Senior Financial Analyst

Posted 3 Days Ago
Be an Early Applicant
Toronto, ON
Mid level
Financial Services
The Role
The Senior Financial Analyst will manage reporting and analysis of financial performance, including P&L and balance sheet analysis, account reconciliations, and developing management reports. Responsibilities include using Power BI for dashboard creation and contributing to strategic planning projects, while collaborating closely with senior management and various departments.
Summary Generated by Built In

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry:  wealth management and capital markets.  CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.  We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions.  Our entrepreneurial and friendly team will challenge you to learn and grow every day.  We value great work and collaboration and strive to eliminate bureaucratic thinking.  We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions.  We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodation throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a motivated self-starter with superior accounting knowledge, excellent organizational skills and the ability to multi-task, to join our Finance team in Toronto. This position reports directly to the Senior Vice President, Strategy and Financial Analysis.

Responsibilities

  • Responsible for daily/monthly/quarterly P&L reporting, P&L and Balance Sheet analysis and providing commentaries.
  • Perform various account reconciliations and posting accounting entries.
  • Prepare monthly operating reports for management including development and analysis of performance metrics and review of budget variances.
  • Prepare, develop and maintain reports/dashboard using Power BI/Power Query.
  • Work closely with senior management to provide financial insight and reports in connection with special projects and ad-hoc analysis.
  • Assist in specialized projects relating to strategic planning and financial analysis, management reporting, and public reporting.
  • Complete reports and projects in accordance with established policies and guidelines accurately, timely and efficiently.
  • Proactively seek continuous enhancement in internal controls over financial transactions and financial reporting.
  • Be a key asset within the Finance team, with proficiency in Microsoft Excel, Power Point, Power BI and various other systems and applications.
  • Work closely with IT, Risk, Operations, and other support service functions
  • Ad-hoc analysis and support as requested by management.

Skills & Qualifications

  • Bachelor’s degree in Accounting or Finance;
  • CPA/CFA holder or actively working towards an accounting designation preferred.
  • Advanced Microsoft Office (Excel, Word, Power Pont) skills are essential.
  • Knowledge of Power BI, Power Query, SSRS, SQL or related tools will be an asset.
  • 3+ years of experience in financial/accounting analysis in a large organization. Experience in a Finance/Accounting role at a broker-dealer firm will be preferred.
  • Demonstrated ability to meet deadlines and work under pressure.
  • An effective ability to collect, organize, analyze and circulate significant amounts of information with attention to detail and accuracy.
  • Excellent communication and interpersonal skills.
  • Self-motivated with a focus on driving results and strong sense of accountability.
  • Experience with Dataphile accounting software will be an asset.

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Top Skills

Excel
Microsoft Power Bi
Microsoft Power Query
SQL
The Company
HQ: New York, NY
757 Employees
On-site Workplace
Year Founded: 1950

What We Do

Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc., offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, sales and trading services from offices in North America, UK & Europe, Asia, Australia and the Middle East. Our diverse team of capital markets and advisory professionals has deep industry and transactional expertise in key growth sectors of the global economy. We are committed to providing valued services to our clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank – expansive in resources and reach, but targeted in industry expertise, market focus and individual client attention.

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