
Senior Financial Analyst
1 day ago
As a key member of our team, you will be responsible for managing engagement work from planning through completion with minimal supervision. This role is ideal for a self-motivated individual who can take full ownership of their work, communicate directly with clients, and independently manage files from start to finish. Critical thinking and the ability to offer constructive feedback to senior team members are also essential.
Key Responsibilities:- Develop and implement plans for engagement work, ensuring timely completion and quality standards.
- Buil and maintain strong client relationships by understanding client business models, and providing timely communication via phone and email.
- Participate in planning meetings and contribute to engagement strategy with input from senior team members.
- Prepare compiled financial statements, note disclosures where applicable, and corporate tax returns.
- Monitor deadlines for tax filings, bank reporting, and other key deliverables, ensuring all engagements stay on track.
- Demonstrate personal accountability by owning outcomes and maintaining quality standards.
- Identify inefficiencies, recurring issues, or process gaps and provide constructive feedback to improve workflow and client service.
- You must have a degree in Accounting, Finance, or related field.
- 2–4 years of experience in Canadian public accounting is required.
- A CPA designation in progress or newly earned is preferred.
- You should be proficient in iFirm, CaseWare/CaseView, Microsoft 365, and cloud storage.
- Familiarity with ASPE, Canadian tax standards, GST/HST, payroll, EHT, WSIB, and CRA programs is necessary.
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