22 Sep
|
Recoup Group
|
Manitoba
22 Sep
Recoup Group
Manitoba
Senior Financial Analyst / Manager
SR&ED; & Government Incentives | Part-time or Full-time | Remote or Hybrid
One opportunity. Two possible levels. Recoup Group is open to hiring at either the Senior Financial Analyst or Manager level. Your title, scope and compensation will reflect your experience, technical knowledge and ability to independently lead client engagements.
The Opportunity
Recoup Group helps organizations turn innovation into opportunity. We work with clients to identify, quantify and support eligible expenditures under Canada’s Scientific Research and Experimental Development (SR&ED;) program and related provincial incentives. Our work brings together financial analysis, tax knowledge, technical insight and practical client advice to build claims that are accurate, well supported and defensible.
This is an chance to join a boutique advisory practice where every team member is a respected expert and trusted advisor. Our size allows us to remain agile, collaborative and highly client-focused. As a member of a small, experienced team, you will have the opportunity to take ownership of client engagements, contribute ideas, and see the direct impact of your work. We value professional judgment, continuous learning, and collaboration, creating an environment where experienced professionals can continue to grow while making meaningful contributions from day one.
We believe outstanding professionals perform best when they are trusted to manage their work in a way that supports both their career aspirations and personal commitments. That's why we have built a culture that values flexibility, family, continuous learning, and the pursuit of high-quality work without the bureaucracy.
What You’ll Do
· Analyze payroll, general ledger, project-costing, contractor, material and other financial records to identify and quantify eligible SR&ED; expenditures.
· Prepare and review claim calculations, prescribed financial information, supporting schedules, reconciliations and working documentation.
· Interpret SR&ED; expenditure requirements; identify eligibility, costing,
documentation and data risks; and recommend sound treatment and supporting methodologies.
· Work with technical specialists to connect claimed expenditures to eligible project activities and strengthen the overall claim position.
· Identify gaps or inconsistencies in client information, investigate source records and work directly with clients to resolve issues and improve documentation practices.
· Support the financial aspects of Canada Revenue Agency reviews and audits by explaining calculations and costing approaches, reconciling records and preparing clear responses and correspondence.
· Manage multiple claims, priorities and deadlines while maintaining high standards for accuracy, responsiveness and client service.
At the Manager Level
In addition to the responsibilities above, a Manager will:
· Own engagement planning and financial claim strategy, including scope, work plans, timelines, priorities, quality and risk.
· Serve as the primary day-to-day client contact, lead discovery and review meetings, manage expectations and provide trusted advice to senior stakeholders.
· Coordinate contributors, review deliverables and provide clear direction, coaching and feedback, often through influence rather than formal authority.
· Lead the financial response to complex CRA reviews, audits and dispute matters and contribute to proposals, scoping and new client opportunities.
What You Bring
· A degree or diploma in accounting, finance, business, commerce, economics or a related discipline. A bachelor’s degree is expected for appointment at the Manager level.
· Strong accounting and financial-analysis capabilities, including confidence working with payroll, general ledger,
project-costing and other detailed financial data.
· Advanced Excel skills, careful attention to detail and the judgment to work through incomplete, inconsistent or ambiguous information.
· Clear, professional communication skills and the ability to explain financial and SR&ED; concepts to both financial and non-financial audiences.
· Strong organization, initiative and comfort balancing several client deliverables in a collaborative, fast-paced consulting environment.
· A Chartered Professional Accountant designation or progress toward one, and direct SR&ED; or government-incentives experience, are valued assets.
How the Levels Differ
Senior Financial Analyst
· Minimum 3 years of relevant experience.
· Prepares and reviews claim work with growing independence.
· Supports client meetings, claim planning and CRA responses.
Manager – Financial
· Minimum 5 years of relevant experience.
· Independently owns engagements, financial claim strategy and delivery.
· Leads client relationships, project contributors and CRA responses.
· Brings proven judgment in complex claims, costing and risk.
Compensation
Senior Financial Analyst: $75,000–$90,000
Manager – Financial: $90,000–$125,000
These are anticipated full-time annual salary ranges. Final title and compensation will reflect the successful candidate’s experience, qualifications and scope of responsibility. For a part-time appointment, compensation will be prorated to the agreed schedule.
Interested?
If this sounds like the kind of work you do well and the kind of team where you would thrive, we would welcome the opportunity to learn more about you.
Please submit your résumé and a brief note outlining your relevant experience. Candidates do not need to determine their level before applying as the Recoup Group will assess the appropriate level through the selection process.
We thank all applicants for their interest however only qualified candidates will be contacted
Work Location: Hybrid remote in Manitoba
📌 Senior Financial Analyst/Manager (Manitoba)
🏢 Recoup Group
📍 Manitoba