All jobs within 50 km around York University Heights in Financial Services

SUMMARY

The Senior Financial Analyst provides complex transactional support for a process within a full accounting cycle and is involved in full accounting cycle for a client contract (s) or business unit(s).  At this level, the incumbent typically supports multiple portfolios and complex transactions.

KEY DUTIES & RESPONSIBILITIES

Month End Close

• Review project revenue/gross margins & unbilled backlog analysis with the finance/operational leaders for month end review.
• Prepare the revenue recognition entries (using percentage of completion revenue recognition) with supporting
  documents/calculations as required.
• Conduct project financial close out and reconciliation.
• Record journal entries, and maintain and reconcile general ledger to the job cost and other sub ledgers.
• Answering internal and external financial inquiries as it relates to the specific client account.
• Perform timely month end close and ensure recording all pertinent transactions including project /labour / various monthly accruals.
• Ensure / investigate Accounts Receivable collection, and explanation for overdue balances.
• Prepare monthly reports for specific client accounts.

Financial Planning & Analysis Support

• Conduct detailed profitability analysis of variances between planned, forecasted, and actual figures
• Assistance in conducting accurate and complete forecasting of revenue and margins by project
• Provide support for process improvement initiatives
• Provide support for job costing and pricing
• Prepare other ad hoc reports for management as required
• Understand GAAP requirements, particularly around revenue recognition
• Understand basic interactions between financial systems related to the portfolio supported

KNOWLEDGE & SKILLS REQUIRED

• 3-6 years of progressive experience in public accounting or industry roles
• University graduation or professional certification (e.g. P. Eng, CMA, CGA or equivalent courses)
• Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal customers.
• Ability to complete and resolve assigned complex account reconciliation which sees the highest transaction volume or deal with multiple portfolios or business units.
• Ability to reconcile and resolve discrepancies between general ledger and sub ledger.
• Ability to identify and provide recommendations for issues and process improvement opportunities at account and business unit level following GAAP procedures.
• In-depth understanding of audit requirements within scope of responsibility.
• Ability to provide input to process documentations and business cases; write variance explanations, summaries of findings and recommendations.
• Advanced level knowledge of current accounting systems and MS Office suite of software
• Understanding of more complex accounting issues like revenue recognition (% completion/project accounting)
• Excellent analytical abilities, including advanced Excel skills to assist with financial modeling (pivot tables, vlookup, etc.)
• Ability to operate in high growth environments with an view of implementing more standard processes and best practices
• Strong process improvement and/or implementation experience
• Detail oriented, self-starter with strong interpersonal, and communication skills
• Proactive and good problem solving skills

• Completed an Accounting designation program (CGA, CMA, CPA)

Overview

Overview

03/05/2025

Address:

52 Peel Centre Drive

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Develops and implements a relationship management plan to meet the needs of client.
• Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Executes work to deliver timely, accurate, and efficient service.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
• Advanced working knowledge of financial industry.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Starting salary is $55,000 plus upward commission potential

$44,500.00 - $82,500.00

This position is responsible for driving new business within an assigned Commercial Account base and prospect territory in the GTA area.  By effectively partnering with clients, the Account Executive will provide effective business solutions through innovative and strategic planning. 

What you’ll do:

• Use innovative selling techniques and knowledge of the client to grow business within a base of prospect accounts leveraging the full suite of Rogers Wireless, Wireline and Data Centre products and services
• Initiate and build relationships with C-level and other key senior stakeholders within prospect accounts.  Leverage any and all of Rogers assets and relationships to develop relationships and uncover business opportunities
• Develop extensive account and relationship growth strategies to gain insider status towards growing new business within prospect accounts
• Partner with key internal stakeholders to develop a customized value proposition to meet needs of prospects and work within Rogers to overcome barriers to sale
• Generate targeted, custom pricing proposals and quarterback internal business case process to ensure opportunities are fully considered by Rogers stakeholders at all levels
• Meet and exceed assigned sales targets as well and key milestones in the account plan
• Actively participate in regular sales meetings and demonstrate leadership by transferring key learning’s to the rest of the Commercial Segment Acquisition team

What you will bring:

• Minimum 5-10 years experience in Wireless/Wireline/Data Centre and/or telecom industry, with proven success driving new business in the Medium to Large corporate accounts arena
• Demonstrated ability to develop and grow c-suite and other senior level relationships within key clients
• Proven track record of meeting and exceeding assigned quotas selling into prospect accounts
• Solid understanding of wireless, data and telecom products and services
• Excellent presentation and communication skills
• Strong account planning skills
• An innovative thinker with skill in generating solutions that meet customer needs
• Self-starter with ability to adapt to a fast-paced, changing work environment
• Computer proficient in Microsoft Word, Excel, PowerPoint
• University Degree in Business Administration or a related field preferred
• Valid driver's license and access to a reliable vehicle is a must
• Comfortable with daily travel (GTA area)

To protect our people, brand and assets, a pre-employment background check will be conducted. As part of our selection process, all candidates must clear a criminal background check. Additionally, a credit check and drivers abstract may be required depending on the role.

Schedule: Full time
Shift: Day
Length of Contract: Not Applicable (Regular Position)
Work Location: 8200 Dixie Rd (341), Brampton, ON
Travel Requirements: Up to 25%
Posting Category/Function: Sales & Account Management
Requisition ID: 308481

CLOSING DATE:  September 16, 2024

AREA OF RESPONSIBILITY:

Reports to Supervisor, Accounting, Prepares and analyses a variety of financial statements, reports and related documentation for internal and external stakeholders as it relates to the Current, Reserve and Trust Funds. Responsible for the data compilation and analysis of all asset data inventory to ensure compliance with the revised Public Sector Accounting Board’financial reporting standards (PSAB 3150).

• Responsible for the monthly reconciliation of the City’s bank accounts. This often requires coordination with other departments.
• Responsible for the preparation, analysis and the timely and accurate entry of the City’s financial information into the General Ledger. Ensure that journal entries are accurate and in accordance with Generally Accepted Accounting Principles (GAAP), Public Sector Accounting Board (PSAB) as well as the City’s policies and procedures.
• Prepare and analyze annual Financial Statements and Financial Information Return schedules to be used by internal and external stakeholders.
• Prepare and analyze various monthly, quarterly and annual reports for all City funds. Reports must be accurate and timely as they are distributed to all levels of management.
• Provide information for Statistics Canada Quarterly Surveys. Compile and analyze Annual Statistics Canada Report.
• Analyze monthly balance sheet accounts. Obtain backup, investigate issues and take necessary corrective action.  Analysis requires communication with various departments as well as third parties.
• Responsible for chart field maintenance in the PeopleSoft General Ledger and Project Costing modules.
• Prepare monthly and annual government statutory remittances including but not limited to the Employer Health Tax (EHT) and Harmonized Sales Tax (HST).
• Review A/P Payment Requisitions, Purchase Orders and Invoices for correct coding and asset classification.
• In conjunction with Payroll, process payroll journals via the PeopleSoft Financial and HRMS system interface.
• Process monthly employee Meal and Mileage Allowances.
• Responsible for the maintenance of employee and external vendors in the PeopleSoft Financial system.
• Responsible for the administration of the City’s travel request and reimbursement process while ensuring the adherence of the corporate policies and guidelines.
• Process financial transactions for internal and external investments in the General Ledger and analyze related balance sheet accounts.
• Responsible for the creation of project id’s and set up project information in the PeopleSoft Project Costing module.
• Capital Budget analysis and upload.
• Generate reports on asset cost and depreciation. Provide all ad hoc reports related to tangible capital assets. 
• Process and analyze asset inventory information submitted by operating departments.
• Analyze project costs to determine the correct accounting treatment.
• Provide input on policies and business procedures related to Tangible Capital Asset accounting.
• Provide ongoing training to operating departments on Tangible Capital Asset financial policies and procedures through formal training sessions.
• Prepare accounting data for year-end Tangible Capital Asset schedules. Will be required to  take corrective action when required.
• Performs additional similar and related duties as assigned.

SELECTION CRITERIA:

• High School (Grade 12) graduation plus an additional program of three to four years in Economics, Finance or equivalent.
• Over two (2) years, up to and including four (4) years of related experience.
• Completion of CPA (Chartered Professional Accountant) PREP or 4th level CGA (Certified General Accountant) or completion of all eligibility required topics for CMA (Certified Management Accountant) entrance examination or equivalent.
• Strong knowledge of PeopleSoft Accounts Payable, Purchasing, General Ledger, Asset Management and Project Costing modules and PSAB/GAAP.
• Demonstrated experience with Microsoft Office Suite applications.
• Demonstrated accuracy and attention to detail.
• Exceptional written and verbal communication and interpersonal skills with an emphasis on customer service.
• Demonstrated time management skill.

 **Various tests and/or exams may be administered as part of the selection criteria.

Interview:  Our recruitment process may be completed with video conference technology.

HOURS OF WORK:  35-hour workweek

LOCATION:  Hybrid Model*– when working onsite, you will report to the location of City Hall

SALARY GRADE:  8

SALARY RANGE:           1ST STEP:     $73,473.40 per annum

                                      2ND STEP:    $77,350.00 per annum

                                      JOB RATE:  $81,426.80 per annum

JOB TYPE:  Union

POSTING DATE:  June 28, 2024

CLOSING DATE:  July 14, 2024

AREA OF RESPONSIBILITY:

Reporting to the Supervisor, Accounting, Prepares and analyses a variety of financial statements, reports and related documentation for internal and external stakeholders as it relates to the Current, Reserve and Trust Funds.  Responsible for the data compilation and analysis of all asset data inventory to ensure compliance with the revised Public Sector Accounting Board’s financial reporting standards (PSAB 3150).

• Responsible for the monthly reconciliation of the City’s bank accounts. This often requires coordination with other departments.
• Responsible for the preparation, analysis and the timely and accurate entry of the City’s financial information into the General Ledger. Ensure that journal entries are accurate and in accordance with Generally Accepted Accounting Principles (GAAP), Public Sector Accounting Board (PSAB) as well as the City’s policies and procedures.
• Prepare and analyze annual Financial Statements and Financial Information Return schedules to be used by internal and external stakeholders.
• Prepare and analyze various monthly, quarterly and annual reports for all City funds. Reports must be accurate and timely as they are distributed to all levels of management.
• Provide information for Statistics Canada Quarterly Surveys. Compile and analyze Annual Statistics Canada Report.
• Analyze monthly balance sheet accounts. Obtain backup, investigate issues and take necessary corrective action.  Analysis requires communication with various departments as well as third parties.
• Responsible for chart field maintenance in the PeopleSoft General Ledger and Project Costing modules.
• Prepare monthly and annual government statutory remittances including but not limited to the Employer Health Tax (EHT) and Harmonized Sales Tax (HST).
• Review A/P Payment Requisitions, Purchase Orders and Invoices for correct coding and asset classification.
• In conjunction with Payroll, process payroll journals via the PeopleSoft Financial and HRMS system interface.
• Process monthly employee Meal and Mileage Allowances.
• Responsible for the maintenance of employee and external vendors in the PeopleSoft Financial system.
• Responsible for the administration of the City’s travel request and reimbursement process while ensuring the adherence of the corporate policies and guidelines.
• Process financial transactions for internal and external investments in the General Ledger and analyze related balance sheet accounts.
• Responsible for the creation of project id’s and set up project information in the PeopleSoft Project Costing module.
• Capital Budget analysis and upload.
• Generate reports on asset cost and depreciation. Provide all ad hoc reports related to tangible capital assets. 
• Process and analyze asset inventory information submitted by operating departments.
• Analyze project costs to determine the correct accounting treatment.
• Provide input on policies and business procedures related to Tangible Capital Asset accounting.
• Provide ongoing training to operating departments on Tangible Capital Asset financial policies and procedures through formal training sessions.
• Prepare accounting data for year-end Tangible Capital Asset schedules. Will be required to  take corrective action when required.
• Performs additional similar and related duties as assigned.

SELECTION CRITERIA:

• High School (Grade 12) graduation plus an additional program of three to four years in Economics, Finance or equivalent.
• Over two (2) years, up to and including four (4) years of related experience.
• Completion of CPA (Chartered Professional Accountant) PREP or 4th level CGA (Certified General Accountant) or completion of all eligibility required topics for CMA (Certified Management Accountant) entrance examination or equivalent.
• Strong knowledge of PeopleSoft Accounts Payable, Purchasing, General Ledger, Asset Management and Project Costing modules and PSAB/GAAP.
• Demonstrated experience with Microsoft Office Suite applications.
• Demonstrated accuracy and attention to detail.
• Exceptional written and verbal communication and interpersonal skills with an emphasis on customer service.
• Demonstrated time management skill.

**Various tests and/or exams may be administered as part of the selection criteria.

Interview:  Our recruitment process may be completed with video conference technology.

Applicants who do not meet the educational requirements but have direct related experience may be considered.

The Intermediate Financial Analyst (FA II) provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support for small scope contract(s) or business unit(s).  At this level, the incumbent typically supports multiple portfolios or business units.

KEY DUTIES & RESPONSIBILITIES

• Provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support for small scope contract(s) or business unit(s).
• Completes and resolves assigned account reconciliations.
• Prepares, gathers, consolidates and reports routine data.
• Prepares routine monthly reports.
• Prepares monthly client invoices.
• Prepares and reconciles basic audit working papers.  Maintains accurate and complete records for audits.  Gathers audit support data upon request.  Documentation is reviewed prior to submission.
• Reviews results to determine accrual entries in coordination with internal managers.
• Reconciles month end results for simple contract(s) or business unit(s) for sub ledger reconciliations.
• Prepares bank reconciliations.
• Prepares month end journal entries.
• Reviews and enters time cards.
• Codes and validates expense reports, vendor invoices and procurement cards.
• Enters data to sub ledger systems and direct to G/L.
• Identifies complex and resolves basic transactional accounting discrepancies.  May require management involvement.
• Identifies and recommends process improvement opportunities at an account level following GAAP procedures.
• Prepares memos and provides variance explanations.  Summarizes findings and recommendations.  Provides input to process documentations.

KNOWLEDGE & SKILLS REQUIRED

• Job-Related Experience: 3-5 years or more
• College Diploma or equivalent training (e.g. RPA, CET)
• Ability to identify complex and resolve basic transactional accounting discrepancies
• Ability to identify and recommend process improvement opportunities at an account level following GAAP procedures.
• Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal customers.
• Ability to prepare memos, provide variance explanations and input to process documentations, and write summaries of findings and recommendations.
• Intermediate level knowledge of current accounting systems and MS Office suite of software

Licenses and/or Professional Accreditation

• Partially completed an Accounting designation program (CGA, CMA)

SUMMARY

The Intermediate Financial Analyst (FA II) provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support for small scope contract(s) or business unit(s).  At this level, the incumbent typically supports multiple portfolios or business units.

KEY DUTIES & RESPONSIBILITIES

• Provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support for small scope contract(s) or business unit(s).
• Completes and resolves assigned account reconciliations.
• Prepares, gathers, consolidates and reports routine data.
• Prepares routine monthly reports.
• Prepares monthly client invoices.
• Prepares and reconciles basic audit working papers.  Maintains accurate and complete records for audits.  Gathers audit support data upon request.  Documentation is reviewed prior to submission.
• Reviews results to determine accrual entries in coordination with internal managers.
• Reconciles month end results for simple contract(s) or business unit(s) for sub ledger reconciliations.
• Prepares bank reconciliations.
• Prepares month end journal entries.
• Reviews and enters time cards.
• Codes and validates expense reports, vendor invoices and procurement cards.
• Enters data to sub ledger systems and direct to G/L.
• Identifies complex and resolves basic transactional accounting discrepancies.  May require management involvement.
• Identifies and recommends process improvement opportunities at an account level following GAAP procedures.
• Prepares memos and provides variance explanations.  Summarizes findings and recommendations.  Provides input to process documentations.

KNOWLEDGE & SKILLS REQUIRED

• Job-Related Experience: 3-5 years or more
• College Diploma or equivalent training (e.g. RPA, CET)
• Ability to identify complex and resolve basic transactional accounting discrepancies
• Ability to identify and recommend process improvement opportunities at an account level following GAAP procedures.
• Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal customers.
• Ability to prepare memos, provide variance explanations and input to process documentations, and write summaries of findings and recommendations.
• Intermediate level knowledge of current accounting systems and MS Office suite of software

Licenses and/or Professional Accreditation

• Partially completed an Accounting designation program (CGA, CMA)

The Billing Coordinator is an expert in all job functions of the Billing Department. The Coordinator will facilitate the work amongst Billing Administrators and provide specialized support to the team.  The Billing Coordinator will be focused on increasing invoice quality by analyzing reporting to identify problem areas and implement corrective action.  With continuous improvement always in mind, the Billing Coordinator will be responsible to review and implement process improvement initiatives.  Must understand customer invoice requirements and provide custom invoice solutions as required. 

How You’ll Help: 

• Provide daily support to Billing Administrators to ensure all job functions are getting completed in adherence to the Business Service Level Agreements 
• Perform Billing Administrator job functions when required to support getting task (s) completed 
• Analyze processes to improve overall effectiveness of the team 
• Input other types of Billing (contract probills) unrelated to shipment movement  
• Investigate and create Customer Deals and Invoice Audit rules in AS400 to meet customer/business requirements and improve invoice accuracy 
• Regular communication with all levels of the organization to provide consistent feedback of areas that need improvement in order to improve invoice quality 
• Investigate reoccurring invoice issues to get to the root cause.  Work with all levels of the business, as well as external customers to implement sustainable solutions 
• Analyze and understand customer invoice requirements; offer standard invoice options when applicable, focusing on electronic solutions  
• Work closely with customers and Sales to provide approved non-standard invoice options including updating customer web portals to provide accurate invoice details 
• Handle escalated issues from Billing Administrators within established guidelines  
• Exhibit leadership at all times, be accessible and approachable to all Billing Team members 
• Maintain positive customer relationships, both internally and externally 
• Other related duties as may be required 

Your Skills & Experience: 

• Minimum of secondary education, with preference of post-secondary education (general stream), or a combination of education and experience. 
• Minimum one year experience in a Billing Department 
• Excellent verbal and written communication skills 
• Computer skills – accuracy, MS products including strong Excel skills; AS400 experience, an asset. Must possess the ability to learn new software 
• Demonstrated interpersonal and customer relationship skills 
• Strong analytical and problem solving skills, particularly numerical 
• Detail orientated with the ability to work accurately in a high volume, fast-paced environment. 
• English, other languages considered an asset 
• Able to work with little supervision  

Overview