Senior Analyst

Altis Recruitment; Victoria; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A recruitment agency is seeking a Senior Analyst of Client Financial Reporting and Engagement for a hybrid role in Victoria, BC. This 6-month contract involves managing responses to client inquiries, leading fiscal reporting, and collaborating with finance teams. Ideal candidates possess a CPA designation, relevant accounting experience, and strong analytical skills, with a focus on client service. There is potential for contract extension based on performance.

Qualifications

• 3+ years of relevant accounting experience.
• Experience preparing note disclosures for financial instruments.
• Direct client service experience and a client-focused mindset.

Responsibilities

• Respond promptly to client and internal inquiries with clear analysis.
• Prepare, distribute, and review monthly client reports.
• Lead year-end reporting, including financial disclosures and coordination with auditors.

Skills

Strong analytical skills

Attention to detail

Communication skills

Advanced Excel skills

Ability to manage multiple deadlines

Education

Professional accounting designation (CPA or equivalent)

Completion of the Canadian Securities Course

Progress toward CFA designation

Tools

Power BI

Power Apps

Job description

Overview

We are supporting our financial services client in their search for a Senior Analyst of Client Financial Reporting and Engagement. This role is a 6 month contract opportunity with the potential for an extension period of up to 3 months based on business needs and performance within the role, and is hybrid in Victoria, BC. The successful candidate will ensure timely responses to client inquiries, leads fiscal year-end reporting, supports risk disclosure processes, and drives new reporting initiatives.

The Senior Analyst of Client Financial Reporting and Engagement will act as the primary operational contact for client auditors, collaborate with investment and accounting professionals on complex issues, and manage multiple high-priority projects in a fast-paced environment. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively with both clients and internal stakeholders.

Responsibilities

• Respond promptly to client and internal inquiries with clear analysis.
• Prepare, distribute, and review monthly client reports.
• Lead year-end reporting, including financial disclosures and coordination with auditors.
• Collect and interpret client requirements, ensuring they are reflected in reporting processes.
• Oversee the testing, rollout, and adoption of new reporting tools and systems.
• Recommend and document process improvements for reporting workflows.
• Collaborate with internal finance teams to streamline cross-functional processes.
• Produce ad hoc reports using Excel and business intelligence tools.
• Support client education on financial reports and new reporting initiatives.
• Maintain documentation of internal controls and compliance with risk policies.
• Prepare and review quarterly investment consolidation schedules.
• Contribute to ad hoc and time-sensitive projects as assigned.
• Provide backup support to team members as needed.

Qualifications

• Professional accounting designation (CPA or equivalent).
• 3+ years of relevant accounting experience.
• Strong understanding of securities markets and investment accounting workflows.
• Advanced Excel skills.
• Strong analytical and problem-solving abilities with high attention to detail.
• Experience improving processes and workflows.
• Ability to manage multiple deadlines independently and collaboratively.
• Completion of the Canadian Securities Course.
• Progress toward CFA designation.
• Experience preparing note disclosures for financial instruments.
• Familiarity with investment/accounting systems and BI tools (e.g., Power BI, Power Apps).
• Direct client service experience and a client-focused mindset.
• Experience providing leadership or guidance to small teams.