Financial Analyst I
Fa Evcg Saasfaprod1 · Markham, ON, Canada
About The Role
SUMMARY The Financial Analyst I provides standard transactional support for a process within an accounting cycle, can communicate with concerned parties pertaining to transactions and provides support/input for analysis. KEY DUTIES & RESPONSIBILITIES Accounting • Provides standard transactional support for a process within an Accounting cycle or client account / product line • Ability to complete and resolve assigned basic account reconciliations independently. • Identifies issues or discrepancies in basic transactional accounting. Accounting Policy • Understand GAAP requirements relevant to the financial cycle or portfolio supported Audit Support and Controls • Basic understanding of audit and internal control requirements • Maintains accurate and complete records for audits • Gathers audit support data upon request Financial Systems • Entry level knowledge of current accounting systems • Proficient with MS Office suite of software including Excel • Basic understanding of the interactions between financial systems related to the portfolio supported • Able to work with IT and operational teams on basic system setups Planning/Forecasting • Simple data extracts to support the preparation of forecasts • Provides relevant trending analysis to support the preparation of forecasts Analysis • Responds to internal requests for ad hoc analysis with guidance from senior team members Reporting • Support preparation of internal reports • Support preparation of labour and payroll related reports • Provides support/input into basic business cases Scope/Complexity • Single, high volume or multiple, low volume portfolios • With standard transactions Interaction with Concerned parties • Some Concerned parties interaction with transactional level data • Generate routine transactional data to support operational decision making Financial Management/Contract Interpretation • Awareness of financial obligations of portfolio • Supports delivery of contract/portfolio deliverables of a financial nature in a timely and efficient manner, in areas of less complexity Process Adherence / Implementation • Understand basic business processes, ensures compliance and appropriate documentation Problem Solving • Identification of basic issues or discrepancies Technical and Business Knowledge • Has demonstrated a curiosity for the industry and business which they support. • Has made initial connections with operational counterparts in support of transactional processes. KNOWLEDGE & SKILLS College/University graduation or professional certification (e.g., CPA, CMA, CGA or equivalent courses) Minimum of 1 to 3 years of related experience. Ability to prepare month end journal entries to support proper transaction reporting Basic understanding of the interactions between sub ledger and general ledger Understanding of audit requirements Ability to identify issues or discrepancies in basic transactional accounting Ability to communicate processes and procedures within the team and to internal customers Ability to prepare basic memos and provide basic variance explanations. Entry level knowledge of current accounting systems and MS Office suite of software Licenses and/or Professional Accreditation Registered in an Accounting designation program (CGA, CMA) This is a regular, full-time position with a salary range of $54,185 - $67,732 per annum. The starting salary will be based on the successful candidate’s competencies, including but not limited to experience, education and performance related to this role. #LI-JP1
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