SUMMARY

The Financial Analyst I provides standard transactional support for a process within an accounting cycle, can communicate with concerned parties pertaining to transactions and provides support/input for analysis.

KEY DUTIES & RESPONSIBILITIES

Accounting

- Provides standard transactional support for a process within an Accounting cycle or client account / product line
- Ability to complete and resolve assigned basic account reconciliations independently.
- Identifies issues or discrepancies in basic transactional accounting.

Accounting Policy

- Understand GAAP requirements relevant to the financial cycle or portfolio supported

Audit Support and Controls

- Basic understanding of audit and internal control requirements
- Maintains accurate and complete records for audits
- Gathers audit support data upon request

Financial Systems

- Entry level knowledge of current accounting systems
- Proficient with MS Office suite of software including Excel
- Basic understanding of the interactions between financial systems related to the portfolio supported
- Able to work with IT and operational teams on basic system setups

Planning/Forecasting

- Simple data extracts to support the preparation of forecasts
- Provides relevant trending analysis to support the preparation of forecasts

Analysis

- Responds to internal requests for ad hoc analysis with guidance from senior team members

Reporting

- Support preparation of internal reports
- Support preparation of labour and payroll related reports
- Provides support/input into basic business cases

Scope/Complexity

- Single, high volume or multiple, low volume portfolios
- With standard transactions

Interaction with Concerned parties

- Some Concerned parties interaction with transactional level data




- Generate routine transactional data to support operational decision making

Financial Management/Contract Interpretation

- Awareness of financial obligations of portfolio
- Supports delivery of contract/portfolio deliverables of a financial nature in a timely and effective manner, in areas of less complexity

Process Adherence / Implementation

- Understand basic business processes, ensures compliance and appropriate documentation

Problem Solving

- Identification of basic issues or discrepancies

Technical and Business Knowledge

- Has demonstrated a curiosity for the industry and business which they support.
- Has made initial connections with operational counterparts in support of transactional processes.

KNOWLEDGE & SKILLS

- College/University graduation or professional certification (e.g., CPA, CMA, CGA or equivalent courses)
- Minimum of 1 to 3 years of related experience.
- Ability to prepare month end journal entries to support proper transaction reporting
- Basic understanding of the interactions between sub ledger and general ledger
- Understanding of audit requirements
- Ability to identify issues or discrepancies in basic transactional accounting
- Ability to communicate processes and procedures within the team and to internal customers
- Ability to prepare basic memos and provide basic variance explanations.
Entry level knowledge of current accounting systems and MS Office suite of software

- Licenses and/or Professional Accreditation

- Registered in an Accounting designation program (CGA, CMA)

This is a regular, full-time position with a salary range of $54,185 - $67,732 per annum. The starting salary will be based on the successful candidate’s competencies, including but not limited to experience, education and performance related to this role.

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📌 Financial Analyst I (Markham)
🏢 BGIS
📍 Markham