Canadian Senior Financial Professional

3 days ago


Batangas, Calabarzon, Philippines beBeeFinancial Full time ₱550,000 - ₱700,000
Senior Financial Analyst

This role involves taking full ownership of engagement work, managing files from start to finish, and communicating directly with clients.

The ideal candidate should bring critical thinking, be comfortable offering feedback, and contribute to continuous improvement initiatives.

Key Responsibilities:

  • Manage assigned files, planning through completion, with minimal supervision.
  • Build strong client relationships by understanding business models and providing timely communication.
  • Participate in planning meetings and contribute to engagement strategy.
  • Review prior year files, draft preparatory questions, and manage document collection.
  • Prepare financial statements (NTR), note disclosures, and corporate tax returns (T2).
  • Prepare internal-use-only financial statements.
  • Monitor deadlines for tax filings, bank reporting, and other key deliverables.
  • Prepare HST/GST returns, WSIB annual returns, and EHT returns.
  • Perform GL account reviews for reasonability and accurate allocations.
  • Reconcile Canadian investment accounts and track tax-reporting data for capital assets.
  • Respond to CRA inquiries regarding assessments and client accounts.
  • Draft technical memos using appropriate accounting or tax standards.
  • Assist with client-side cash flow projections and budget-to-actual analysis.
  • Present data clearly using Excel, Word, CaseWare/CaseView, and iFirm.
  • Manage multiple projects and engagement timelines simultaneously.

Accountability and Contribution:

  • Own outcomes and maintain a high standard of quality.
  • Identify inefficiencies, recurring issues, or process gaps in your own work or across the firm.
  • Provide constructive feedback to management, offering suggestions to improve workflow, client service, or internal systems.
  • Assist with documentation of SOPs based on real workflow gaps.
  • Actively participate in firm-wide improvement initiatives even when they fall outside your direct responsibilities.


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