Senior Financial Analyst HYRBID
Job Location:
Monthly Salary:
Posted on:
3 days ago
Posted on:
Vacancies:
1 Vacancy
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Job Summary
This is a newly created seat inside a privately held investment firm that has scaled from two entities to seven in just a few years and has not let off the gas. You will sit directly below the Assistant Controller serve as the first trusted delegate when the needs to step up and get genuine exposure to M and amp;A integration and multi-entity financial reporting at a stage where that kind of access normally requires a title two levels higher.
COMPANY
- Privately held investment management firm based in Toronto (St. Clair East)
- Grown from 2 to 7 corporate entities under active leadership with U.S. expansion underway
- Strategic M and amp;A is ongoing and accelerating not a one-time event
- No-ego culture where people across all levels collaborate and support each others development
- Mid-sized firm by headcount small-firm values and ownership mentality
- Building proprietary AI infrastructure internally while already using Copilot and Claude
- Confidential search conducted discreetly
COMPENSATION PACKAGE
- Base salary: $90000 to $110000 CAD (flexibility above $110K for an exceptional candidate through enhanced bonus components)
- Performance bonus: 15% of base salary at target
- Comprehensive health benefits fully employer-paid
- Retirement plan
- $1000/year continuing education allowance
- $600/year wellness allowance
- 3 weeks vacation increasing with tenure
- 3 paid sick days 2 personal days 1 volunteer day
- Hybrid: Tuesday and Thursday mandatory in-office one additional flexible day
ADVANTAGES
- Access that does not match the title. You will touch M and amp;A due diligence multi-entity consolidation and external audit liaison at a senior accountant level work that most firms reserve for managers.
- A clear runway upward. The Assistant Controller is growing into a more strategic seat. The expectation here is that you grow with her not wait for someone above you to leave.
- Real ownership in a small-team environment. This firm still operates with an ownership mentality: you will be accountable for outcomes not just tasks which builds a career faster than any large-firm rotation program.
- No-ego genuinely collaborative culture. This is not a marketing line. Staff across levels drop what they are doing to help each other and the environment is described by people who left competitive high-acquisition firms to get here.
- Technology that is actually moving. NetSuite Planning and Budgeting just launched. Proprietary AI is being built internally. A new payroll platform is in evaluation. You will be part of building the system not inheriting a finished one.
- Hybrid. Three days a week in a professional Toronto office where you have your own dedicated space with flexibility built around the work not a policy document.
POSITION DESCRIPTION
This is a newly created position sitting between the accounting associates and the Assistant Controller. The role is hands-on by design: you will review rather than prepare month-end handle complex transactions the associates escalate and be the person the team relies on when the Assistant Controller is not available. Over time as M and amp;A activity continues you will take on integration work and due diligence support that goes well beyond a standard senior accountant scope.
Accounting and Bookkeeping
- Post and review accounting entries across multiple corporate entities in NetSuite
- Prepare monthly and quarterly reporting packages for the executive committee
- Oversee accounts payable accounts receivable cash disbursements and bank reconciliations
- Handle complex or non-standard transactions the associates bring forward
- Support HST and corporate tax return preparation for review
Financial Reporting and FP and amp;A
- Assist with financial statement preparation under IFRS and US GAAP
- Support budget-to-actual analysis cash flow reporting and financial projections
- Contribute to KPI tracking and benchmarking across entities
- Be the first line of contact with external auditors; field sample testing and queries before escalating
Internal Controls and Process
- Support the Assistant Controller in monitoring accounting policies and internal controls
- Maintain organized electronic records for financial contracts agreements and insurance
- Identify automation opportunities and push process improvements proactively
- Support NetSuite Planning and Budgeting module as it matures
M and amp;A and Growth Projects
- Set up new entities in NetSuite following acquisitions
- Assist with financial due diligence on incoming acquisitions
- Support integration workstreams as the firm continues to expand its entity count
IDEAL CANDIDATE
The target profile is a CPA-designated accountant (or someone in the final stages of designation) with 3 to 5 years of experience that spans both the technical side of accounting and some exposure to financial planning and analysis. The strongest candidates will have come out of a Big Four transactions or M and amp;A practice a wealth management or family office environment or an industry role at a firm where they had to think not just process.
- CPA designated or actively completing designation
- 3 to 7 years of experience
- Exposure to both financial reporting and FP and amp;A on the resume: budget preparation budget-to-actuals KPI tracking or financial projections in addition to the close cycle
- NetSuite experience preferred; comfort learning new systems is non-negotiable regardless
- Currently at SFA level and feeling limited by your firms ceiling or at a high-acquisition company where the pace has outrun the purpose
- Analytically sharp and deliberate: you stop and think before you act and you can explain the why behind a journal entry not just post it
- Ownership-oriented: you define your own next task train your replacement when you master something and look for what needs fixing before anyone asks
- Comfortable with ambiguity and system change: two software evaluations are underway a module just launched and proprietary AI is being built; this is the environment you are joining
