Revenue Analyst

Socket.dev; Toronto; Hybrid; CAD 75,000 - 90,000; Full time

Benefits offered by this job

Health & wellness benefits

Unlimited vacation

Retirement planning

Learning stipend

Parental leave top-up

Employee matching program

Job summary

Mawer Investment Management Ltd. is seeking a Revenue Analyst to support the revenue process, financial reporting, and analytics within the Finance team.

You will collaborate with senior stakeholders and help improve reporting applications while ensuring data quality and governance. The role requires a CPA or progress toward CPA, a bachelor’s degree in accounting/finance, and 4+ years of related experience.

Qualifications

• Bachelor’s degree in Accounting or Finance required or equivalent experience.
• CPA designation preferred; consideration given to equivalent experience.
• 4+ years of accounting/finance/analytics experience.
• Strong financial modeling, forecasting and scenario analysis skills.
• Full cycle accounting experience is an asset.
• Experience with large datasets is an asset.

Responsibilities

• Lead front-end requirements of the monthly revenue process including client billing setups and fee schedules.
• Handle day-to-day revenue tasks and respond to inquiries from clients and institutions.
• Oversee invoicing: analytics, review, and issue resolution.
• Manage accounts receivable, collections, and quarterly reconciliations.
• Prepare revenue reports to support monthly accruals and AUM.
• Contribute to month-end close, regulatory reporting, and audits.
• Document controls, policies, and processes across the reporting cycle.

Skills

Financial modeling

Forecasting

Analytics

Data analysis

Stakeholder collaboration

Education

Bachelor’s degree in Accounting or Finance

CPA designation preferred

Job description

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world.

A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all, meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.

Dedicated to our people, we have consistently been recognized as a preferred employer, receiving awards such as Canada’s Top 100 Employers (2026), Alberta Top Employers (2026), and Canada’s Top Small & Medium Employer (2025).

Full Time

Location: Calgary, AB or Toronto, ON

Vacancy Status: Existing Role

Salary Range: $75,000 - $90,000/year

The Opportunity

The Finance Team is looking for a Revenue Analyst who can demonstrate a commitment to our core values of integrity, teamwork, excellence, client service, and long-term vision. Reporting to our Manager, Financial Reporting, the successful candidate will work within our Finance team to support the revenue processes, financial reporting cycle, analysis of financial information, documentation of process and controls, and work with technology to continue to improve applications and evolve the reporting function.

Duties and Responsibilities

• Responsible for managing the front-end requirements of the monthly revenue process which includes client billing set ups, fee schedules and other client changes
• Responsible for day-to-day revenue tasks such as incoming inquiries from clients, other financial institutions, and other members of the firm, closings fees, and other ad-hoc requests
• Manage invoicing of client bills, which includes preparation of analytics, initial review of invoicing, and problem solving any issues
• Manage accounts receivable which includes email inbox, collections, cash receipts and quarterly reconciliations
• Preparation of robust revenue report that supports the monthly accrual of fees and assets under management
• Participate in various projects and tasks related to the revenue function
• Support with the preparation of month-end process, financial and regulatory reporting, and annual audit
• Responsible for documentation of controls, policies, and processes of various areas of the financial and regulatory reporting cycle

Desired Qualifications

• Bachelor’s degree in Accounting or Finance
• Completed or pursuing a CPA designation preferred; equivalent experience will be considered
• 4+ years of experience in accounting, finance, and/or analytics focused finance roles
• Demonstrated strength in financial modeling, forecasting, and scenario analysis
• Full cycle accounting experience considered an asset
• Experience working with large datasets is an asset
• Exposure to investment management, asset management, or professional services is an asset
• An innate drive for data quality, governance, and usability
• Naturally curious and analytical; asks “why” and “what’s next”
• Able to synthesize complexity into clear, compelling narratives
• Confident partnering with senior stakeholders while maintaining analytical independence
• Comfortable operating in ambiguity and a fast-evolving environment
• Result focused, outcome-driven, and proactive
• High level of attention to detail and accuracy
• Ability to multi-task and prioritize

Why Mawer?

• Directly contribute to the firm’s growth as a global, independent investment manager.
• Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.
• Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.
• Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.
• We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences, fostering collaboration, promoting work-life integration, and empowering our team members to thrive in a dynamic, interconnected professional setting.

Our Benefits and Perks Include:

• Comprehensive health and wellness benefits
• Unlimited vacation days
• Retirement planning assistance, including RSP contributions
• Annual learning stipend
• Parental leave top-up
• Significant community investment contribution via our Employee Matching Program

Application deadline: October 2, 2026.

All candidates must be eligible to work in Canada.

We believe experience comes in many forms and we’re committed to adding new perspectives to our team. If your experience is close to what we’ve outlined, we encourage you to apply.

At Mawer, we are committed to fostering a culture of diversity and inclusion. We strive to attract, hire, develop, and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspectives are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm, helping to improve investment performance, strengthen client partnerships, and create more value for all stakeholders: clients, employees, owners, and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance, please contact us at [e-mail].

Our processes are people-driven. We may use technology for scheduling, communication and screening but we do not use AI for candidate selection, those decisions are made by our team.

About Mawer

Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides world-class, global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canada’s most respected investment management firms and strive to earn such respect by continually delivering long-term investment excellence, developing strong client partnerships, and living our core values.

No telephone inquiries please.

We thank all applicants and advise that only those selected for an interview will be contacted.