Financial Analyst

Financial Analyst Location: Greater Toronto Area, ON (Hybrid) Our Client: Our client is a growing, Canadian-based financial services organization operating within a specialized segment of the insurance and retirement solutions space. Backed by a global platform, the company combines the agility of a small, high-performing team with the scale and resources of a larger institution. The Role: Reporting directly to the Senior Manager, the Financial Analyst will play a key role in supporting the organization’s finance function across financial reporting, cash management, and day-to-day accounting activities. This is a hands-on, team-oriented role designed for an early-career professional looking to build a strong foundation in financial reporting and analysis within a dynamic and collaborative environment. The mandate offers broad exposure across the company’s operations, including interaction with actuarial, investments, risk, and compliance teams. The role is positioned as a supporting analyst seat, with a focus on learning, development, and progressively taking on greater responsibility over time. Key Responsibilities: Support monthly and quarterly close processes, including preparation of management reporting, financial statements, and regulatory filings Assist in the preparation of IFRS financial statements, regulatory returns, and financial analyses for senior management and board-level reporting Produce financial analyses and reports for internal stakeholders, including senior leadership and the parent organization Support audit processes by liaising with internal and external auditors, including assistance with SOX compliance requirements Work closely with the broader finance team to support consolidation reporting and ad hoc financial analysis Assist with core accounting activities, including journal entries, account reconciliations, subledger maintenance, and accruals Partner with investment teams and external managers to support funding, settlement, and related activities Assist with liquidity management and treasury activities, including cash reporting, forecasting, and monitoring balances Support weekly disbursement processes, including electronic payments, wires, and cheque runs Contribute to continuous improvement initiatives by identifying opportunities to enhance processes, controls, and efficiencies Assist with business planning, forecasting, and budgeting activities Support tax compliance, forecasting, and planning initiatives Assist in analyzing technical accounting matters and regulatory developments The Ideal Candidate: 1–2+ years of relevant experience in accounting, finance, or related roles Undergraduate degree in Accounting, Finance, or a related field Progress toward a CPA designation is considered an asset, but not required Strong attention to detail and a high degree of accuracy Demonstrated ability to learn quickly and adapt in a dynamic, fast-paced environment Strong analytical and problem-solving skills, with a practical and solutions-oriented mindset Ability to manage multiple priorities and work effectively within a small, collaborative team Strong communication and interpersonal skills High level of motivation, work ethic, and willingness to take initiative Comfortable working in a hands-on environment with evolving processes and responsibilities Ref #WEB1641

The Financial Analyst will support the finance function through financial reporting, cash management, and accounting activities. This includes preparing financial statements, assisting with audits, and contributing to business planning and forecasting.

The ideal candidate should have 1-2 years of relevant experience in accounting or finance and an undergraduate degree in a related field. Progress toward a CPA designation is considered an asset, along with strong analytical skills and attention to detail.

Identified from the job description. Confirm important requirements above.

• Financial Reporting
• Cash Management
• Accounting
• Analytical Skills
• Problem-Solving
• Communication
• Interpersonal Skills
• Attention to Detail
• Team Collaboration
• Adaptability
• Initiative
• Treasury Activities
• Regulatory Compliance
• Budgeting
• Forecasting
• Continuous Improvement

• Finance & Accounting
• Consulting
• Administrative

Minimum education

Bachelor’s degree

Minimum experience

0+ years

Apply by

Aug 15, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Associate

Application method

Direct apply is available