Financial Analyst

Job summary

Prepare investor reporting packages, regulatory returns, and management reporting materials, ensuring accuracy, completeness, and timely submission. Document processes and controls, support audits and regulatory reviews, and collaborate on process improvements, automation, and ad hoc analyses.

Job details

Location: Hybrid, Montreal Language: Excellent written and verbal communication skills in English are required. Duration: 12-month contract About the Opportunity Join a well-established organization in the financial services sector where your expertise in financial reporting will contribute to accurate, timely, and compliant regulatory reporting. This role offers the opportunity to work in a collaborative Finance team that values precision, continuous improvement, and strong cross-functional partnerships. As a Financial Analyst, Regulatory and Management Reporting, you will play a key role in preparing regulatory filings, supporting management reporting, and strengthening reporting processes. Working closely with Finance, Treasury, Risk Management, Financial Systems, and other business partners, you will help ensure reporting integrity while contributing to projects that improve efficiency and controls. What’s In It for You Work alongside experienced finance professionals in an environment that encourages collaboration, knowledge sharing, and continuous learning. Gain valuable exposure to regulatory reporting, management reporting, process improvement initiatives, and cross-functional projects while building skills that support long-term career growth in financial services. Your Responsibilities • You'll prepare and deliver weekly and monthly investor reporting packages, ensuring accuracy and timeliness. • You'll prepare, analyze, and submit monthly and quarterly regulatory returns to regulatory stakeholders in accordance with reporting requirements and deadlines. • You'll develop management reporting packages and presentation materials that support business decision-making. • You'll perform detailed data validation and analytical reviews to ensure the completeness and integrity of financial information. • You'll document reporting processes, key risks, and internal controls while supporting audit activities and regulatory reviews. • You'll collaborate with internal stakeholders to improve reporting processes, support automation initiatives, and complete ad hoc analyses and special projects. Skills and Qualifications • 2 to 4 years of progressive experience in financial reporting, regulatory reporting, audit, accounting, or a related finance function. • Bachelor's degree in Accounting, Finance, or a related discipline. • CPA designation, equivalent, or active pursuit of a professional accounting designation is considered an asset. • Intermediate Microsoft Excel skills, including lookups and pivot tables. • Experience with Alteryx, Power Query, or similar data transformation and reporting tools is considered an asset. • Strong analytical, problem-solving, and organizational skills with exceptional attention to detail. • Ability to manage competing priorities, meet deadlines, and build effective working relationships across teams. Why Partner with Altis If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

What you’ll do

Prepare investor reporting packages, regulatory returns, and management reporting materials, ensuring accuracy, completeness, and timely submission. Document processes and controls, support audits and regulatory reviews, and collaborate on process improvements, automation, and ad hoc analyses.

Requirements

Requires 2 to 4 years of experience in financial reporting, regulatory reporting, audit, accounting, or a related finance function, along with a bachelor's degree in Accounting, Finance, or a related discipline. Intermediate Excel skills are required; a CPA or active pursuit of an accounting designation and experience with Alteryx, Power Query, or similar tools are considered assets.

Listed skills

• Management Reporting · Preferred
• Financial Reporting · Preferred
• Data Validation · Preferred
• Microsoft Excel · Preferred
• Financial analysis · Preferred
• Process Improvement · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Reporting
• Regulatory Reporting
• Management Reporting
• Investor Reporting
• Data Validation
• Financial Analysis
• Microsoft Excel
• Lookups
• Pivot Tables
• Alteryx
• Power Query
• Process Improvement
• Automation
• Internal Controls
• Audit Support
• Cross-Functional Collaboration

Job areas

• Finance & Accounting
• Data & Analytics

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