Senior Financial Analyst

BH Management Services LLC; Whitchurch-Stouffville; On-site; CAD 80,000 - 95,000; Full time

Benefits offered by this job

Health coverage

Paid time off

Volunteer days

Employee stock option plan

Tuition reimbursement

Job summary

Portfolio+ is seeking a Senior Financial Analyst in Stouffville, ON for a hybrid role within the Finance team. You will support month-end close, budgeting, forecasting, and financial analysis, partnering with leaders to drive performance and operational improvements in a fintech environment.

The role reports to the Director, Finance and requires 3–5+ years in finance, an IFRS 15 understanding, and CPA proximity. Salary ranges $80,000-$95,000 with a comprehensive benefits package.

Qualifications

• 3–5+ years in finance, accounting, or financial analysis.
• Bachelor's degree in finance, accounting, or related field.
• CPA designation acquired or near completion.
• Experience with full-cycle month-end close, reporting, and audits.
• Forecasting and variance analysis experience.
• Advanced Excel with modeling and data analytics.
• Understanding software business models (Licenses, SaaS, services).
• Strong analytical and problem-solving skills.

Responsibilities

• Support month-end close, reporting, and controls with timely accuracy.
• Assist budgeting, forecasting, and variance analysis.
• Maintain internal controls and comply with financial policies.

Skills

Financial analysis

Forecasting

Variance analysis

Advanced Excel

IFRS 15

Education

Bachelor's degree in finance

CPA designation

Tools

NetSuite

BlackLine

Job description

Job Summary

Job Description:

Role

Senior Financial Analyst

Department

Finance

Reports to

Director, Finance

Location

Stouffville, ON (Hybrid Role)

Salary

$80,000-$95,000

Number of Openings

1

Who we are

At Portfolio+, we empower financial institutions with secure, scalable, and customer-first solutions. As a proudly Canadian company, we're at the forefront of open finance, delivering cutting-edge cloud technology that simplifies operations, enhances security, and drives innovation. Our team thrives in a collaborative, growth-oriented environment where ideas matter, and impact is real. If you're passionate about fintech, innovation, and making a difference, Portfolio+ is the place to build your career.

Who you are

The Senior Financial Analyst is responsible for supporting month-end and quarter end financial reporting, budgeting, forecasting, and financial analysis activities. Reporting to the Director of Finance, this role provides accurate financial insights, reporting, and performance analysis to support business decisions and strategic objectives. This role partners closely with leaders across the organization to develop budgets, monitor financial performance, analyze trends and variances, and identify opportunities for operational and financial improvement. The Senior Financial Analyst helps maintain strong financial controls, supports reporting requirements, and contributes to informed decision-making in a dynamic and growing fintech environment.

Month-End Close, Reporting and Controls

• Support the monthly, quarterly, and year-end financial close process, with hands-on involvement to ensure timely and accurate completion of all close activities.
• Prepare and review journal entries, account reconciliations, and supporting schedules for balance sheet and income statement accounts.
• Perform and oversee general ledger reconciliations, investigate variances, and ensure all reconciling items are resolved in a timely manner.
• Maintain detailed month-end schedules and working papers to support financial results and audit requirements.
• Apply and maintain compliance with IFRS 15 revenue recognition standards, including review of customer contracts and revenue arrangements.
• Maintain and reconcile deferred revenue, WIP, and revenue recognition schedules.
• Collaborate with operational teams to ensure accurate project accounting and revenue timing.
• Support internal and external audits by coordinating documentation and financial information.

Financial Planning & Analysis

• Support budgeting, forecasting, and variance analysis, providing insights on financial performance against targets
• Support financial modeling and analysis to inform business initiatives and strategic decisions.
• Provide financial insights and reporting to support leadership decision-making.

Financial Controls & Compliance

• Maintain strong financial controls and support compliance with internal financial policies.

Operational Finance Support

• Partner with department leaders to support operational budgeting and cost management.

Process Improvement & Collaboration

• Identify opportunities to improve financial processes, reporting efficiency, and data accuracy.
• Support improvements to reporting tools, and dashboards.

What you bring

• 3 - 5+ years of experience in finance, accounting, or financial analysis.
• Bachelor's degree in finance, Accounting, Business, or a related field.
• CPA designation acquired or close to completion.
• Experience on full-cycle month-end close, financial reporting and audit processes.
• Experience with forecasting and variance analysis.
• Advanced Excel skills, including financial modeling, complex formula and data analysis.
• Understanding of software business models (licenses, subscriptions, services).
• Strong analytical and problem-solving skills with attention to detail.

Bonus Points if you have the following

• Experience working in fintech, SaaS, or technology organizations.
• Experience in NetSuite and Blackline.
• Understanding of IFRS accounting standards, particularly IFRS 15 revenue recognition.

What We Offer

• Be part of a dynamic, innovative team where your ideas directly shape our sales strategy and market presence.

• Flexible working arrangements (hybrid, or in-office) designed to support work-life balance.

• Comprehensive benefits package starting from day one, including health coverage, paid time off, and volunteer days.

• Competitive salary, annual bonus program, and participation in our employee stock option plan.

• Access to continuous learning opportunities, a robust learning management system, and a tuition reimbursement program.

• Tools and technology provided (laptop, headset, monitors) to set you up for success.

• A supportive environment that values your growth, success, and contributions to our customers' achievements.

We welcome and encourage applications from all qualified individuals who can contribute to the continued diversification of our organization, including those from equity-deserving groups that have been historically underrepresented in the workforce.

At Portfolio Plus, we use AI-enabled tools to help support parts of our recruitment process, such as creating job descriptions, assessments, and scheduling automations. These tools help us work more efficiently and consistently as we grow. AI supports our hiring teams, but it does not replace human judgment. All hiring decisions are made by people, and AI is never used as the sole decision-maker.

If you have questions about our hiring process, how AI is used, or if you require accommodation at any stage, please reach out to our People & Culture team ([e-mail]) and we will be happy to answer any questions you have.

In alignment with the Accessibility for Ontarians with Disabilities Act, 2005, Portfolio+ provides accommodation upon request throughout the recruitment, selection, and assessment process for applicants with disabilities. Please reach out to [e-mail] for any questions or requests.

Worker Sub Type: Regular

Number of Openings Available: 1