Senior Financial Analyst

Waterstone Human Capital; Breslau; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Retirement matching

Benefits package

Annual bonus

Vacation & wellness time

Employee discount

Team events

Career development opportunities

Job summary

Waterstone Human Capital seeks a Senior Financial Analyst to join its growing finance team. The role focuses on analyzing financial data, supporting performance, maintaining records, and providing insights to drive strategic decisions.

The successful candidate will have 5+ years in accounting or financial analysis, CPA designation or active pursuit, excellent Excel skills, and ERP experience. The position offers employer-paid benefits, annual salary reviews, and opportunities for professional

Qualifications

• CPA designation or actively pursuing CPA completion.
• Minimum 5 years of accounting or financial analysis experience.
• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Self-motivated with proactive work style.

Responsibilities

• Process sales and leasing transactions within the ERP system.
• Partner with the sales team to evaluate sales and leasing opportunities.
• Reconcile financing, debt, and asset schedules and supporting sub-ledgers.
• Ensure accurate costing within sales and service templates.
• Prepare and present weekly progress reports on sales transactions.
• Perform month-end close activities and financial reporting.

Skills

Analytical skills

Attention to detail

Time management

Excel skills

Communication

Education

CPA designation

Tools

ERP systems

CRM experience

Job description

A well-established, family-owned organization is seeking a Senior Financial Analyst to join its growing finance team. This role is responsible for analyzing financial data, supporting business performance, maintaining financial records, and providing insights that help drive strategic decision-making. The ideal candidate is detail-oriented, collaborative, and enjoys working in a fast-paced environment where accuracy and initiative are highly valued.

Key Responsibilities

• Process sales and leasing transactions within the organization's ERP system.
• Partner with the sales team to evaluate sales and leasing opportunities.
• Reconcile and maintain financing, debt, lease receivable, and fixed asset schedules and supporting sub-ledgers.
• Ensure accurate costing within sales and service templates.
• Prepare weekly progress reports related to sales transactions.
• Perform month-end close activities, account reconciliations, and financial reporting.
• Assist with interim and year-end audit preparation.
• Coordinate annual inventory processes.
• Prepare and file indirect tax returns.
• Conduct financial analysis and support special projects as assigned.

Qualifications

• Chartered Professional Accountant (CPA) designation or actively working toward completion.
• Minimum of 5 years of relevant accounting or financial analysis experience.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and organizational abilities.
• Ability to manage multiple priorities and meet deadlines.
• Self-motivated with a proactive approach to work.
• Advanced Microsoft Excel skills.
• Experience with ERP systems required; CRM experience is considered an asset.
• Annual salary reviews based on performance and market conditions.
• Employer-matched retirement savings program.
• Comprehensive employer-paid benefits package, including medical, dental, disability, and travel coverage.
• Annual discretionary bonus opportunity.
• Generous paid vacation, wellness time, and company holidays.
• Employee discount and perks program.
• Regular team events, celebrations, and employee appreciation activities.
• Supportive, collaborative workplace with opportunities for professional growth.

Why Join?

Join a financially stable organization with a long-standing reputation for excellence and customer service. You'll become part of a collaborative team where your expertise will directly influence business performance while enjoying a culture that values work-life balance, professional development, and long-term career growth.

The successful candidate will perform additional duties as assigned based on business needs. The employer is committed to providing equal employment opportunities and fostering an inclusive workplace for all employees and applicants.