At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an chance to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Job OverviewReporting to the VP, Finance, we are seeking a Senior Analyst, Accounting. In this role, you will play a critical part in overseeing all corporate banking relationships for the Canadian entities, preparing and maintaining cash flow forecasts, and supporting the Asset Management Accounting team on monthly close processes. The successful candidate will be a team player, analytical, and able to multi-taskWhat you will do:Maintain cash flow forecast for main operating entities and stay up to date on upcoming cash activitiesCoordinate with US Treasury team for overall global treasury functionManage and coordinate the draw and repayment processes on debt and credit facilitiesOversight of all corporate banking relationships across all Canadian entitiesReview documentations from legal and 3rd parties as it pertains to both debt and equity transactions and reportingAssist with month-end close processes for the asset management entities, analysis of monthly trends in expenses, prepare supporting audit schedules and control documentation; liaise with internal and external auditors as requiredAssist with ad-hoc projects as required (i.e. building of ad-hoc reports, process improvements, system upgrades/implementations,



etc)What you will bring:5 years accounting experience, preferably in asset management or financial institutionsTreasury experience in asset management or financial institution an assetCPA designation or close to completionAbility to prioritize effectively and work efficiently to meet various daily and monthly deadlines, highly organizedDetailed-oriented, extremely self-motivated and dedicated, and a good team playerExcellent communication and interpersonal skillsDeep curiosity to understand “why” and the business rationale behind each transaction/cash activity, highly analyticalPersistent drive for continuous improvement and not settling for the status quoCollaborative; ability to work cross-functionallyExperience working with a large ERP system (in particular WorkDay) is desirable, but not requiredThis role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance,



retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. A Supportive Environment for SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER
Modern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top-up programPaid time off for VolunteeringWe are focused on building a diverse and inclusive workforce. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.

📌 Senior Accounting and Controls Analyst***Remote*** (Toronto)
🏢 CI Financial
📍 Toronto