Senior Financial Analyst

Role Overview

The Senior Financial Analyst will be part of the team responsible for fund operations reporting requirements, reviewing quarterly financial reporting, and managing fund capital activity. The role requires a self-starter with excellent interpersonal skills, a high degree of intellectual curiosity, and a strong foundation in finance and accounting.

What You Will Do

Responsibilities include reviewing NAV packs, managing fund capital activity, presenting quarterly significant transactions to senior management, and coordinating with external service providers.

Why It Might Be a Fit

The successful candidate will have a strong foundation in finance and accounting, experience in managing a team of high-performing staff, and a high degree of intellectual curiosity. The role offers opportunities for professional development and exposure to diverse businesses.

Requirements

• University degree (business or accounting an asset)
• Professional accounting designation (CPA/CA)
• 3+ years of progressive work experience in finance and/or accounting functions
• Experience in private funds and knowledge of the investment management industry, and experience dealing with complex ownership structures would be an asset
• Demonstrated leadership and initiative
• Excellent analytical, and problem-solving ability
• Exemplifies the right motivation by aspiring to achieve collective goals
• Ability to work in a dynamic, complex, fast-paced environment, to adapt quickly and to manage changing priorities
• Superior communication skills (oral and written) and interpersonal skills
• Strong organizational skills and ability to multi-task, prioritize and meet deadlines
• Strong financial systems experience, including advanced Excel, with an interest in and demonstrated ability to leverage AI and emerging technologies to improve efficiency and enhance financial analysis and reporting
• Self-motivated and proactive, with respect to both managing workload and professional development

Benefits

• Dental insurance
• Vision insurance
• 95-110k salary

Tagged as: Excel, Financial Modeling