Financial Analyst
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Job Description
Controllers providing strategic financial oversight for small and medium-sized businesses in Canada. Combine controllership and FP&A responsibilities while collaborating with clients remotely.
Responsibilities:
- Manage a portfolio of clients and provide ongoing fractional controllership services
- Oversee the month-end close and financial reporting process for key clients
- Review financial statements and identify trends and opportunities through variance and financial analysis
- Support budgeting, forecasting, and other FP&A initiatives
- Develop and improve accounting workflows, controls, and reporting processes
- Create industry-specific metrics to monitor financial performance
- Prepare client-specific internal reporting and financial insights
- Collaborate closely with bookkeeping and tax teams to ensure alignment and accuracy
- Lead client meetings and communicate financial results and recommendations clearly.
Requirements:
- CPA designation (preferred) or MBA with strong accounting and finance experience
- 3+ years of FP&A, controllership, or other progressive accounting/finance experience
- Strong understanding of bookkeeping and accounting principles, particularly month-end close processes
- Strong familiarity with cloud accounting platforms and Microsoft Excel
- Willingness to investigate issues and problem-solve using professional judgement independently
- Foresight to be proactive and complete tasks with minimal oversight
- Ability to thrive in a collaborative, high-performing remote team environment
- Ability to lead client meetings and think strategically.
Benefits:
- Fully paid for health, dental, and vision benefits
- Fridays off in July & August (yep, paid!)
- Paid December holiday shutdown
- Equipment Provided. A brand-new laptop and all the gear you need to hit the ground running.
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