Engagement Analyst

KPMG Canada; Moncton; On-site; CAD 60,000 - 90,000; Full time

Job summary

Join a forward-thinking company as an Engagement Analyst, where you'll leverage your accounting expertise and analytical skills to support business leadership. In this dynamic role, you'll manage engagement transactions, conduct detailed analyses, and ensure compliance with financial policies. Collaborate with diverse teams to identify process improvements and enhance client service. This position offers the opportunity to grow within a respected organization committed to integrity and excellence, making a meaningful impact on client engagements and business performance.

Qualifications

• 5+ years of experience in billing or finance, preferably at a professional services firm.
• Strong accounting knowledge and proficiency in Microsoft Excel.

Responsibilities

• Process Engagement Management transactions and conduct regular reporting.
• Review compliance with local policies and assist with periodic valuations.

Skills

Accounting Knowledge

Billing Experience

Microsoft Excel

Communication Skills

Interpersonal Skills

Education

Bachelor's Degree in Accounting or Finance

Tools

IBS (SAP)

Microsoft Office

Job description

Overview

At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.

The Engagement Analyst (EA) role supports local office and business leadership in achieving key metrics. EAs focus on engagement management through detailed analysis, reporting, and processing of complex transactions using IBS (SAP), ensuring leadership has accurate and relevant financial information for evaluating business performance.

What You Will Do

1. Process Engagement Management transactions within IBS, including engagement code closeouts, ERP adjustments, gain/loss realization, bill allocations, and A/R write-offs.
2. Conduct regular and ad hoc reporting and analyses related to client accounts, such as monthly chargeable hours and billings.
3. Review daily reports for compliance with local policies, especially regarding ERPs, large closeouts, unbilled WIP, and report findings to Partners and Managers.
4. Prepare billing summaries for Audit Independence letters.
5. Review Engagement Code setups to ensure correct coding (e.g., BA, profit centre, partner).
6. Assist Business Unit Leaders and Partners with periodic WIP and A/R valuations.
7. Follow up on 'on account' payments and determine allocation.
8. Handle refunds to clients for duplicate payments, etc.
9. Coordinate with internal teams to resolve issues related to engagement setup and delivery within IBS.
10. Serve as a reference for Partners, Billing Specialists, and Administrative Assistants regarding IBS, HANA Reports, and other financial tools.
11. Maintain VersaPay, including updates and client communications.
12. Identify opportunities for process improvements and value addition.
13. Perform any additional responsibilities as assigned.

What You Bring To The Role

1. Strong accounting knowledge.
2. Minimum 5 years of experience in billing or finance.
3. Experience at a professional services firm is an asset.
4. Proficiency in Microsoft Office, especially Excel.
5. Ability to learn new software quickly; familiarity with IBS is an asset.
6. Excellent communication skills, both written and verbal.
7. Flexible, adaptable, with strong interpersonal and client service skills.

Our Values, The KPMG Way

• Integrity: We do what is right.
• Excellence: We never stop learning and improving.
• Courage: We think and act boldly.
• Together: We respect each other and draw strength from our differences.
• For Better: We do what matters.

KPMG in Canada is an equal opportunity employer committed to a respectful, inclusive, and barrier-free workplace. We value diversity and encourage all qualified candidates to apply.

Adjustments and Accommodations

We are dedicated to an inclusive recruitment process. Candidates can request adjustments or accommodations at any stage by contacting KPMG’s Employee Relations Service team at 1-888-466-4778.