Engagement Analyst

KPMG LLP Canada; Montreal; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as an Engagement Analyst, where you'll leverage your strong accounting skills to support business leadership in achieving key metrics. In this role, you'll manage engagement transactions, conduct insightful analyses, and collaborate with various teams to enhance operational efficiency. This position offers a unique opportunity to contribute to a dynamic environment focused on turning insights into opportunities while ensuring compliance and accuracy in financial reporting. If you thrive in a collaborative atmosphere and are passionate about delivering exceptional client service, this role is perfect for you.

Qualifications

• 5+ years of billing or finance experience.
• Strong accounting knowledge with proficiency in Excel.

Responsibilities

• Process engagement management transactions within the IBS environment.
• Conduct regular reporting and analyses for client accounts.
• Liaise with internal teams to resolve issues within IBS.

Skills

Accounting Knowledge

Billing Experience

Microsoft Office Skills

Communication Skills

Interpersonal Skills

Technology Savvy

Experience in Professional Services

Education

Bachelor's Degree in Accounting or Finance

Tools

IBS (SAP)

Excel

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 their local office/business leadership in achieving key business metrics. EAs focus on engagement management through detailed analysis, reporting, and processing of complex transactions using IBS (SAP) to ensure the firm’s leadership has the most accurate and relevant financial information to properly evaluate the performance of their respective business units.

What you will do

• Be responsible for processing Engagement Management related transactions within the IBS environment, including engagement code closeouts, ERP adjustments, gain and loss realization, bill allocations, and A/R write-offs.
• Conduct regular and ad hoc reporting and analyses with respect to client accounts, including monthly chargeable hours by client, monthly billings by client, etc.
• Regularly review daily reporting information to ensure compliance with local office policies with respect to minimum ERPs, closeouts with large impacts, large unbilled WIP, report findings to Partners and Managers with appropriate follow-up.
• Prepare billing summary by client for Audit Independence letters.
• Regularly review Engagement Code setups to ensure correct coding has been used (i.e., BA, profit centre, partner)
• Assist the Business Unit Leaders and Partners with periodic WIP and A/R valuations.
• Follow up on ‘on account’ payments and determine where payment is to be allocated.
• Be responsible for refunds to clients due to duplicate payments, etc.
• Liaise and coordinate with various internal teams (Risk, IBS implementation, Partner Administrative Assistants, Billing Specialists, A/R, A/P, Financial Analysts) to solve problems within the IBS environment as it relates to engagement setup and delivery.
• Be a source of reference for Partners, Billing Specialists and Partner Administrative Assistants with respect to IBS and HANA Reports, as well as new and existing financial management tools.
• VersaPay – Maintenance (i.e., updates, replies to clients, following up on bouncebacks, etc.)
• Continuously seek value-add opportunities and process improvements to better serve various stakeholders.
• Complete sundry responsibilities as assigned.

What you bring to the role

• Strong accounting knowledge.
• Minimum 5 years of experience in billing or finance.
• Previous working experience at a professional services firm is an asset.
• Excellent Microsoft Office skills, particularly in Excel.
• Technology savy with the ability to learn new software applications quickly.
• Working knowledge of IBS is an asset.
• Excellent written and verbal communication skills.
• Flexible and adaptable with strong interpersonal and client service skills.

Providing you with the support you need to be at your best

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 a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.

Adjustments and accommodations throughout the recruitment process

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have the opportunity to request an adjustment or accommodation at any point throughout the recruitment process. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778.