Financial Analyst

Applytojobs; Montreal (administrative region); Remote; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Flexible hours & remote work

Employee Stock Option Plan

Yearly bonus

Group health, dental, and virtual care

Wellness Benefit

Computer equipment

Job summary

Estateably is seeking a Financial Analyst to join our finance team. You will manage core operations including accounting, month-end close, tax filings, and payroll while delivering reporting and analysis for leadership decisions.

The role requires 3+ years of accounting experience, strong Excel skills, and the ability to turn numbers into clear insights in a fast-paced environment. Remote-friendly with cross-border collaboration.

Qualifications

• Degree in accounting.
• 3+ years of experience including end-to-end payroll, month-end close, GL reconciliation, and accruals.
• Experience preparing GST/QST returns.
• Experience with budgeting, forecasting, and variance analysis.
• Advanced Excel or Google Sheets skills, including financial modelling.
• Experience with Sage Intacct, Stripe, AI tools and payroll systems.
• High accuracy and discretion with confidential information.
• Clear written and verbal communication with both executives and staff.
• Comfortable juggling multiple priorities in a fast-paced environment.

Responsibilities

• Record all business transactions.
• Maintain accruals and adjustments, including payroll, vacation, and variable compensation.
• Prepare monthly reconciliations.
• Prepare payroll journal entries and reconcile payroll to the general ledger each period.
• Reconcile benefits and group insurance invoices and allocate costs by department.
• Prepare tax returns with all supporting documents.
• Support month/quarter/year-end closings.
• Make sure financial activities follow regulatory requirements and internal controls.
• Support external audits and due diligence requests.
• Document and file invoices, contracts, and other records.
• Prepare, process, and submit payroll for all cycles and jurisdictions, accurately and on schedule.
• Calculate and process variable pay, including commissions and retro payments.
• Manage statutory remittances, year-end filings, and other government reporting.
• Administer the payroll system and manage the relationship with the provider.
• Answer employee payroll questions accurately and discreetly.
• Keep complete, audit-ready documentation for every cycle.
• Prepare monthly, quarterly, and annual financial reports for senior management and stakeholders, plus ad hoc reports as needed.
• Support budgeting, forecasting, and long-term financial planning. Monitor budget performance and recommend adjustments.
• Analyze variances between actuals and budget or forecast, and give recommendations.
• Build financial models and analyses that show trends, key drivers, and projected results.
• Support strategic planning by assessing the financial impact of proposed initiatives.
• Produce regular payroll cost reports for the executive team.
• Work with HR on the annual compensation budget and the cost side of workforce planning.
• Support the preparation of grant claims (CanExport, PSCE, IRAP).
• Act as a main point of contact for finance questions from executives and staff.
• Find and implement improvements to accounting, reporting, and payroll processes.
• Automate manual reporting, and make reports clear and useful for decision-making.

Skills

Advanced Excel

Financial modelling

Communication skills

Education

Degree in accounting

Tools

Sage Intacct

Stripe

AI tools

Payroll systems

Job description

Financial Analyst

About the role

We're looking for a Financial Analyst to join our finance team. You'll execute our core finance operations, including accounting, month-end close, tax filings, and payroll. You'll also prepare the reporting and analysis leadership uses to make decisions and plan ahead. This hands-on role is a good fit if you're detail-oriented, enjoy working independently, and like turning numbers into clear insights.

Responsibilities

Accounting and compliance

• Record all business transactions.
• Maintain accruals and adjustments, including payroll, vacation, and variable compensation.
• Prepare monthly reconciliations.
• Prepare payroll journal entries and reconcile payroll to the general ledger each period.
• Reconcile benefits and group insurance invoices and allocate costs by department.
• Prepare tax returns with all supporting documents.
• Support month/quarter/year-end closings..
• Make sure financial activities follow regulatory requirements and internal controls.
• Support external audits and due diligence requests.
• Document and file invoices, contracts, and other records.
• Prepare, process, and submit payroll for all cycles and jurisdictions, accurately and on schedule.
• Calculate and process variable pay, including commissions and retro payments.
• Manage statutory remittances, year-end filings, and other government reporting.
• Administer the payroll system and manage the relationship with the provider.
• Answer employee payroll questions accurately and discreetly.
• Keep complete, audit-ready documentation for every cycle.

Financial planning and analysis

• Prepare monthly, quarterly, and annual financial reports for senior management and stakeholders, plus ad hoc reports as needed.
• Support budgeting, forecasting, and long-term financial planning. Monitor budget performance and recommend adjustments.
• Analyze variances between actuals and budget or forecast, and give recommendations.
• Build financial models and analyses that show trends, key drivers, and projected results.
• Support strategic planning by assessing the financial impact of proposed initiatives.
• Produce regular payroll cost reports for the executive team.
• Work with HR on the annual compensation budget and the cost side of workforce planning.

Operations

• Support the preparation of grant claims (CanExport, PSCE, IRAP).
• Act as a main point of contact for finance questions from executives and staff.
• Find and implement improvements to accounting, reporting, and payroll processes.
• Automate manual reporting, and make reports clear and useful for decision-making.

Requirements

• Degree in accounting
• 3+ years of experience, including running end-to-end payroll, month-end close, GL reconciliation, and accruals.
• Experience preparing GST/QST returns.
• Experience with budgeting, forecasting, and variance analysis.
• Advanced Excel or Google Sheets skills, including financial modelling.
• Experience with Sage Intacct, Stripe, AI tools and payroll systems.
• High accuracy and discretion with confidential information.
• Clear written and verbal communication with both executives and staff.
• Comfortable juggling multiple priorities in a fast-paced, evolving environment.

Why Estateably:

Over the next 25 years, more than $60 trillion will be transferred between generations— yet professionals and the families they serve are wholly underserved in their tools to navigate the estate and trust administration process. Estateably was founded to change that.

Here’s why you’ll want to be part of it:

• Massive market opportunity: We’re tackling one of the largest wealth transfers in history, in an industry overdue for transformation.
• Rapid growth and adoption: Since launching in 2021, we’ve become the fastest-growing estate and trust platform in North America, serving 1,000+ firms across Canada and the U.S.
• Real problems, real impact: Our platform helps fiduciaries handle complex, sensitive workflows that directly affect professionals and their practices.
• Bold, ambitious vision: We’re not here to make small improvements—we’re rethinking how the industry works from the ground up.

What our team has in common:

• A hunger to learn fast and continuously.
• High ownership and accountability for results.
• A can-do, solution-oriented mindset.
• Strong collaboration skills and a team-first attitude.
• Comfort with change and fast-paced environments.

Perks & Benefits:

• Flexible hours & remote work.
• Participation in our company Employee Stock Option Plan.
• Yearly bonus based on performance.
• Full participation in our company’s group health, dental, and virtual medicine plans.
• Wellness Benefit.
• Computer equipment.

This position requires advanced English proficiency (written and verbal) to effectively support team members located outside of Quebec and in the United States.