About this role
Role Description
As a Financial Analyst, you will prepare monthly financial statements, supporting schedules, and year-end audit files for assigned trust fund accounts, providing financial information to the Board of Trustees and various stakeholders to support trust fund oversight and strategic planning.
You will report to the Supervisor, Financial Analyst, and work closely with internal departments, external auditors, and client groups to ensure accurate and timely financial reporting. This role requires strong attention to detail and the ability to manage multiple deadlines, with additional hours expected during audit season from February through April.
What You Will Do
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Prepare monthly financial statements and year-end audit files for assigned groups, including the Client Experience and Development Department, Board of Trustees, and trust fund external auditors, using Sage Intacct and Microsoft Excel.
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Gather required information from client minutes, memos, departments, meetings, MPACS, and reports, and investigate and resolve data or transaction issues as they arise.
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Support external auditors during interim and year-end fieldwork, follow up on audit completion, file completed audits with relevant government regulators, and attend draft audit review and trustee meetings as needed.
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Reconcile vacation mass payouts and assist with the preparation of annual audit filings.
Qualifications
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A post-secondary degree or diploma in Accounting, Finance, Business Administration, Commerce, or a related field.
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3 or more years of experience in accounting, financial analysis, or a related field.
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Knowledge of accounting principles and financial reporting standards.
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Proficiency in Microsoft Excel, including formulas, pivot tables, and VLOOKUP or XLOOKUP, as well as other Microsoft Office applications.
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Strong analytical and problem-solving skills with the ability to interpret data and identify discrepancies.
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Excellent organizational and time management skills, with the ability to prioritize and manage multiple deadlines simultaneously.
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Effective written and verbal communication skills, with the ability to convey complex financial information clearly to a range of audiences.
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The ability to work both independently and collaboratively.
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Please note that a written assessment may be administered to evaluate communication, analytical, numerical, and problem-solving skills.
Requirements
Core Competencies for the Role
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Attention to Detail:
Thoroughly and accurately completes tasks, ensuring all components are correct, consistent, and free of errors. Precise in data entry, with the ability to spot inconsistencies or mistakes before they become issues.
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Communication:
Clearly and professionally conveys financial information to peers, cross-functional teams, and leadership. Simplifies complex data, tailors communication to the audience, and responds thoughtfully. Builds trust through clarity, tact, and active listening, even in high-pressure situations.
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Analytical and Problem Solving:
Critically evaluates information and breaks down complex problems, identifying patterns, interpreting data, and developing logical conclusions and solutions.
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Financial Statement and Audit Completion:
Effectively plans, prioritizes, and executes tasks to meet internal and external deadlines while maintaining productivity. Multi-tasks and minimizes delays by allocating time and resources efficiently.
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Financial Reporting and Technical Proficiency:
Demonstrates proficiency in preparing accurate financial statements and reports. Maintains compliance with accounting standards and assists in audits and regulatory reporting. Effectively uses tools, software, systems, and technical knowledge relevant to the role.
Benefits
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Comfortable compensation and benefits.
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Enjoy a minimum of 3 weeks' vacation with our company-wide policy.
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Benefit from flex days to maintain a healthy work-life balance.
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Engage in wellness programs to support your well-being.
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Grow your skills and knowledge through our employee education program.
Company Description
At Manion, we believe people thrive when they're supported at work, at home, and in their communities. That's why we've built a workplace rooted in trust, collaboration, and care, where your contributions truly make a difference in the lives of Canadians.
As a privately owned Canadian firm with over 50 years of experience in third-party benefits administration, payments, and consulting, we're proud to lead with purpose and impact.
Here, you'll join a close-knit, inclusive team that values genuine connection, mutual respect, and shared success.