Auditing Finance

Chelsea Hotel Toronto job vacancy; Canada; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement initiatives

Virtual sleep clinic

Job summary

NBIN, based in Toronto, is seeking a Senior Analyst Finance to help establish operating goals, design policies, and drive efficiency for the accounting team. You will report to the Chief Accounting Officer and collaborate with multiple NBIN teams to meet mandates.

The role involves monthly P&L reporting, budgeting support, data insights for pricing, and managing client billings and reconciliations. Hybrid work and growth opportunities are offered.

Qualifications

• University degree in Finance or Accounting.
• 3 years of experience in a similar role, preferably in Financial Services.
• Strong knowledge of Microsoft Office (Excel, Power BI, etc).
• Working towards an MBA / CPA / CFA.
• Good communication and relationship-building with partners.
• Ability to establish priorities and strategies.
• Leadership and team-building; ability to motivate groups.

Responsibilities

• Produce monthly Client P&L reporting and analysis.
• Support bottom-up forecasts and the annual Budget processes.
• Provide financial data and insights for Business Development and pricing.
• Responsible for GL certifications and reconciliation to NBIN data.
• Produce monthly billings to external clients (brokers, PMs, funds).
• Ensure billing systems are set up and functioning with control.
• Collaborate with clients' auditors on audit questions and confirmations.

Skills

Communication

Leadership

Prioritization

Education

Bachelor's degree in Finance or Accounting

MBA / CPA / CFA in progress

Tools

Excel

Power BI

Job description

Making a career as a Senior analyst finance at National Bank Independent Network (NBIN) will be to establish operating goals and objectives, design and implement policies and procedures for the day-to-day activities of the team, and serve as one of the driving forces to achieve the goal of operational efficiency and effectiveness for the department. You will be working closely with several NBIN teams to ensure that mandates for the team are met.

Your role:

• Produce monthly Client P&L reporting and analysis
• Support bottom-up forecasts and the annual Budget processes
• Provide financial data and insights in support of Business Development and pricing
• Responsible for GL certifications and reconciliation to NBIN data
• Produce monthly billings to external clients: monthly net commission and information packages for Introducing Broker clients, and billings to external clients that are Portfolio Managers and Investment Funds Managers.
• Ensure the various billing systems (e.g. AS400 Commission System, ISM system, Global Plus, RBroker and internal billing tools) are setup and working with flexibility and control.
• Work with clients’ auditors for their audit questions and confirmations.

Your team :

Join a team of 8 people, responsible for the design and implementation of policies and procedures to ensure that the following functions of the team are carried out efficiently and effectively. You will report to the Chief Accounting Officer of NBIN.

The Accounting Team oversees NBIN’s general ledger, billing and A/R, Financial analysis, and auditing functions. This team works closely with our federated Finance partners to report on financial results and to support the business’s budgeting and forecasting activities. A key focus area is optimizing Client and Product contributions to NBIN’s financial performance.

This position is based in Toronto and will appeal to professionals who are proactive self-starters and are able to be productive within tight deadlines; is experienced with working with a group of accounting professionals in meeting the mandates of the National Bank Independent Network (NBIN) Accounting team.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

• University degree, in a related discipline (Finance or Accounting)
• 3 years of experience, and a proven track record in similar role, preferably within the Financial Services, Brokerage or related industries.
• Strong working knowledge of Microsoft Office applications (Excel, Power BI , etc)
• Working towards an MBA / CPA / CFA
• Good communication skills and build good relationships with partners
• Ability to establish priorities and strategies.
• Leadership and team building skills. Ability to build consensus, rally support around common goals and to motivate groups and individuals.

Your benefits :

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Initiatives promoting community involvement
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first :

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

While only one level is posted, the manager has the latitude to position the selected candidate at a lower level, depending on their profile

This job has no reviews yet. You can be the first!