Finance Analyst

Serefin; California; Hybrid; USD 45,000 - 54,000; Full time

Job summary

Serefin is seeking a motivated and analytical Finance Analyst to join its Finance team. Reporting to the Senior Finance Manager, this position is responsible for delivering accurate financial reporting, forecasting, budgeting, and business analysis to support strategic decision-making across multiple business entities.

The successful candidate combines strong technical accounting knowledge with analytical thinking and business acumen.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance, or related discipline.
• CPA designation in progress or equivalent experience.

Responsibilities

• Prepare monthly, quarterly, and annual financial statements for multiple Serefin entities.
• Perform reconciliations, accruals, and GL analysis.
• Prepare budgets and forecasts; provide variance analyses.
• Deliver ad hoc analyses to support strategic decisions.
• Collaborate with operations to understand drivers and KPIs.

Skills

Financial analysis

Excel proficiency

Communication skills

Accounting knowledge

Tax returns experience

Cross-functional collaboration

Analytical thinking

Budgeting & forecasting

Education

Bachelor’s degree in Business/Accounting/Finance

CPA (in progress)

Tools

NetSuite

Expensify

Payworks

Job description

Finance Analyst

Department: Serefin Corporate

Employment Type: Permanent - Full Time

Location: Hybrid

Compensation: CA$70,000 / year

Description

Location Requirement: Candidates must currently reside in Canada. This is a hybrid position, with our office located in Toronto, Ontario, and candidates should be able to work from the Toronto office as required.

Job Overview: Serefin is seeking a motivated and analytical Finance Analyst to join its Finance team. Reporting to the Senior Finance Manager, this position is responsible for delivering accurate financial reporting, forecasting, budgeting, and business analysis to support strategic decision-making across multiple business entities.

The successful candidate combines strong technical accounting knowledge with analytical thinking and business acumen. Working closely with operational leaders and cross-functional teams, the Finance Analyst will provide meaningful financial insights, identify opportunities for improvement, and support operational and strategic initiatives within a fast-paced and dynamic environment.

This position requires exceptional attention to detail, strong organizational skills, excellent communication, and the ability to manage multiple priorities while working independently and collaboratively.

Key Responsibilities

Financial Reporting & Analysis

• Prepare accurate monthly, quarterly, and annual financial statements for multiple Serefin entities, including consolidated financial reporting.


• Perform monthly account reconciliations, accruals, and general ledger analysis to ensure the accuracy and integrity of financial information.


• Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior year results.


• Analyze financial performance, identify trends, risks, and opportunities, and provide actionable recommendations to management.


• Prepare and maintain annual budgets, financial forecasts, and long-range planning activities.


• Prepare ad hoc financial analysis and reports to support business initiatives and strategic decision-making.

Business Partnership

• Collaborate with operational leaders to understand business drivers and provide financial insights that support informed decision-making.


• Partner with cross-functional teams to improve financial processes, reporting, and internal controls.


• Assist in evaluating business performance through KPIs and financial metrics.

Accounting & Compliance

• Prepare corporate income tax returns and supporting schedules for multiple legal entities.


• Support interim and annual external audits by preparing working papers and responding to auditor requests.


• Develop and maintain documentation of accounting procedures, internal controls, and process improvements to ensure compliance and operational efficiency.


• Ensure compliance with accounting standards, corporate policies, and regulatory requirements.

Continuous Improvement

• Identify opportunities to automate, streamline, and enhance financial reporting and analysis processes.


• Participate in finance transformation and system improvement initiatives.


• Support additional finance projects and responsibilities as assigned.

Skills, Knowledge and Expertise

• Bachelor’s Degree in Business, Accounting, Finance, or related discipline


• Accounting designation in progress (CPA), or an equivalent combination of related experience and education


• 3-5 years or relevant accounting, financial analysis and reporting experience


• Required experience working with complex ownership structure


• Independent preparation and filing of T2 corporate tax returns


• Required SRED experience


• Working knowledge of accounting systems NetSuite, Expensify and Payworks is an asset


• M&A experience


• International expansion experience an asset


• Self motivated and self-directed individual who enjoys working on a team


• Advanced Excel Skills; experience building complex templates and formulas


• Excellent verbal and written communication skills


• Impeccable analytical and organizational skills


• Ability to work closely with senior management team