Intermediate Financial Analyst - Markham, Canada - BGIS
Description
Who We Are
SUMMARY
The Intermediate Financial Analyst (FA II) provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support.
Understands the impact of transactions on financial results and can be proactive to recommend necessary actions and can communicate with stakeholder about transactions, processes and analysis.
Provides analysis for areas such as planning, forecasting, reporting and audit and process improvements.**KEY DUTIES & RESPONSIBILITIES
Treasury Management
- Supporting in opening and closing bank accounts.
- Updating and documenting user access and privileges for each online banking platform.
- Coordinating surety bonds and letters of credit on an ad hoc basis.
- Setting up transactions within each online banking platform on an ad hoc basis.
- Intermediate transactional support for a process within an accounting cycle.
- Ability to complete and resolve assigned intermediate account reconciliations independently.
- Identifies complex issues and resolves basic transactional accounting discrepancies.
- Understand GAAP requirements relevant to the financial cycle or portfolio supported.
- Intermediate understanding of internal/client control requirements.
- Maintains accurate and complete records for audits.
- Gathers audit support data upon request.
- Intermediate level knowledge of current accounting systems and MS Office suite of software.
- Basic understanding and ability to document the transactional and financial data flows between relevant financial systems.
- Able to work with IT and operational teams on intermediate system setups.
- Prepares standard forecasts (internal and external) with the appropriate backup (including assumptions and calculations).
- Responsible for partnering with internal stakeholders in preparation of standard forecasts.
- Prepares indepth financial analysis (recurring and adhoc) and makes recommendations to Internal Stakeholders.
- Preparation of internal reports.
- Provide input and support for external reports.
- Prepares basic business cases and provides input to intermediate business cases.
- Single, high volume or multiple, low volume portfolios.
- With some complex transactions.
- Some Stakeholder interaction with transactional level data and for the purpose of Stakeholder reporting.
- Generate transactional data and adhoc analysis to support operational decision making, with recommendations.
- Basic understanding of financial obligations of portfolio.
- Ensures delivery of contract/portfolio deliverables of a financial nature in a timely and efficient manner, in areas of less complexity.
- Supports the monitoring of performance and assists in action plans.
- Seeks guidance on contract/portfolio financial terms and conditions for assigned accounts.
- Understand intermediate business processes and ensures compliance and ensures appropriate documentation.
- Can identify and escalate gaps.
- Identification of basic issues or discrepancies.
- Has gleaned a basic understanding of the industry and business which they support.
- Has established professional working relationships with operational counterparts in support of transactional processes.
KNOWLEDGE & SKILLS
- Ability to identify complex and resolve basic transactional accounting discrepancies.
- College/University graduation or professional certification (e.g., CPA, CMA, CGA or equivalent courses).
- Minimum of 35 years of workrelated experience.
- Ability to identify and recommend process improvement opportunities at an account level following GAAP procedures.
- Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal customers.
- Ability to prepare memos, provide variance explanations and input to process documentations, and write summaries of findings and recommendations.
- Intermediate level knowledge of current accounting systems and MS Office suite of software.
Licenses and/or Professional Accreditation
- Registered in an Accounting designation program (CGA, CMA).
LI-Hybrid
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