15 Financial Analyst jobs in Calgary
Intermediate Financial Analyst
Posted 4 days ago
Job Viewed
Job Description
The **Intermediate Financial Analyst** reports to the Supervisor International Finance, AES Canada with close consultation with and input from the Director of Finance - Canada. This position is primarily responsible for ensuring that our natural gas liquids, renewables and clean products transactions are correctly captured in our accounting records. The Finance Analyst role is designed to provide the successful candidate with a wide range of exposure to our emerging businesses, in NGL trading, renewables, clean products in addition to the scheduling and trading departments.
**Responsibilities May Include:**
+ Ensure all transactions related to NGLs, renewables, solvents and clean products are recorded accurately in accordance with accounting standards in our ERP system (SAP S4).
+ Confirmation of correct tax treatment on both incoming and outgoing invoices.
+ Work closely with our managed service provider (offshore resources), scheduling and traders to properly reflect positions and trades in our accounting records.
+ Ensure all internal Sarbanes-Oxley (SOX) controls are performed properly and correctly documented.
+ Monthly closing journal entries.
+ Intercompany and inventory balancing in relation to NGLs, renewables, clean products, and solvents.
+ Monthly financial analysis of earnings, balance sheet and cash flows.
+ Monthly review of the financial results with senior management.
+ Commodity and sales tax research.
**Required Qualifications:**
+ Legally authorized to work in the job posting country
+ Bachelor's /University Degree
+ 2 or more years work experience in public practice or oil and gas industry
+ Proficient computer skills (MS Excel, Word, Outlook)
**Preferred Qualifications:**
+ CPA certification
+ Financial statement acumen
+ Excellent written and oral communication skills as well as reading comprehension abilities
+ Strong organizational skills
+ Strong problem solving and analytical skills
+ Ability to prioritize demands from multiple departments Self-motivated, effective team player
+ Possess a customer service mentality and willingness to address internal client needs Ability to work in a fast paced, deadline driven environment
+ Experience with Canadian commodity and sales tax
**Total Rewards**
At Phillips 66, providing access to high quality programs and care for you and your family is important to us. Maintaining a culture of well-being - physical, emotional, social, and financial - is essential for a high-performing organization. When we are at our best, we are poised to deliver exceptional results - personally and professionally. Benefits for certain eligible employees include:
+ Company bonus
+ Pension Plan
+ Savings Plan
+ Extended Health Care and Dental Benefits
+ Life, AD&D, LTD
+ Personal Development Account
+ Employee and Family Assistance Program
Learn more about our benefits here ( .
Phillips 66 has more than 140 years of experience in providing the energy that enables people to dream bigger and go farther, faster. We are committed to improving lives, and that is our promise to our employees and our communities. We are sustained by the backgrounds and experiences of our diverse teams, which reflect who we are, the environment we create and how we work together. We have been recognized by the Human Rights Campaign, U.S. Department of Labor and the _Military Times_ for our continued commitment to inclusive practices and policies in the hiring and retention of those in the LGBTQ+ community and military veterans. Our company is built on values of safety, honor and commitment. We call our cultural mindset Our Energy in Action, which we define through four simple, intuitive behaviors: We work for the greater good, create an environment of trust, seek different perspectives and achieve excellence.
Learn more about Phillips 66 and how we are working to meet the world's energy needs today and tomorrow, by visiting phillips66.com.
**To be considered**
In order to be considered for this position you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the requisition closing date of **09/11/2025** .
**Phillips 66 is an Equal Opportunity Employer**
Senior Financial Analyst
Posted today
Job Viewed
Job Description
Job Description
Senior Financial Analyst
Our Calgary client is seeking an experienced Senior Finance Analyst to join their team. An ideal candidate will act as a strategic finance partner to operational leaders, driving performance through insightful analysis, collaborative planning, and informed decision-making. A proactive, service-oriented mindset and strong relationship-building skills are key to integrating financial insights into day-to-day operations.
Your success will be defined by your ability to:
- Partner with Operations and other teams to align financial and business goals
- Advise stakeholders with insights to guide strategy and decision-making
- Lead budgeting, forecasting, and long-term financial planning
- Analyze metrics to highlight trends, risks, and opportunities
- Support strategic initiatives with scenario modeling and financial analysis
- Deliver real-time financial guidance to business leaders
- Collaborate with Business Development on financial modeling for new opportunities
- Oversee core accounting tasks, including journal entries and reconciliations
- Bridge Finance and Operations by translating financial concepts for non-financial teams
- Drive process improvements and enhance reporting and data quality
- Use technology to boost efficiency and financial transparency
- Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA or similar designation preferred.
- 7+ years of experience in financial planning & analysis, accounting, and business partnering within a complex, fast-paced environment.
- Strong proficiency in financial modeling, forecasting, and variance analysis.
- Advanced Excel skills and experience with financial systems (in particular, MS Dynamics 365).
Recruitment Partners Inc . is an Alberta-based, Alberta-focused recruitment firm. We are dedicated to building long-term relationships while securing top talent for Alberta’s best employers. At the heart of our efforts is a collaborative, consultative approach. We are proud of our team of consultants, who come with practical business experience, a strong network of professional contacts, and are focused on what is best for both clients and candidates. We will facilitate the best fit between client and candidate. This means reduced turnover, enhanced employee engagement, increased productivity, customer satisfaction, and more.
Executive Search - Accounting & Finance - Sales & Operations - Engineering - Supply Chain - Human Resources - Office Support - Technology
Contact us today - Your Search Partner –
Accounting & Financial Analyst
Posted today
Job Viewed
Job Description
Job Description
About Novara Human Capital Solutions:
At Novara, we support businesses with integrated solutions across all functions of Human Resources. In partnership with our client, we are excited to present this unique opportunity to join their organization on their behalf. Please note that this is a confidential search, and the successful candidate will be employed directly by our client.
About Our Client:
Our client is an agile and forward-thinking private equity backed company, focused on midstream energy infrastructure and oil and gas production. Led by an experienced leadership team, we are rapidly growing our businesses through M&A, optimization and innovative new project development.
Your Impact:
As an Accounting & Finance Analyst, you will play a crucial role in maintaining the financial health of the organization and monitoring and reporting our monthly results. You will directly influence key business decisions by ensuring financial accuracy, supporting compliance, and optimizing cash and debt positions. Your insights and analysis will empower strategic decisions that drive business performance.
Your Superpowers:
- You have a keen eye for detail, effortlessly interpreting large data sets and turning them into meaningful insights.
- You are always two steps ahead, proactively identifying inconsistencies and opportunities to mitigate risks early.
- You can clearly and confidently communicate complex information that is accessible for diverse audiences.
- You confidently navigate financial & accounting software and tools to streamline processes and maximize efficiency.
- You thrive in dynamic environments and easily manage multiple priorities with agility.
What You'll Do:
- Accounting
- Assist with month-end close activities, including recording journal entries.
- Meticulously perform account reconciliations for accurate financial reporting.
- Conduct monthly bank reconciliations and corresponding journal entries.
- Prepare and file GST, T5, NR4 returns, and any other required documentation.
- Set up, maintain, and update vendor master files in Qbyte, ensuring all addresses and banking information is accurate and up to date.
- Reconcile land lease rental payment runs and generate rental invoices.
- Review royalty income and perform ad hoc reporting as required.
- Cash Management
- Monitor daily cash positions and forecast short-term cash needs and identifying cash flow risks.
- Manage cash balances and coordinate fund transfers between account to optimize liquidity.
- Track and record interest expenses and accruals, overseeing bank permissions.
- Execute wire transfers, manage foreign currency transactions, and monitor loans and lines of credit.
- Support borrowing base and covenant compliance activities,
- Risk Management & Hedging
- Track and reconcile financial hedges for FX and interest rates.
- Manage confirmations and record settlement amounts
- Audit, Budget, and Analytical:
- As needed:
- Support audit processes by preparing testing and documentation.
- Assist with budget analysis and updates.
- Conduct operating and G&A cost analyses.
- As needed:
- Tax and Regulatory Compliance:
- Complete and file monthly returns for Canadian carbon tax and USA export activities.
- Prepare USA carbon tax filings and assist in supporting EIA reporting.
What You Bring:
- Post-secondary education in Accounting, Finance, or related field is an asset.
- A minimum of 3 years of proven experience in accounting, cash management, and financial analysis.
- Experience in the energy sector or related industries is an asset.
What Is Offered:
- Competitive salary based on experience
- Comprehensive benefits health, dental and vision insurance
- RRSP Matching
- Hybrid Work Options
Senior Financial Analyst
Posted today
Job Viewed
Job Description
Job Description
Our client, a leading energy company, seeks a Senior Financial Analyst to join their high-impact Calgary team. This pivotal role reports directly to the Controller and drives strategic value through ownership of financial reporting, process innovation, and cross-functional collaboration.
You will spearhead the monthly financial close, transforming data into actionable insights for leadership. Key responsibilities include preparing complex IFRS working papers (accruals, PP&E, decommissioning), conducting variance analysis to optimize profitability, and presenting results to senior management. The role extends to leading projects in tax compliance, regulatory filings, and process improvements that scale with the companys growth. Your expertise will directly enhance data integrity and internal controls.
The ideal candidate is a CPA with 5+ years of progressive experience, ideally in energy and/or public accounting. You bring deep IFRS expertise, advanced Excel/data analysis skills, and a track record of streamlining financial processes. We seek a proactive problem-solver who communicates complex findings clearly, thrives in dynamic environments, and builds partnerships across departments.
For immediate consideration, please email or call
About BullsEye Recruitment Inc.
An Alberta-based specialist in senior finance and accounting placements, BullsEye connects top talent with leading firms across Calgary. Discover how we elevate careers at
Financial Analyst, Contract Surety
Posted 11 days ago
Job Viewed
Job Description
Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.
**Job Category**
Underwriting
**Target Openings**
1
**What Is the Opportunity?**
The Bond & Specialty Insurance (B&SI) group at Travelers provides a broad array of competitive management liability, professional liability and surety products and coverages to businesses of all sizes. This Associate Account Executive (AAE), Bond & SI role will partner with brokers to provide Construction Services coverage for new and renewal business based on customers' needs. As an AAE, you are decisive, detail-oriented, and are learning how to build relationships internally and externally to drive results. You are developing the ability to assess risk and promote our products, which will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Responsible for the profitability, growth, and retention of an assigned book of business through knowledge and understanding of Travelers risk appetite to make appropriate decisions within own underwriting authority.
+ Underwrite and negotiate customer accounts to minimize risk and maximize profitability.
+ Develop and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
+ Develop relationships with external partners by regularly meeting with brokers to market and promote Travelers products with a goal of writing and retaining accounts consistent with our risk appetite.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Execute sales plans to ensure retention and new business targets are met.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree in a finance-related discipline
+ One to three years of finance-related experience or management liability, professional liability and/or surety underwriting experience
+ Knowledge of management liability, professional liability and/or surety products, the regulatory environment, and the local insurance market
+ Relevant experience interacting with brokers
+ Associateship of Canadian Surety Bonding designation
+ Financial acumen, including the ability to understand financial statements and client's loss history
+ Critical thinking skills with the ability to identify routine underwriting, marketing or financial challenges and analyze available information to make decisions in alignment with our risk appetite
**What is a Must Have?**
+ One year of finance-related experience or relevant insurance or underwriting experience
+ Valid driver's license or alternative means of transportation
+ Travel 10-25% of time
**What Is in It for You?**
+ **Health Insurance:** Employees and their eligible family members - including spouses, partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers provides a core contribution of 3% of your total eligible earnings to your Deferred Profit Sharing Plan ("DPSP"). Travelers also matches your savings plan contribution dollar-for-dollar up to 5% of base pay.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off ("PTO") annually, plus the opportunity to purchase additional days to allow for up to a total of 36 PTO days per year. You will also receive twelve paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .
Financial Systems Analyst
Posted today
Job Viewed
Job Description
Job Description
Employment Type: Full-time Temporary (13 months)
Location: Calgary, AB
Division/Department: Business Intelligence
Available vacancies: 1
About Avmax:
Avmax is a diverse company offering every product and service related to aviation. We have locations, operations, and deployment worldwide.
Our vision at Avmax Group Inc. ("Avmax") is to simplify our customers' aviation needs through dependable, globally integrated services with trusted results. Established in 1976, our locations include: Calgary (HQ) and Vancouver in Canada, Great Falls and Jacksonville in the USA, Nairobi in Kenya, and N'Djamena in Chad.
Avmax offers the following capabilities: Aircraft Leasing, Airline Operations, Avionics, Component Repairs, Engineering, MRO, Paint and Spares. Avmax's engineering division is a Transport Canada authorized Design Approval Organization (DAO). Avmax's maintenance division is a Transport Canada authorized Maintenance Repair Organization (MRO).
Why work at Avmax?
Avmax has a diverse workforce with opportunity for growth and career advancements. We offer competitive compensation and benefit packages, flexibility, work-life balance, and a friendly working environment.
We are proud of our work and commitment to create one of the leading workforce, products, and services in the Aviation industry.
About the Role:
Reporting
The Financial Systems Analyst reports directly to the Director of Business Intelligence.
Provides point of contact support and development on all Avmax Financial systems. Takes lead role on Company Performance Management Software, Budget logistics and Financial Reporting Improvement.
Core Competencies
- Attention to details
- Strong analytical, technical, and research skills
- Effective communication
- Positive attitude
- Professionalism
- Interpersonal skills
- Organizational skills
- Flexibility
Key Performance Indicators / Duties & Responsibilities
- Attain deep knowledge in all financial software (ERP, CPM, etc.) modules, database structure and points of integration with other applications.
- Creating and maintaining company process and procedure documentation in financial systems.
- Assist with implementation of new business systems.
- Provide support and analysis for the company's budget procedures.
- Support business by answering business systems questions, testing new functionality, assisting with the implementation of new functionality, and other general inquires.
- Providing Quantum and Workday Power User training.
- Developing training materials and documentation for financial systems.
- Following up and monitoring process changes to ensure data input is accurate and the change is effective.
- Assist the business with building and maintaining reports, forms and events.
- Demonstrate initiative and job knowledge by suggesting ideas, discovering new and better ways of accomplishing goals.
- Departmental administration including measuring and reporting progress.
- Other duties as assigned.
Qualifications
- Writing optimized SQL queries for creating views, business intelligence reports, functions, stored procedures and integrations with various applications.
- Advance Microsoft Office skills, be an expert in Excel's analysis functions and lookup functions like VLOOKUP, INDEX, and MATCH and create forecast & trend tools.
- Ability to facilitate discussions between diverse functional groups and present solutions.
- Ability to analyze and work collaboratively and cross functionally in a fast pace, ever changing environment.
- Excellent ability to investigate and solve problems, separating symptoms from underlying problems.
- Exceptional written and verbal communication skills.
- Team player and willingness to take on any tasks that are required.
- Ability to develop and maintain regular metrics analysis to measure continuously improve in the business operations.
- Ability to travel outside Canada.
Experience
- Minimum 3+ years relevant professional experience in accounting reconciliation and consolidation required.
- 1 - 3 years relevant experience in business systems management and implementation projects is an asset.
Our recruitment commitments:
- We thank all applicants for their interest; however, only those selected for an interview will be contacted.
- Depending on qualifications, selected candidates may be offered a role at a more appropriate level.
- Avmax Group offers a competitive compensation package including an optimal benefits plan and pension plan.
- Avmax Group Inc. is dedicated to, and prides itself on being an equal opportunity employer. We celebrate and welcome the diversity of all of our employees. Avmax Group Inc. has specific policies in place to prevent discrimination in our hiring practices on the basis of the protected grounds dictated by Canadian legislation. We therefore encourage applications from all qualified individuals, including Aboriginal peoples, persons with disabilities, members of visible minorities, and women.
- Avmax will accommodate the needs of applicants with disabilities throughout all stages of selection process. If you need accommodation during the recruitment process, please advise your HR Representative. Information relating to the needs for accommodation measure will be addressed confidentially. Candidates may request a copy of Avmax's accommodation policy upon request.
- In order to be in compliance with the law, employees must be legally eligible to work in Canada.
Job Posted by ApplicantPro
Financial Planning Intern
Posted today
Job Viewed
Job Description
Job Description
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Job Description
Looking for an exciting internship opportunity?
Eager to find out more about a career as a financial planner?
If you answered yes to all these questions, you could be the person we’re looking for to join our Winter 2026 internship program!
Nothing beats learning from the pros! At IG Wealth Management, we offer paid internships so university students can discover a wonderful career opportunity , backed by financial planning professionals and successful mentors .
About the internship
- During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
- You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
- Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
- Could be recognized as practical experience subject to CPA Order approval.
What’s in it for you?
- Acquire hands-on experience.
- Build skills in client relationship management.
- Help clients achieve their financial goals.
- Put theory into practice.
- Get mentored by an experienced team of financial planners.
- Establish the foundations for building a prosperous career.
Roles and responsabilities
Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work: forging sustainable client relationships, managing client portfolios, understanding/analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting/outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to:
- Observe and take part in a Financial Planner’s day-to-day activities.
- Participate in creating, updating and optimizing financial plans.
- Assist the Financial Planner in the personalized financial planning process.
- Contribute to development goals by identifying new business opportunities.
- Use situational analysis to determine favourable conditions for financial transactions.
- Carry out the required analyses, diagnose the overall context and assess related risks.
- Apply financial and tax planning concepts.
- Prepare and present recommendations to the supervisor and the management team.
- Undergo specialized financial planning training and complete the investment funds course.
- Contribute to statistical analysis and other special projects.
- *Tasks may be adapted to take into account the successful applicant’s skills.
Qualifications and desired skills
- Be in at least the second year of a bachelor's program: financial planning, finance, accounting, or business administration.
- Relationship-building and networking skills.
- Desire to positively impact clients’ lives.
- Ability to work well in a team environment.
- Competitive and highly motivated to deliver or exceed your personal best.
- Excellent communication skills and ability to present complex information.
- Independent with an entrepreneurial spirit.
- Self-confidence and leadership skills.
- Strong interest in pursuing a career in financial and tax planning.
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
Be The First To Know
About the latest Financial analyst Jobs in Calgary !
Financial Planning, Sales and Development Lead
Posted today
Job Viewed
Job Description
Job Description
TITLE: Financial Planning, Sales and Development Lead
LOCATION: Calgary, AB
REPORTING: VP Sales
JOB PURPOSE: Why does this role exist?
The Financial Planning, Sales and Development Lead is responsible for training and development of
firm’s Integrated Advisory partners. This role is also responsible for the development and
implementation of our organizational training strategy and assesses its outcomes. The Lead will identify
training and developmental needs and drive suitable training initiatives that build loyalty to the firm. The
role will work across many departments within our Integrated Advisory partners to get employees up
to speed in delivering an exceptional client experience. This position reports to the VP Sales.
KEY ACCOUNTABILITIES:
• Promotes a culture of compliance throughout the firm.
• Designs and develops overall or individualized training and development plans, and presentations that address the needs and expectations of our Integrated Advisory partners.
• Conducts effective orientation sessions; deploys a wide variety of training methods and elicits feedback.
• Contributes to the quality of training designed to enhance employees’ skills, performance, productivity and quality of work.
• Participates in implementation strategy discussions regarding training and firm’s onboarding objectives.
• Provides opportunities for ongoing development of training tools and materials.
• Resolves any specific problems and tailors training programs as necessary.
• Maintains a keen understanding of training trends, developments and best practices and revises programs as necessary in order to adapt to changes occurring in the industry.
• Understands e-learning techniques, and where relevant, is responsible for the creation and/or delivery of e-learning packages.
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.
• Plans, develops and implements training programs using methods such as classroom training,
demonstrations, on-the-job training, meetings, conferences, and workshops.
• Leverages technology available to deliver training programs.
• Evaluates effectiveness of training programs, providing recommendations for improvement.
• Develops and organizes training manuals, multimedia visual aids, and other educational
materials.
• Identifies and assesses future and current training needs for firm's employees and our
Integrated Advisory partners.
CLIENT MANAGEMENT
• Works effectively with people at all levels, motivates others and encourages positive changes in
people's attitudes when necessary.
• Focuses on delivering a first-class client experience; committed to following up to assure the
successful implementation of training objectives.
• Assures data within the CRM is current and accurate; runs reports as required.
LEADERSHIP AND TEAM DEVELOPMENT
• Confers with leadership and conducts surveys to identify training needs based on projected
production processes, changes, and other factors.
• Researches new technologies and methodologies in workplace learning and makes
recommendations as appropriate.
• Fosters an atmosphere of teamwork and cohesiveness.
FINANCIAL & BUSINESS PERFORMANCE
• Monitors, evaluates and reports on training program’s budget, effectiveness, and success.
• Considers the costs of planned programs assessing the return on investment of any training or
development program.
FUNCTIONAL COMPETENCIES
• Familiarity with traditional and modern training methods (mentoring, coaching, on-the-job or
in classroom training, e-learning, workshops, simulations etc.).
• Demonstrated ability to flourish in environments of significant change. Open to feedback and
ongoing process improvement.
• Superior interpersonal skills and with proven ability as a relationship builder in person and
remotely by phone or Skype.
• Effective verbal and written communication skills; strong presentation skills (remote and inperson)
• Problem-solving and negotiation skills; effective time management to meet deadlines.
• Ability to plan, multi-task and manage time effectively.
• Strong writing and documentation skills for reports and training manuals.
QUALIFICATIONS
• Minimum undergraduate degree in a business-related program
• Minimum of five (5) years experience in training and development roles
• CFP Designation required
• Previous investment and/or insurance experience considered an asset
• Previously experience managing a book of clients considered an asset
• Proven track record in designing and executing successful training programs
• Familiarity with Microsoft Office 365 suite considered an asset
• Strong computer and database skills
• Some travel is required
Lead Financial Reporting
Posted today
Job Viewed
Job Description
Job Description
Salary:
Reporting directly to the Assistant Controller, the Lead, Financial Reporting is a key member of the finance and accounting team. This role offers a broad scope of responsibilities across financial reporting, tax, internal controls, and cash management. The successful candidate will collaborate closely with various teams across the organization to deliver insights and drive business value.
The successful candidate will own the monthly financial reporting process from end-to-end from preparing working papers to presenting results and variance analysis to management. Beyond core reporting duties, the successful candidate will contribute to projects in areas such as tax compliance, regulatory reporting, and process innovation. The successful candidate will play a key role in ensuring data integrity and driving process improvements that support the companys growth and scalability.
Responsibilities
- Lead and coordinate monthly accounting close processes, including analytical review of operating results and variances to forecast and budget; identify and implement corrective action to enhance efficiency.
- Prepare and self-review monthly working papers and journal entries, including accruals (revenue, royalties, transportation, operating expenses, PP&E), depletion, and decommissioning obligations
- Deliver monthly and quarterly management reporting and annual financial statements, present results directly to finance leadership, highlighting analysis to drive value creation
- Respond to internal and external auditor queries
- Research and prepare complex accounting issues under IFRS, including accounting for acquisitions and divestitures; lead the implementation of new accounting policies as needed
- Prepare and oversee reporting for GST, ESTMA, T5s, NR4s, and Statistics Canada
- Lead and manage special projects focused on process improvements, system enhancements, and team mentorship
- Additional duties as assigned
Qualifications
- CPA designation with 5+ years of progressive experience; experience in the energy industry and/or an accounting firm is considered an asset
- Strong analytical, problem-solving, and strategic thinking skills with the ability to identify and implement recommendations to improve financial performance and processes
- Strong knowledge and experience with IFRS and internal controls, including complex accounting
- Experience with financial statement close processes and financial reporting
- Experience with tax is considered an asset
- Excellent interpersonal and communication skills; able to collaborate with cross-functional teams and present financial insights clearly to stakeholders
- High attention to detail and the ability to manage time in a dynamic environment, work independently, and multi-task
- Proactive mindset with a commitment to continuous learning and process improvement
- Excellent Microsoft Excel skills and data analysis
- Experience with Qbyte FM, Optix, and data analytic tools (e.g., Power BI, databases) is considered an asset
Why Mancal Energy Inc.:
MEI has uniquely positioned itself within the industry by challenging the norms of the Private E&P business and we want to lead industry with the adoption of new processes, systems, and approaches to solving industry challenges. At MEI, we support and celebrate diversity, provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, gender, age, or family situation. MEI prioritizes the communities we work in and promotes environmental, social and governance issues as part of our core values. As such, MEI is pleased to offer:
- Hybrid work environment with a combination of in-office and work from home hours.
- Exposure to rewarding career opportunities, tuition or professional development reimbursement plan(s) and access to scholarships for dependents.
- Teambuilding and other social activities including casual Fridays.