Finance

Jobtailor; Milton; On-site; CAD 90,000 - 120,000; Full time

Job summary

Jobtailor is seeking a results-driven accounting professional to analyze financial information, prepare statements, and oversee customer accounts in a fast-paced environment. You will work with Credit, Customer Service and Sales to reduce aging, improve reporting, and drive actionable business insights.

The role requires CPA/CCP assets, 3+ years in accounting or credit/collections, and strong Excel/SQL skills. On-site collaboration with cross-functional teams is essential for success.

Qualifications

• Bachelor's degree in accounting or similar.
• CPA designation or actively enrolled and pursuing.
• 3+ years of experience in accounting or similar.
• Proficiency in Excel or SQL is preferred.
• Strong written and verbal communication skills.
• High school diploma or equivalent.
• Bachelor's degree preferred.
• 1+ years of collections, accounts receivable or customer service experience in a fast-paced environment preferred.
• Working knowledge of Microsoft Word and Excel.
• Strong communication skills with a customer-focused, solution-oriented mindset.
• Bachelor's degree in Finance or Accounting.
• Credit designation (CCP) is an asset.
• 3+ years in a Credit or Collections leadership position; call-centre or queue driven B2B experience preferred.
• Proficient in Microsoft Office, especially Excel.
• Strong communicator with excellent time management and organizational skills.

Responsibilities

• Analyze financial information to accurately record transactions and prepare financial statements.
• Review financial records and reports, ensuring alignment with standard accounting practices and internal control guidelines.
• Develop and maintain timely reconciliations of balance sheet accounts and weekly cash flow forecasts.
• Partner with business units to manage and continuously improve reporting to drive actionable business insights.
• Manage an assigned portfolio of customer accounts, building relationships via phone and email.
• Resolve past-due balances by identifying root causes and partnering with customers on payment solutions.
• Maintain accurate account records, documenting collection activity and customer interactions.
• Collaborate with Credit, Customer Service and Sales teams to reduce aging and minimize bad debt.
• Monitor team interactions with customers to evaluate performance, track results and provide coaching for increased success.
• Collaborate with Collections and Sales teams to resolve customer account issues and evaluate orders stopped for credit review when needed.
• Perform in-depth financial analysis and communicate findings to support informed, high-impact business decisions.
• Oversee special projects within the Credit team.

Skills

Strong communication skills

Customer-focused mindset

Time management

Organizational skills

Coaching and mentoring

Education

Bachelor's degree in accounting

Bachelor's degree in Finance or Accounting

CPA designation

High school diploma or equivalent

Credit designation (CCP)

Tools

Microsoft Excel

Microsoft Word

SQL

Microsoft Office

Job description

• Analyze financial information to accurately record transactions and prepare financial statements.
• Review financial records and reports, ensuring they align with standard accounting practices and internal control guidelines.
• Develop and maintain timely reconciliations of balance sheet accounts and weekly cash flow forecasts.
• Partner with business units to manage and continuously improve reporting to drive actionable business insights.
• Manage an assigned portfolio of customer accounts, building relationships via phone and email.
• Resolve past-due balances by identifying root causes and partnering with customers on payment solutions.
• Maintain accurate account records, documenting collection activity and customer interactions.
• Collaborate with Credit, Customer Service and Sales teams to reduce aging and minimize bad debt.
• Monitor team interactions with customers to evaluate performance, track results and provide coaching for increased success.
• Collaborate with Collections and Sales teams to resolve customer account issues and evaluate orders stopped for credit review when needed.
• Perform in-depth financial analysis and communicate findings to support informed, high-impact business decisions.
• Oversee special projects within the Credit team.

Requirements

• Bachelor's degree in accounting or similar.
• CPA designation, or actively enrolled and pursuing.
• 3+ years of experience in accounting or similar.
• Proficiency in Excel or SQL is preferred.
• Strong written and verbal communication skills.
• High school diploma or equivalent.
• Bachelor's degree preferred.
• 1+ years of collections, accounts receivable or customer service experience in a fast-paced environment preferred.
• Working knowledge of Microsoft Word and Excel.
• Strong communication skills with a customer-focused, solution-oriented mindset.
• Bachelor's degree in Finance or Accounting.
• Credit designation (CCP) is an asset.
• 3+ years in a Credit or Collections leadership position; call-centre or queue driven B2B experience preferred.
• Proficient in Microsoft Office, especially Excel.
• Strong communicator with excellent time management and organizational skills.

Core Competencies

Demonstrates expertise in financial analysis, accounting practices, and customer account management, with a strong focus on improving reporting and driving actionable business insights. Proficient in Excel and SQL, with a proven ability to collaborate across teams to enhance performance and resolve customer issues.

Highest-signal resume keywords

• Financial Analysis
• Accounting Practices
• Customer Account Management
• Excel Proficiency
• Collections Leadership

ATS Optimization Keywords

Hard Skills

• Financial Statement Preparation
• Transaction Recording
• Balance Sheet Reconciliation
• Cash Flow Forecasting
• In-Depth Financial Analysis
• Accounts Receivable Management
• Credit Review
• Root Cause Analysis

Soft Skills

• Strong Communication Skills
• Customer-Focused Mindset
• Time Management
• Organizational Skills
• Coaching and Mentoring

Certifications & Qualifications

• CPA Designation
• Credit Designation (CCP)

Industry Keywords

• Financial Records
• Internal Control Guidelines
• B2B Experience
• CollectionsCustomer Service

Tools & Technologies

• Microsoft Excel
• Microsoft Word
• SQL
• Microsoft Office