120 Reporting Analyst jobs in Canada

Financial Reporting Analyst

Cambridge, Ontario Southbridge Care Homes

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Job Description

Southbridge Health Care LP (Southbridge) is currently looking to add a talented Financial Reporting Analyst to our amazing corporate finance team at our head office in Cambridge, ON. Reporting to the Assistant Controller, the FRA will primarily be responsible for ensuring that all reporting to the Ministry of Health and Long-Term Care is accurate and timely.


Southbridge is the owner and operator of long-term care homes and retirement communities in Ontario. Southbridge’s mission is to operate a best-in-class portfolio of care homes and retirement communities that consistently deliver excellence in care and services in an economically sustainable manner.


Responsibilities (Including but not limited to):

  • Work with the Assistant Controller to perform the Ministry reporting function for all homes
  • Assist in the management of all Ministry Funding agreements & applications
  • Regularly assist in the update of finance team processes and templates
  • Monthly & Quarterly reporting to Operations team (Occupancy, Hours of Care, Quality reporting)
  • Participate in the month end process for the homes
  • Assist in preparation of consolidated reporting to upper management
  • Assist with the review of non-operating costs
  • Some treasury functions
  • Other ad hoc requests


Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field
  • Chartered Professional Accountant (CPA) preferred or in progress
  • At least 2 years experience in financial reporting or forecasting
  • Experience with full cycle accounting
  • An in-depth understanding of the senior care continuum
  • Understanding of accounting and tax requirements for Canadian senior housing companies, including in-depth understanding of International Financial Reporting Standards (IFRS)
  • Government reporting experience is considered a strong asset


We would like to thank all applicants for your interest in working as part of our team! Only those applicants selected to move forward in the recruitment process will be contacted.


Southbridge welcomes those applicants with disability related needs and those whom a need for accommodation in the recruitment process. Please provide notice of your need for accommodation to the hiring manager upon scheduling of an interview.


Note: At Southbridge, we care about your privacy and strive to protect Applicant Data throughout the recruitment process. To that end, information that we gather from applicants via job postings, is used solely for the purposes of recruiting and hiring.

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Financial Reporting Analyst

Waterloo, Ontario Southbridge Care Homes

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Job Description

Southbridge Health Care LP (Southbridge) is currently looking to add a talented Financial Reporting Analyst to our amazing corporate finance team at our head office in Cambridge, ON. Reporting to the Assistant Controller, the FRA will primarily be responsible for ensuring that all reporting to the Ministry of Health and Long-Term Care is accurate and timely.


Southbridge is the owner and operator of long-term care homes and retirement communities in Ontario. Southbridge’s mission is to operate a best-in-class portfolio of care homes and retirement communities that consistently deliver excellence in care and services in an economically sustainable manner.


Responsibilities (Including but not limited to):

  • Work with the Assistant Controller to perform the Ministry reporting function for all homes
  • Assist in the management of all Ministry Funding agreements & applications
  • Regularly assist in the update of finance team processes and templates
  • Monthly & Quarterly reporting to Operations team (Occupancy, Hours of Care, Quality reporting)
  • Participate in the month end process for the homes
  • Assist in preparation of consolidated reporting to upper management
  • Assist with the review of non-operating costs
  • Some treasury functions
  • Other ad hoc requests


Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field
  • Chartered Professional Accountant (CPA) preferred or in progress
  • At least 2 years experience in financial reporting or forecasting
  • Experience with full cycle accounting
  • An in-depth understanding of the senior care continuum
  • Understanding of accounting and tax requirements for Canadian senior housing companies, including in-depth understanding of International Financial Reporting Standards (IFRS)
  • Government reporting experience is considered a strong asset


We would like to thank all applicants for your interest in working as part of our team! Only those applicants selected to move forward in the recruitment process will be contacted.


Southbridge welcomes those applicants with disability related needs and those whom a need for accommodation in the recruitment process. Please provide notice of your need for accommodation to the hiring manager upon scheduling of an interview.


Note: At Southbridge, we care about your privacy and strive to protect Applicant Data throughout the recruitment process. To that end, information that we gather from applicants via job postings, is used solely for the purposes of recruiting and hiring.

This advertiser has chosen not to accept applicants from your region.

Country Financial Reporting Analyst

Calgary, Alberta Amrize

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Country Financial Reporting Analyst Requisition ID: 13874 Location: Calgary, AB, CA, T2C 5G9 Pay Type: Salary Travel Requirement: <10% **Company Overview** **COMPANY OVERVIEW** Amrize is building North America. From bridges and railways to data centers, schools, offices and homes, our solutions are inside the buildings and infrastructure that connect people and advance how we live. And we invite you to come and build with us. As the partner of choice for professional builders, we offer advanced branded solutions from foundation to rooftop. Wherever our customers are, whatever their job, we're ready to deliver. Our 19,000 colleagues work across 1,000 sites supported by an unparalleled distribution network. Infrastructure, commercial and residential, new build, repair and refurbishment: We're in every construction market. Amrize listed on the New York Stock Exchange and the SIX Swiss Exchange on June 23, 2025, following our spinoff as an independent company. Join us and build _your_ ambition. **ABOUT THE ROLE** The Country Financial Analyst provides support for management reporting, implementation and ongoing monitoring of controls, and financial analysis. This position is key in enhancing internal controls over financial reporting and ensuring regulatory compliance within the country/markets. The Analyst works closely with, and in support of, the FP&A Manager. **WHAT YOU'LL ACCOMPLISH** + Perform standard and ad hoc financial analyses for country/markets. + Assist in the documentation and implementation of SOX controls. + Support periodic risk assessments and control evaluations to identify gaps and ensure timely remediation. + Participate in review and enhancement to internal controls, accounting policies, and business processes. + Participate in control walkthroughs and respond to internal and external audit requests. + Participate in the production of monthly reporting package. + Prepare detailed month end analysis. + Monitor and ensure Month End reporting schedules and commitments are adhered to. + Liaise with Shared Services Centre to ensure collaborative achievement of Finance and Control objectives. + Demonstrate a commitment to communicating, improving and adhering to safety policies in all work environments. + Assist with planning and execution of various forecasting campaigns. + Demonstrate a commitment to communicating, improving and adhering to health, safety and environmental policies in all work environments and areas. Promote a culture of safety and exhibit these behaviors. **WHAT WE'RE LOOKING FOR** **Education:** Undergraduate Degree. **Additional Education Preferred:** N/A **Field of Study Preferred** : Finance, Accounting, Business/Commerce, or related field. **Required Work Experience:** Minimum 5 years of professional experience required, preferably with interaction with SOX environment. **Required Training/Certifications:** N/A **Required Technical Skills:** Advanced MS Excel, PowerPoint, Google Sheets and Slides. Exposure to SOX 202 compliance or internal controls over financial reporting is required. SAP FC/SAP ECC/BPC/SAC experience is an asset. **Travel Requirements:** N/A **Additional Requirements:** + Exceptional interpersonal skills- verbal and written. + Demonstrated ability in financial/business analysis. + Excellent organizational skills. + Business Intelligence skills. + Ability to multi-task. + Demonstrated ability in financial/business analysis. + Acquire strong knowledge of the business, including business processes and internal controls. + Advanced and frequent usage of system tools. + Compliance with policies and procedures. + Consistency of accounting/statutory reporting and product line reporting. + Effective linkage of Key Performance Indicators (KPIs) and other financial performance analyses with financial reporting. + Timely monthly management reporting. + Effective flagging of business issues based on financial and trend analysis. + Continuous improvement of operating and reporting efficiency. + Successful candidates must adhere to all safety protocols and proper use of Amrize approved Personal Protection Equipment ("PPE"), including but not limited to respirators. Employees that are required to wear respirators must be clean shaven where the respirator seal meets the face in order to pass the qualitative and quantitative fit tests. **WHAT WE OFFER** + Flexible Health & Dental benefits coverage for you and your dependents. + Bonus Opportunity of up to 20% of Base Salary. + A generous Pension Plan designed to support you through various stages of your career and life. + Access to voluntary programs like RRSP and TFSA for future financial planning. + Healthy Living support through an Employee and Family Assistance Program (EFAP), offering confidential assistance for work, health, or life challenges. + Easy access to mental health and well-being support. + Service recognition awards to celebrate your contributions. + Perks & discounts on a variety of products and services. + Access to online learning platforms, financial educational assistance, and a culture that fosters career growth and opportunities. + Financial support for new parents beyond statutory benefits. + An inclusive and welcoming environment where everyone can be themselves. + A collaborative work culture in a supportive and team-oriented work environment. + Company-provided personal protective equipment ensuring your safety and comfort on the job where applicable. **_As part of our dedicated focus on the health and safety of all employees, a pre-employment medical, including drug and alcohol testing and a criminal record check, may be required._** **BUILDING INCLUSIVE WORKSPACES** At Amrize, there is endless opportunity for you to play your part. Whether you're in a technical, managerial, or frontline role, you can shape a career that works for you. We're seeking builders, creative thinkers and innovators. Come put your expertise to work while developing the knowledge and skills to drive your career forward. With us you'll have the chance to build your ambition! Amrize North America Inc. takes pride in our hiring processes and our commitment that all qualified applicants will receive consideration for employment without regard to age, race, color, ethnicity, religion, creed, national origin, ancestry, gender, gender identity, gender expression, sex, sexual orientation, marital status, pregnancy, parental status, genetic information, citizenship, physical or mental disability, past, current, or prospective service in the uniformed services, or any other characteristic protected by applicable federal, state or local law. Amrize North America Inc, and its respective subsidiaries are Equal Opportunity Employers, deciding all employment on the basis of qualification, merit and business need. Amrize Canada Inc. is committed to the principles of employment equity and encourages the applications from women, visible minorities, and persons with disabilities. In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request accommodation in order to apply for a position with us, please email . This email address should only be used for accommodations and not general inquiries or resume submittals. In Ontario, our organization/business is committed to fulfilling our requirements under the Accessibility for Ontarians with Disabilities Act. Under the Act, accommodations are available on request for candidates taking part in all aspects of the selection process. While we sincerely appreciate all applications, only candidates selected for an interview will be contacted.
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ERP BI REPORTING ANALYST

Calgary, Alberta ARC Business Solutions

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Job Description

Job Description

ARC Business Solutions Inc. is an established, and customer oriented information technology solution provider with proven abilities to incorporate strategy, creativity and technical aspects into business solutions.  Core business verticals are:  Professional IT Services, Enterprise Content Management, Utility Services and Managed Services. 

ARC Business Solutions Inc. is currently seeking individuals with experience as a ERP BI Reporting Analyst for immediate opportunities with clients out of our US office.  Strong intermediate and senior Analysts only to apply.   

ROLE:  ERP BI REPORTING ANALYST

The successful candidates possess demonstrated experience in the following areas:

SKILLS (Mandatory):
 

  • Understands data structures and data relationships.
  • Has a combination of technical analysis and business analysis capabilities
  • Understands accounting principles and financials
  • Is able to translate technical terminology and structures into business terms
  • Is able to determine business requirements for reports
  • Is able to work on and suggest improvements to business processes
  • Outstanding communication skills with the ability to interact with business leaders to make business recommendations
  • Detail-oriented with superior organizational skills.
  • Ability to travel 1 week a month to the eastern USA
  • US or Canadian citizenship


EXPERIENCE (Mandatory):
  • Has at least 2 years of experience in creating reports, preferably on financial systems
  • Has worked as either a systems or technical analyst for at least 6 months
  • Has worked as a business analyst or performed business analysis for at least 1 year
  • Provide insights to the leadership team on impact of strategic initiatives on key metrics and help them track progress towards goals
  • Provide teams with ad-hoc analysis, automated reports and web-based dashboards, and self-service reporting tools to make access to data easy for decision makers across the organization
  • Good understanding of data structures and pipelines. Experience with data instrumentation, interpretation and visualization tools.
  • Exceptional SQL skills

SKILLS (Desired):
  • Skilled with building and configuring workday reports
  • Skilled with setting up adhoc reporting in workday
  • Skilled with building Workday prisim analytics
  • Skilled in modern data analytic platforms with trending and predictive analysis
  • Degree designations (e.g., Bachelor of Science, Computing Science, MBA) and/or vendor technical certifications are desirable criteria for our selection.
Experience (Desired):
 
  • Workday reporting or analytics experience in either HR, Finance or both


We offer a competitive salary, profit sharing, and comprehensive benefits package. These positions can be filled by fulltime ARC employees or contractors. 

We thank all applicants for their interest; however only candidates considered for interviews will be contacted.  We will be conducting interviews immediately.  TO BE CONSIDERED - Please forward your resume clearly displaying reference number DP:WDR in the subject line to .  For more information on ARC, please visit our website at

 

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Program Reporting Analyst - Airport Projects

Mississauga, Ontario AECOM

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**Company Description**
**Work with Us. Change the World.**
At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
We're one global team driven by our common purpose to deliver a better world. Join us.
**Job Description**
AECOM is seeking a **Program Reporting Analyst - Airport Project** to join our team. This position is based on-site, out of **Mississauga** . We are seeking professionals to join our team to help us build one of the most advanced, sustainable and passenger-friendly airports in the world.
**Major Responsibilities:**
+ Develops both regular and ad hoc reports from start to finish, leveraging insights to choose the most effective format and data interpretation for communication with internal and external stakeholders.
+ Identifies data needs to create high-value, actionable reports, and establishes processes to access the necessary data for developing and deploying analytical reports.
+ Tracks and analyzes data to identify program and project risks, monitor trends against established KPIs, and provide regular updates on findings.
+ Produces reports using accurate financial and project data, analyzing the information to pinpoint potential challenges within the capital program.
**Qualifications**
**Minimum Requirements:**
In order to be considered for this position, candidates must possess, at a very minimum:
+ University Degree in Engineering, Analytics or related field + 4 years of experience working with data.
Demonstrated equivalency of experience and/or education may be considered.
**Preferred Requirements:**
+ Expertise in data collection and management techniques, specializing in developing and interpreting data to define requirements, extract insights, analyze trends, and provide actionable recommendations.
+ Experience with data quality assurance processes, methodologies, and tools, including testing and implementation practices to ensure data integrity and identify inefficiencies.
+ Proficient in industry-standard reporting tools, such as Power BI.
+ Solid understanding of program control disciplines, including schedule, cost, risk, and scope management, along with the associated performance metrics.
+ Familiar with performance measurement techniques, including Earned Value Management (EVM).
**Additional Information**
This position requires work on-site/out of the office 5 days a week.
**About AECOM**
AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.
AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com.
**What makes AECOM a great place to work**
You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community - where you have the freedom to grow in a world of opportunity.
As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
**ReqID:** J10126138
**Business Line:** Transportation
**Business Group:** DCS
**Strategic Business Unit:** Canada
**Career Area:** Program & Project Management
**Work Location Model:** On-Site
**Legal Entity:** AECOM Canada Ltd
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Senior Risk and Reporting Analyst

Toronto, Ontario DUCA Financial Services Credit Union Ltd.

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Job Description

Job Description

Why DUCA?

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™ .

DUCA ( is the fastest organically growing large Credit Union in Canada distinguished for the following:

  • Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
  • Competitive rates.
  • Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
  • Profit sharing among Members.
  • Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
  • A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab ( a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.


Senior Risk and Reporting Analyst

DUCA is looking for a Senior Risk and Reporting Analyst to join our growing team!

Job Purpose & Summary

The Senior Risk and Reporting Analyst is responsible for delivering high-quality data analytics, credit portfolio reporting, and risk insights across both retail and commercial lending portfolios. This role supports strategic decision making by analyzing portfolio trends, identifying emerging risks, and ensuring compliance with internal policies and regulatory requirements. The analyst will work closely with Risk, Finance and IT teams to enhance data quality, risk models, and reporting frameworks. Conduct advanced portfolio analysis and make recommendations to enhance and implement credit portfolio strategies for key stakeholders, including the Chief Risk Officer (CRO).

The position leads the design, compilation and validation of key components of the DUCA’s risk management programs and strategies, and independently coordinates the collection and review of data from other key stakeholders across the organization including external partners, Finance and Treasury.

Key Accountabilities & Duties

  • Maintain and improve all Retail and Commercial dashboards for accurate and effective portfolio monitoring.
  • Maintain and enhance robust data validation routines to ensure data completeness and accuracy
  • Collaborate with internal and external partners to improve the structure, governance, and automation of risk data.
  • Proactively identify any actual and potential portfolio performance concerns and propose timely resolutions and/or future mitigators.
  • Assist Retail & Commercial Funding and Administration teams to validate information fields in DNA system and develop and maintain appropriate reports to support interactions with key stakeholders.
  • Prepare management reports and presentations to support DUCA’s Credit initiatives.
  • Prepare and maintain all data and reporting requirements for new and existing Retail or Commercial Credit business initiatives.
  • Update and maintain all required monthly and quarterly internal and external reporting for Retail and Commercial Credit. This includes FSRA’s Quarterly and Monthly risk and regulatory report deliverables, in addition to the FSRA Enhanced Data Capture (EDC).
  • Implement and maintain Teranet House Price Index (HPI) data into DUCA data warehouse and produce effective data analytics.
  • Work with various data owners to discover and select available data sources from internal and external sources to fulfill analytical needs and identify any inconsistencies in the data.
  • Identify and recommend risk management policy and procedural improvements that enable the value-generation of data outputs with a focus on driving genuine business outcomes.
  • Work with the Quality Control team to ensure loan data input is accurate and compliant through data reviews.
  • Support the Quality Control team as needed.

Support DUCA’s Credit Leadership:

  • Support the management of governance meetings (e.g., credit committee, management, board meetings, etc.) as required; facilitate development and approval of agendas, gathering and distribution of documentation related to agendas, and creation of meeting minutes/output
  • Participate in the operational risk management process for DUCA’s Management Risk and Asset Liability Committee (MRALCO); conduct analysis and compile reports related to Commercial Credit and Enterprise Risk for DUCA’s Risk Management team

Risk Management Oversight:

  • Design, maintain, and validate the quality and integrity of all regular reporting to ensure DUCA is meeting all regulatory and internal management reporting requirements related to DUCA’s Credit portfolio.
  • Provide analytical data insights for monitoring and improving DUCA’s Credit portfolio, Retail and Commercial Policies and Guidelines, and Credit Risk Management Policy (CRMP).
  • Analyze portfolio performance metrics such as delinquency, default, loss rates, PD, LGD, EAD.
  • Perform segmentation and trend analysis across borrower, product, industry, and region.
  • Monitor and report on portfolio concentrations, early warning indicators and risk appetite breaches.
  • Independently perform retail and commercial loan Stress Testing (ST) and Internal Capital Adequacy Assessment Process (ICAAP), conduct scenario analysis, and continuously improve ST methodologies to meet changing loan risks, model iteration and market dynamics.
  • Manage and maintain retail & commercial credit portfolio data.
  • Stay abreast of data management system updates, trends and best practices in data analysis and reporting.

Occupational Experience & Education Requirements

  • Undergraduate or above degree in Business, Statistics, Economics or Finance
  • 2-3+ years’ experience in a Reporting or Business Analyst position in a financial institution
  • Underwriting / adjudicating experience an asset
  • Advanced VBA, Power Query programming skills with working experience in visualization and analytics tools such as Power BI, Tableau, etc.
  • Experience querying large, complex, and varied data sources by using SQL or python considered an asset
  • Experience in data sourcing, manipulation, and transformation
  • Completion of relevant courses, certificate or education in analysis, data management technology, or statistics considered an asset

Knowledge, Skills & Attributes

  • Highly proficient with Microsoft Excel (formulas, pivot table), PowerPoint, and Word
  • Knowledge of Visual Basic for Applications (VBA), fluency with macros and/ or other automation tools
  • Proficiency in visualization and analytics programs like Power BI, Python, SAS, Tableau is an asset
  • Solid understanding of risks and exposures relating to retail and commercial lending products
  • Strong analytical and problem-solving skills with the ability to translate user requirements into succinct analysis and reports
  • Advanced reporting and data analytics skills
  • In-depth knowledge of risk management metrics, KRIs
  • Strong attention to detail to ensure accuracy of produced results
  • Ability to understand “the big picture” and articulate business consequences of portfolio trends
  • Ability to manage multiple projects in a fast-paced environment
  • Strong interpersonal skills, collaborates well in a team environment
  • Excellent verbal and written communication skills
  • Strong critical thinking and problem-solving skills

Working Conditions

Normal office environment.


Department: Commercial Credit

Primary Location: Corporate Office - 5255 Yonge Street, North York, M2N 6P4

Employment Status: Full-Time

Hours per Week: 38

Salary: The annual salary range for this position starts at $69,956. Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training. Depending on the position, DUCA’s total compensation package may include incentive compensation tied to company and individual performance or other benefits.

Number of Vacancies: 1


DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Qualified applicants are encouraged to submit their application. Applications must include a resume.

We thank all applicants but only those considered for an interview will be contacted.

This advertiser has chosen not to accept applicants from your region.

Analyste en Dclarations Fiscales / Tax Reporting Analyst

Montréal, Quebec PEAK Financial Group

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Job Description

Job Description

Salary:

English version follows


Chez PEAK, nous valorisons une culture fonde sur la confiance et nous nous efforons de maintenir un environnement collaboratif ainsi qu'une atmosphre conviviale entre nos employs. Nous offrons un cadre de travail dynamique avec des dfis stimulants qui vous permettront datteindre votre plein potentiel. Vous avez un esprit audacieux et entrepreneurial? Donnez vie vos ides avec nous!

Nos valeurs sont lhumain, lindpendance, linnovation et lintgrit. Nous avons eu lhonneur dtre nomms Employeur de choix par Kincentric quatre reprises.


A propos du poste

Relevant du Superviseur, Oprations et Analyses daffaires, lAnalyste en Dclarations fiscales est responsable de la production exacte des renseignements fiscaux des clients l'ARC, au MRQ et l'IRS. Cette responsabilit comprend le respect des chances fixes par les gouvernements, l'assurance de l'exactitude et de la qualit de l'information ainsi que le maintien jour de ses connaissances en ce qui a trait aux changements de rgles qui peuvent avoir une incidence sur le traitement de fin d'anne li aux placements des clients. La personne sera galement responsable de l'enregistrement exact des dividendes et des paiements d'intrts ainsi que d'autres tches connexes. En dehors de la saison fiscale, le titulaire du poste sera fortement impliqu dans les oprations et les projets technologiques.


Ce que vous ferez

  • Produire tous les reus fiscaux de nos 3 systmes (reus de contribution, T3/RL16, T5/RL3, T5008/RL18, T5013, etc.) et soumettre les XML au gouvernement
  • Assister aux dpts et dclarations gouvernementales, ainsi qu' la prparation et lenvoi des feuillets fiscaux de fin danne et des rsums pour Valeurs mobilires PEAK et Services en placements PEAK
  • Analyser et rsoudre les lments de fin danne signals par les conseillers, en collaboration avec le service la clientle
  • Suivre les nouvelles rglementations, faire des tests et optimiser les processus en collaboration avec les fournisseurs
  • Participer la rdaction et la mise jour des procdures de production de fin danne pour PEAK


Ce que nous recherchons

  • Exprience et connaissances approfondies en valeurs mobilires (actions dont ETFs) : traitement de distribution, capacit analyser les bulletins de rorganisations, .
  • Exprience en service clientle dans une entreprisede courtage
  • tre laise dans plusieurs systmes, et dans lutilisation de Excel et des XML
  • Trs bonne matrise du franais et de l'anglais (crit et oral)
  • L'exprience en taxes et la connaissance de FATCA/CRS/QI sont des atouts
  • Minutie, autonomie, sens de lorganisation, et capacit rsoudre des problmes


Ce que nous offrons

  • Poste permanent temps plein
  • Mode de travail hybride: 3 jours au bureau et 2 jours en tltravail par semaine
  • Bureaux modernes avec vue, en plein cur du centre-ville de Montral, facilement accessible en transports en commun
  • 3 semaines de vacances et 5 journes maladies par anne
  • Aprs la priode de probation : Assurances collectives compltes (maladie, dentaire, compte gestion sant, programme daide aux employs, tlmdecine) prises en charge 50% par lemployeur
  • Aprs la priode de probation : Programme de REER avec participation de lemployeur
  • Prise en charge de 20% de la carte OPUS par lemployeur (quivalent 2 mois gratuits par an)
  • Implication dans la communaut et la cause corporative contre le cancer et autres associations
  • Organisation frquente dvnements par le comit social, bass sur lvnementiel, la sant mentale et physique des employs et limplication sociale et communautaire
  • Encouragement au dveloppement personnel travers la formation et lvolution interne
  • Remboursement de labonnement sportif hauteur de 300$ par anne
  • Accs gratuit la salle de gym de limmeuble


propos de PEAK

Notre objectif est de faire une relle diffrence dans la vie des Canadiens. Notre mission est d'amliorer la qualit de vie des gens grce une meilleure utilisation de leur argent.

PEAK est le chef de file canadien du conseil entirement indpendant.

Depuis sa fondation en 1992, PEAK n'a cess d'largir ses horizons et compte maintenant plus de 15 milliards de dollars d'actifs sous administration. Avec 1 500 conseillers, professionnels inscrits et employs travers le Canada, PEAKa maintenu sa position de leader, mais n'a jamais perdu de vue ses valeurs et sa mission.


Nous souhaitons remercier tous ceux et celles qui nous feront parvenir leur candidature, mais nous ne communiquerons quavec les candidats retenus pour une entrevue.


***


Tax ReportingAnalyst


At PEAK, we value a culture based on trust and strive to maintain a collaborative environment and a friendly atmosphere among our employees. We offer a dynamic working environment with stimulating challenges that will enable you to reach your full potential. Do you have a bold, entrepreneurial spirit? Bring your ideas to life with us!

Our values are people, independence, innovation and integrity. We've had the honor of being named Employer of Choice by Kincentric four times.


About the position

Reporting to the Supervisor, Operations and Business Analysis, the Tax Reporting Analyst is responsible for the accurate filing of client tax information to the CRA, MRQ and IRS. This responsibility includes meeting government deadlines, ensuring the accuracy and quality of information, and maintaining up-to-date knowledge of rule changes that may affect year-end processing related to client investments. The individual will also be responsible for the accurate recording of dividends and interest payments, as well as other related tasks. Outside the tax season, the position holder will be heavily involved in operations and technology projects.


What you will do

  • Produce all tax receipts from our 3 systems (contribution receipts, T3/RL16, T5/RL3, T5008/RL18, T5013, etc.) and submit XML to the government.
  • Assist with government filings and returns, as well as the preparation and mailing of year-end tax slips and summaries for PEAK Securities and PEAK Investment Services.
  • Analyze and resolve year-end items reported by advisors, in collaboration with Client Services.
  • Monitor new regulations, test and optimize processes in collaboration with suppliers.
  • Participate in drafting and updating year-end production procedures for PEAK.


What we are looking for

  • Extensive experience and in-depth knowledge of securities (including stocks and ETFs): Distribution processing, ability to analyze reorganization notices, etc.
  • Customer service experience in a brokerage firm
  • Comfortable working with multiple systems, as well as using Excel and XML
  • Excellent command of both French and English (written and spoken)
  • Detail-oriented, autonomous, well-organized, and strong problem-solving skills
  • Experience in tax-related matters and knowledge of FATCA/CRS/QI are strong assets


What we offer

  • Permanent full-time position
  • Hybrid work mode: 3 days in the office and 2 days remote per week
  • Modern offices with a view, in the heart of downtown Montreal, easily accessible by public transportation
  • 3 weeks of vacation and 5 sick days per year
  • After probationary period: Comprehensive group insurance (health, dental, health spending account, employee assistance program, telemedicine) covered 50% by the employer
  • After probationary period: Employer-matched RRSP program
  • Employer covers 20% of the OPUS card (equivalent to 2 free months per year)
  • Involvement in community and corporate causes support against cancer and other associations
  • Frequent events organized by the social committee, focused on events, employee mental and physical health, and social and community involvement
  • Encouragement of personal development through training and internal growth opportunities
  • Reimbursement of gym membership up to $00 per year
  • Free access to the building's gym


About PEAK

Our goal is to make a real difference in the lives of Canadians. Our mission is to improve people's quality of life through better use of their money.

PEAK is Canada's leading fully independent advisor. Since its founding in 1992, PEAK has continued to expand its horizons and now has over 15 billion in assets under administration. With 1,500 advisors registered professionals and employees across Canada, PEAK has maintained its leadership position but has never lost sight of its values and mission.


We would like to thank all those who apply, but only those selected for an interview will be contacted.


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Reporting & Compliance Analyst

Montréal, Quebec Nuovo Photography

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Job Description

Job Description

Job Description

About Nuovo Artistic Photography

Nuovo Artistic Photography is the premier destination for all things self-love. As a by-women company and the largest artistic photography company in North America, Nuovo is on a mission to empower individuals by fostering confidence and self-expression while celebrating intimacy and individuality. We are rapidly growing and are seeking a highly motivated individual to join our team, contribute to our success, and grow with us.

The Opportunity

Nuovo Artistic Photography is looking for a Reporting & Compliance Analyst who is passionate about ensuring the highest standards of client experience and operational integrity. This crucial role involves meticulously investigating incidents, identifying root causes, and contributing to solutions that enhance our processes and maintain compliance across all studio operations. You will be at the forefront of understanding guest experiences, transforming insights into actionable reports, and helping to shape our training initiatives.

This position demands an exceptional investigative mindset, strong analytical capabilities, and a proactive approach to problem-solving. If you thrive in a dynamic environment, possess a keen eye for detail, and are ready to make a significant impact on our operational excellence and client satisfaction, this is the perfect opportunity to advance your career within a company dedicated to empowering individuals.

What You'll Be Doing

As a Reporting & Compliance Analyst, your core responsibilities will include:

Incident Investigation & Analysis
  • Performing in-depth analyses of guest studio visits based on incoming inquiries about alleged incidents (from Client Care, Studios, etc.). This includes a thorough review of studio recordings, as well as all internal and external communication featuring the guest.
  • Compiling comprehensive incident reports based on investigation results, meticulously recording all observed patterns and tendencies.
Solution Development & Contribution
  • Finding and presenting effective solutions for both recurring operational issues and unique incidents to relevant stakeholders.
  • Contributing to the development of training materials for studios and other departments, based on insights gained from incident analysis and compliance findings, and schedule virtual training.

Requirements

Who You Are

You are a highly analytical, detail-oriented, and investigative individual with a strong commitment to fairness and continuous improvement. You are adept at uncovering facts, identifying underlying issues, and eager to contribute to a company's operational excellence and reputation.

Required Skills and Qualifications:
  • 1-2 years of experience in compliance, investigations, customer experience analysis, or a similar analytical role.
  • A 2-year degree from an accredited university in Business Administration, Communications, or a related field, OR equivalent practical experience.
  • Exceptional attention to detail and strong analytical and investigative skills.
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly, concisely, and impartially in reports and presentations.
  • Proficiency with Google Sheets and a demonstrated ability to confidently navigate various software platforms for reviewing recordings and communications.
  • Strong organizational and planning skills, with the ability to prioritize tasks, manage multiple investigations, and meet deadlines effectively.
  • Ability to work both independently and collaboratively within cross-functional teams.
  • Perfectly fluent in English. Fluency in French and/or Spanish is considered a notable asset.
Preferred Skills and Qualifications:
  • Previous experience in a role requiring detailed incident investigation or case management.
  • Familiarity with CRM systems and communication platforms.
  • Experience with data collection and analysis methods to identify trends and inform decision-making.
  • A proven track record of identifying issues and contributing to process improvements or training initiatives.

Benefits

Why Join Us

At Nuovo Artistic Photography, we believe in empowering our employees as much as we empower our clients. You'll find a dynamic and supportive work environment where your contributions are valued, and your growth is prioritized.

  • Competitive salary: $55,000 - $65,000 annually.
  • Comprehensive Group Benefits Package
  • Accrued Paid Time Off
  • Opportunities for internal growth and career progression.
  • A dynamic and supportive work environment.
  • The chance to be part of a company dedicated to empowering individuals and fostering self-love.

Nuovo Artistic Photography is an equal opportunity employer, committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, talents, and experiences of our team members.

#ZR #QAHQ

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