact Day-to-Day

• Own the story behind the numbers – Draft and polish quarterly & year-end financial statements and MD&A that stand up to capital-markets scrutiny and tell each client’s growth narrative.

• Run the engine of multi-entity groups – Build rock-solid consolidation and foreign-currency translation models that make complex structures look effortless.

• Turn data into insight – Deliver sharp balance-sheet and P&L analyses, spotlighting trends and red-flag variances before anyone else sees them.

• Keep leadership laser-focused – Produce monthly variance reports against forecasts and annual plans, translating the findings into clear, action-ready recommendations.

• Shape the roadmap – Guide annual budgets and rolling forecasts, aligning stakeholders around targets that push the business—without breaking it.

• Step in as the “extra brain” – Handle special-project bookkeeping or period-end close entries when clients need a fractional controller’s precision and speed.

• Make audits painless – Design year-end audit plans, prep airtight support, and quarterback conversations with external auditors so CEOs and CFOs can sleep at night.

• Master the technical hurdles – Tackle complex issues—acquisitions, stock-based comp, debt/equity splits, consolidations, translations—and package them into crystal-clear disclosures.

• Guard continuous disclosure – Stay ahead of regulatory changes, draft timely filings, and ensure nothing slips through the cracks on SEDAR+ or EDGAR.

Result: clients see you as the calm, expert voice who keeps them compliant and strategic—while you build mastery across industries without the grind of traditional public practice.

Requirements

Our ideal candidate.

• CPA designation required.

• Significant public company audit and/or financial reporting experience - ideally with small to mid-sized product based companies

• After the base experience requirements are met, we hire first and foremost, strong analytical and problem solvers.
  

Please mention these bonus skills if you have them

• US GAAP experience

• COSO Internal Control Certificate

• Corporate income tax

Why Treewalk Feels Different

It’s Treewalk for a reason: we invest in your growth, trust your judgment, and protect your life outside the ledger.

• No-Strings Learning Fund – We pay 100 % of your CPA modules, annual dues, and any pro-dev courses you choose—and we’ll never claw it back if you move on.

• Freedom Over Face-Time – Own your deadlines, shape your schedule. Hit a midday workout, do the school run—just bring the results.

• Day-One Peace of Mind – Extended health, dental, vision, and parental-leave benefits start the moment you join.

Benefits

Who We Are

Treewalk is Vancouver-born, scaling nationwide, and obsessed with turning capital-markets complexity into clarity. We give TSX-V, CSE, NASDAQ, and OTC issuers an end-to-end disclosure engine—so they can focus on growth while we keep them bullet-proof in the spotlight.

But labels like “accounting firm” don’t capture our DNA. Picture a tech startup powered by CPAs:

• Holacracy over hierarchy – Ideas outrank titles, and ownership lives on every desk.

• Industry-agnostic curiosity – From biotech to blockchain to next-gen retail, if it’s innovative, we’re already in it—or will be tomorrow.

• Growth at warp speed – One of Canada’s fastest-rising advisory practices, we set audacious goals, then sprint past them.

• Training ground for tomorrow’s CFOs – Whether you’re two years post-designation or a seasoned controller, Treewalk is where accountants level-up for industry roles and capital-markets strategy.

The Values That Power Us

Mastery: We hunt knowledge relentlessly and build expertise into every engagement.

Support: No one goes it alone—collaboration is our default setting.

Ownership: We celebrate wins and own slip-ups with equal conviction.

Kaizen: Continuous improvement isn’t a buzzword; it’s our daily operating system.

Annual Salary - $110,000

OFFER.JSON_DESC

Expected salary range
up to $135,000

Workplace : Sainte-Agathe-des-Monts, QC

Tasks

• Business development
• Customer follow-up
• Deal with the financing and leasing of vehicles according to the standards of financial institutions
• Delivery of documentation and signatures
• Effectively complete sales and rental forms
• Ensure that financing and insurance fees are collected
• Obtain and verify credit applications.
• Payment manipulation during transactions
• Revise the sales contracts
• Take down payments and issue receipts.
• Telephone / email solicitation

REQUIREMENTS

Experience

• offer.experience_required

offer.json_desc_2

Job Description

Job Description

Forbes GM is currently seeking a Financial Services Manager to join our leadership team of customer focused professionals within our high volume and process-driven dealership.

Purpose/Summary of Position:

This role is responsible for providing a consistently exceptional customer experience, following established processes and procedures for their role and achieving targeted goals and objectives. This role is responsible for ongoing collaboration with fellow team members; driving sales and improving efficiencies whenever possible.

The Financial Services Manager acts as liaison between financial institutions and our customers and ensures that all required documentation needed for ownership and warranty is completed correctly. They also generate profit by selling warranties, insurances and various products.

Required Qualifications:

Our ideal candidates understand that customers have a choice in where they purchase and service their vehicles, and therefore demonstrate a commitment delivering unparalleled service to show our customers real value for their hard-earned money.

Our leaders are excellent communicators who love working directly with both customers & co-workers and who are businesspeople and people-people. Our leaders understand that the best team will provide the best customer service and as such, make attracting and retaining talent a top priority because it is critical to our success. Fostering a team of happy, empowered and engaged individuals is a key priority of this leadership role.

Candidates must possess:

• Unrestricted OMVIC license & dealership approval
• Valid driver’s license
• Minimum High School Diploma
• Post-Secondary Education Preferred
• Minimum 2 years of experience in sales departments or related work environments – previous FSM experience preferred

Why We’re Awesome:

• Commitment to an exceptional employee experience
• Full benefit programs & competitive compensation plans
• Employee and Family Assistance Program
• Collaborative work environment & group support

Qualified applicants are invited to apply with resume and cover letter.

Forbes GM is an equal opportunity employer which values diversity in the workplace. If you require accommodation in order to participate in the hiring process, please contact us at ( or to make your needs known in advance.

Job Description

Job Description

Salary: $51,900 - $1,100

Financial Services Officer
Branch Location: Tyne Valley, PEI

Build meaningful relationships and help Islanders achieve their financial goals at Provincial Credit Union one of Atlantic Canadas leading credit unions and proud recipient of Canadas Top 100 Employers award for 2025!

At Provincial Credit Union, we do more than banking we empower our members to thrive. Guided by our values ofPeople, Purpose, and Possibility, our team provides trusted financial advice, education, and planning that make a real difference in our communities.

As aFinancial Services Officer, youll play a key role in helping members navigate lifes big financial decisions. From lending solutions to savings and retirement planning, youll be a trusted partner in their financial journey.

In this role, youll:

• Provide one-on-one financial education and advice to members on day to day banking, loans, investments, and deposit products.
• Meet with members (in person or digitally) to understand their needs, gather financial data, and guide them toward the best solutions.
• Assess applications by analyzing creditworthiness, determining loan feasibility, setting credit limits, and approving or declining loans within your lending authority.
• Ensure all loan agreements are complete, accurate, and compliant with policies and guidelines.
• Promote and recommend deposit products such as term deposits, RRSPs, RESPs, RRIFs, and LIFs, or refer to our Financial Planning partners when appropriate.

What You Bring

• Education: Post-secondary education in Business, Finance, or a related field (or equivalent experience).
• Experience: Previous experience in lending, financial services, or a member-focused advisory role.
• Skills & Abilities: Strong analytical skills, attention to detail, and the ability to build trust and lasting relationships with members.

Why Youll Love It Here

We believe our employees deserve the same outstanding care we give our members. Thats why we offer:

• A People-First Culture: Join a supportive team that values collaboration, positivity, and community impact.
• Competitive Pay & Bonus Program: Market-aligned salary plus the opportunity for annual bonuses.
• Comprehensive Benefits: Health and dental coverage, sick time, and a Defined Contribution Pension Plan & Group Retirement Savings Plan with up to 9% employer contribution.
• Work-Life Balance: Three weeks vacation to start, plus four personal days and two volunteer days each year.
• Career Growth: Tuition reimbursement, training opportunities, and career progression pathways.
• Extra Perks: Annual fitness and clothing allowance, reduced employee loan and mortgage rates, and no service fees on banking transactions.
• Salary Range: 51,900 - 61,100.

Additional Information

• Bondability Requirement: Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).
• Closing Date: October 17th, 2025.

Diversity & Inclusion

At Provincial Credit Union, were committed to creating an inclusive and equitable workplace. We welcome applications from all qualified individuals, and accommodations are available throughout the recruitment process.