Personal Finance Advisor helping Desjardins members achieve financial goals through investments, loans, and insurance. Building trusted relationships and advising young and individual members.
About the role
- Senior Financial Analyst preparing US GAAP reporting, audit materials, and technical accounting analyses for PointClickCare’s healthcare technology platform. Supporting controls, compliance, and finance automation.
Responsibilities
- Prepare quarterly and annual Audit Committee and Board materials, coordinating inputs across finance teams and ensuring timeliness and accuracy
- Prepare US GAAP annual financial statements and note disclosures with appropriate working papers and schedules
- Research and prepare technical position papers related to new accounting standards and complex transactions for senior management and external auditors
- Manage monthly balance sheet and cash flow reporting and operating metrics
- Act as primary liaison between external auditors and internal stakeholders, managing communications and coordinating audit activities
- Leverage AI and automation tools to enhance efficiency and scalability across workflows
- Support the accuracy and completeness of complex accounting treatments, including audit-ready documentation for ASC 350-40 and ASC 842
- Support special projects and ad hoc initiatives with finance and business leaders
- Provide support for month-end close, accounting activities, analysis, and reconciliations
- Maintain ownership of the Risk Control Matrix and support audit and compliance requirements
- Identify opportunities to enhance internal control processes across financial reporting cycles and entity-level controls
- Support monthly, quarterly, and annual financial reporting, including Audit Committee materials, investor materials, and financial statements
- Report to the Senior Manager
Requirements
- CPA designation
- 4+ years of progressive finance experience
- Big 4 or mid-sized public accounting firm experience an asset
- Exposure to advanced analytics, workflow, and automation tools (e.g., Alteryx, Power BI, Tableau) considered an asset
- Experience or demonstrated curiosity in applying AI and automation within finance and accounting
- Internal controls experience and understanding of key financial risks
- Experience with writing technical accounting memos or formal reports to Senior Management
- Preferable experience in impairment testing, lease accounting, stock-based compensation and R&D capitalization
- Flexible, organized, and able to handle multiple and competing priorities
- Quick learner with the ability to thrive in high paced environments
- Team Player with strong interpersonal skills and sound business judgement
- Advanced Excel skills
- Must reside within commutable distance to the specified office/location
- Commitment to following information security policies and procedures if hired
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
- Flexible work arrangements
- Training and development opportunities
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