Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Intermediate Financial Analyst ensuring accurate accounting transactions and financial controls within Investment Solutions. Collaborating with internal stakeholders for reconciliations, reporting, and audits in a hybrid work model.
Responsibilities
- Deliver daily, month-end, quarter-end, and year-end accounting requirements, including reconciliations, analysis, and reporting
- Investigate reconciling items, cash exceptions, out-of-balance conditions, and operational issues, partnering with internal stakeholders to support timely resolution
- Analyze accounting transactions and feeder system outputs to confirm completeness and accuracy in the General Ledger
- Monitor accounting reports, resolve errors, and maintain strong financial discipline
- Prepare and approve manual journal entries and daily wires
- Provide regulatory, external, and internal audit support by supplying requested documentation and explanations
- Design and deploy practical process enhancements and leverage automation to drive productivity
- Follow established procedures and controls to consistently execute daily, monthly, and ad hoc accounting activities
- Escalate exceptions, control concerns, and unresolved reconciling items promptly to support issue resolution and risk management
- Build effective working relationships with internal stakeholders and team members to support collaboration and service delivery
- Maintain accurate supporting documentation and contribute to current procedural materials that support consistency and cross-training.
Requirements
- Bachelor’s degree, or equivalent experience, in Accounting, Finance, or a related field, with 2–3 years of progressive accounting and/or financial reporting experience
- Strong attention to detail, with the ability to investigate and resolve exceptions accurately
- Owner’s mindset, including being self-directed, adaptable, proactive, and collaborative in a changing environment
- Strong interpersonal, communication, and presentation skills
- CPA designation, or equivalent qualification
- Knowledge of administration systems such as Prism, Ingenium, and LA is an asset
- Proficiency in Excel and Copilot, with working knowledge of internal controls and financial close processes; experience with reporting tools or systems is an asset.
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions
- We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.
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