financial analyst

Compass Early Learning and Care; Peterborough; On-site; CAD 60,000 - 80,000; Full time

Job summary

Une entreprise de services éducatifs recherche un analyste financier pour évaluer les risques financiers et préparer des budgets. Le candidat idéal doit avoir une formation appropriée, 3 à 5 ans d'expérience et être capable de travailler à distance. Les avantages incluent un plan de santé et des programmes de bien-être.

Benefits

Assurance maladie

Plan de retraite

Garde d'enfants sur place

Stationnement disponible

Programme de bien-être

Qualifications

• 3 à 5 ans d'expérience dans un rôle similaire.
• Désignation d'analyste financier agréé.
• Capacité à travailler en mode hybride.

Responsibilities

• Évaluer les risques financiers pour les clients.
• Préparer des budgets et des rapports analytiques.
• Fournir des conseils d'investissement et des recommandations.

Skills

Analyse financière

Communication orale

Compétences interpersonnelles

Flexibilité

Fiabilité

Education

Baccalauréat

Tools

MS Excel

Logiciel de comptabilité

QuickBooks

Job description

Overview

• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 35 hours per week

Education

• Bachelor's degree
• or equivalent experience

Work setting

• Auditing firm or department
• Financial technology (FinTech)
• Associations and non profit organizations
• Consulting firm
• Education
• Financial management / services
• In-house communications facilities of large corporations
• Accounting firm
• Office building

Tasks

• Evaluate financial risk
• Use portfolio management software
• Collect financial and investment information about companies, stocks, bonds and other investments
• Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
• Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
• Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
• Advise on and participate in the financial aspects of contracts and calls for tender
• Analyze investment projects
• Assist in preparing operating and investment budgets
• Plan short- and long-term cash flows and assess financial performance
• Prepare a regular risk profile for debt portfolios
• Develop risk management plans
• Variance analysis
• Perform administrative tasks
• Prepare, present and manage budgets

Certificates, licences, memberships, and courses

• Chartered Financial Analyst Designation

Computer and technology knowledge

• Data analysis software
• MS Excel
• MS Office
• Information technology
• Quick Books
• MS PowerPoint
• Accounting software
• MS Outlook

Area of specialization

• Accounting and financial services
• Financial planning

Security and safety

• Criminal record check

Personal suitability

• Accurate
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Organized
• Reliability
• Team player
• Ability to multitask
• Due diligence

Screening questions

• Are you available for the advertised start date?
• Are you currently legally able to work in Canada?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?
• What is the highest level of study you have completed?

Experience

• 3 years to less than 5 years

Workplace information

• Hybrid

Health benefits

• Dental plan
• Health care plan
• Paramedical services coverage

Financial benefits

• Life insurance
• Pension plan

Other benefits

• Free parking available
• On-site daycare available
• Other benefits
• Paid time off (volunteering or personal days)
• Team building opportunities
• Parking available
• Wellness program