Senior Financial Analyst – Finance & Business Operations

This is a fully remote position, open to applicants in Canada.

📋 Description

• Collaborate with Sales and stakeholders to establish program pricing and budgets using predefined templates.

• Review, revise, and secure approvals for program budgets.

• Ensure accurate and timely client invoicing in line with budgets and contractual agreements.

• Generate and distribute QuickBooks invoices while monitoring accounts receivable.

• Address billing discrepancies, assist in collections, and manage commission reconciliations.

• Align client sales reports with internal records and compile commission and agent performance reports.

• Track program hours, budgets, invoicing, and outstanding reconciliations to manage cash flow effectively.

• Supervise Accounts Payable functions, including vendor bills, employee expenses, and payment processing.

• Manage biweekly payroll through ADP, verifying hours, payroll data, vacation pay, statutory holiday pay, and necessary adjustments.

• Coordinate payroll-related employee modifications and assist with payroll reconciliations and reporting.

• Prepare monthly project profit and loss statements, profitability reports, forecasts, and budget-versus-actual evaluations.

• Evaluate financial variances, trends, risks, opportunities, and program KPIs; provide recommendations to management.

• Generate regular client, corporate, management, and ad hoc financial and operational reports.

• Maintain reporting trackers, master files, and financial models.

• Assist with monthly and year-end closing processes for the SVP Finance.

• Prepare reconciliations, schedules, and documentation for reporting, accountants, auditors, and advisors.

• Aid in year-end working papers, tax-related obligations, WSIB, and regulatory reporting.

• Enhance financial processes, controls, reporting tools, workflows, templates, and automation.

• Document financial procedures and ensure compliance with policies and internal controls.

⛳️ Requirements

• Minimum of 4 years of progressive experience in financial analysis, management accounting, project accounting, or a related field.

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline.

• Comprehensive understanding of financial statements, budgeting, forecasting, and profitability analysis.

• Proficient in Excel, with the capability to create financial models, reports, and analytical tools.

• Familiarity with ADP, QuickBooks, and time-tracking software.

• Experience in project-based businesses, professional services, marketing agencies, staffing organizations, or other multi-client environments is an advantage.

• Strong knowledge of accounts receivable, accounts payable, and payroll processes.

• Exceptional analytical and problem-solving abilities.

• High attention to detail and accuracy.

• Ability to manage large data sets and recognize inconsistencies or trends.

• Strong written and verbal communication capabilities.

• Comfortable engaging with senior management, program managers, clients, vendors, and employees.

• Ability to work autonomously and juggle multiple priorities in a fast-paced setting.

• Strong sense of ownership, accountability, and follow-through.

• Capable of effectively working in a fully remote environment.

• Equipped with a suitable home office setup and reliable high-speed internet.

• Availability during standard business hours.

• Submission of a resume and a brief cover letter detailing relevant experience is required.

🏝️ Benefits

• Competitive salary package.

• Opportunities for professional development and growth.

• Flexible work hours and a remote work environment.

• Health and wellness benefits.

• Supportive team culture and work-life balance.