Senior Accounting Analyst, Corporate Finance

Equitable; Waterloo; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Senior Accounting Analyst to join their Corporate Finance team in Waterloo. The role includes expense reporting, budgeting coordination, and implementing technical reporting solutions using tools like Microsoft Power BI. This position offers a hybrid work environment and a range of benefits including an annual bonus, pension matching, and a wellness program.

Benefits

Annual bonus program

Paid volunteer day

Immediate pension enrollment with employer matching

Tuition support

Onsite cafeteria with daily options

Employee discounts on products and services

Wellness programs

Qualifications

• Minimum 3 years of relevant experience needed.
• Familiarity with accounting concepts and finance functions required.
• Experience in setting up and implementing Power BI reporting is an asset.

Responsibilities

• Monthly expense allocations and reporting, ensuring compliance with policies.
• Coordination of annual expense budgeting cycle, working with cost centre managers.
• Implementing dynamic reporting functionality using Power BI.

Skills

Problem solving

Analytical thinking

Prioritizing

Expert Excel skills

Power BI skills

Education

Post-secondary education in accounting and/or business administration

Tools

Microsoft Power BI

Job description

Senior Accounting Analyst, Corporate Finance

Waterloo, ON, Canada Req #2314 Monday, June 10, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Position Title : Senior Accounting Analyst, Corporate Finance

Reports To : Director, Corporate Finance

Department : Corporate Finance

Term : Permanent Full-Time

Work Arrangements : This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

The Opportunity : The Corporate Finance team is looking for an individual ready to learn more about entity level reporting at a large financial institution. This position will have accountability for various underlying operational finance functions and processes, primarily expense reporting. This role will also be expected to deliver technical solutions and tools to facilitate enhanced reporting and analysis.

What you will be doing :

• Monthly expense allocations and reporting; includes maintenance of expense models and cost centres while ensuring compliance with approved allocation methodologies and expense policies
• Coordination of the annual expense budgeting cycle for the company, working closely with cost centre managers and business leaders
• Implement dynamic reporting functionality through the use of Microsoft Power BI and possibly other tools, as appropriate
• Work closely with all members of the Corporate Finance team, including the Directors and Vice President

What you will bring :

• Post-secondary education with emphasis on accounting and / or business administration
• Minimum 3 years of relevant experience
• Familiarity with general accounting concepts, operational finance functions and technical knowledge of accounting systems
• Expert Excel and Power BI skills
• Experience setting up and implementing Power BI reporting, including connecting backend data to develop efficient and sustainable reporting and analytics
• Experience with automating and streamlining processes is an asset
• Foundational problem solving, prioritizing and analytical thinking skills

What's in it for you :

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company's pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite, full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment / offer process you will be required to :

• Provide two professional references (minimum one supervisor and above)

To learn more about Equitable, we encourage you to explore our organization.