Work must be completed both in person and remotely.
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Manage balance sheets and profit/loss statements
- Ensure accuracy and compliance to accounting standards, procedures and internal control
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Prepare financial statements and reports
- Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
- Analyze financial documents and reports
- Examine accounting records
- Provide financial, business and tax advice
- Assist in the planning and execution of financial statement audits
- Keep financial records and establish,
maintain and balance various accounts using manual and computerized bookkeeping systems
- Administer charitable or corporate trust funds
Experience and specialization
Computer and technology knowledge
- Accounting software
- SAP (FI/CO / HR / MM / OT SD)
- Quick Books
- MS Office
- MS Excel
- MS Outlook
- Sage Accounting Software
Area of specialization
- Financial planning
- Accounting
Additional information
Transportation/travel information
- Valid driver's licence
- Own vehicle
- Willing to travel regularly
Personal suitability
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Ability to multitask
- Proactive
Benefits
Health benefits
- Dental plan
- Health care plan
- Vision care benefits
Financial benefits
- Bonus
- Group insurance benefits
- Registered Retirement Savings Plan (RRSP)
- Stocks/shares
Other perks
- Team building opportunities
📌 accountant (Bewdley)
🏢 Part Time CFO Services
📍 Bewdley
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