Finance Business Analyst

Serefin; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

Serefin seeks a Finance Business Analyst to join its Finance team. Reporting to the Senior Finance Manager, you will deliver accurate financial reporting, forecasting, budgeting, and business analysis to support strategic decisions across multiple entities.

The ideal candidate combines technical accounting knowledge with analytical thinking, partners with operational leaders, and drives improvements in a fast-paced environment while managing multiple priorities with independence and

Qualifications

• Bachelor’s degree in business, accounting, finance or related field.
• CPA designation in progress or equivalent.
• 3–5 years of accounting, financial analysis and reporting experience.
• Experience with complex ownership structures.
• Independent preparation and filing of T2 corporate tax returns.
• Experience with SRED (Scientific Research and Experimental Development).
• Strong Excel skills and proficiency with NetSuite/Expensify/Payworks.
• M&A experience and international expansion experience are assets.

Responsibilities

• Prepare monthly, quarterly, and annual financial statements for multiple entities, including consolidation.
• Perform reconciliations, accruals, and GL analysis to ensure data integrity.
• Develop budgets, forecasts, and long-range planning; deliver variance analysis.
• Provide actionable financial insights to management and cross-functional teams.
• Assist with tax returns, audits, and documentation of internal controls.
• Identify process improvements and support finance transformation initiatives.

Skills

Advanced Excel

Financial analysis

Budgeting

Forecasting

Reporting

CPA in progress

T2 tax returns

NetSuite

Expensify

Payworks

M&A experience

International expansion

Education

Bachelor’s Degree in Business/Accounting/Finance

CPA designation in progress

Tools

NetSuite

Expensify

Payworks

Job description

Serefin is seeking a motivated and analytical Finance Business Analyst to join its Finance team. Reporting to the Senior Finance Manager, this position is responsible for delivering accurate financial reporting, forecasting, budgeting, and business analysis to support strategic decision-making across multiple business entities.

The successful candidate combines strong technical accounting knowledge with analytical thinking and business acumen. Working closely with operational leaders and cross-functional teams, the Finance Business Analyst will provide meaningful financial insights, identify opportunities for improvement, and support operational and strategic initiatives within a fast-paced and dynamic environment.

This position requires exceptional attention to detail, strong organizational skills, excellent communication, and the ability to manage multiple priorities while working independently and collaboratively.

Key Responsibilities

Job Overview

Serefin is seeking a motivated and analytical Finance Business Analyst to join its Finance team. Reporting to the Senior Finance Manager, this position is responsible for delivering accurate financial reporting, forecasting, budgeting, and business analysis to support strategic decision-making across multiple business entities.

The successful candidate combines strong technical accounting knowledge with analytical thinking and business acumen. Working closely with operational leaders and cross-functional teams, the Finance Business Analyst will provide meaningful financial insights, identify opportunities for improvement, and support operational and strategic initiatives within a fast-paced and dynamic environment.

This position requires exceptional attention to detail, strong organizational skills, excellent communication, and the ability to manage multiple priorities while working independently and collaboratively.

Key Responsibilities

Financial Reporting & Analysis

• Prepare accurate monthly, quarterly, and annual financial statements for multiple Serefin entities, including consolidated financial reporting.
• Perform monthly account reconciliations, accruals, and general ledger analysis to ensure the accuracy and integrity of financial information.
• Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior year results.
• Analyze financial performance, identify trends, risks, and opportunities, and provide actionable recommendations to management.
• Prepare and maintain annual budgets, financial forecasts, and long-range planning activities.
• Prepare ad hoc financial analysis and reports to support business initiatives and strategic decision-making.

Business Partnership

• Collaborate with operational leaders to understand business drivers and provide financial insights that support informed decision-making.
• Partner with cross-functional teams to improve financial processes, reporting, and internal controls.
• Assist in evaluating business performance through KPIs and financial metrics.

Accounting & Compliance

• Prepare corporate income tax returns and supporting schedules for multiple legal entities.
• Support interim and annual external audits by preparing working papers and responding to auditor requests.
• Develop and maintain documentation of accounting procedures, internal controls, and process improvements to ensure compliance and operational efficiency.
• Ensure compliance with accounting standards, corporate policies, and regulatory requirements.

Continuous Improvement

• Identify opportunities to automate, streamline, and enhance financial reporting and analysis processes.
• Participate in finance transformation and system improvement initiatives.
• Support additional finance projects and responsibilities as assigned.

Skills, Knowledge and Expertise

• Bachelor’s Degree in Business, Accounting, Finance, or related discipline
• Accounting designation in progress (CPA), or an equivalent combination of related experience and education
• 3-5 years or relevant accounting, financial analysis and reporting experience
• Required experience working with complex ownership structure
• Independent preparation and filing of T2 corporate tax returns
• Required SRED experience
• Working knowledge of accounting systems NetSuite, Expensify and Payworks is an asset
• M&A experience
• International expansion experience an asset
• Self motivated and self-directed individual who enjoys working on a team
• Advanced Excel Skills; experience building complex templates and formulas
• Excellent verbal and written communication skills
• Impeccable analytical and organizational skillsAbility to work closely with senior management team

About Serefin

We help our customer's clients access services that would otherwise be too complex or overwhelming for them. We do this in a human and personalized way.

The critical element to delivering this service is our team of high-quality front-line staff who humanize the process, such as nurses, care coordinators, social workers, and brand ambassadors. Our innovative technology and standardized procedures support our front-line team.

Our customers include large organizations, EAP programs, credit cards, insurance companies, loyalty and rewards companies, governments, and public sector agencies.

We added services to support government agencies like Access OAP and Autism Ontario to ensure citizens can understand and access available programs and resources.

We enhance corporate EAP programs by providing nurses who can assist with medical questions and understanding how to maximize the benefits available to them.

We add value to loyalty, rewards, and credit card programs.

We reduce insurance company costs by ensuring clients use the available services efficiently.

We build bespoke contact centre services that improve the brand experience for our client's customers.

Our values revolve around our people to ensure we build a company that will deliver on our mission. Our core values are collaboration, integrity, ownership, creativity, community, and fun.

Serefin is an equal opportunity employer committed to diversity and inclusion. We will be pleased to consider all qualified applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans’ status or any other legally protected factors. Serefin is committed to providing a barrier-free work environment in concert with the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. As such, Serefin will make accommodations available to applicants with disabilities upon request during the hiring process.

Why work for us?

Serefin is all about delivering exceptional client service. Our divisions include Serefin Health, and Serefin Experiences, designed to help clients navigate complex services. We help families with autistic children find the right services as part of AccessOAP. We help employees determine the best services as part of their EAP program. We help travellers to find answers to non-emergency medical questions when away from home. We help brands improve their customer experience when customers call in