Engagement Analyst

KPMG Canada; Saint John; On-site; CAD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company as an Engagement Analyst, where you'll support business leadership with critical financial insights. This role involves managing engagement transactions, conducting detailed analyses, and ensuring compliance with local policies. Your expertise in accounting and finance will be crucial in helping stakeholders make informed decisions. With a commitment to excellence and diversity, this innovative firm offers a supportive environment for professional growth. If you're ready to make a meaningful impact and thrive in a collaborative setting, this is the perfect opportunity for you.

Qualifications

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

Responsibilities

• Process engagement management transactions within IBS.
• Conduct regular and ad hoc reporting for client accounts.
• Identify opportunities for process improvements.

Skills

Accounting Knowledge

Billing Experience

Finance Experience

Microsoft Excel

Interpersonal Skills

Communication Skills

Technological Savvy

Knowledge of IBS

Tools

IBS (SAP)

Microsoft Office

Job description

Overview

At KPMG, you'll join a team of diverse and dedicated problem solvers, united by a common goal: transforming insights into opportunities for clients and communities worldwide.

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 complex transactions using IBS (SAP), ensuring leadership has accurate financial information to evaluate 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 analysis for client accounts, such as monthly chargeable hours and billings.
3. Review daily reporting to ensure compliance with local policies 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 for correct coding (e.g., BA, profit centre, partner).
6. Assist Business Unit Leaders and Partners with WIP and A/R valuations.
7. Follow up on 'on account' payments and allocate payments accordingly.
8. Handle refunds to clients for duplicate payments, etc.
9. Coordinate with internal teams to resolve IBS-related engagement setup and delivery issues.
10. Serve as a reference for Partners and billing staff regarding IBS, HANA Reports, and financial tools.
11. Maintain VersaPay, including updates and client communications.
12. Identify opportunities for process improvements to better serve stakeholders.
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. Technologically savvy with quick learning ability for new software.
6. Knowledge of IBS is an asset.
7. Excellent communication skills, both written and verbal.
8. Flexibility, adaptability, and strong interpersonal and client service skills.

Supporting Your Success

We are committed to providing support to help you perform at your best.

Our Values, The KPMG Way

• Integrity: Doing what is right.
• Excellence: Continuous learning and improvement.
• Courage: Thinking and acting boldly.
• Together: Respect and strength in diversity.
• For Better: Focusing on meaningful actions.

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. We look forward to your application.

Adjustments and Accommodations

We are dedicated to an inclusive recruitment process, offering adjustments or accommodations to support candidates. Requests can be made at any point during the process by contacting our Employee Relations Service team at 1-888-466-4778.