Senior Financial Analyst, Reporting

Overview

This opportunity is for a Senior Financial Analyst reporting to the Manager of Finance. The role focuses on accounting and financial reporting for a portfolio of operating investments and entities, while also contributing to budgeting and forecasting. It is designed for a professional who enjoys working across Finance, Treasury, Operations, FP&A, and external service providers in a fast-moving environment.

The ideal candidate is proactive, highly detail-oriented, process-driven, and comfortable managing several priorities and stakeholders at once. A strong accounting foundation and a genuine interest in understanding business drivers are important for success in this role.

Important note: this posting is intended to build a pipeline for future opportunities and is not a current vacancy.

Key Responsibilities

• Support outsourced full-cycle accounting on a day-to-day basis, including review of journal entries, accruals, accounts payable, bank reconciliations, HST reconciliations, and balance sheet reconciliations.
• Examine monthly billings, invoices, and revenue schedules, and provide meaningful financial analysis where needed.
• Validate contract, agreement, and system setups tied to revenue and cost recovery processes, including assistance with internal audit activities when required.
• Monitor monthly cash flow forecasts and cash distributions to institutional investors.
• Own the month-end close timeline and review monthly statements, reports, and variance analysis to explain actual-to-budget differences.
• Support year-end audit work by preparing audit working papers.
• Prepare driver-based commentary and analysis of budget versus actual results.
• Contribute to FP&A work for the 10-year plan, including detailed review of budget assumptions and value-added insights.
• Work with operational and business teams to build annual budgets and periodic reforecasts.
• Carefully assess budget assumptions across asset classes to ensure budgets are complete and accurate.
• Create and review monthly reporting dashboards for senior leadership.
• Develop process documentation to support compliance across funds under partnership agreements.
• Help track, summarize, and analyze year-over-year asset management fees, including verification that investor fees are fully charged as part of compliance-related work.
• Identify and recommend process improvements and efficiency opportunities.
• Support monthly debt and capital treasury activities, along with other ad hoc reporting tasks.

Requirements

• Undergraduate degree in accounting, finance, or another relevant technical field.
• CPA designation with at least 3 years of relevant industry experience.
• Experience in operating, investment, or project-based finance environments is considered an advantage.
• Advanced Excel capability and the ability to produce polished PowerPoint presentations.
• Working knowledge of income statements, balance sheets, and cash flow statements.
• Strong curiosity about key performance metrics and business drivers.
• High attention to detail and a solid grasp of accounting standards and principles, including ASPE and GAAP.
• Strong client service orientation, relationship-building ability, and a collaborative approach.
• Excellent written and verbal communication skills, with the ability to work effectively across all levels of the organization.
• Ability to manage overlapping deliverables and meet tight deadlines accurately and on time.
• Strong ethical standards and personal integrity.

Core Competencies

• Authenticity through trust-building and courage.
• Performance focus through accountability and results orientation.
• Stakeholder awareness and the ability to understand what others need.
• Relationship-building through collaboration and clear communication.

Location

Oakville, Ontario, Canada. This role follows a hybrid work arrangement with 3 days per week in the office.

Equal Opportunity and Accessibility

The employer is committed to hiring and supporting a diverse workforce and values diversity, equity, inclusion, and belonging. An inclusive culture is a core priority.

Accommodation is available for people with disabilities. If you need support, the employer will work with you to meet your needs.

Only candidates selected for an interview will be contacted.

Compensation

The expected base salary range for this position is CAD 85,000 to CAD 100,000.