Accountant

Part Time CFO Services LLP; Hamilton; Hybrid; CAD 45,000 - 75,000; Full time

Benefits offered by this job

Dental plan

Health care plan

Vision care benefits

Bonus

Group insurance benefits

RRSP

Stocks/shares

Team building opportunities

Job summary

Part Time CFO Services LLP in Canada is seeking a finance professional to manage clients' financial goals and prepare financial statements. You will analyze financial documents, advise on cash management, investments, taxes and compliance, and support audits.

The role is hybrid with a 36-hour work week and requires a Bachelor's degree and 2–3 years of experience. A range of benefits and robust financial planning capabilities are offered.

Qualifications

• Bachelor's degree in a relevant field.
• 2-3 years of experience in the field.
• Experience with financial planning and accounting standards.

Responsibilities

• Identify clients' financial goals and objectives
• Manage balance sheets and profit/loss statements
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• Assist in the planning and execution of financial statement audits
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Administer charitable or corporate trust funds

Skills

Client focus

Excellent oral communication

Organized

Ability to multitask

Proactive

Efficient interpersonal skills

Education

Bachelor's degree

Tools

SAP (FI/CO / HR / MM / OT SD)

Quick Books

MS Office

MS Excel

MS Outlook

Sage Accounting Software

Job description

Job Responsibilities

• Identify clients' financial goals and objectives
• Manage balance sheets and profit/loss statements
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• Assist in the planning and execution of financial statement audits
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Administer charitable or corporate trust funds

Employment Details

• Durée de l'emploi: Permanent
• Langue de travail: Anglais
• Heures de travail: 36 hours per week
• Education:
• Expérience:

Education

• Bachelor's degree

Tasks

• Identify clients' financial goals and objectives
• Manage balance sheets and profit/loss statements
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Conduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirements
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• Assist in the planning and execution of financial statement audits
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Administer charitable or corporate trust funds

Computer and technology knowledge

• Accounting software
• SAP (FI/CO / HR / MM / OT SD)
• Quick Books
• MS Office
• MS Excel
• MS Outlook
• Sage Accounting Software

Area of specialization

• Financial planning
• Accounting

Transportation/travel information

• Valid driver's licence
• Own vehicle
• Willing to travel regularly

Personal suitability

• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Organized
• Ability to multitask
• Proactive

Screening questions

• Do you have experience working in this field?

Experience

• 2 years to less than 3 years

Workplace information

• Hybrid

Health benefits

• Dental plan
• Health care plan
• Vision care benefits

Financial benefits

• Bonus
• Group insurance benefits
• Registered Retirement Savings Plan (RRSP)
• Stocks/shares

Other Benefits

• Team building opportunities