Client Analysis and Reporting Analyst / Analyste, Analyses et rapports sur les client

Maples Group; Montreal; On-site; CAD 55,000 - 85,000; Full time

Job summary

An established industry player is seeking a Client Analysis and Reporting Analyst to join their dynamic team in Montreal. This role offers a unique opportunity to contribute to the financial services sector by providing insightful analysis and reporting on client portfolios. Ideal candidates will have a strong background in accounting or finance, complemented by excellent analytical and communication skills. With a commitment to diversity and inclusion, this firm fosters a collaborative environment where your contributions will be valued. Join a team that empowers professionals to excel and grow in their careers.

Qualifications

• University graduate with degree in accounting or finance.
• 2+ years of post-graduate work experience in management reporting.

Responsibilities

• Provide analysis on client revenue reporting and reconciliations.
• Deliver management and performance reporting monthly and quarterly.
• Work closely with finance teams on month-end closing activities.

Skills

Analytical Skills

Communication Skills

Time Management

Excel

Power BI

VBA Macro

Education

Degree in Accounting

Degree in Finance

Tools

Power Query

Job description

Accounting, Finance & TaxMontreal,Quebec

Position at The Maples Group (Financial Services)

Position: Client Analysis and Reporting Analyst

Location: Montreal

The Maples Group has operated in Montreal since 2009. The Group is a standard bearer in financial services, trusted by many of the world’s largest hedge fund managers, private asset firms and international corporations. In 2022, the Group was again recognized as one of Montreal's Top Employers by the publisher of Canada's Top 100 Employers list .

Our distinction flows from our carefully curated team: 2,000+ professionals characterised by tenacity , ethics and exacting excellence. We hire smart and sharpen smarter , arming talent with best-in-class resources and skills . With 18 locations across the Americas , Asia, Europe and the Middle East, our international presence offers a unique springboard for career development and cross-cultural immersion. Our side -by- side financial and legal services are similarly ripe for interdisciplinary learning and growth .

The Maples Group looks to add a Montreal based Client Analysis and Reporting Analyst to our team and invites eager and qualified candidates who have accounting or finance background and are ready to focus on internal management reporting to apply . We are committed to diversity , inclusion and equality of opportunity as we attract , retain and develop world-class talent.

Who We Seek

Our merit-based culture suits professionals in pursuit of boundless careers and lives . Beyond their acumen, team members are collaborative and conscientious , bringing a healthy sense of drive and purpose to each interaction and to all aspects of their work .

About the Role

The Client Analysis and Reporting Analyst reports to Manager – Client Analysis and Reporting and supports Business Information and Reporting Team. Its tactical responsibilities feed one larger objective: to provide valuable insight and analysis of client portfolio to senior management in an accurate and timely manner . Primary responsibilities include :

· Providing analysis on client revenue reporting , revenue reconciliations , budget and forecasting ;

· Generating profitability analysis on client, department , or service line;

· Delivering management and performance reporting on a monthly and quarterly basis, as well as other ad-hoc as and when requested ;

· Working closely with local and global finance teams and business units on month end closing activities

What You Bring

In addition to indisputably high ethical standards and autonomy , the ideal candidate possesses the following :

· An university graduate with degree in accounting or finance with 2 years ’ of post- graduate work experience in management reporting , preferably in a global, diverse, multi- currency environment ;

· Strong analytical skills with the ability to collect , organize , analyze , and disseminate significant amounts of information with attention to detail and accuracy are also critical ;

· Must have excellent time management and proven ability to adhere to strict deadlines, organizational and prioritization skills ;

· Must have excellent communication skills , both verbal and written in English;

· Must have advanced Excel skills ;

· Exposure to Power BI, Power Query , and VBA Macro will be an asset.

About the Maples Group

Over five decades , the Maples Group has grown from modest beginnings into one of the world's preeminent professional services firms , offering specialised fiduciary , fund administration, regulatory and compliance, entity formation and management and legal services on the laws of the British Virgin Islands , the Cayman Islands , Ireland, Jersey and Luxembourg.

You can learn more about the Maples Group on our corporate website . Experience our culture and our people on our Careers Page or on LinkedIn.

Disclaimer: All personal information collected during the application process will be used for recruitment-related purposes only . Please refer to our Job Applicant Privacy Notice at maples.com/ privacy for details on how we handle personal information relating to job applicants .

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