This role is an in office position with work-from-home flexibility up to 7x a month

Working in office full-time is mandatory for the first six weeks in the role

To assist with managing the growth of our organization, we are looking to fill the role of Financial Analyst. This is an excellent role for a self-starter looking for exposure to accounting, finance and tax work and who is willing to grow with our organization. We are looking for someone who wants to work with a growing company to build the finance function and work with a team of experienced finance professionals.

Qualifications:
University Degree in Finance/Accounting (CPA candidate preferred)

3-5 years progressive experience in the finance function

High level of integrity, ability to maintain client confidentiality

Extremely organized, strong attention to detail; ability to prioritize and manage multiple responsibilities

Understanding of cash management (working with payment processors, financial institutions, issuing bank instructions)

Computer proficiency: Excellent aptitude with Microsoft Word & Excel, G suite (Google).Knowledge of Quickbooks, ADP, PurelyHR and Salesforce an asset

Self-motivated, ability to work autonomously and as part of a team

Excellent verbal and written communication skills; professional and courteous in email and phone

Responsibilities:
Accounting (30%)

Maintain sales data in Salesforce

Maintenance of all financial transactions in Quickbooks

Preparation of daily and weekly sales reports including sales scorecards

Preparation of monthly financial statements





Preparation of monthly bank reconciliations for all accounts globally

Processing accounts payable and initiating payments for review

Manage internal expense processing including tracking sales tax

Verifying expenses from employees, events, invoices, and credit card charges are properly entered into QB and/or supporting schedules

Serve as the main point of contact to pay vendor invoices and handle incoming inquiries with respect to payments

Preparation of the Monthly Management Report

Payroll & Benefits (30%)

Prepare bi-monthly payroll in ADP for Controller review

Preparation of monthly sales commission calculations

Assist with maintaining daily attendance log of internal staff

Set up payroll accounts and time-off software accounts for new hires

Financial Reporting & Analysis (25%)

Preparation of key weekly and monthly financial reports for the use of senior management (sales reports, scorecards, weekly and monthly management reports)

Analyze financial data, analyze past results, perform variance analysis and create financial reports for decision support

Perform analysis on Event commissions and overall cost of sales, ensuring the company is achieving gross margin targets

Operations finance analysis, reviewing and analyzing key operations metrics, event contracts and invoices





Assist with the preparation of budgets and forecasts

Assisting with ERP implementation and data integrity

Accounts Receivable (15%)

Assist Collections Specialist with managing accounts receivable

Provide clients service as needed to customers with queries on payments

Work with the team to handle complex accounts receivable collections matters and provide credit analysis as needed.

Reconcile daily and monthly collections reports

The Package:
Benefits & Bonuses

Base salary + bonus structure

Top performers will fast-track their career progression into Leadership opportunities

Incentives and opportunity for travel

Health benefits after 3-months of employment + extended mental health and lifestyle tools and support hub

Tailored training and mentorship program

Monthly company-wide town hall meeting with announcements, awards and social festivities

15 paid days off a year+ paid end-of-year holiday break

Reporting: This position reports to the Finance Director.

Working hours: 8.30 a.m. to 5:00 p.m., Monday to Thursday, and 8.30 a.m. to 4:30 p.m. on Friday, with a lunch break for one hour between 12:30 p.m. and 1:30 p.m.

Location: 555 Richmond Street West, Suite 606

Generis is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive setting for all employees. If you require assistance or an accommodation, please let us know.
Please take the time to review the opportunity that is best for you and send your resume to [email protected] .

📌 Financial Analyst (Canada)
🏢 Generis Group
📍 Canada