Financial Planning Consultant delivering wealth - management advice to CIBC high - net - worth clients. Analyzing portfolios, creating retirement plans, and partnering with branch advisors to provide investment solutions.
About the role
- Finance Contracts Analyst reviewing contracts, pricing, and subscription data for PointClickCare’s healthcare technology platform. Improving billing accuracy, revenue integrity, reconciliations, and financial workflows.
Responsibilities
- Review and analyze customer contracts, amendments, and pricing arrangements to ensure billing and revenue accuracy in accordance with contractual terms
- Prepare and reconcile billing data, subscription activity, and supporting documentation for monthly billing and revenue processes
- Validate rates, discounts, terms, and special conditions across simple and complex contract structures
- Identify variances, discrepancies, and potential revenue leakage, and collaborate with internal teams to investigate and resolve issues
- Partner with Customer Success, Sales, and Accounts Receivable teams to support customer inquiries, disputes, and contract interpretation
- Support credit and adjustment requests through detailed analyses and reconciliations aligned with established policies
- Contribute to process documentation, standardization, and continuous improvement initiatives
- Improve workflows and identify automation opportunities
- Participate in system testing, data quality initiatives, and cross-functional projects that improve billing accuracy and operational efficiency
- Report directly to the Finance Enablement Manager
- Collaborate across Finance, Sales, Customer Success, and Revenue Operations to resolve discrepancies, support revenue integrity, and improve financial processes
Requirements
- 2–5 years’ experience in billing, financial analysis, subscription management, or similar fields
- Strong computer ability in a Windows environment
- Proficiency with Microsoft Office, including Word, Excel, and Outlook
- Ability to work with large volumes of complex data across multiple systems, including Tableau, JIRA, and Excel Reporting
- AI fluency and/or use of M365 Copilot
- Bachelor’s degree in accounting or finance preferred
- Experience with NetSuite and Salesforce preferred
- Strong analytical capabilities
- Meticulous attention to detail
- Ability to communicate complex financial information clearly to technical and non-technical stakeholders
- Ability to reside within commutable distance of the Mississauga, Ontario office and attend required office events
Benefits
- Benefits starting from Day 1
- Retirement Plan Matching
- Flexible Paid Time Off
- Wellness Support Programs and Resources
- Parental & Caregiver Leaves
- Fertility & Adoption Support
- Continuous Development Support Program
- Employee Assistance Program
- Allyship and Inclusion Communities
- Employee Recognition
- Bonus
- Accommodations available upon request for candidates with disabilities
Job title
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Experience level
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Degree requirement
No Education Requirement
Tech skills
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