Jr. Financial Analyst

  • Date Posted Dec 17, 2021
  • Location Toronto, Ontario
  • Job Type Contract
  • Job ID 13583

Are you a versatile self-starter with demonstrated ability to take initiative and work independently with attention to detail? Then, apply now!

Working with one of our top financial clients this role calls for a Jr. Financial Analyst who will be responsible for developing strong relationships with the technology portfolios supported to deliver monthly/quarterly management reporting, planning and forecasting, and analysis of financial results. The successful candidate is a self-starter with an attention to detail, who offers working solutions to business partners/peers/management with a focus on continuous process improvement and customer service. The successful candidate in this role will have demonstrated strong commitment, initiative, and drive to continuously exceed expectations, strong technical skills, strong interpersonal skills, effective at problem-solving with minimal support, and strong organization skills.

Responsibilities:

  • Work with the Manager and Senior Manager in meeting deliverables of the team by providing exceptional service to clients, and technical assistance as needed.
  • Lead, support, and develop Wealth TS accrual process to leverage information input provided by the Project management team including all necessary reconciliations to ensure data completeness and accuracy.
  • Lead, support, and develop an in-depth analysis for Wealth LOB Spend by types of initiatives vs forecast, plan, and prior periods.
  • Lead deep dives related to Technology expenses as they contribute to various management and leadership reporting regularly.
  • Identify and provide impact analysis of financial/accounting, policy, and process changes including documentation, follow-up, escalation, and resolution.
  • Lead and document the allocation of project, application and support the base charges of Wealth technology and identify opportunities to streamline and optimize the allocation model.
  • Manage and develop the reporting of technology charges in correlation with the demand per type of initiative.
  • Help team improves existing process on CIO reporting.
  • Manage and develop RTB/CTB reporting fully integrated into the CIO view.
  • Develop and enhance internal relationships across multiple business units.
  • Contribute to a positive and rewarding team environment.
  • Support the Technology Finance Manager in responding to and following up on issues, queries, and exceptions.
  • Resource utilization report analysis and preparation.
  • Prepare monthly financial packages to be reviewed with portfolio leads.
  • Meet with the VP/AVP’s and review monthly results, follow-up, and close issues promptly.

Desired Skill Set:

  • Undergraduate degree in Finance, Accounting, Commerce, or Business.
  • Experience working with MS Excel, PowerPoint and navigating large datasets.
  • Experience working with financial accounting processes and internal control structures.
  • 1 year of experience working with finance or accounting.

Nice to Have:

  • MBA, CFA, CMA, CGA, CPA, and CA designation.
  • Experience working with Hyperion, Essbase, and Oracle.
  • Experience working with Excel, VBA, and Access Database.

BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.

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