Senior Financial Analyst

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Purpose Unlimitedis an independent financial services company with an unrelenting focus on customer-centric innovation delivered through technology-driven solutions. Led by entrepreneur Som Seif the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose and Description Key ResponsibilitiesFinancial Analysis & Executive ReportingOwn the consolidation reconciliation and analysis of actuals to budgets/forecasts ensuring alignment with corporate strategy and financial objectivesLead performance analysis across business units and investment strategies assessing actuals versus budget forecast and prior periods; clearly articulate variances and underlying complex financial data into concise executive-ready insights highlighting performance risks and weekly KPI dashboards monthly management reporting quarterly Board and shareholder materials and firm-wide Townhall financial identify trends and emerging issues providing data-driven recommendations to inform management Partnership Partner closely with segment and business leads to define reporting requirements and ensure consistent decision-useful financial outputsReconcile centralized enterprise reporting platforms with cross-functional inputs to ensure accuracy completeness and credibility of financial as a trusted finance partner bringing structure rigor and clarity to performance discussionsBuild and maintain financial models benchmarking analyses and scenario frameworks to support investment decisions and pricing strategiesContinuous Improvement Automation & AIDrive modernization of financial reporting through automation and the strategic application of AI particularly across recurring weekly and monthly opportunities to simplify processes enhance scalability and improve timeliness and quality of financial you enjoy collaborating with a team being innovative and are excited about anopportunity to work within a fast-growing company we would like to speak to you!Qualifications: What you will bring Bachelors degree in Finance Accounting Economics or a related discipline; CPA CFA or MBA preferred.3 years of progressive financial analysis experience ideally within asset management wealth management or financial financial modeling forecasting and analytical capabilities with strong attention to proficiency in Excel; experience with BI tools and enterprise data environments strongly executive communication skills with the ability to translate complexity into clear actionable ability to operate effectively in a fast-paced growth-oriented environment with multiple senior Information Why should you join usWe are one of Canadas Top Small & Medium Employers 2023 & believe in innovation and a vibrant culture- work for an innovative people-first financial services firm that values believe in a flexible work structure A flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards- Competitive compensation including equity care about your health comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness care about your quality of life- flexible paid time-off policy with unlimited vacation days and flexible sick and mental health care about your family- Paid parental leave for eligible employees with a care about your futureGenerous Group RRSP matching and an optional TFSA care about your development We offer training opportunities and tuition support Unlimitedis an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process please contact any member of the People & Culture team at We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and collaboration.

Required Experience:

Senior IC

Required Experience:

Senior IC