Assist in the end-to-end processing of advisor commission calculations and payouts across multiple entities Review and validate commission data inputs, ensuring completeness and accuracy prior to payment processing Support the investigation and resolution of commission discrepancies and reconciling items Liaise with Operations and Accounting teams to ensure commission-related accounts are reconciled and cleared on a timely basis Advisor Support &

• Inquiries Communicate clearly with advisors regarding transaction corrections, deposit issues, and impacts to commission payments Sales Tax Administration Validate advisor sales tax registration details (e.g., GST/HST numbers) for accuracy and compliance Assist in onboarding advisors for sales tax payments and ensure proper system setup Support the calculation, tracking, and reconciliation of sales tax on commission payments Assist with remittance processes and maintain supporting documentation for audit purposes Controls, Reconciliations &

• Reporting Perform regular reconciliations related to commission payments, trust accounts, and accounts payable activities Support the monitoring and execution of internal controls, ensuring adherence to established policies and procedures Identify process gaps, control weaknesses, or inefficiencies and escalate to management Maintain process documentation and contribute to the continuous improvement of workflows Regulatory &

• Audit Support Assist with regulatory reporting requirements, including T4A preparation and other filings as applicable Provide support during internal and external audits by preparing documentation and responding to auditor requests Ensure compliance with industry regulations and internal control standards Projects &

• Ad Hoc Analysis sales trends, AUA, commission analysis) Perform ad hoc analysis and reporting as required by the FinOps Manager or Supervisor Accounts Payable Review &

• Oversight Supervising and supporting the AP team, including training,



performance monitoring, and workload management

- Reviewing journal entries related to vendor invoices and employee expense reimbursements for accuracy, authenticity, and compliance with company policies
- Ensuring accurate recording of expenses, purchases, and reimbursement claims to appropriate accounts and cost centers
- Providing coverage for AP staff during absences, vacations or during peak times
- Advanced MS Excel skills, including knowledge of macro’s, pivot tables, and other emerging data management functionality ~ Detail oriented, logical, analytical thinker, solid reconciliation skills ~ Knowledge of Dataphile an asset Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision advantages as well as the company’s 401(k) retirement plan. Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color,



sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly). Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . the individual’s skill sets, experience and training; office location and other geographic considerations
- With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

📌 Senior Operations Finance Analyst (Uxbridge)
🏢 Vaco
📍 Uxbridge