Analyst, Partner Matters

BDO; Barrie; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial services firm in Barrie is seeking an Analyst, Partner Matters for a 12-month contract. This role involves maintaining information and preparing agreements for Partners in the firm while collaborating with Finance, HR, and Legal departments. Ideal candidates will have a University Degree in a financial discipline, 2-4 years of experience, and strong Microsoft Excel skills. The position offers an opportunity to foster professional growth in an inclusive environment.

Qualifications

• 2 to 4 years of related experience, preferably in a professional services environment.
• Advanced Microsoft Excel skills including managing large datasets.
• Strong attention to detail and accuracy.

Responsibilities

• Maintain information for each Partner in ERP (Workday).
• Prepare agreements for new and retiring Partners.
• Collaborate for onboarding and transitioning of Partners.

Skills

Attention to detail

Customer service

Collaboration

Problem solving

Communication

Education

University Degree in a financial discipline

Tools

Microsoft Office Suite

Workday

Job description

Overview

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.

Your Opportunity

BDO is looking for an Analyst, Partner Matters to join our Internal Finance department. Reporting to the Manager, Partner Matters, this is a 12 month contract within the Partner Matters team of the Finance department. This role works collaboratively with members of Finance, HR, and Legal departments to provide exceptional service for approximately 500 Partners across the firm. The role will own the following responsibilities :

• Maintain comprehensive information for each Partner in our ERP (Workday)
• Prepare agreements for new Partners and retiring Partners
• Collaborate with cross-functional teams for on-boarding of new Partners and transitioning of retiring Partners
• Maintain confidential portals for active and retired Partners; post financial and tax information
• Prepare and organize large volumes of letters and other confidential documents
• Create daily transaction journal entries and perform account reconciliations
• Maintain supplier information updates
• Prepare and submit monthly and quarterly payment requests
• Maintain capital and compensation information
• Prepare confidential correspondence to Partners and their banks regarding financial matters regarding their partnership
• Be knowledgeable about Firm policies that affect Partner compensation, draws, capital, and related matters
• Prepare clear information, instructions and forms for Partners to follow regarding processes that affect their partnership
• Collaborate with other members of the Partner Matters team to ensure that all have timely information as required for their roles
• Document processes and find efficiencies to process large volumes of data
• Assist with projects as required

How do we define success for your role?

• You demonstrate BDO's core values through all aspect of your work : Integrity, Respect and Collaboration
• You understand your client’s industry, challenges, and opportunities; client describe you as positive, professional, and delivering high quality work
• You identify, recommend, and are focused on effective service delivery to your clients
• You share in an inclusive and engaging work environment that develops, retains and attracts talent
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
• You grow your expertise through learning and professional development

Your experience and education

• 2 to 4years of related experience, preferably in a professional services environment
• You are proficient in Microsoft Office Suite (including Excel, Outlook, Teams, Word)
• You have advanced Microsoft Excel skills including managing large datasets, using PivotTables and look-up formulas
• Experience working with a top tier ERP system; ideally Workday
• Strong attention to detail and accuracy
• Professional presence, good judgment and are diligent with confidential information
• Accountable, responsible and responsive, with strong attention to customer service
• Proven time management, prioritization, and organization skills to complete multiple tasks within firm timelines
• Professional and clear communication style
• Strong interpersonal skills, collaboration, the ability to work in a cross-functional environment and with all levels of management
• Generate creative ideas to improve processes
• Adapt quickly, learn new tasks, and thrive in an environment of growth and change
• University Degree, preferably in a financial discipline