Financial Analyst

Altis; Montreal (administrative region); On-site; CAD 70,000 - 98,000; Full time

Job summary

Altis in Montreal is seeking a Financial Analyst, Regulatory and Management Reporting for a 12-month contract. You will prepare regulatory filings and management reports, collaborating with Finance, Treasury, Risk Management, and other partners to ensure accuracy and compliance.

The role emphasizes process improvement, data validation, and the development of robust reporting controls, offering exposure to cross-functional projects and regulatory reporting cycles.

Qualifications

• 2 to 4 years of progressive experience in financial reporting, regulatory reporting, audit, accounting, or a related finance function.
• Bachelor's degree in Accounting, Finance, or a related discipline.
• CPA designation, equivalent, or active pursuit of a professional accounting designation is considered an asset.
• Intermediate Microsoft Excel skills, including lookups and pivot tables.
• Experience with Alteryx, Power Query, or similar data transformation and reporting tools is considered an asset.
• Strong analytical, problem-solving, and organizational skills with exceptional attention to detail.
• Ability to manage competing priorities, meet deadlines, and build effective working relationships across teams.

Responsibilities

• You’ll prepare and deliver weekly and monthly investor reporting packages, ensuring accuracy and timeliness.
• You’ll prepare, analyze, and submit monthly and quarterly regulatory returns to regulatory stakeholders in accordance with reporting requirements and deadlines.
• You’ll develop management reporting packages and presentation materials that support business decision-making.
• You’ll perform detailed data validation and analytical reviews to ensure the completeness and integrity of financial information.
• You’ll document reporting processes, key risks, and internal controls while supporting audit activities and regulatory reviews.
• You’ll collaborate with internal stakeholders to improve reporting processes, support automation initiatives, and complete ad hoc analyses and special projects.

Skills

Analytical skills

Attention to detail

Time management

Communication

Education

Bachelor's degree in Accounting, Finance, or related

CPA designation or active pursuit

Tools

Excel

Power Query

Alteryx

Job description

Language: Excellent written and verbal communication skills in English are required.

Duration: 12-month contract

About the Opportunity

Join a well-established organization in the financial services sector where your expertise in financial reporting will contribute to accurate, timely, and compliant regulatory reporting. This role offers the opportunity to work in a collaborative Finance team that values precision, continuous improvement, and strong cross-functional partnerships.

As a Financial Analyst, Regulatory and Management Reporting, you will play a key role in preparing regulatory filings, supporting management reporting, and strengthening reporting processes. Working closely with Finance, Treasury, Risk Management, Financial Systems, and other business partners, you will help ensure reporting integrity while contributing to projects that improve efficiency and controls.

What’s In It for You

Work alongside experienced finance professionals in an environment that encourages collaboration, knowledge sharing, and continuous learning.

Gain valuable exposure to regulatory reporting, management reporting, process improvement initiatives, and cross-functional projects while building skills that support long-term career growth in financial services.

Your Responsibilities

You’ll prepare and deliver weekly and monthly investor reporting packages, ensuring accuracy and timeliness.

You’ll prepare, analyze, and submit monthly and quarterly regulatory returns to regulatory stakeholders in accordance with reporting requirements and deadlines.

You’ll develop management reporting packages and presentation materials that support business decision-making.

You’ll perform detailed data validation and analytical reviews to ensure the completeness and integrity of financial information.

You’ll document reporting processes, key risks, and internal controls while supporting audit activities and regulatory reviews.

You’ll collaborate with internal stakeholders to improve reporting processes, support automation initiatives, and complete ad hoc analyses and special projects.

Skills and Qualifications

2 to 4 years of progressive experience in financial reporting, regulatory reporting, audit, accounting, or a related finance function.

Bachelor's degree in Accounting, Finance, or a related discipline.

CPA designation, equivalent, or active pursuit of a professional accounting designation is considered an asset.

Intermediate Microsoft Excel skills, including lookups and pivot tables.

Experience with Alteryx, Power Query, or similar data transformation and reporting tools is considered an asset.

Strong analytical, problem-solving, and organizational skills with exceptional attention to detail.

Ability to manage competing priorities, meet deadlines, and build effective working relationships across teams.